MNST Monster Beverage Corporation - Fundamental Analysis
At a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
Powered by advanced machine learning algorithms
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
MNST trades at nearly double the sector’s average P/E (40.52 vs. 18.17), reflecting its growth and quality premium, but leaves limited margin of safety if earnings falter.
- Forward P/E of 38.13 priced for continued high growth trajectory
- Justified premium vs. sector avg P/E of 18.17 given superior growth and margins
- Current P/E of 40.52 is stretched vs. historical norms and sector peers
- No dividend to support valuation during multiple contraction risk
With 16.8% revenue growth and 39.5% earnings growth, MNST is on a strong upward trajectory, supported by favorable price action across 1Y (+27.4%) and 6M (+13.4%) horizons, outpacing defensive peers.
- Revenue growth of 16.80% YoY and Q/Q EPS growth of 3.9% indicate sustained momentum
- Operating leverage continues to expand margins, supporting future earnings acceleration
- Growth expectations are already high, increasing bar for future beats
- Energy drink market saturation risk in mature geographies
While MNST has delivered strong long-term returns and margin stability, its quarterly earnings track record shows increasing volatility, with a mixed beat rate over the past two years despite overall growth.
- Consistent profitability with gross margin above 55% and ROE of 25.54% over time
- Long-term share price appreciation of +70.6% over 5 years reflects durable value creation
- Earnings surprise volatility: 7 misses in last 10 quarters, including several double-digit shortfalls
- Recent quarters show inconsistent beat rates, with only 2 of last 4 beating estimates
MNST’s financial health is best-in-class, especially compared to leveraged peers like CL (Debt/Equity: 6.80), giving it unmatched flexibility in downturns or for strategic opportunities.
- Near-zero leverage with Debt/Equity of just 0.01, among the lowest in the sector
- Strong liquidity: current ratio of 3.19 and quick ratio of 2.63 indicate excellent short-term financial resilience
- Lack of disclosed debt and cash figures limits full capital structure transparency
- Minimal financial risk-taking may constrain aggressive reinvestment or M&A
MNST does not pay a dividend, resulting in a score of 0; this contrasts with peers like CL and PM, which offer income to investors, potentially limiting appeal to yield-focused funds.
- No dividend policy currently in place
- Zero payout ratio indicates no return of capital to shareholders via dividends
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for MNST and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
MNST
Monster Beverage Corporation
Primary
|
+70.6% | +45.3% | +27.4% | +13.4% | +3.9% | +2.3% |
|
CL
Colgate-Palmolive Company
Peer
|
+2.2% | +11.3% | -12.6% | -13.4% | +1.2% | -0.9% |
|
TGT
Target Corporation
Peer
|
-37.2% | -44.2% | -38.4% | -6.7% | +0.1% | -0.2% |
|
HSY
The Hershey Company
Peer
|
+29.8% | -10.8% | +3.5% | +13.9% | -6.5% | +5.0% |
|
KMB
Kimberly-Clark Corporation
Peer
|
-12.5% | -9.4% | -18.0% | -23.8% | -13.3% | +0.2% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Consumer Defensive Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
MNST
Monster Beverage Corporation
|
BULLISH | $69.67B | 40.52 | 25.5% | 21.7% | $71.31 | |
|
CL
Colgate-Palmolive Company
|
NEUTRAL | $63.51B | 21.86 | 293.6% | 14.5% | $78.05 | |
|
TGT
Target Corporation
|
NEUTRAL | $41.18B | 10.48 | 26.3% | 3.7% | $89.9 | |
|
HSY
The Hershey Company
|
NEUTRAL | $36.12B | 26.83 | 31.0% | 11.8% | $179.2 | |
|
KMB
Kimberly-Clark Corporation
|
NEUTRAL | $34.66B | 17.6 | 136.9% | 10.0% | $104.02 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-09-11 | SACKS RODNEY CYRIL | Director | Option Exercise | 630,000 | $13,853,700 |
| 2025-09-11 | SCHLOSBERG HILTON HILLER | Chief Executive Officer | Gift | 1,100 | - |
| 2025-09-03 | GEHRING ROB L. | Officer | Stock Award | 10,000 | - |
| 2025-08-13 | VIDERGAUZ MARK S | Director | Sale | 10,000 | $637,300 |
| 2025-06-11 | FAYARD GARY P | Director | Option Exercise | 3,592 | $224,823 |
| 2025-06-11 | PIZULA STEVEN G | Director | Option Exercise | 3,592 | $224,823 |
| 2025-06-11 | HALL TIFFANY M | Director | Option Exercise | 3,592 | $224,823 |
| 2025-06-11 | DEMEL ANA | Director | Option Exercise | 3,592 | $224,823 |
| 2025-06-11 | VIDERGAUZ MARK S | Director | Stock Award | 3,592 | - |
| 2025-06-11 | JACKSON JEANNE P | Director | Option Exercise | 3,592 | $224,823 |
| 2025-06-11 | DINKINS JAMES L. | Director | Stock Award | 3,592 | - |
| 2025-05-30 | SCHLOSBERG HILTON HILLER | Chief Executive Officer | Gift | 113 | - |
| 2025-05-29 | KELLY THOMAS J | Chief Financial Officer | Option Exercise | 24,000 | $1,011,666 |
| 2025-05-29 | KELLY THOMAS J | Chief Financial Officer | Sale | 27,000 | $1,711,800 |
Wall Street Analysts
Professional analyst ratings and price targets