Stock Ratings / Consumer Staples / SAM / insiders

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Boston Beer Company Inc. (SAM) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$198.47 +0.13% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $198.99

Boston Beer Company Inc. (SAM) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (49% profit margin, 18% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate) →

ROARABLE B- • BUY Cap $2.01B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $198.99 (+0.26%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 11% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B-

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C+ · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+5.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SAM)Realized 20D OHLCV Swing Band: ±6.7%

Deterministic 5-Pillar Attribution (70/100 Composite)

🔍 WHY SAM SCORES 70/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (26% of score)

Altman Z-Score 5.87 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$170.51+6% Next Q

Q2 (-2Q)

Grade C+$180.82+11.9% Next Q

Q3 (-1Q)

Grade B-$202.28-1.9% Next Q

Current

Grade B-$198.47+6.6% Hist 90D α

Trajectory: C+ (62) → B- (70)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the SAM Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 70/100 (B-) score, SAM faces multiple-compression risk if 18.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 46.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($177.09) or 200D SMA ($199.01) invalidates the momentum regime and cuts Target Base ($209.19) toward Bear Floor ($162.75).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SAM• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “SAM Beats Next Quarter EPS Consensus (Dec 26, 2026) & Holds Above 200D SMA”

YES 70%NO 30%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

SAM Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (SAM)

No recent open-market Form 4 cluster sales or emergency dumps flagged on SAM. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (SAM Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

SAM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -16.27%▲ RESISTANCE BREAKOUT

2026-10-30O $202.1H $204.3L $198.5C $198.5VOL 193.4K

RES: $189.0SUP: $161.2SMA50: $177.1SMA200: $199.0

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SAM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 SAM Butterfly Map → + Track SAM →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

11.7%/yr Implied 5Y Growth

vs. -2.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on SAM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SAM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for SAM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SAM)

Consumer Staples Rank #13 of 146 ⚔️ CCU vs SAM Full Matrix →

1. Head-to-Head Consumer Staples Peer Comparison (SAM vs. CCU, COCO, FIZZ, WEST)

Industry: Beverages (Production/Distribution) (35 Tracked Issuers)

Across 146 tracked Consumer Staples securities in the Roarable RQD universe, Boston Beer Company Inc. (SAM) ranks #13 by composite RQD confidence (70/100, grade B-) and #56 by equity capitalization ($2.01B). Within this direct 5-issuer industry benchmark cohort, FIZZ leads on earnings valuation at 17.9x trailing P/E, while FIZZ leads on capital efficiency and profitability with 65.6% ROIC and 37.0% gross margin. FIZZ currently holds the highest overall quantitative score in the immediate peer group at 73/100 (B) compared with SAM at 70/100 (B-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
SAM ACTIVE Boston Beer Company Inc.	B-	70/100	18.4x	48.5%	18.4%	+0.13%	$2.01B	Benchmark Subject
CCU Compania Cervecerias Unidas S.A.	D+	58/100	—	—	—	-1.88%	$1.93B	/ccu-vs-sam →
COCO The Vita Coco Company Inc.	D+	56/100	44.2x	36.5%	40.6%	-0.18%	$3.21B	/coco-vs-sam →
FIZZ National Beverage Corp.	B	73/100	17.9x	37.0%	65.6%	+2.19%	$3.28B	/fizz-vs-sam →
WEST Westrock Coffee Company	D-	37/100	—	12.7%	-11.8%	+2.79%	$994.2M	/west-vs-sam →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-27 • CIK 0000949870

In its most recent audited fiscal period (FY2025, filed 2025-12-27), Boston Beer Company Inc. (SAM) reported GAAP revenue of $1.96B (-2.4% vs. FY2024 revenue of $2.01B , and -2.2% cumulative change since FY2023) , GAAP net income of $109.5M, operating cash flow of $270.2M, and free cash flow of $215.6M (+24.9% YoY). On the balance sheet, SAM closed FY2025 with $1.19B in total assets against $0 in total debt (Altman Z-Score: 5.87, Piotroski F-Score: 7/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-27	$1.96B	$109.5M	$270.2M	$215.6M	$1.19B	—
FY2024 (FY)	2024-12-28	$2.01B	$59.7M	$248.9M	$172.6M	$1.25B	—
FY2023 (FY)	2023-12-30	$2.01B	$76.3M	$265.2M	$265.2M	—	—

3. SAM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SAM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Boston Beer Company Inc. (NYSE: SAM) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $198.47 (+0.13% 1D, market cap $2.01B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 146 tracked Consumer Staples issuers, SAM ranks #13 in composite RQD confidence.

How does SAM compare to CCU and COCO in the Consumer Staples sector?

Within the Consumer Staples sector (Beverages (Production/Distribution)), SAM carries a Roarable B- (70/100 RQD), trailing P/E of 18.4x, gross margin of 48.5%, and ROIC of 18.4%. By comparison, CCU (Compania Cervecerias Unidas S.A.) holds a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $1.93B) and COCO (The Vita Coco Company Inc.) posts a D+ grade (56/100 RQD, P/E 44.2x, ROIC 40.6%, cap $3.21B). Among the 5-stock peer group, FIZZ leads on earnings multiple (17.9x) while FIZZ leads on capital efficiency (65.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for SAM?

Per SAM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-27, CIK 0000949870), Boston Beer Company Inc. generated $1.96B in revenue (-2.4% YoY), $109.5M in net income, and $215.6M in free cash flow against $1.19B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (49% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is SAM trading relative to its 50-day, 200-day, and 52-week technical levels?

SAM last traded at $198.47 (+0.13% on volume of 184,457 shares), positioning the stock +12.07% above its 50-day simple moving average ($177.09) and -0.27% below its 200-day simple moving average ($199.01). Across its 52-week range of $158.68 to $264.46, SAM sits at the 37.6% percentile with a 14-day RSI of 74.3 (OVERBOUGHT (>70)) and an implied next-earnings move of ±6.7% ($185.17 to $211.77).

SAM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are SAM insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies SAM leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: SAM RQD Cockpit SAM 12M Forecast SAM Earnings & Move SAM Dividends & DRIP SAM Insiders & 13F SAM Whale Options SAM Profit Sankey SAM News & Why