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

USA • New York Stock Exchange • NYSE:SAM • US1005571070

246.76 USD
+8.06 (+3.38%)
At close: Feb 6, 2026
246.76 USD
0 (0%)
After Hours: 2/6/2026, 8:05:22 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall SAM gets a fundamental rating of 5 out of 10. We evaluated SAM against 33 industry peers in the Beverages industry. SAM has an excellent financial health rating, but there are some minor concerns on its profitability. SAM is quite expensive at the moment. It does show a decent growth rate.


Dividend Valuation Growth Profitability Health

4

1. Profitability

1.1 Basic Checks

  • SAM had positive earnings in the past year.
  • SAM had a positive operating cash flow in the past year.
  • Each year in the past 5 years SAM has been profitable.
  • In the past 5 years SAM always reported a positive cash flow from operatings.
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

  • The Return On Assets of SAM (7.40%) is better than 60.61% 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 11.48%.
  • The last Return On Invested Capital (10.93%) for SAM is above the 3 year average (8.12%), which is a sign of increasing profitability.
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

  • Looking at the Profit Margin, with a value of 4.66%, SAM is in line with its industry, outperforming 42.42% of the companies in the same industry.
  • In the last couple of years the Profit Margin of SAM has declined.
  • SAM has a worse Operating Margin (7.96%) than 66.67% of its industry peers.
  • In the last couple of years the Operating Margin of SAM has declined.
  • SAM has a Gross Margin (47.72%) which is comparable to the rest of the industry.
  • 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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SAM is still creating some value.
  • The number of shares outstanding for SAM has been reduced compared to 1 year ago.
  • The number of shares outstanding for SAM has been reduced compared to 5 years ago.
  • 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

  • SAM has an Altman-Z score of 7.01. This indicates that SAM is financially healthy and has little risk of bankruptcy at the moment.
  • With an excellent Altman-Z score value of 7.01, SAM belongs to the best of the industry, outperforming 87.88% of the companies in the same industry.
  • SAM has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 7.01
ROIC/WACC1.23
WACC8.85%
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

  • A Current Ratio of 1.83 indicates that SAM should not have too much problems paying its short term obligations.
  • The Current ratio of SAM (1.83) is better than 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.
  • SAM has a Quick ratio of 1.43. This is in the better half of the industry: SAM outperforms 78.79% 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

  • 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.
  • Measured over the past years, SAM shows a quite strong growth in Revenue. The Revenue has been growing by 10.00% on average per year.
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

  • Based on estimates for the next years, SAM will show a quite strong growth in Earnings Per Share. The EPS will grow by 11.86% on average per year.
  • SAM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 1.30% yearly.
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.
  • 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

3

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 24.24, SAM is valued on the expensive side.
  • SAM's Price/Earnings is on the same level as the industry average.
  • When comparing the Price/Earnings ratio of SAM to the average of the S&P500 Index (27.92), we can say SAM is valued inline with the index average.
  • Based on the Price/Forward Earnings ratio of 22.75, the valuation of SAM can be described as rather expensive.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SAM.
  • SAM is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 27.78, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 24.24
Fwd PE 22.75
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

  • Based on the Enterprise Value to EBITDA ratio, SAM is valued a bit cheaper than the industry average as 78.79% of the companies are valued more expensively.
  • 87.88% of the companies in the same industry are more expensive than SAM, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 12.41
EV/EBITDA 9.23
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 SAM does not grow enough to justify the current Price/Earnings ratio.
PEG (NY)11.44
PEG (5Y)N/A
EPS Next 2Y9.17%
EPS Next 3Y10.96%

More info and screens

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

0

5. Dividend

5.1 Amount

  • No dividends for SAM!.
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 (2/6/2026, 8:05:22 PM)

After market: 246.76 0 (0%)

246.76

+8.06 (+3.38%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)10-23
Earnings (Next)02-18
Inst Owners93.79%
Inst Owner Change-1.71%
Ins Owners10.32%
Ins Owner Change8.1%
Market Cap2.63B
Revenue(TTM)1.98B
Net Income(TTM)92.25M
Analysts53.64
Price Target242.33 (-1.8%)
Short Float %12.39%
Short Ratio5.98
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%
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 RankSector Rank
PE 24.24
Fwd PE 22.75
P/S 1.33
P/FCF 12.41
P/OCF 9.67
P/B 2.89
P/tB 3.36
EV/EBITDA 9.23
EPS(TTM)10.18
EY4.13%
EPS(NY)10.85
Fwd EY4.39%
FCF(TTM)19.88
FCFY8.06%
OCF(TTM)25.53
OCFY10.34%
SpS185.89
BVpS85.46
TBVpS73.48
PEG (NY)11.44
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 7.01
F-Score8
WACC8.85%
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 3 / 10 to BOSTON BEER COMPANY INC-A (SAM). This can be considered as Overvalued.


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.