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Upturn AI SWOT - About
Boston Beer Company Inc (SAM)
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Upturn Advisory Summary
11/05/2025: SAM (1-star) is a SELL. SELL since 4 days. Simulated Profits (-5.22%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $243.86
1 Year Target Price $243.86
| 2 | Strong Buy |
| 2 | Buy |
| 10 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.58% | Avg. Invested days 40 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.23B USD | Price to earnings Ratio 24.36 | 1Y Target Price 243.86 |
Price to earnings Ratio 24.36 | 1Y Target Price 243.86 | ||
Volume (30-day avg) 16 | Beta 1.06 | 52 Weeks Range 185.34 - 329.55 | Updated Date 11/5/2025 |
52 Weeks Range 185.34 - 329.55 | Updated Date 11/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 8.6 |
Earnings Date
Report Date 2025-10-23 | When - | Estimate 3.33 | Actual 4.25 |
Profitability
Profit Margin 4.66% | Operating Margin (TTM) 11.81% |
Management Effectiveness
Return on Assets (TTM) 7.5% | Return on Equity (TTM) 9.58% |
Valuation
Trailing PE 24.36 | Forward PE 21.01 | Enterprise Value 2261988426 | Price to Sales(TTM) 1.13 |
Enterprise Value 2261988426 | Price to Sales(TTM) 1.13 | ||
Enterprise Value to Revenue 1.1 | Enterprise Value to EBITDA 8.23 | Shares Outstanding 8590368 | Shares Floating 7659534 |
Shares Outstanding 8590368 | Shares Floating 7659534 | ||
Percent Insiders 10.96 | Percent Institutions 92.05 |
Upturn AI SWOT
Boston Beer Company Inc
Company Overview
History and Background
Founded in 1984 by Jim Koch, The Boston Beer Company began with Samuel Adams Boston Lager, aiming to revive American craft brewing. It has grown through innovation and acquisitions, expanding its portfolio beyond beer.
Core Business Areas
- Beer: Production and sale of craft beers under the Samuel Adams, Twisted Tea, and other brands.
- Hard Seltzer: Production and sale of hard seltzers under the Truly brand.
- Cider: Production and sale of cider under the Angry Orchard brand.
- Hard Tea: Production and sale of hard tea under the Twisted Tea brand.
Leadership and Structure
Dave Burwick is the CEO. The company has a traditional hierarchical structure with departments for brewing, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Samuel Adams Boston Lager: Flagship beer; contributes significantly to revenue. Competitors include mass-produced lagers and other craft brewers.
- Truly Hard Seltzer: A leading hard seltzer brand; experienced a decline in recent years. Competitors include White Claw (BMNDY), Corona Hard Seltzer (BUD), and Vizzy (MOLB).
- Twisted Tea: A popular hard iced tea beverage. Competitors include other hard tea brands.
- Angry Orchard: A leading hard cider brand. Competitors include other hard cider brands, regional and national brands.
Market Dynamics
Industry Overview
The alcoholic beverage industry is competitive and highly regulated, with trends favoring craft beverages and ready-to-drink cocktails. Growth in hard seltzer has slowed.
Positioning
Boston Beer Company Inc positions itself as a premium craft beverage company. It benefits from strong brand recognition but faces increasing competition and changing consumer preferences.
Total Addressable Market (TAM)
The TAM for alcoholic beverages is vast, estimated at hundreds of billions globally. Boston Beer Company Inc's focus on premium craft and RTD segments positions it within a significant, though competitive, portion of the overall TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Samuel Adams, Truly, Twisted Tea)
- Established distribution network
- Innovation in product development
- Experienced management team
Weaknesses
- Reliance on a few key brands
- Exposure to changing consumer preferences
- Supply chain vulnerabilities
- Recent decline in Truly Hard Seltzer sales
Opportunities
- Expansion into new beverage categories (e.g., canned cocktails)
- International market growth
- Strategic acquisitions
- Leveraging e-commerce channels
Threats
- Increased competition from large and small brewers
- Rising raw material costs
- Changes in alcohol regulations
- Shifting consumer tastes away from existing products
Competitors and Market Share
Key Competitors
- BUD
- TAP
- STZ
- HEINY
Competitive Landscape
Boston Beer Company Inc competes on brand quality and innovation. It faces challenges from larger, more established players with greater resources, as well as smaller craft breweries.
Major Acquisitions
Dogfish Head Brewery
- Year: 2019
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded Boston Beer's craft beer portfolio and innovation capabilities.
Growth Trajectory and Initiatives
Historical Growth: Experienced significant growth driven by the popularity of Samuel Adams, Truly, and Twisted Tea. Growth has slowed recently due to increased competition and changing consumer preferences.
Future Projections: Analyst estimates vary, but generally project moderate revenue growth driven by innovation and brand extensions.
Recent Initiatives: Focus on premiumization, innovation in ready-to-drink beverages, and cost optimization.
Summary
Boston Beer Company possesses valuable brands and an innovative spirit, yet faces headwinds from shifting consumer preferences and fierce competition. While Samuel Adams and Twisted Tea provide stability, Truly requires a turnaround. Strategic acquisitions and new product development are key to future growth, and the company needs to carefully manage costs and adapt to evolving market dynamics. Overall, Boston Beer is in an average position; not in a dire crisis but faces challenges to maintaining dominance in the beverage space.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Boston Beer Company Inc
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1995-11-20 | Founder, Chairman, President & CEO Mr. C. James Koch J.D. | ||
Sector Consumer Defensive | Industry Beverages - Brewers | Full time employees 2537 | Website https://www.bostonbeer.com |
Full time employees 2537 | Website https://www.bostonbeer.com | ||
The Boston Beer Company, Inc. produces and sells alcohol beverages primarily in the United States. Its flagship beer is Samuel Adams Boston Lager. The company offers various beers, hard ciders, flavored malt beverages, and hard seltzers under the Samuel Adams, Twisted Tea, Truly, Angry Orchard, Dogfish Head, Angel City, and Coney Island brand names. It markets and sells its products to a network wholesaler in the United States, as well as wholesalers, importers, or other agencies that in turn sell to retailers, such as grocery stores, club stores, convenience stores, liquor stores, bars, restaurants, stadiums, and other traditional and e-commerce retail outlets. It sells its products in Canada, Mexico, and internationally. The Boston Beer Company, Inc. was founded in 1984 and is based in Boston, Massachusetts.
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