Boston Beer Key Fundamental Indicators
| SAM Stock | USD 247.57 1.17 0.47% |
As of the 17th of February 2026, Boston Beer shows the Mean Deviation of 1.49, downside deviation of 1.65, and Risk Adjusted Performance of 0.144. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Boston Beer, as well as the relationship between them. Please confirm Boston Beer jensen alpha and downside variance to decide if Boston Beer is priced correctly, providing market reflects its regular price of 247.57 per share. Given that Boston Beer has jensen alpha of 0.3084, we suggest you to validate Boston Beer's prevailing market performance to make sure the company can sustain itself at a future point.
Boston Beer Total Revenue |
|
Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 1.2258 | Revenue |
Boston | Select Account or Indicator | Build AI portfolio with Boston Stock |
Boston Beer Balance Sheet | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Boston Beer Income Statement | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Boston Beer Cash Flow Statement | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Financial Ratios | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Boston Beer Valuation Data | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Boston Fundamental Market Drivers
| Forward Price Earnings | 22.0751 | |
| Cash And Short Term Investments | 211.8 M |
Boston Upcoming Events
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Boston Return On Equity Driver Correlations
Understanding the fundamental principles of building solid financial models for Boston Beer is extremely important. It helps to project a fair market value of Boston Stock properly, considering its historical fundamentals such as Return On Equity. Since Boston Beer's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Boston Beer's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Boston Beer's interrelated accounts and indicators.
Click cells to compare fundamentals
Will Beverages sector continue expanding? Could Boston diversify its offerings? Factors like these will boost the valuation of Boston Beer. If investors know Boston will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Boston Beer data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.486 | Earnings Share 8.62 | Revenue Per Share | Quarterly Revenue Growth (0.11) | Return On Assets |
The market value of Boston Beer is measured differently than its book value, which is the value of Boston that is recorded on the company's balance sheet. Investors also form their own opinion of Boston Beer's value that differs from its market value or its book value, called intrinsic value, which is Boston Beer's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Boston Beer's market value can be influenced by many factors that don't directly affect Boston Beer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Boston Beer's value and its price as these two are different measures arrived at by different means. Investors typically determine if Boston Beer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Boston Beer's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Boston Beer 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Boston Beer's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Boston Beer.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Boston Beer on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Boston Beer or generate 0.0% return on investment in Boston Beer over 90 days. Boston Beer is related to or competes with Compania Cervecerias, Vita Coco, Chagee Holdings, United Natural, Simply Good, Chefs Warehouse, and Flowers Foods. The Boston Beer Company, Inc. produces and sells alcohol beverages primarily in the United States More
Boston Beer Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Boston Beer's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Boston Beer upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.65 | |||
| Information Ratio | 0.1351 | |||
| Maximum Drawdown | 7.94 | |||
| Value At Risk | (2.18) | |||
| Potential Upside | 3.38 |
Boston Beer Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boston Beer's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Boston Beer's standard deviation. In reality, there are many statistical measures that can use Boston Beer historical prices to predict the future Boston Beer's volatility.| Risk Adjusted Performance | 0.144 | |||
| Jensen Alpha | 0.3084 | |||
| Total Risk Alpha | 0.178 | |||
| Sortino Ratio | 0.1586 | |||
| Treynor Ratio | 1.41 |
Boston Beer February 17, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.144 | |||
| Market Risk Adjusted Performance | 1.42 | |||
| Mean Deviation | 1.49 | |||
| Semi Deviation | 1.41 | |||
| Downside Deviation | 1.65 | |||
| Coefficient Of Variation | 584.19 | |||
| Standard Deviation | 1.94 | |||
| Variance | 3.76 | |||
| Information Ratio | 0.1351 | |||
| Jensen Alpha | 0.3084 | |||
| Total Risk Alpha | 0.178 | |||
| Sortino Ratio | 0.1586 | |||
| Treynor Ratio | 1.41 | |||
| Maximum Drawdown | 7.94 | |||
| Value At Risk | (2.18) | |||
| Potential Upside | 3.38 | |||
| Downside Variance | 2.73 | |||
| Semi Variance | 2.0 | |||
| Expected Short fall | (1.72) | |||
| Skewness | 0.4163 | |||
| Kurtosis | 0.4619 |
Boston Beer Backtested Returns
Boston Beer appears to be very steady, given 3 months investment horizon. Boston Beer secures Sharpe Ratio (or Efficiency) of 0.22, which signifies that the company had a 0.22 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Boston Beer, which you can use to evaluate the volatility of the firm. Please makes use of Boston Beer's Mean Deviation of 1.49, downside deviation of 1.65, and Risk Adjusted Performance of 0.144 to double-check if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Boston Beer holds a performance score of 17. The firm shows a Beta (market volatility) of 0.23, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Boston Beer's returns are expected to increase less than the market. However, during the bear market, the loss of holding Boston Beer is expected to be smaller as well. Please check Boston Beer's downside variance, as well as the relationship between the accumulation distribution and market facilitation index , to make a quick decision on whether Boston Beer's price patterns will revert.
