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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 2/10

» BEAM's 10-Y Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

BEAM Guru Trades in Q3 2013

Ray Dalio 10,600 sh (New)
Paul Tudor Jones 225,000 sh (New)
Louis Moore Bacon 85,000 sh (+240.00%)
Murray Stahl 11,718 sh (+6.92%)
Mario Gabelli 2,570,815 sh (+1.89%)
Bill Ackman 20,818,545 sh (unchged)
Joel Greenblatt Sold Out
John Keeley 30,010 sh (-0.40%)
Jeremy Grantham 12,700 sh (-4.51%)
Jim Simons 184,600 sh (-76.33%)
Steven Cohen 26,804 sh (-79.82%)
» More
Q4 2013

BEAM Guru Trades in Q4 2013

Eric Mindich 716,400 sh (New)
John Keeley 45,050 sh (+50.12%)
Murray Stahl 15,921 sh (+35.87%)
Ray Dalio 14,100 sh (+33.02%)
Paul Tudor Jones 251,170 sh (+11.63%)
Mario Gabelli 2,617,703 sh (+1.82%)
Bill Ackman 20,818,545 sh (unchged)
Jim Simons Sold Out
Jeremy Grantham 12,100 sh (-4.72%)
Louis Moore Bacon 40,000 sh (-52.94%)
Steven Cohen 6,065 sh (-77.37%)
» More
Q1 2014

BEAM Guru Trades in Q1 2014

Jim Simons 1,307,944 sh (New)
Jeremy Grantham 50,000 sh (+313.22%)
Mario Gabelli 3,242,755 sh (+23.88%)
John Keeley Sold Out
Murray Stahl Sold Out
Eric Mindich Sold Out
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
Louis Moore Bacon Sold Out
Ray Dalio Sold Out
Bill Ackman 11,668,545 sh (-43.95%)
Bill Ackman 11,668,545 sh (-13.68%)
» More
Q2 2014

BEAM Guru Trades in Q2 2014

Jeremy Grantham Sold Out
Bill Ackman Sold Out
Jim Simons Sold Out
Mario Gabelli Sold Out
Bill Ackman 5,618,545 sh (-38.38%)
» More
» Details

Insider Trades

Latest Guru Trades with BEAM

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on Beam Inc

Mario Gabelli Comments on Beam Inc. - Jun 09, 2014

Beam Inc. (0.9%) (BEAM)(BEAM - $83.30 – NYSE), headquartered in Deerfield, Illinois, is a leading producer of distilled spirits with brands including Jim Beam, Sauza, Maker's Mark, Courvoisier, Pinnacle, Cruzan, Knob Creek, Skinnygirl, and Effen. Beam competes in the ~$500 billion global spirits industry and is the leader in the $7 billion bourbon whiskey category, which is currently the fastest growing market segment in the U.S. Beam has strong brands, pricing power, top and bottom line momentum, and is one of the only companies in the industry without a family that owns a controlling stake in the business. As such, we have long considered Beam a compelling acquisition candidate for strategic acquirers. On January 13, 2014, Beam announced that it agreed to be acquired by privately held beverage producer Suntory Holdings of Japan for $83.50 per share in cash. The acquisition is expected to close in the second quarter of 2014.

From Mario Gabelli (Trades, Portfolio)'s Gabelli Asset Fund's first quarter 2014 shareholder commentary.

Check out Mario Gabelli latest stock trades

Mario Gabelli Comments on Beam Inc. - Apr 30, 2014

Beam Inc. (BEAM) (4.9%) (BEAM - $83.30 - NYSE) is a leading premium spirits company, with brands such as Jim Beam and Maker's Mark bourbons. On January 13, 2014, Suntory Holdings Limited, a Japanese holding company that sells both alcoholic and non-alcoholic beverages, announced it would acquire Beam for $83.50 cash per share in a $16 billion merger. Shareholders have approved the deal, and the companies are awaiting approval in Europe. The deal is expected to close in late April.

From Mario Gabelli (Trades, Portfolio)'s first quarter 2014 ABC Fund commentary.

Check out Mario Gabelli latest stock trades



Dividend & Buy Back

Dividend Yield 1.08
BEAM's Dividend Yield is ranked lower than
78% of the 281 Companies
in the Global Beverages - Wineries & Distilleries industry.

( Industry Median: 1.83 vs. BEAM: 1.08 )
Ranked among companies with meaningful Dividend Yield only.
BEAM' s 10-Year Dividend Yield Range
Min: 0  Med: 0.00 Max: 0
Current: 1.08
Dividend Payout 0.50
BEAM's Dividend Payout is ranked lower than
60% of the 159 Companies
in the Global Beverages - Wineries & Distilleries industry.

( Industry Median: 0.40 vs. BEAM: 0.50 )
Ranked among companies with meaningful Dividend Payout only.
BEAM' s 10-Year Dividend Payout Range
Min: 0  Med: 0.00 Max: 0
Current: 0.5
Yield on cost (5-Year) 1.08
BEAM's Yield on cost (5-Year) is ranked lower than
81% of the 280 Companies
in the Global Beverages - Wineries & Distilleries industry.

( Industry Median: 2.27 vs. BEAM: 1.08 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
BEAM' s 10-Year Yield on cost (5-Year) Range
Min: 0  Med: 0.00 Max: 0
Current: 1.08

Valuation & Return


Business Description

Industry: Beverages - Alcoholic » Beverages - Wineries & Distilleries
Compare:DEO, PDRDF, BF.B, TBVPF, DVDCY » details
Traded in other countries:BJM.Germany,
Beam Inc., is incorporated under the laws of Delaware in 1985. On May 30, 1997, the Company's name was changed from American Brands, Inc. to Fortune Brands, Inc. Following the spin-off on October 3, 2011, the Company became a standalone Spirits Company under the name Beam Inc. It is a premium spirits company that makes and sells branded distilled spirits products in major markets. The Company's three reportable segments are the geographic regions of North America, EMEA and APSA. Each segment is engaged in the manufacture and sale of distilled spirits products. Its principal products include bourbon whiskey, Scotch whisky, Canadian whisky, tequila, cognac, rum, cordials, and ready-to-drink pre-mixed cocktails. The Company's portfolio consists of brands it identifies as Power Brands, Rising Stars, Local Jewels and Value Creators. The Power Brands are the core brand equities, with its reach in premium categories and large annual sales volume. Rising Stars are smaller premium brands in priority markets. Brands identified as Local Jewels act as Power Brands in local markets. Value Creators include a variety of brands competing across multiple categories. The principal markets for its spirits products are the United States, Australia, Germany, Spain, the United Kingdom, and Canada, and continues to invest in emerging markets such as India, Brazil, Mexico, Russia, Central Europe, Asia, and other geographies. The Company operates its business on the basis of geographical regions, consisting of North America, Europe/Middle East/Africa, and Asia-Pacific/South America. Its peak season for business is the fourth calendar quarter due to holiday buying. Raw materials for the production, storage and aging of distilled products are corn and other grains for whiskies and other spirits, agave for tequila, molasses for rum, grapes for cognac and fortified wines, new or used oak barrels, and plastic and glass for bottles. These materials are generally readily available from a number of sources, except that new oak barrels are available from only a few sources. The Company uses different business models to market and distribute its products in different regions of the world. In the U.S., it sells products either to wholesale distributors for resale to retail outlets or, in those states that control alcohol sales, to state governments who then sell them to retail customers and consumers. It competes on the basis of product quality, brand image, innovation, price, and service in response to consumer preferences. The production, storage, transportation, distribution and sale of its products are subject to regulation by federal, state, local, and foreign authorities.

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