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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 5.87 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)
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.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 46.0% triggers an automatic RQD downgrade.
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).
Boston Beer Company Inc. (SAM) advanced +0.13% to $198.47, trading at 38% of its 52-week range ($158.68 – $264.46). High-quality cash engine (49% profit margin, 18% return on capital) with steady institutional support.
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The Sam Adams maker has entered the emerging vodka ade space, which has “exploded faster” than hard teas or seltzers, according to Jim Koch.
Wall Street analysts adjusted price targets for CDNS, FN, SAM, BOH, FLEX, AGYS and FDX; BOH was downgraded to Market Perform.
Morgan Stanley analyst Eric Serotta maintains Boston Beer Co (NYSE:SAM) with a Equal-Weight and raises the price target from $190 to $200.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -2.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on SAM today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for SAM. Explore sector supply chains on /butterfly.
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 → |
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 | — | — |
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.
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).
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.
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).
Why SAM Stock advanced +0.13% Today — RQD Quant Desk Flash. High-quality cash engine (49% profit margin, 18% return on capital) with steady institutional support.
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