Agencia Comercial Spirits
AGCC on Nasdaq. Beer, wine & distilled alcoholic beverages. Market value $873m.
This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.
Cash flow or capital spending isn't reported, so free cash flow is unknown.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
Nothing stands out yet.
What to watch out for
See Industrials stocks that passed both tests
This is not advice. Check the numbers below.
We could not compute this from the filings.
You pay 746.2 years of operating profit for the business. The average large US company costs around 18.
The filings do not give us enough to work this out.
Quality score: not known. Price score: 17 of 100. Our list needs 70 on quality and 60 on price.
$13.75 a share, 191% above its 1-year low
Over the past year the price has ranged from $4.72 to $25.73.
Pays no dividend
Prices from Monday’s close (2 November).
Five years of cash, in billions
| Revenue | |
| Revenue | $6m |
| Operating margin | |
| Operating margin | 12.6% |
| Debt to equity | |
| Debt to equity | 1.27 |
| Shares outstanding | |
| Shares outstanding | n/a |
Health checks
- Free cash flow positiveNot enough data
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)Not enough data
- Profit backed by cash (accruals)Not enough data
- Debt1.27× equity
- Revenue growth, five yearsUnknown
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 30 April 2026
- Next quarterly (estimated, 10-Q)
- n/a
Who owns it
None of the long-term investors we follow own it. 7 funds in all.
Largest holders overall
- Jane Street Group$196,305New
- Geode Capital Management$182,785Added
- Quadrature Capital$171,551New
- UBS Group AG$32,294Cut
- JPMorgan Chase$3,963New
- BNP Paribas Financial Markets$515Cut
- Caitong International Asset Management$424New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- WANG JUNYUANPassive investor6.2%Since 31 July 2026
- Bliss Vision LimitedPassive investorat least 5.4%(filed with 1 related holder)Since 31 July 2026
| Holder | Stake | Since | |
|---|---|---|---|
WANG JUNYUAN Passive investor | 6.2% | 31 July 2026 | |
Bliss Vision Limited Passive investor | at least 5.4% (filed with 1 related holder) | 31 July 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
We have no insider filings for this company yet.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Agencia Comercial Spirits doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
- It isn't cheap on profits: 746.2× operating profit.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.