Brand value - the top 30

I have talked about the Interbrand research piece already today (see this link). 

Given that this analysis kindly gives a brand value, I thought it would be quite interesting to compare this value with a company's EV (i.e. a company's market cap + any net debt). 

Here are the companies in the top 30 of the Interbrand  research whose brand value is a high proportion of their EV:

> 40% Coca-Cola, Hewlett-Packard, Kellogg's

> 35% Google, McDonald's

Selected others - Apple 23.8%, Microsoft 27.4%, Samsung 29.2%, Cisco 32%

I have written up analyses on all the five names which ranked 35%+ of their current EV as their brand value.  Here are the summary conclusions and links from my perspective.

Coca-Cola:
'The US$36s should again provide a support point for the shares even in volatile markets.  Something to note down.'  Link here. 

Hewlett-Packard:
'For the time being there is no need to do anything.  All eyes for me are on 9th October.'  Link here.

Kellogg's:
'It is a great brand, some of the innovation looks good but at x14 EV/ebit FY13e earnings it is all priced in and a bit more.'  (that number equivalent today is around US$57 a share). Link here. 

Google:
'Roll the numbers forward another year, should Google be at US$1000+ a share? Yes they should. '
Link here. 

McDonald's:
'Not an easy environment but the franchise continues to move forward.  They are a survivor.  I want to buy sub x12 EV/ebit which equates to US$93.5.'  Link here. 

So, in conclusion, if you want to buy a mega cap branded name, have a look at Google (and not the consumer goods/staples companies). 

More on the branded side later in the week (numbers 31 and lower).