Boston Beer Stock Performance
| SAM Stock | USD 193.89 4.45 2.24% |
The firm shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Boston Beer's returns are expected to increase less than the market. However, during the bear market, the loss of holding Boston Beer is expected to be smaller as well. At this point, Boston Beer has a negative expected return of -0.38%. Please make sure to confirm Boston Beer's value at risk, daily balance of power, as well as the relationship between the Daily Balance Of Power and period momentum indicator , to decide if Boston Beer performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Boston Beer has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of inconsistent performance in the last few months, the Stock's basic indicators remain very healthy which may send shares a bit higher in August 2025. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Last Split Factor 1:4 | Last Split Date 2015-12-14 |
1 | Earnings To Watch Molson Coors Reports Q1 Results Tomorrow | 05/06/2025 |
2 | Acquisition by Cynthia Fisher of 546 shares of Boston Beer at 240.26 subject to Rule 16b-3 | 05/14/2025 |
3 | The Boston Beer Company, Inc. Position Increased by NBC Securities Inc. - MarketBeat | 06/06/2025 |
4 | Dogfish Head Dubbed Official Beer of JAWS 50th Anniversary Celebrations | 06/18/2025 |
5 | Expert Outlook Boston Beer Co Through The Eyes Of 5 Analysts | 06/23/2025 |
6 | Circana Weekly Scans Beers Surprise Losses Busch Bucks Trends | 06/24/2025 |
7 | Boston Beer Sets New 52-Week Low on Analyst Downgrade | 06/25/2025 |
8 | Heres Why Boston Beer Co Traded Down in Q1 | 06/27/2025 |
9 | Is the Market Bullish or Bearish on Boston Beer Co | 06/30/2025 |
10 | Samuel Adams Summer Ale Census Uncovers the Truth Summer Beer | 07/01/2025 |
11 | The Boston Beer Company, Inc. Receives 276.21 Average Price Target from Brokerages | 07/02/2025 |
| Begin Period Cash Flow | 298.5 M |
Boston Beer Relative Risk vs. Return Landscape
If you would invest 24,558 in Boston Beer on April 11, 2025 and sell it today you would lose (5,169) from holding Boston Beer or give up 21.05% of portfolio value over 90 days. Boston Beer is generating negative expected returns assuming volatility of 1.831% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than Boston, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Boston Beer Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boston Beer's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Boston Beer, and traders can use it to determine the average amount a Boston Beer's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2057
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| Negative Returns | SAM |
Estimated Market Risk
| 1.83 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.38 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Boston Beer is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Boston Beer by adding Boston Beer to a well-diversified portfolio.
Boston Beer Fundamentals Growth
Boston Stock prices reflect investors' perceptions of the future prospects and financial health of Boston Beer, and Boston Beer fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Boston Stock performance.
| Return On Equity | 0.0736 | ||||
| Return On Asset | 0.0809 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 2.11 B | ||||
| Shares Outstanding | 9.08 M | ||||
| Price To Earning | 19.55 X | ||||
| Price To Book | 2.46 X | ||||
| Price To Sales | 1.08 X | ||||
| Revenue | 2.01 B | ||||
| Gross Profit | 926.65 M | ||||
| EBITDA | 245.78 M | ||||
| Net Income | 59.7 M | ||||
| Cash And Equivalents | 180.56 M | ||||
| Cash Per Share | 18.19 X | ||||
| Total Debt | 35.94 M | ||||
| Debt To Equity | 0.05 % | ||||
| Book Value Per Share | 82.03 X | ||||
| Cash Flow From Operations | 248.89 M | ||||
| Earnings Per Share | 6.05 X | ||||
| Total Asset | 1.25 B | ||||
| Retained Earnings | 240.31 M | ||||
| Current Asset | 223.6 M | ||||
| Current Liabilities | 111.16 M | ||||
About Boston Beer Performance
By examining Boston Beer's fundamental ratios, stakeholders can obtain critical insights into Boston Beer's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Boston Beer is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The Boston Beer Company, Inc. produces and sells alcohol beverages primarily in the United States. The Boston Beer Company, Inc. was founded in 1984 and is based in Boston, Massachusetts. Boston Beer operates under BeveragesBrewers classification in the United States and is traded on New York Stock Exchange. It employs 2543 people.Things to note about Boston Beer performance evaluation
Checking the ongoing alerts about Boston Beer for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Boston Beer help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Boston Beer generated a negative expected return over the last 90 days | |
| Boston Beer is unlikely to experience financial distress in the next 2 years | |
| Boston Beer has a frail financial position based on the latest SEC disclosures | |
| Over 83.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: The Boston Beer Company, Inc. Receives 276.21 Average Price Target from Brokerages |
- Analyzing Boston Beer's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Boston Beer's stock is overvalued or undervalued compared to its peers.
- Examining Boston Beer's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Boston Beer's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Boston Beer's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Boston Beer's stock. These opinions can provide insight into Boston Beer's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Boston Beer. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. To learn how to invest in Boston Stock, please use our How to Invest in Boston Beer guide.You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is Beverages space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Boston Beer. If investors know Boston will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Boston Beer listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.071 | Earnings Share 6.05 | Revenue Per Share 176.672 | Quarterly Revenue Growth 0.065 | Return On Assets 0.0809 |
The market value of Boston Beer is measured differently than its book value, which is the value of Boston that is recorded on the company's balance sheet. Investors also form their own opinion of Boston Beer's value that differs from its market value or its book value, called intrinsic value, which is Boston Beer's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Boston Beer's market value can be influenced by many factors that don't directly affect Boston Beer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Boston Beer's value and its price as these two are different measures arrived at by different means. Investors typically determine if Boston Beer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Boston Beer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.