Auto-correlation | 0.19 |
Very weak predictability
Boston Beer has very weak predictability. Overlapping area represents the amount of predictability between Boston Beer time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Boston Beer price movement. The serial correlation of 0.19 indicates that over 19.0% of current Boston Beer price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.19 | |
| Spearman Rank Test | 0.38 | |
| Residual Average | 0.0 | |
| Price Variance | 258.2 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
| Competition |
Boston Total Stockholder Equity
Total Stockholder Equity |
|
Based on the latest financial disclosure, Boston Beer has a Return On Equity of 0.0958. This is 96.37% lower than that of the Beverages sector and significantly higher than that of the Consumer Staples industry. The return on equity for all United States stocks is 130.9% lower than that of the firm.
Boston Beer Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Boston Beer's current stock value. Our valuation model uses many indicators to compare Boston Beer value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Boston Beer competition to find correlations between indicators driving Boston Beer's intrinsic value. More Info.Boston Beer is rated second in return on equity category among its peers. It also is rated second in return on asset category among its peers reporting about 0.78 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Boston Beer is roughly 1.28 . At this time, Boston Beer's Return On Equity is very stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Boston Beer by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Boston Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Boston Beer's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Boston Beer could also be used in its relative valuation, which is a method of valuing Boston Beer by comparing valuation metrics of similar companies.Boston Beer is currently under evaluation in return on equity category among its peers.
Boston Beer ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Boston Beer's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Boston Beer's managers, analysts, and investors.Environmental | Governance | Social |
Boston Fundamentals
| Return On Equity | 0.0958 | ||||
| Return On Asset | 0.075 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.12 % | ||||
| Current Valuation | 2.43 B | ||||
| Shares Outstanding | 8.59 M | ||||
| Shares Owned By Insiders | 10.98 % | ||||
| Shares Owned By Institutions | 87.32 % | ||||
| Number Of Shares Shorted | 944.49 K | ||||
| Price To Earning | 19.55 X | ||||
| Price To Book | 2.90 X | ||||
| Price To Sales | 1.36 X | ||||
| Revenue | 2.01 B | ||||
| Gross Profit | 945.58 M | ||||
| EBITDA | 245.78 M | ||||
| Net Income | 59.7 M | ||||
| Cash And Equivalents | 211.82 M | ||||
| Cash Per Share | 18.19 X | ||||
| Total Debt | 38.78 M | ||||
| Debt To Equity | 0.05 % | ||||
| Current Ratio | 1.69 X | ||||
| Book Value Per Share | 86.89 X | ||||
| Cash Flow From Operations | 248.89 M | ||||
| Short Ratio | 6.14 X | ||||
| Earnings Per Share | 8.62 X | ||||
| Price To Earnings To Growth | 0.74 X | ||||
| Target Price | 240.15 | ||||
| Number Of Employees | 2.54 K | ||||
| Beta | 1.02 | ||||
| Market Capitalization | 2.7 B | ||||
| Total Asset | 1.25 B | ||||
| Retained Earnings | 240.31 M | ||||
| Working Capital | 185.66 M | ||||
| Current Asset | 223.6 M | ||||
| Current Liabilities | 111.16 M | ||||
| Net Asset | 1.25 B |
About Boston Beer Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Boston Beer's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Boston Beer using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Boston Beer based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 13 M | 13.6 M | |
| Total Revenue | 2.3 B | 2.4 B | |
| Cost Of Revenue | 1.3 B | 1.4 B | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.08 | 0.06 | |
| Capex To Revenue | 0.03 | 0.05 | |
| Revenue Per Share | 147.66 | 155.04 | |
| Ebit Per Revenue | 0.04 | 0.08 |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Prophet is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ProphetCheck out To learn how to invest in Boston Stock, please use our How to Invest in Boston Beer guide.You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Will Beverages sector continue expanding? Could Boston diversify its offerings? Factors like these will boost the valuation of Boston Beer. If investors know Boston will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Boston Beer data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.486 | Earnings Share 8.62 | Revenue Per Share | Quarterly Revenue Growth (0.11) | Return On Assets |
The market value of Boston Beer is measured differently than its book value, which is the value of Boston that is recorded on the company's balance sheet. Investors also form their own opinion of Boston Beer's value that differs from its market value or its book value, called intrinsic value, which is Boston Beer's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Boston Beer's market value can be influenced by many factors that don't directly affect Boston Beer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Boston Beer's value and its price as these two are different measures arrived at by different means. Investors typically determine if Boston Beer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Boston Beer's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.