Boston Beer Stock Buy Hold or Sell Recommendation
| SAM Stock | USD 283.20 4.07 1.42% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Boston Beer is 'Strong Hold'. Macroaxis provides Boston Beer buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SAM positions. The advice algorithm takes into account all of Boston Beer's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Boston Beer's buy or sell advice are summarized below:
Real Value 319.7 | Target Price 336.23 | Hype Value 284.48 | Market Value 283.2 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Boston Beer given historical horizon and risk tolerance towards Boston Beer. When Macroaxis issues a 'buy' or 'sell' recommendation for Boston Beer, the advice is generated through an automated system that utilizes algorithms and statistical models.
Boston |
Execute Boston Beer Buy or Sell Advice
The Boston recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Boston Beer. Macroaxis does not own or have any residual interests in Boston Beer or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Boston Beer's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Boston Beer Trading Alerts and Improvement Suggestions
| Boston Beer generated a negative expected return over the last 90 days | |
| Boston Beer has a strong financial position based on the latest SEC filings | |
| Over 76.0% of the company shares are owned by institutional investors | |
| Latest headline from brewbound.com: Boston Beer Q1 2024 Shipments 0.9, Depletions Flat |
Boston Beer Returns Distribution Density
The distribution of Boston Beer's historical returns is an attempt to chart the uncertainty of Boston Beer's future price movements. The chart of the probability distribution of Boston Beer daily returns describes the distribution of returns around its average expected value. We use Boston Beer price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Boston Beer returns is essential to provide solid investment advice for Boston Beer.
| Mean Return | -0.32 | Value At Risk | -2.06 | Potential Upside | 2.14 | Standard Deviation | 2.34 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Boston Beer historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Boston Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Boston Beer is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Boston Beer backward and forwards among themselves. Boston Beer's institutional investor refers to the entity that pools money to purchase Boston Beer's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Charles Schwab Investment Management Inc | 2023-12-31 | 107.3 K | Southernsun Asset Management, Llc | 2023-12-31 | 107.2 K | Southeastern Asset Management Inc | 2023-12-31 | 106.3 K | Loomis, Sayles & Company Lp | 2023-12-31 | 87.6 K | Balyasny Asset Management Llc | 2023-12-31 | 80.9 K | Point72 Asset Management, L.p. | 2023-09-30 | 76.5 K | Amvescap Plc. | 2023-12-31 | 76.2 K | Northern Trust Corp | 2023-12-31 | 68.9 K | Citadel Advisors Llc | 2023-09-30 | 67.6 K | Fmr Inc | 2023-12-31 | 993 K | T. Rowe Price Investment Management,inc. | 2023-12-31 | 931.1 K |
Boston Beer Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (24.9M) | (24.5M) | (26.0M) | 131K | 31.5M | 33.1M | |
| Change In Cash | (71.7M) | 126.6M | (97.0M) | 114.2M | 117.9M | 123.8M | |
| Free Cash Flow | 85.0M | 113.4M | (91.6M) | 109.4M | 201.1M | 211.1M | |
| Depreciation | 56.3M | 65.7M | 72.1M | 81.4M | 88.1M | 92.5M | |
| Other Non Cash Items | 6.0M | 11.7M | 26.1M | 37.9M | 29.7M | 31.2M | |
| Capital Expenditures | 93.2M | 140.0M | 147.9M | 90.6M | 64.1M | 48.7M | |
| Net Income | 110.0M | 192.0M | 14.6M | 67.3M | 76.3M | 51.9M | |
| End Period Cash Flow | 36.7M | 163.3M | 66.3M | 180.6M | 298.5M | 313.4M | |
| Change Receivables | (12.3M) | (24.0M) | 23.1M | (2.0M) | (2.3M) | (2.5M) | |
| Change To Netincome | 21.6M | 37.3M | 39.5M | 50.3M | 57.8M | 60.7M | |
| Net Borrowings | (378K) | (1.3M) | (1.6M) | (1.7M) | (1.5M) | (1.4M) | |
| Investments | (258.8M) | (139.1M) | (146.6M) | (88.5M) | (62.4M) | (65.5M) |
Boston Beer Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Boston Beer or Beverages sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Boston Beer's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Boston stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.38 | |
β | Beta against NYSE Composite | 0.54 | |
σ | Overall volatility | 2.39 | |
Ir | Information ratio | -0.18 |
Boston Beer Volatility Alert
Boston Beer exhibits very low volatility with skewness of -4.31 and kurtosis of 29.39. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Boston Beer's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Boston Beer's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Boston Beer Fundamentals Vs Peers
