BOSTON BEER COMPANY INC-A (SAM) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:SAM • US1005571070
223.49 USD
+10.2 (+4.78%)
At close: Feb 3, 2026
223.49 USD
0 (0%)
After Hours: 2/3/2026, 6:40:00 PM
We assign a fundamental rating of 5 out of 10 to SAM. SAM was compared to 33 industry peers in the Beverages industry. SAM has an excellent financial health rating, but there are some minor concerns on its profitability. SAM has a correct valuation and a medium growth rate.
1. Profitability
1.1 Basic Checks
- SAM had positive earnings in the past year.
- In the past year SAM had a positive cash flow from operations.
- SAM had positive earnings in each of the past 5 years.
- SAM had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- SAM's Return On Assets of 7.40% is fine compared to the rest of the industry. SAM outperforms 63.64% of its industry peers.
- SAM's Return On Equity of 10.13% is in line compared to the rest of the industry. SAM outperforms 48.48% of its industry peers.
- SAM's Return On Invested Capital of 10.93% is fine compared to the rest of the industry. SAM outperforms 60.61% of its industry peers.
- SAM had an Average Return On Invested Capital over the past 3 years of 8.12%. This is below the industry average of 11.45%.
- The 3 year average ROIC (8.12%) for SAM is below the current ROIC(10.93%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.4% | ||
| ROE | 10.13% | ||
| ROIC | 10.93% |
ROA(3y)4.95%
ROA(5y)5.95%
ROE(3y)6.63%
ROE(5y)8.26%
ROIC(3y)8.12%
ROIC(5y)8.73%
1.3 Margins
- The Profit Margin of SAM (4.66%) is comparable to the rest of the industry.
- In the last couple of years the Profit Margin of SAM has declined.
- SAM's Operating Margin of 7.96% is on the low side compared to the rest of the industry. SAM is outperformed by 66.67% of its industry peers.
- SAM's Operating Margin has declined in the last couple of years.
- With a Gross Margin value of 47.72%, SAM perfoms like the industry average, outperforming 51.52% of the companies in the same industry.
- In the last couple of years the Gross Margin of SAM has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 7.96% | ||
| PM (TTM) | 4.66% | ||
| GM | 47.72% |
OM growth 3Y39.49%
OM growth 5Y-8.36%
PM growth 3Y61.25%
PM growth 5Y-19.42%
GM growth 3Y4.62%
GM growth 5Y-2.01%
2. Health
2.1 Basic Checks
- SAM has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
- SAM has less shares outstanding than it did 1 year ago.
- The number of shares outstanding for SAM has been reduced compared to 5 years ago.
- The debt/assets ratio for SAM is higher compared to a year ago.
2.2 Solvency
- SAM has an Altman-Z score of 6.52. This indicates that SAM is financially healthy and has little risk of bankruptcy at the moment.
- With an excellent Altman-Z score value of 6.52, SAM belongs to the best of the industry, outperforming 87.88% of the companies in the same industry.
- There is no outstanding debt for SAM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Altman-Z | 6.52 |
ROIC/WACC1.23
WACC8.92%
2.3 Liquidity
- A Current Ratio of 1.83 indicates that SAM should not have too much problems paying its short term obligations.
- SAM has a Current ratio of 1.83. This is in the better half of the industry: SAM outperforms 63.64% of its industry peers.
- SAM has a Quick Ratio of 1.43. This is a normal value and indicates that SAM is financially healthy and should not expect problems in meeting its short term obligations.
- With a decent Quick ratio value of 1.43, SAM is doing good in the industry, outperforming 78.79% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.83 | ||
| Quick Ratio | 1.43 |
3. Growth
3.1 Past
- SAM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 9.58%, which is quite good.
- The Earnings Per Share has been decreasing by -0.56% on average over the past years.
- Looking at the last year, SAM shows a decrease in Revenue. The Revenue has decreased by -1.13% in the last year.
