COMP <GO>
CCU vs SAM // RETURN ON INVESTED CAPITAL (ROIC)
Compania Cervecerias Unidas S.A. (NYSE) VS. Boston Beer Company Inc. (NYSE) • 15-METRIC TALLY: CCU 0
— SAM 2
■ METRIC PARITY
LAST: $10.43 (-1.88%) • MKT CAP: $1.93B
roic
—
LAST: $198.47 (+0.13%) • MKT CAP: $2.01B
roic
18.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CCU VS. SAM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CCU | SAM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 48.50% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | 18.40% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 10.70% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 7.40% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 5.60% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | -2.40% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 5.87 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | 7/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.6 | 74.3 | -35.70 | SAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 17.1x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.93B | $2.01B | -$87.5M | SAM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CCU REV | SAM REV | CCU GROSS % | SAM GROSS % | CCU FCF | SAM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $1.96B | — | 48.5% | — | $215.6M |
| FY 2024 | — | $2.01B | — | 44.4% | — | $172.6M |
| FY 2023 | — | $2.01B | — | — | — | $265.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CCU // BETA —
SAM // BETA —