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Upturn AI SWOT - About
Boston Beer Company Inc (SAM)
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Upturn Advisory Summary
08/28/2025: SAM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $243.94
1 Year Target Price $243.94
| 2 | Strong Buy |
| 2 | Buy |
| 10 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.38% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.36B USD | Price to earnings Ratio 29.96 | 1Y Target Price 243.94 |
Price to earnings Ratio 29.96 | 1Y Target Price 243.94 | ||
Volume (30-day avg) 16 | Beta 0.84 | 52 Weeks Range 185.34 - 329.55 | Updated Date 08/29/2025 |
52 Weeks Range 185.34 - 329.55 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 7.38 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.88% | Operating Margin (TTM) 14.81% |
Management Effectiveness
Return on Assets (TTM) 8.45% | Return on Equity (TTM) 8.15% |
Valuation
Trailing PE 29.96 | Forward PE 25.45 | Enterprise Value 2187836903 | Price to Sales(TTM) 1.15 |
Enterprise Value 2187836903 | Price to Sales(TTM) 1.15 | ||
Enterprise Value to Revenue 1.07 | Enterprise Value to EBITDA 7.96 | Shares Outstanding 8820620 | Shares Floating 7901117 |
Shares Outstanding 8820620 | Shares Floating 7901117 | ||
Percent Insiders 10.5 | Percent Institutions 88.99 |
Upturn AI SWOT
Boston Beer Company Inc
Company Overview
History and Background
Founded in 1984 by Jim Koch, Boston Beer Company Inc. (SAM) revolutionized the American beer industry with Samuel Adams Boston Lager. It expanded into a diverse portfolio of craft beers, hard ciders, and other alcoholic beverages.
Core Business Areas
- Beer: Production and sale of craft beers under various brands including Samuel Adams, Angry Orchard, and Dogfish Head.
- Hard Cider: Production and sale of hard ciders under the Angry Orchard brand.
- Hard Seltzer: Production and sale of hard seltzers under the Truly brand.
- Ready to Drink Cocktails: Production and sale of ready to drink cocktails under various brands.
Leadership and Structure
The company is led by CEO David Burwick. Its organizational structure includes departments for brewing, marketing, sales, finance, and operations.
Top Products and Market Share
Key Offerings
- Truly Hard Seltzer: A leading hard seltzer brand, facing competition from White Claw (owned by Mark Anthony Brands), Bud Light Seltzer (ABI), and Corona Hard Seltzer (Constellation Brands). Market share fluctuates but has seen decline from peak. Revenue and market share are not publicly available for each individual product.
- Samuel Adams Boston Lager: The company's flagship beer, competing with various domestic and imported lagers. Remains a significant contributor to revenue. Revenue and market share are not publicly available for each individual product.
- Angry Orchard Hard Cider: A leading hard cider brand competing with other cider brands. Revenue and market share are not publicly available for each individual product.
- Dogfish Head Craft Brewery: A brewery that they acquired. They sale IPA's and other craft beers. Revenue and market share are not publicly available for each individual product.
Market Dynamics
Industry Overview
The alcoholic beverage industry is highly competitive, with increasing demand for craft beers, hard seltzers, and ready-to-drink cocktails. There is continuous innovation and brand proliferation.
Positioning
Boston Beer Company Inc. is positioned as a leader in the craft and flavored alcoholic beverage segments. Competitive advantages include strong brand recognition, extensive distribution network, and innovation capabilities.
Total Addressable Market (TAM)
The TAM for alcoholic beverages is very large, estimated to be worth hundreds of billions of dollars. Boston Beer Company Inc. focuses on specific segments like craft beer and hard seltzer.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Extensive distribution network
- Innovation in product development
- Established presence in the craft beer market
Weaknesses
- Dependence on hard seltzer category which is becoming saturated
- Inconsistent financial performance
- High marketing expenses
- Susceptible to changing consumer preferences
Opportunities
- Expansion into new beverage categories
- International market expansion
- Strategic acquisitions of emerging brands
- Partnerships with other beverage companies
Threats
- Increased competition from larger beverage companies
- Changing consumer tastes and preferences
- Economic downturn impacting discretionary spending
- Regulatory changes affecting the alcoholic beverage industry
Competitors and Market Share
Key Competitors
- BUD
- TAP
- STZ
Competitive Landscape
Boston Beer Company Inc. faces intense competition from larger beverage companies with greater resources and distribution networks.
Major Acquisitions
Dogfish Head Brewery
- Year: 2019
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded craft beer portfolio and enhanced innovation capabilities.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by product innovation and expansion into new categories. However, hard seltzer growth has slowed recently.
Future Projections: Future growth is expected to be driven by new product launches, international expansion, and strategic acquisitions. Analyst estimates vary based on category performance.
Recent Initiatives: Focus on innovation in beyond beer categories and expanding into new markets.
Summary
Boston Beer Company Inc. is a strong player in the craft beer and flavored alcohol space, but faces challenges in the evolving hard seltzer market. Its brand portfolio and distribution network are key assets, while increased competition and changing consumer preferences pose threats. Strategic innovation and expansion are critical for sustained growth, and they will need to keep an eye on profitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10K, 10Q)
- Market Research Reports
- Analyst Estimates
- Corporate Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly.
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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