COMP <GO>
SAM vs KO // EV/EBITDA & P/E VALUATION
Boston Beer Company Inc. (NYSE) VS. Coca-Cola Company (NYSE) • 15-METRIC TALLY: SAM 4
— KO 8
▲ EV/EBITDA & P/E VALUATION LEADER: SAM
LAST: $198.47 (+0.13%) • MKT CAP: $2.01B
valuation
9.4x
LAST: $92.82 (+1.19%) • MKT CAP: $399.30B
valuation
26.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAM VS. KO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAM | KO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.50% | 61.60% | -13.10 | KO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.40% | 25.30% | -6.90 | KO | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 9.4x | 26.4x | -17.00 | SAM | /valuation <GO> |
| Free Cash Flow Yield | 10.70% | 1.33% | +9.37 | SAM | /fcf-yield <GO> |
| Operating Margin | 7.40% | 28.70% | -21.30 | KO | /operating-margins <GO> |
| Net Profit Margin | 5.60% | 27.30% | -21.70 | KO | /net-margins <GO> |
| Revenue Growth (YoY) | -2.40% | 1.90% | -4.30 | KO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.20% | -2.20 | KO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.87 | 6.84 | -0.97 | KO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 74.3 | 56.8 | +17.47 | SAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.1x | 28.4x | -11.30 | SAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.01B | $399.30B | -$397.29B | KO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAM REV | KO REV | SAM GROSS % | KO GROSS % | SAM FCF | KO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.96B | $47.94B | 48.5% | 61.6% | $215.6M | $5.30B |
| FY 2024 | $2.01B | $47.06B | 44.4% | 61.1% | $172.6M | $4.74B |
| FY 2023 | $2.01B | $45.75B | — | — | $265.2M | $9.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAM // BETA —
KO // BETA 0.92