As you might know, Compañía Cervecerías Unidas S.A. (SNSE:CCU) recently reported its quarterly numbers. The results were mixed overall, with revenues slightly ahead of analyst estimates at CL$608b. Statutory losses by contrast were 8.1% larger than predictions at CL$56.10 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Compañía Cervecerías Unidas after the latest results.
Following the latest results, Compañía Cervecerías Unidas' seven analysts are now forecasting revenues of CL$3.08t in 2026. This would be a satisfactory 4.8% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to shoot up 30% to CL$366. In the lead-up to this report, the analysts had been modelling revenues of CL$3.05t and earnings per share (EPS) of CL$356 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.
View our latest analysis for Compañía Cervecerías Unidas
There's been no major changes to the consensus price target of CL$5,734, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Compañía Cervecerías Unidas, with the most bullish analyst valuing it at CL$6,530 and the most bearish at CL$4,680 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analysts are definitely expecting Compañía Cervecerías Unidas' growth to accelerate, with the forecast 9.8% annualised growth to the end of 2026 ranking favourably alongside historical growth of 4.5% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.0% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Compañía Cervecerías Unidas is expected to grow much faster than its industry.
The Bottom Line
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Compañía Cervecerías Unidas' earnings potential next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at CL$5,734, with the latest estimates not enough to have an impact on their price targets.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Compañía Cervecerías Unidas going out to 2028, and you can see them free on our platform here.
However, before you get too enthused, we've discovered 2 warning signs for Compañía Cervecerías Unidas that you should be aware of.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.