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The Boston Beer Company, Inc. (SAM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

The Boston Beer Company, Inc.

SAMMarket cap $1.70BPrice $168.2

Country🇺🇸United States

SectorConsumer

IndustryBeverages

Brews and sells Samuel Adams, Twisted Tea, and Truly Hard Seltzer, riding America's craft beer boom since the 1980s. Twisted Tea now outsells many legacy beer brands nationwide, proving flavored malt beverages beat traditional lagers.

In Bastion Portfolios?

52W Return-25%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-2%2

Revenue Forecast

Rev CAGR (1y)-2%2

Rev CAGR (3y)-0%1

Rev CAGR (5y)+0%1

Earnings Forecast

EPS Growth Y+1-10%3

EPS Growth Y+2+11%7

EPS Growth Y+3+9%6

Quality

Margins

EBIT Margin6%3

Net Income Margin-4%2

Free Cash Flow Margin11%6

Debt

Net Debt/EBITDA-1.110

Efficiency

ROE-9%1

ROA-6%1

Earnings Stability44

GEAR+WEAK20

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)175

P/E Ratio (Forward 3y)154

P/BV2.46

EV Multiples

EV/EBITDA Fwd78

EV/EBIT Fwd127

Yield

Free Cash Flow Yield12.2%10

Dividend Yieldna–

Momentum

Short term

1 month return+4%9

3 month return-6%4

YTD return-14%3

Mid term

Price vs 52wHigh64%3

1 year return-24%2

Long term

3 year return-53%1

5 year return-69%1

Risk Shield

Price Risk

Beta0.29

Volatility37%5

Free Cash Flow

Free Cash Flow Margin11%6

Free Cash Flow Yield12.2%10

Quality

ROCE12%7

Earnings Stability44

Net Debt/EBITDA-1.110

02Growth

Is it actually growing, and how fast?

SAMThe Boston Beer Company

Revenue FY25$2.0B

GROWTH RATING↗

VERY WEAK4 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-2%2

Revenue, next 1Y-2%2

Revenue, next 3Y, CAGR-0%1

Revenue, next 5Y, CAGR+0%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-10%3

EPS growth, FY27E+11%7

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 96% of companies worldwide.

Revenue fell 2%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to hold flat over the next 3 years, behind most of the market.1/10

Revenue fell 2%/yr over the last 3 years and is set to keep shrinking around 0.3%/yr.

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is still shrinking. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return-6%4

YTD return-14%3

MID & LONG-TERM▾SCORE

% of 52-week high64%3

1-year return-24%2

3-year return-53%1

5-year return-69%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+4%).

WATCH

Returns sit at the market level over three months (-6%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-53% over three years and -69% over five), behind 90% of the market.

It's down 24% over the past year, now 36% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-14%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on The Boston Beer Company, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

SAMThe Boston Beer Company

Revenue FY25$2.0B

GROWTH RATING↗

VERY WEAK4 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-2%2

Revenue, next 1Y-2%2

Revenue, next 3Y, CAGR-0%1

Revenue, next 5Y, CAGR+0%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-10%3

EPS growth, FY27E+11%7

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 96% of companies worldwide.

Revenue fell 2%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to hold flat over the next 3 years, behind most of the market.1/10

Revenue fell 2%/yr over the last 3 years and is set to keep shrinking around 0.3%/yr.

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is still shrinking. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return-6%4

YTD return-14%3

MID & LONG-TERM▾SCORE

% of 52-week high64%3

1-year return-24%2

3-year return-53%1

5-year return-69%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+4%).

WATCH

Returns sit at the market level over three months (-6%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-53% over three years and -69% over five), behind 90% of the market.

It's down 24% over the past year, now 36% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-14%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on The Boston Beer Company, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community