COMP <GO>
SAM vs PEP // ALTMAN Z-SCORE & DEBT/EQUITY
Boston Beer Company Inc. (NYSE) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: SAM 7
— PEP 6
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: SAM
LAST: $198.47 (+0.13%) • MKT CAP: $2.01B
balance-sheet
5.87
LAST: $133.79 (+0.88%) • MKT CAP: $182.32B
balance-sheet
3.38
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAM VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAM | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.50% | 54.10% | -5.60 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.40% | 17.00% | +1.40 | SAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.4x | 14.3x | -4.90 | SAM | /valuation <GO> |
| Free Cash Flow Yield | 10.70% | 4.31% | +6.39 | SAM | /fcf-yield <GO> |
| Operating Margin | 7.40% | 12.20% | -4.80 | PEP | /operating-margins <GO> |
| Net Profit Margin | 5.60% | 8.80% | -3.20 | PEP | /net-margins <GO> |
| Revenue Growth (YoY) | -2.40% | 2.30% | -4.70 | PEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 4.19% | -4.19 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 5.87 | 3.38 | +2.49 | SAM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | SAM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.5 | 52.4 | +16.10 | SAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.89 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.1x | 20.6x | -3.50 | SAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.01B | $182.32B | -$180.31B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAM REV | PEP REV | SAM GROSS % | PEP GROSS % | SAM FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.96B | $93.92B | 48.5% | 54.1% | $215.6M | $7.86B |
| FY 2024 | $2.01B | $91.85B | 44.4% | 54.6% | $172.6M | $8.37B |
| FY 2023 | $2.01B | $91.47B | — | — | $265.2M | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAM // BETA —
PEP // BETA 0.89