BOSTON BEER COMPANY INC-A (SAM) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:SAM • US1005571070
213.62 USD
+3.88 (+1.85%)
At close: Jan 30, 2026
213.62 USD
0 (0%)
After Hours: 1/30/2026, 8:18:02 PM
SAM gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 32 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.
- SAM had a positive operating cash flow in the past year.
- SAM had positive earnings in each of the past 5 years.
- Each year in the past 5 years SAM had a positive operating cash flow.
1.2 Ratios
- SAM's Return On Assets of 7.40% is fine compared to the rest of the industry. SAM outperforms 62.50% of its industry peers.
- The Return On Equity of SAM (10.13%) is comparable to the rest of the industry.
- SAM has a Return On Invested Capital of 10.93%. This is comparable to the rest of the industry: SAM outperforms 59.38% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for SAM is below the industry average of 11.62%.
- 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 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
- Looking at the Profit Margin, with a value of 4.66%, SAM is in line with its industry, outperforming 40.63% of the companies in the same industry.
- SAM's Profit Margin has declined in the last couple of years.
- Looking at the Operating Margin, with a value of 7.96%, SAM is doing worse than 65.63% of the companies in the same industry.
- 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 50.00% of its industry peers.
- SAM's Gross Margin has declined in the last couple of years.
| 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
- 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.
- The debt/assets ratio for SAM is higher compared to a year ago.
2.2 Solvency
- SAM has an Altman-Z score of 6.45. This indicates that SAM is financially healthy and has little risk of bankruptcy at the moment.
- Looking at the Altman-Z score, with a value of 6.45, SAM belongs to the top of the industry, outperforming 87.50% 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Altman-Z | 6.45 |
ROIC/WACC1.23
WACC8.89%
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 62.50% 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's Quick ratio of 1.43 is fine compared to the rest of the industry. SAM outperforms 78.13% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.83 | ||
| Quick Ratio | 1.43 |
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.
- SAM shows a decrease in Revenue. In the last year, the revenue decreased by -1.13%.
- 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
- 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.
- The Revenue is expected to grow by 1.30% on average over the next years.
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
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- 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
- Based on the Price/Earnings ratio of 20.98, the valuation of SAM can be described as rather expensive.
- SAM's Price/Earnings ratio is in line with the industry average.
- SAM's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.30.
- SAM is valuated rather expensively with a Price/Forward Earnings ratio of 19.70.
- SAM's Price/Forward Earnings ratio is in line with the industry average.
- When comparing the Price/Forward Earnings ratio of SAM to the average of the S&P500 Index (25.57), we can say SAM is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.98 | ||
| Fwd PE | 19.7 |
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 84.38% of the companies listed in the same industry.
- Based on the Price/Free Cash Flow ratio, SAM is valued cheaper than 90.63% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.75 | ||
| EV/EBITDA | 7.99 |
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)9.9
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% |
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.