- The Revenue has been growing by 10.00% on average over the past years. This is quite good.
EPS 1Y (TTM)9.58%
EPS 3Y32.41%
EPS 5Y-0.56%
EPS Q2Q%-20.56%
Revenue 1Y (TTM)-1.13%
Revenue growth 3Y-0.73%
Revenue growth 5Y10%
Sales Q2Q%-11.23%
3.2 Future
- SAM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 11.86% yearly.
- Based on estimates for the next years, SAM will show a small growth in Revenue. The Revenue will grow by 1.30% on average per year.
EPS Next Y2.12%
EPS Next 2Y9.17%
EPS Next 3Y10.96%
EPS Next 5Y11.86%
Revenue Next Year-1.48%
Revenue Next 2Y-0.55%
Revenue Next 3Y0.39%
Revenue Next 5Y1.3%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 21.95, which indicates a rather expensive current valuation of SAM.
- The rest of the industry has a similar Price/Earnings ratio as SAM.
- When comparing the Price/Earnings ratio of SAM to the average of the S&P500 Index (28.18), we can say SAM is valued slightly cheaper.
- SAM is valuated rather expensively with a Price/Forward Earnings ratio of 20.61.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of SAM is on the same level as its industry peers.
- Compared to an average S&P500 Price/Forward Earnings ratio of 25.51, SAM is valued at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 21.95 | ||
| Fwd PE | 20.61 |
4.2 Price Multiples
- 81.82% of the companies in the same industry are more expensive than SAM, based on the Enterprise Value to EBITDA ratio.
- 87.88% of the companies in the same industry are more expensive than SAM, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.24 | ||
| EV/EBITDA | 8.14 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
PEG (NY)10.36
PEG (5Y)N/A
EPS Next 2Y9.17%
EPS Next 3Y10.96%
5. Dividend
5.1 Amount
- No dividends for SAM!.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
223.49
+10.2 (+4.78%)
Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)10-23 2025-10-23/amc
Earnings (Next)02-18 2026-02-18/amc
Inst Owners93.79%
Inst Owner Change-1.71%
Ins Owners10.32%
Ins Owner Change8.1%
Market Cap2.38B
Revenue(TTM)1.98B
Net Income(TTM)92.25M
Analysts53.64
Price Target243.2 (8.82%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)32.93%
Min EPS beat(2)25.12%
Max EPS beat(2)40.74%
EPS beat(4)3
Avg EPS beat(4)82.66%
Min EPS beat(4)-27.29%
Max EPS beat(4)292.05%
EPS beat(8)5
Avg EPS beat(8)1482.66%
EPS beat(12)6
Avg EPS beat(12)959.93%
EPS beat(16)6
Avg EPS beat(16)709.32%
Revenue beat(2)0
Avg Revenue beat(2)-1.56%
Min Revenue beat(2)-1.8%
Max Revenue beat(2)-1.31%
Revenue beat(4)2
Avg Revenue beat(4)0.67%
Min Revenue beat(4)-1.8%
Max Revenue beat(4)3.45%
Revenue beat(8)3
Avg Revenue beat(8)-0.66%
Revenue beat(12)6
Avg Revenue beat(12)0.55%
Revenue beat(16)8
Avg Revenue beat(16)0.14%
PT rev (1m)0%
PT rev (3m)-1.18%
EPS NQ rev (1m)1.4%
EPS NQ rev (3m)-2.8%
EPS NY rev (1m)0%
EPS NY rev (3m)1.75%
Revenue NQ rev (1m)-0.24%
