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Boston Beer Company Inc (SAM)
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Upturn Advisory Summary
12/04/2025: SAM (1-star) is currently NOT-A-BUY. Pass it for now.
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 $243.15
1 Year Target Price $243.15
| 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 PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.13B USD | Price to earnings Ratio 22.73 | 1Y Target Price 243.15 |
Price to earnings Ratio 22.73 | 1Y Target Price 243.15 | ||
Volume (30-day avg) 16 | Beta 1.06 | 52 Weeks Range 185.34 - 323.98 | Updated Date 12/5/2025 |
52 Weeks Range 185.34 - 323.98 | Updated Date 12/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 8.62 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 22.73 | Forward PE 17.92 | Enterprise Value 1931176212 | Price to Sales(TTM) 1.08 |
Enterprise Value 1931176212 | Price to Sales(TTM) 1.08 | ||
Enterprise Value to Revenue 0.97 | Enterprise Value to EBITDA 7.77 | Shares Outstanding 8590368 | Shares Floating 7020744 |
Shares Outstanding 8590368 | Shares Floating 7020744 | ||
Percent Insiders 10.94 | Percent Institutions 94 |
Upturn AI SWOT
Boston Beer Company Inc
Company Overview
History and Background
Founded in 1984 by Jim Koch, Boston Beer Company started with Samuel Adams Boston Lager. It pioneered the craft beer movement and expanded to include other beverages like hard cider and hard seltzer.
Core Business Areas
- Beer: Produces a wide range of beers, including Samuel Adams, Boston Lager, and various seasonal and experimental brews.
- Hard Cider: Crafts hard ciders under the Angry Orchard brand.
- Hard Seltzer: Offers hard seltzers through Truly Hard Seltzer.
- Hard Tea and Lemonade: Produces hard tea and lemonade beverages under the Twisted Tea and Hard MTN Dew brands.
Leadership and Structure
David Burwick serves as the CEO. The company has a traditional corporate structure with various departments responsible for brewing, marketing, sales, and finance.
Top Products and Market Share
Key Offerings
- Market Share (%): 0
- Samuel Adams: Flagship beer brand. Competitors include other craft and macro beer brands like Miller, Budweiser, Coors and New Belgium Brewing.
- Market Share (%): 9.4
- Truly Hard Seltzer: A leading hard seltzer brand. Competitors include White Claw, Bud Light Seltzer, and Corona Hard Seltzer.
- Angry Orchard: A prominent hard cider brand. Competitors include Woodchuck Hard Cider and Strongbow.
- Market Share (%): 0
- Market Share (%): 6.3
- Twisted Tea: A popular hard iced tea brand, known for its refreshing flavors. Competitors include Lipton Hard Iced Tea and Topo Chico Hard Tea
- Hard MTN Dew: A collaboration with PepsiCo to produce a line of hard seltzers under the MTN Dew brand. Competitors include Topo Chico Margarita Hard Seltzer and other new entrant hard seltzers.
- Market Share (%): 0
Market Dynamics
Industry Overview
The alcoholic beverage industry is highly competitive and regulated, with trends including the rise of craft beverages, hard seltzers, and ready-to-drink cocktails.
Positioning
Boston Beer Company is positioned as a leading independent beverage company, known for its craft beer heritage and innovation in emerging categories like hard seltzer. It differentiates itself through quality ingredients, brewing expertise, and brand diversification.
Total Addressable Market (TAM)
The global alcoholic beverages market is estimated at over $1.6 trillion. Boston Beer Company is well-positioned to capture a share of this market through its diversified portfolio.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Samuel Adams, Truly)
- Diversified portfolio across beer, cider, and seltzer
- Established distribution network
- Innovation in new beverage categories
- Experienced management team
Weaknesses
- Dependence on a few key brands
- Vulnerability to changing consumer preferences
- High marketing expenses
- Sensitivity to raw material costs
- Competitive pressure from larger beverage companies
Opportunities
- Expansion into new geographic markets
- Development of new beverage categories (e.g., ready-to-drink cocktails)
- Strategic acquisitions
- Partnerships with other beverage companies
- Capitalize on hard seltzer growth in international markets
Threats
- Intense competition from larger beverage companies
- Changing consumer preferences
- Increased regulation of the alcoholic beverage industry
- Economic downturns affecting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- BUD
- STZ
- TAP
- SAM
Competitive Landscape
Boston Beer Company faces intense competition from larger beverage companies with greater resources. It competes by focusing on craft brewing, innovation, and building strong brands.
Major Acquisitions
Dogfish Head Brewery
- Year: 2019
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded Boston Beer's portfolio with popular craft beers and increased its brewing capacity.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by the popularity of Truly Hard Seltzer and other innovative beverages, but it has also faced challenges due to increased competition.
Future Projections: Analyst estimates vary, but growth is expected to continue in the hard seltzer and ready-to-drink categories. Future growth will depend on innovation, marketing, and market conditions.
Recent Initiatives: Recent initiatives include new product launches (Hard MTN Dew), expansion into new markets, and investments in production capacity.
Summary
Boston Beer Company is a well-known independent beverage company that pioneered the craft beer movement and has successfully diversified into hard cider and hard seltzer. The company's strengths lie in its strong brands, innovation, and established distribution network. However, it faces intense competition, changing consumer preferences, and potential regulatory challenges. Recent initatives indicate continued forward trajectory.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news outlets
- Market research reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market data is subject to change. Always conduct thorough research and consult with a financial advisor before making any investment decisions.
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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