Comparing Boston Beer's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Boston Beer's direct or indirect competition across all of the common fundamentals between Boston Beer and the related equities. This way, we can detect undervalued stocks with similar characteristics as Boston Beer or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Boston Beer's fundamental indicators could also be used in its relative valuation, which is a method of valuing Boston Beer by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Boston Beer to competition |
| Fundamentals | Boston Beer | Peer Average |
| Return On Equity | 0.0937 | -0.31 |
| Return On Asset | 0.068 | -0.14 |
| Profit Margin | 0.05 % | (1.27) % |
| Operating Margin | 0.04 % | (5.51) % |
| Current Valuation | 3.27 B | 16.62 B |
| Shares Outstanding | 9.94 M | 571.82 M |
| Shares Owned By Insiders | 7.72 % | 10.09 % |
| Shares Owned By Institutions | 75.60 % | 39.21 % |
| Number Of Shares Shorted | 272.01 K | 4.71 M |
| Price To Earning | 19.55 X | 28.72 X |
| Price To Book | 3.18 X | 9.51 X |
| Price To Sales | 1.71 X | 11.42 X |
| Revenue | 2.01 B | 9.43 B |
| Gross Profit | 861.99 M | 27.38 B |
| EBITDA | 209.96 M | 3.9 B |
| Net Income | 76.25 M | 570.98 M |
| Cash And Equivalents | 180.56 M | 2.7 B |
| Cash Per Share | 18.19 X | 5.01 X |
| Total Debt | 47.98 M | 5.32 B |
| Debt To Equity | 0.05 % | 48.70 % |
| Current Ratio | 1.69 X | 2.16 X |
| Book Value Per Share | 87.40 X | 1.93 K |
| Cash Flow From Operations | 265.15 M | 971.22 M |
| Short Ratio | 1.94 X | 4.00 X |
| Earnings Per Share | 6.21 X | 3.12 X |
| Price To Earnings To Growth | 1.12 X | 4.89 X |
| Target Price | 314.79 | |
| Number Of Employees | 2.79 K | 18.84 K |
| Beta | 1.02 | -0.15 |
| Market Capitalization | 3.4 B | 19.03 B |
| Total Asset | 1.46 B | 29.47 B |
| Retained Earnings | 421.57 M | 9.33 B |
| Working Capital | 280.22 M | 1.48 B |
Note: Acquisition by Matthew Murphy of tradable shares of Boston Beer at 184.88 subject to Rule 16b-3 [view details]
Boston Beer Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Boston . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.11 | |||
| Daily Balance Of Power | (0.11) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 299.76 | |||
| Day Typical Price | 294.24 | |||
| Market Facilitation Index | 36.48 | |||
| Price Action Indicator | (18.59) | |||
| Period Momentum Indicator | (4.07) |
About Boston Beer Buy or Sell Advice
When is the right time to buy or sell Boston Beer? Buying financial instruments such as Boston Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 61.5M | 54.1M | 48.0M | 50.4M | Total Assets | 1.4B | 1.4B | 1.5B | 1.5B |
Use Investing Ideas to Build Portfolios
In addition to having Boston Beer in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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SRI Sustainable Growth
Socially responsible investments that include companies making a positive, sustainable or social impact and exclude those making a negative impact. The SRI Sustainable Growth theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize SRI Sustainable Growth Theme or any other thematic opportunities.
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Check out Boston Beer Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Boston Stock, please use our How to Invest in Boston Beer guide.Note that the Boston Beer information on this page should be used as a complementary analysis to other Boston Beer's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Complementary Tools for Boston Stock analysis
When running Boston Beer's price analysis, check to measure Boston Beer's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Boston Beer is operating at the current time. Most of Boston Beer's value examination focuses on studying past and present price action to predict the probability of Boston Beer's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Boston Beer's price. Additionally, you may evaluate how the addition of Boston Beer to your portfolios can decrease your overall portfolio volatility.
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Is Boston Beer's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? 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. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Boston Beer listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.675 | Earnings Share 6.21 | Revenue Per Share 166.582 | Quarterly Revenue Growth 0.039 | Return On Assets 0.068 |
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. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. 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. However, Boston Beer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.