Revenue NQ rev (3m)-0.32%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.1%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 21.95 | ||
| Fwd PE | 20.61 | ||
| P/S | 1.2 | ||
| P/FCF | 11.24 | ||
| P/OCF | 8.75 | ||
| P/B | 2.62 | ||
| P/tB | 3.04 | ||
| EV/EBITDA | 8.14 |
EPS(TTM)10.18
EY4.56%
EPS(NY)10.85
Fwd EY4.85%
FCF(TTM)19.88
FCFY8.89%
OCF(TTM)25.53
OCFY11.42%
SpS185.89
BVpS85.46
TBVpS73.48
PEG (NY)10.36
PEG (5Y)N/A
Graham Number139.91
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.4% | ||
| ROE | 10.13% | ||
| ROCE | 15.87% | ||
| ROIC | 10.93% | ||
| ROICexc | 14.61% | ||
| ROICexgc | 17.64% | ||
| OM | 7.96% | ||
| PM (TTM) | 4.66% | ||
| GM | 47.72% | ||
| FCFM | 10.69% |
ROA(3y)4.95%
ROA(5y)5.95%
ROE(3y)6.63%
ROE(5y)8.26%
ROIC(3y)8.12%
ROIC(5y)8.73%
ROICexc(3y)10.19%
ROICexc(5y)10.53%
ROICexgc(3y)12.36%
ROICexgc(5y)13.08%
ROCE(3y)11.79%
ROCE(5y)12.67%
ROICexgc growth 3Y51.57%
ROICexgc growth 5Y-0.97%
ROICexc growth 3Y53.78%
ROICexc growth 5Y1.55%
OM growth 3Y39.49%
OM growth 5Y-8.36%
PM growth 3Y61.25%
PM growth 5Y-19.42%
GM growth 3Y4.62%
GM growth 5Y-2.01%
F-Score8
Asset Turnover1.59
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 66.32% | ||
| Cap/Sales | 3.04% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 109.48% | ||
| Profit Quality | 229.71% | ||
| Current Ratio | 1.83 | ||
| Quick Ratio | 1.43 | ||
| Altman-Z | 6.52 |
F-Score8
WACC8.92%
ROIC/WACC1.23
Cap/Depr(3y)88.4%
Cap/Depr(5y)136.69%
Cap/Sales(3y)3.77%
Cap/Sales(5y)5.31%
Profit Quality(3y)238.48%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)9.58%
EPS 3Y32.41%
EPS 5Y-0.56%
EPS Q2Q%-20.56%
EPS Next Y2.12%
EPS Next 2Y9.17%
EPS Next 3Y10.96%
EPS Next 5Y11.86%
Revenue 1Y (TTM)-1.13%
Revenue growth 3Y-0.73%
Revenue growth 5Y10%
Sales Q2Q%-11.23%
Revenue Next Year-1.48%
Revenue Next 2Y-0.55%
Revenue Next 3Y0.39%
Revenue Next 5Y1.3%
EBIT growth 1Y2.51%
EBIT growth 3Y38.47%
EBIT growth 5Y0.81%
EBIT Next Year62.09%
EBIT Next 3Y21.92%
EBIT Next 5Y18.86%
FCF growth 1Y53.33%
FCF growth 3YN/A
FCF growth 5Y15.22%
OCF growth 1Y31.27%
OCF growth 3Y64.13%
OCF growth 5Y6.91%
BOSTON BEER COMPANY INC-A / SAM FAQ
What is the ChartMill fundamental rating of BOSTON BEER COMPANY INC-A (SAM) stock?
ChartMill assigns a fundamental rating of 5 / 10 to SAM.
What is the valuation status for SAM stock?
ChartMill assigns a valuation rating of 4 / 10 to BOSTON BEER COMPANY INC-A (SAM). This can be considered as Fairly Valued.
How profitable is BOSTON BEER COMPANY INC-A (SAM) stock?
BOSTON BEER COMPANY INC-A (SAM) has a profitability rating of 4 / 10.
Can you provide the financial health for SAM stock?
The financial health rating of BOSTON BEER COMPANY INC-A (SAM) is 8 / 10.
What is the expected EPS growth for BOSTON BEER COMPANY INC-A (SAM) stock?
The Earnings per Share (EPS) of BOSTON BEER COMPANY INC-A (SAM) is expected to grow by 2.12% in the next year.