The Boston Beer (SAM) Fundamental Analysis: Revenue, Earnings & Valuation

0.97 / 10

Underperform

Fundamental analysis rates SAM as Underperform with a 1/10 quality score. Cash‑up and EPS YoY growth are strong, but cash‑MV, asset‑MV, profit‑MV and net‑income‑revenue are negative, and ROE is modest. Overall, fundamentals appear subdued.

Analysis Checks(4/10)

Revenue-MV

Value0.33

Score2/3

Weight10.24%

1M Return-2.25%

Net assets per share (growth rate compared to beginning of year %)

Value-0.09

Score1/3

Weight-0.90%

1M Return0.16%

Profit-MV

Value0.77

Score0/3

Weight32.86%

1M Return-8.67%

Net income-Revenue

Value-0.04

Score0/3

Weight29.58%

1M Return-11.42%

Basic earnings per share (YoY growth rate %)

Value95.27

Score2/3

Weight-3.44%

1M Return0.64%

Cash-UP

Value-1.13

Score2/3

Weight-1.21%

1M Return0.27%

ROE (diluted) (%)

Value12.82

Score1/3

Weight6.48%

1M Return-1.29%

Diluted earnings per share (YoY growth rate %)

Value95.45

Score2/3

Weight-3.97%

1M Return0.73%

Asset-MV

Value-0.55

Score1/3

Weight11.58%

1M Return-2.29%

Cash-MV

Value-0.48

Score1/3

Weight18.79%

1M Return-3.80%

Is SAM fundamentally strong?

SAM scores 0.97/10 on fundamentals and holds a Premium valuation at present. Backed by its 12.31% ROE, 5.52% net margin, 21.60 P/E ratio, 2.77 P/B ratio, and 95.27% earnings growth, these metrics solidify its Underperform investment rating.