Bottled & Canned Soft Drinks & Carbonated Waters · SIC 2086

Monster Beverage Corp

MNST

Watch

Latest revenue

$2.35B

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

+13.0% / yr 0.7 pts / yr vs S&P 500 84.1% total
Compare:

Live market

delayed ≤15 min
$86.79
0.54%
Market cap
$84.88B
Enterprise value
$82.59B
P/E (trailing)
Forward P/E
P/B
10.96×
Dividend yield
0.0%
52-wk high
$88.77
52-wk low
$58.09
Beta
Shares out
978.0M

5-year trend

What this company does

AI

Monster Beverage develops, markets, and sells energy drinks under brands like Monster Energy, Reign, and Bang, distributed through Coca-Cola's bottler network globally. Nearly all revenue comes from selling caffeinated energy beverages to distributors and retailers, with Q3 2025 net sales hitting $2.2 billion, up 17% year-over-year. The company just paid off its $373.9 million long-term debt and grew operating income 41% in the quarter, signaling strong pricing power and margin expansion.

Generated from MNST's filing dated 2024-02-29

Key risks

AI
  • Customer/distributor concentration: Coca-Cola system distributes the bulk of Monster's volume globally, leaving revenue highly exposed to one bottling partner.
  • FX exposure: $147.4M nine-month FX translation gain reverses prior losses; AOCI still ($93.4M), and results remain sensitive to USD swings.
  • Capital return slowing: only $43.9M of buybacks YTD 2025 vs $3.27B in 2024, while cash/investments swelled to $2.94B—capital deployment risk.

Generated from MNST's filing dated 2024-02-29

Profitability

Gross margin

55.8%

3.3%

Operating margin

29.2%

13.2%

Leverage

Debt / equity

0.21×

439.3%

Long-term debt / equity

0.05×

Debt / assets

17.4%

363.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$2.35B+26.9%

Q4 2025

2025-12-31

$2.13B+17.6%

Q3 2025

2025-09-30

$2.20B+16.8%

Q2 2025

2025-06-30

$2.11B+11.1%

Q1 2025

2025-03-31

$1.85B-2.3%

Q4 2024

2024-12-31

$1.81B

Q3 2024

2024-09-30

$1.88B+1.3%

Q2 2024

2024-06-30

$1.90B+2.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Bottled & Canned Soft Drinks & Carbonated Waters · SIC 2086

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Insider activity

Insider buying

$0

Insider selling

$36.8M

Net activity

−$36.8M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-14

Mark J Hall

Director

Sale54,000$85.81$4.6M
2026-05-14

Emelie Tirre

Chief Strategy Officer

Sale10,000$85.74$857.4K
2026-05-13

Thomas J Kelly

Chief Financial Officer

Sale7,000$87.81$614.7K
2026-05-13

Emelie Tirre

Chief Strategy Officer

Sale88,700$85.96$7.6M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns MNST

Institutional value

$14.73B

Total shares held

210.1M

Distinct holders

756

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC45.4M$3.29BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC15.6M$1.13BNew
3Invesco Ltd.13.3M$964.7MNew
4Ninety One UK Ltd7.5M$540.2MNew
5Legal & General Group Plc5.2M$378.5MNew
6Nuveen, LLC5.0M$362.6MNew
7Bank of New York Mellon Corp4.5M$324.0MNew
8VANGUARD FIDUCIARY TRUST CO4.1M$296.2MNew
9CIBC Bancorp USA Inc.4.0M$289.8MNew
10UBS Group AG4.0M$287.7MNew
11ENVESTNET ASSET MANAGEMENT INC3.9M$280.2MNew
12DIMENSIONAL FUND ADVISORS LP3.5M$254.4MNew
13AustralianSuper Pty Ltd3.5M$253.9MNew
14DEUTSCHE BANK AG\3.0M$218.9MNew
15WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2.9M$212.7MNew
16Robeco Institutional Asset Management B.V.2.9M$210.0MNew
17MONTRUSCO BOLTON INVESTMENTS INC.3.0M$209.9MNew
18TD ASSET MANAGEMENT INC2.6M$185.0MNew
19Russell Investments Group, Ltd.2.2M$162.0MNew
20WELLS FARGO & COMPANY/MN2.2M$159.7MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Gross margin jumped to 55.7% from 53.2% YoY—how much is sustainable pricing versus transitory aluminum/PET tailwinds that could reverse in 2026?

  2. 2

    Buybacks slowed to just $44M YTD versus $3.8B prior-year pace; with $2.9B cash and zero debt, why the sudden capital-return restraint?

  3. 3

    Accounts receivable grew 31% to $1.6B while sales rose only 8.5%—what's driving the DSO expansion and is channel inventory inflated?

Refreshed when MNST files a new report · last from 2024-02-29