Re: BUD - Fools Duel
I appreciate everyone's thoughts.
The way I look at (an amateur's view) is the P/E based on next years earnings is:
BUD: 17.1
PEP: 20.4
That being said BUD has marginal revenue growth and shrinking margins with no turn around that I have heard about in sight, while Pepsi should have 10-13% EPS growth.
That is what may seperate me from the "pros", but I have gotten decent growth over the past few years and expect to continue to do so.
I understand your CSCO example, but at a P/E of 80 a few years back, it is comparing apples to dump trucks.
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