← Back to All US Stocks

Boston Beer Co Inc. (SAM) Stock Fundamental Analysis & AI Rating 2026

SAM NYSE Malt Beverages MA CIK: 0000949870
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-27
HOLD
72% Conf
Pending
Analysis scheduled

📊 SAM Key Takeaways

Revenue: $2.0B
Net Margin: 5.5%
Free Cash Flow: $215.6M
Current Ratio: 1.65x
Debt/Equity: 0.00x
EPS: $9.89
AI Rating: HOLD with 72% confidence
Boston Beer Co Inc. (SAM) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.0B, net profit margin of 5.5%, and return on equity (ROE) of 12.8%, Boston Beer Co Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete SAM stock analysis for 2026.

Is Boston Beer Co Inc. (SAM) a Good Investment?

Claude

Boston Beer demonstrates strong financial fundamentals with exceptional free cash flow generation ($215.6M, 11% FCF margin), minimal debt, and solid profitability margins. However, revenue declined 5.9% YoY with flat net income, indicating operational challenges in a competitive beverage market that offset financial fortress positioning.

Why Buy Boston Beer Co Inc. Stock? SAM Key Strengths

Claude
  • + Exceptional free cash flow generation of $215.6M (11% FCF margin) providing strategic flexibility
  • + Fortress balance sheet with virtually zero debt (0.00x debt/equity ratio), $223.4M cash, and strong 1.65x current ratio
  • + Solid profitability with 48.5% gross margin and 12.8% ROE demonstrating pricing power and operational efficiency

SAM Stock Risks: Boston Beer Co Inc. Investment Risks

Claude
  • ! Revenue declining 5.9% YoY to $2.0B indicating market share loss or category headwinds in competitive beverage sector
  • ! Net income flat YoY despite share buyback activity suggesting underlying operational margin compression or cost inflation
  • ! Modest 7.4% operating margin leaves limited flexibility to absorb commodity cost inflation or pricing pressure

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and category-level performance trends in core product mix
  • * Gross margin sustainability amid commodity cost cycles and competitive pricing dynamics
  • * Operating cash flow maintenance and capital allocation efficiency relative to revenue base

Boston Beer Co Inc. (SAM) Financial Metrics & Key Ratios

Revenue
$2.0B
Net Income
$108.5M
EPS (Diluted)
$9.89
Free Cash Flow
$215.6M
Total Assets
$1.2B
Cash Position
$223.4M

💡 AI Analyst Insight

Boston Beer Co Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SAM Profit Margin, ROE & Profitability Analysis

Gross Margin 48.5%
Operating Margin 7.4%
Net Margin 5.5%
ROE 12.8%
ROA 9.1%
FCF Margin 11.0%

SAM vs Consumer Sector: How Boston Beer Co Inc. Compares

How Boston Beer Co Inc. compares to Consumer sector averages

Net Margin
SAM 5.5%
vs
Sector Avg 8.0%
SAM Sector
ROE
SAM 12.8%
vs
Sector Avg 18.0%
SAM Sector
Current Ratio
SAM 1.7x
vs
Sector Avg 1.5x
SAM Sector
Debt/Equity
SAM 0.0x
vs
Sector Avg 0.8x
SAM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Boston Beer Co Inc. Stock Overvalued? SAM Valuation Analysis 2026

Based on fundamental analysis, Boston Beer Co Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
12.8%
Sector avg: 18%
Net Profit Margin
5.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Boston Beer Co Inc. Balance Sheet: SAM Debt, Cash & Liquidity

Current Ratio
1.65x
Quick Ratio
1.29x
Debt/Equity
0.00x
Debt/Assets
29.1%
Interest Coverage
N/A
Long-term Debt
$411.0K

SAM Revenue & Earnings Growth: 5-Year Financial Trend

SAM 5-year financial data: Year 2021: Revenue $2.2B, Net Income $110.0M, EPS $9.16. Year 2022: Revenue $2.2B, Net Income $192.0M, EPS $15.53. Year 2023: Revenue $2.2B, Net Income $14.6M, EPS $1.17. Year 2024: Revenue $2.2B, Net Income $67.3M, EPS $5.44. Year 2025: Revenue $2.1B, Net Income $76.3M, EPS $6.21.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Boston Beer Co Inc.'s revenue has remained relatively flat over the 5-year period, with a 3% decline. The most recent EPS of $6.21 reflects profitable operations.

SAM Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.0%
Free cash flow / Revenue

SAM Quarterly Earnings & Performance

Quarterly financial performance data for Boston Beer Co Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $571.5M $12.6M $2.86
Q2 2025 $614.2M $12.6M $4.39
Q1 2025 $452.2M $12.6M $1.04
Q3 2024 $639.4M -$9.0M $2.86
Q2 2024 $614.2M -$9.0M $3.98
Q1 2024 $435.2M -$9.0M $-0.73
Q3 2023 $634.3M -$2.0M $2.21
Q2 2023 $641.3M -$2.0M $3.98

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Boston Beer Co Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$270.2M
Cash generated from operations
Stock Buybacks
$202.4M
Shares repurchased (TTM)
Capital Expenditures
$54.6M
Investment in assets
Dividends
None
No dividend program

SAM SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Boston Beer Co Inc. (CIK: 0000949870)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 8-K sam-20260406.htm View →
Apr 10, 2026 DEF 14A sam014821-def14a.htm View →
Apr 3, 2026 4 xslF345X06/primarydocument.xml View →
Mar 20, 2026 4 xslF345X06/primarydocument.xml View →
Mar 16, 2026 8-K sam-20260310.htm View →

Frequently Asked Questions about SAM

What is the AI rating for SAM?

Boston Beer Co Inc. (SAM) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SAM's key strengths?

Claude: Exceptional free cash flow generation of $215.6M (11% FCF margin) providing strategic flexibility. Fortress balance sheet with virtually zero debt (0.00x debt/equity ratio), $223.4M cash, and strong 1.65x current ratio.

What are the risks of investing in SAM?

Claude: Revenue declining 5.9% YoY to $2.0B indicating market share loss or category headwinds in competitive beverage sector. Net income flat YoY despite share buyback activity suggesting underlying operational margin compression or cost inflation.

What is SAM's revenue and growth?

Boston Beer Co Inc. reported revenue of $2.0B.

Does SAM pay dividends?

Boston Beer Co Inc. does not currently pay dividends.

Where can I find SAM SEC filings?

Official SEC filings for Boston Beer Co Inc. (CIK: 0000949870) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SAM's EPS?

Boston Beer Co Inc. has a diluted EPS of $9.89.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SAM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Boston Beer Co Inc. has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SAM stock overvalued or undervalued?

Valuation metrics for SAM: ROE of 12.8% (sector avg: 18%), net margin of 5.5% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy SAM stock in 2026?

Our dual AI analysis gives Boston Beer Co Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SAM's free cash flow?

Boston Beer Co Inc.'s operating cash flow is $270.2M, with capital expenditures of $54.6M. FCF margin is 11.0%.

How does SAM compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 5.5% (avg: 8%), ROE 12.8% (avg: 18%), current ratio 1.65 (avg: 1.5).

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
Sector: All Consumer Stocks →
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-27 | Powered by Claude AI