BOSTON BEER COMPANY INC-A (SAM) Stock Fundamental Analysis

NYSE:SAM • US1005571070

226.78 USD
+1.2 (+0.53%)
At close: Feb 27, 2026
226.78 USD
0 (0%)
After Hours: 2/27/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to SAM. SAM was compared to 33 industry peers in the Beverages industry. While SAM has a great health rating, its profitability is only average at the moment. SAM is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

4

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.
  • In the past 5 years SAM has always been profitable.
  • SAM had a positive operating cash flow in each of the past 5 years.
SAM Yearly Net Income VS EBIT VS OCF VS FCFSAM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 100M 200M

1.2 Ratios

  • With a decent Return On Assets value of 7.40%, SAM is doing good in the industry, outperforming 60.61% of the companies in the same industry.
  • SAM's Return On Equity of 10.13% is in line compared to the rest of the industry. SAM outperforms 54.55% of its industry peers.
  • SAM has a better Return On Invested Capital (10.93%) than 60.61% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SAM is below the industry average of 11.72%.
  • The 3 year average ROIC (8.12%) for SAM is below the current ROIC(10.93%), indicating increased profibility in the last year.
Industry RankSector 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%
SAM Yearly ROA, ROE, ROICSAM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20

1.3 Margins

  • With a Profit Margin value of 4.66%, SAM perfoms like the industry average, outperforming 45.45% of the companies in the same industry.
  • In the last couple of years the Profit Margin of SAM has declined.
  • With a Operating Margin value of 7.96%, SAM is not doing good in the industry: 66.67% of the companies in the same industry are doing better.
  • In the last couple of years the Operating Margin of SAM has declined.
  • SAM has a Gross Margin of 47.72%. This is comparable to the rest of the industry: SAM outperforms 51.52% of its industry peers.
  • In the last couple of years the Gross Margin of SAM has declined.
Industry RankSector 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%
SAM Yearly Profit, Operating, Gross MarginsSAM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30 40 50

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ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SAM is creating some value.
  • The number of shares outstanding for SAM has been reduced compared to 1 year ago.
  • Compared to 5 years ago, SAM has less shares outstanding
  • SAM has a worse debt/assets ratio than last year.
SAM Yearly Shares OutstandingSAM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2M 4M 6M 8M 10M
SAM Yearly Total Debt VS Total AssetsSAM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B

2.2 Solvency

  • An Altman-Z score of 6.76 indicates that SAM is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 6.76, SAM belongs to the top of the industry, outperforming 90.91% 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 RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 6.76
ROIC/WACC1.27
WACC8.6%
SAM Yearly LT Debt VS Equity VS FCFSAM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M 600M 800M 1B

2.3 Liquidity

  • SAM has a Current Ratio of 1.83. This is a normal value and indicates that SAM is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 1.83, SAM is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
  • 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.
  • SAM has a Quick ratio of 1.43. This is amongst the best in the industry. SAM outperforms 84.85% of its industry peers.
Industry RankSector Rank
Current Ratio 1.83
Quick Ratio 1.43
SAM Yearly Current Assets VS Current LiabilitesSAM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 9.58% over the past year.
  • SAM shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -0.56% yearly.
  • The Revenue has decreased by -1.13% in the past 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.
  • The Revenue is expected to grow by 1.30% on average over the next years.
EPS Next Y2.95%
EPS Next 2Y9.17%
EPS Next 3Y11.07%
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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
SAM Yearly Revenue VS EstimatesSAM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 500M 1B 1.5B 2B 2.5B
SAM Yearly EPS VS EstimatesSAM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 10 20 30

More info and screens

Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 22.28, which indicates a rather expensive current valuation of SAM.
  • SAM's Price/Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Earnings ratio is at 27.10. SAM is around the same levels.
  • A Price/Forward Earnings ratio of 20.91 indicates a rather expensive valuation of SAM.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SAM.
  • When comparing the Price/Forward Earnings ratio of SAM to the average of the S&P500 Index (28.06), we can say SAM is valued slightly cheaper.
Industry RankSector Rank
PE 22.28
Fwd PE 20.91
SAM Price Earnings VS Forward Price EarningsSAM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SAM indicates a rather cheap valuation: SAM is cheaper than 81.82% of the companies listed in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of SAM indicates a rather cheap valuation: SAM is cheaper than 90.91% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 11.41
EV/EBITDA 8.67
SAM Per share dataSAM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50 100 150

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)7.55
PEG (5Y)N/A
EPS Next 2Y9.17%
EPS Next 3Y11.07%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. Dividend

5.1 Amount

  • SAM does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

BOSTON BEER COMPANY INC-A

NYSE:SAM (2/27/2026, 8:04:00 PM)

After market: 226.78 0 (0%)

226.78

+1.2 (+0.53%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)02-18
Earnings (Next)04-22
Inst Owners93.79%
Inst Owner Change-6.16%
Ins Owners10.32%
Ins Owner Change2.83%
Market Cap2.42B
Revenue(TTM)1.98B
Net Income(TTM)92.25M
Analysts53.64
Price Target242.33 (6.86%)
Short Float %12.38%
Short Ratio5.81
Dividend
Industry RankSector 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)-0.36%
PT rev (3m)-1.54%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0.73%
EPS NY rev (1m)0.82%
EPS NY rev (3m)2.28%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.24%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.05%
Valuation
Industry RankSector Rank
PE 22.28
Fwd PE 20.91
P/S 1.22
P/FCF 11.41
P/OCF 8.88
P/B 2.65
P/tB 3.09
EV/EBITDA 8.67
EPS(TTM)10.18
EY4.49%
EPS(NY)10.85
Fwd EY4.78%
FCF(TTM)19.88
FCFY8.77%
OCF(TTM)25.53
OCFY11.26%
SpS185.89
BVpS85.46
TBVpS73.48
PEG (NY)7.55
PEG (5Y)N/A
Graham Number139.91
Profitability
Industry RankSector 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 RankSector 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 6.76
F-Score8
WACC8.6%
ROIC/WACC1.27
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 Y2.95%
EPS Next 2Y9.17%
EPS Next 3Y11.07%
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 3Y21.46%
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 2.95% in the next year.