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Upturn AI Summary - About
Boston Beer Company Inc(SAM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SAM
10/19/2026: SAM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Boston Beer Company is a prominent US-based beverage company known for its Samuel Adams brand and its successful pivot into 'beyond beer' categories like Twisted Tea and Truly. The company benefits from a strong national distribution network and a history of agility in tapping into consumer trends. Its primary growth opportunity lies in expanding its spirits-based and non-seltzer beverage portfolio, while main risks include intense competition from global beverage giants and the volatility of consumer preferences. The stock generally suits investors seeking exposure to the consumer discretionary sector who are comfortable with industry-specific volatility, and it may not be suitable for those prioritizing stable dividends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers growth potential through 'beyond beer' categories, but faces volatility in product trends. |
| Momentum investor | Mixed fit | Momentum is conditional on consistent growth signals from its core brands like Twisted Tea. |
| Value investor | Mixed fit | Valuation fluctuates significantly based on the company's ability to maintain growth in competitive segments. |
| Dividend investor | Weak fit | The company does not pay a regular dividend, prioritizing capital reinvestment instead. |
| Low-risk investor | Weak fit | The stock exhibits high price volatility driven by shifting consumer trends in the beverage sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is sensitive to consumer trends and competitive pressures in the beverage market. |
| Valuation risk | Medium / high | Market expectations for growth in new categories can lead to premium valuations that are sensitive to misses. |
| Competition risk (Major Beer Conglomerates) | High | Major players like BUD and STZ have significant scale advantages in distribution and pricing. |
| Business quality | Medium | The company has a strong brand portfolio but operates in a highly discretionary and competitive industry. |
| Dividend income | Low / none | The lack of a dividend limits the stock's appeal to income-focused investors. |
| Execution risk | Medium / high | Successfully managing the transition between product categories is critical to long-term profitability. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -37.38% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/19/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.89B USD | Price to earnings Ratio - | 1Y Target Price 194.31 |
Price to earnings Ratio - | 1Y Target Price 194.31 | ||
Volume (30-day avg) 245.1K shares | Beta 0.82 | 52 Weeks Range 158.68 - 264.46 | Updated Date 10/19/2026 |
52 Weeks Range 158.68 - 264.46 | Updated Date 10/19/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -6.67 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Alcoholic Beverages | Samuel Adams, Truly, Twisted Tea, and Angry Orchard sales. | The company generates revenue by selling various alcoholic drinks through wholesalers to retail outlets. |
Earnings Date
Report Date 2026-10-22 | When After Market | Estimate 4.3 | Actual - |
Profitability
Profit Margin -3.64% | Operating Margin (TTM) 9.33% |
Management Effectiveness
Return on Assets (TTM) 5.43% | Return on Equity (TTM) -8.61% |
Valuation
Trailing PE - | Forward PE 16.45 | Enterprise Value 1.49B | Price to Sales(TTM) 0.97 |
Enterprise Value 1.49B | Price to Sales(TTM) 0.97 | ||
Enterprise Value to Revenue 0.77 | Enterprise Value to EBITDA 7.77 | Shares Outstanding 8.35M | Shares Floating 6.78M |
Shares Outstanding 8.35M | Shares Floating 6.78M | ||
Percent Insiders 9.34 | Percent Institutions 109.55 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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