MNST · MONSTER BEVERAGE CORP

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Monster Beverage Corporation, through its subsidiaries, engages in development, marketing, sale, and distribution of energy drink beverages and concentrates in the United States and internationally. The company operates through four segments: Monster Energy Drinks, Strategic Brands, Alcohol Brands, and Other. It offers carbonated non-carbonated energy drinks, ready-to-drink iced teas, lemonades, juice cocktails, single-serve juices and fruit beverages, ready-to-drink dairy and coffee drinks, energy drinks, sports drinks and single-serve still waters, and sodas that are considered natural, sparkling juices, and flavored sparkling beverages.

Close · 3M

-43.65%

Held by 2 AI ETFs

PQUS0.470%

as of Sep 1

AIEQ0.460%

as of Sep 4

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals9

Win rate0% (0/9)

Avg buy return-37.02%

PQUSnow 0.470% of fund12 signals

PQUS · Weight decrease · 2d

weight 0.630% → 0.470% (-0.160 pp)·stock down 52.0% in the 30 days before

Aug 29·entry $45.92·now $44.08

-4.01%

since Aug 29

PQUS · Weight decrease · 3d

weight 0.790% → 0.660% (-0.130 pp)·stock down 6.4% in the 30 days before

Aug 8·entry $91.43·now $44.08

-51.79%

since Aug 8

PQUS · Weight decrease · 2d

weight 0.790% → 0.690% (-0.100 pp)·stock down 6.4% in the 30 days before

Aug 7·entry $90.36·now $44.08

-51.22%

since Aug 7

PQUS · Weight decrease · 3d

weight 0.870% → 0.790% (-0.080 pp)·stock down 1.0% in the 30 days before

Aug 2·entry $97.50·now $44.08

-54.79%

since Aug 2

PQUS · Weight decrease · 2d

weight 0.870% → 0.810% (-0.060 pp)·stock down 1.0% in the 30 days before

Aug 1·entry $97.50·now $44.08

-54.79%

since Aug 1

PQUS · Weight decrease · 2d

weight 0.850% → 0.820% (-0.030 pp)·stock down 0.1% in the 30 days before

Jul 23·entry $93.56·now $44.08

-52.89%

since Jul 23

PQUS · Weight increase · 2d

weight 0.900% → 0.920% (+0.020 pp)·stock up 8.0% in the 30 days before

Jun 28·entry $97.64·now $44.08Fresh

-54.85%

since Jun 28

PQUS · Weight increase · 2d

weight 0.940% → 0.980% (+0.040 pp)·stock up 9.6% in the 30 days before

Jun 25·entry $95.83·now $44.08Fresh

-54.00%

since Jun 25

PQUS · Weight decrease · 2d

weight 0.960% → 0.940% (-0.020 pp)·stock up 5.8% in the 30 days before

Jun 20·entry $93.02·now $44.08

-52.61%

since Jun 20

PQUS · Weight increase · 2d

weight 0.930% → 0.970% (+0.040 pp)·stock up 8.0% in the 30 days before

Jun 12·entry $92.83·now $44.08Fresh

-52.52%

since Jun 12

PQUS · Weight decrease · 2d

weight 1.000% → 0.970% (-0.030 pp)·stock up 11.9% in the 30 days before

May 22·entry $86.79·now $44.08

-49.21%

since May 22

PQUS · Weight decrease · 2d

stock up 13.3% in the 30 days before

May 10·entry $86.41·now $44.08

-48.99%

since May 10

AIEQnow 0.460% of fund8 signals

AIEQ · Weight decrease · 2d

weight 2.080% → 0.460% (-1.620 pp)·stock down 76.7% in the 30 days before

Sep 3·entry $44.08·now $44.08

0.00%

since Sep 3

AIEQ · Sudden change · 1d

weight 2.080% → 0.480% (-1.600 pp)·stock down 53.9% in the 30 days before

Sep 1·entry $44.99·now $44.08

-2.02%

since Sep 1

AIEQ · Weight decrease · 2d

weight 2.170% → 2.070% (-0.100 pp)·stock down 52.0% in the 30 days before

Aug 28·entry $46.86·now $44.08

-5.93%

since Aug 28

AIEQ · Weight increase · 3d

weight 2.000% → 2.120% (+0.120 pp)·stock down 48.9% in the 30 days before

Aug 21·entry $47.79·now $44.08Fresh

-7.76%

since Aug 21

AIEQ · Weight increase · 2d

weight 2.000% → 2.110% (+0.110 pp)·stock down 50.4% in the 30 days before

Aug 20·entry $47.49·now $44.08Fresh

-7.18%

since Aug 20

AIEQ · Weight increase · 2d

weight 2.010% → 2.040% (+0.030 pp)·stock down 53.2% in the 30 days before

Aug 15·entry $45.52·now $44.08Fresh

-3.16%

since Aug 15

AIEQ · New entry · 1d

weight 0 → 2.130% (new)·stock down 1.0% in the 30 days before

Aug 2·entry $97.50·now $44.08Fresh

-54.79%

since Aug 2

AIEQ · Exit · 1d

weight 0.270% → 0 (exited)·stock up 14.6% in the 30 days before

May 30·entry $89.10·now $44.08

-50.53%

since May 30

LQAIno longer held5 signals

LQAI · Exit · 1d

weight 0.410% → 0 (exited)·stock up 4.5% in the 30 days before

Jun 9·entry $90.15·now $44.08

-51.10%

since Jun 9

LQAI · Weight decrease · 3d

stock up 13.7% in the 30 days before

May 21·entry $86.32·now $44.08

-48.93%

since May 21

LQAI · Weight decrease · 2d

stock up 15.4% in the 30 days before

May 20·entry $86.88·now $44.08

-49.26%

since May 20

LQAI · Weight increase · 2d

stock up 15.4% in the 30 days before

May 18·entry $88.54·now $44.08Fresh

-50.21%

since May 18

LQAI · New entry · 1d

stock up 14.2% in the 30 days before

May 12·entry $85.87·now $44.08Fresh

-48.67%

since May 12

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Aug 30

AI ETFs AIEQ and PQUS hold Monster Beverage, suggesting an ongoing belief in its value or momentum, though recent trends show a slight decrease in their allocated weight. This contrasts with a Buffett-style 'Fail' verdict, which suggests avoiding the stock due to the absence of a margin of safety and incomplete data for a robust financial health assessment.

Circle of CompetenceThe established nature of the beverage industry, coupled with Monster's brand position, allows for reasonable projection of unit economics and future cash flows over a ten-year horizon.
Economic MoatMonster Beverage possesses strong brand power and an extensive distribution network, creating a durable competitive advantage that is likely to persist for a decade or more.
ManagementWithout specific information regarding management's candor in shareholder communications, capital allocation decisions, or personal ownership, a full assessment of this criterion is not possible.
Financial HealthWhile the recent ROE is high, the provided data lacks a 10-year average ROE, historical operating margins, detailed debt structure, and owner earnings, preventing a full assessment of long-term financial health and consistency.
Margin of SafetyThe current valuation multiples (PER 42.34, PBR 9.08, EV/EBITDA 41.89) are elevated, indicating no discernible margin of safety against a conservative estimate of intrinsic value.

Monster Beverage demonstrates qualities of a predictable business with a strong economic moat. However, the limited financial data provided prevents a comprehensive evaluation of its long-term financial health, and most critically, the current market valuation appears to offer no margin of safety. Consequently, the company fails to meet the investment criteria within this framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.