Is Boston Beer Stock a Good Investment?
Boston Beer Investment Advice | SAM |
- Examine Boston Beer's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Boston Beer's leadership team and their track record. Good management can help Boston Beer navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Beverages space and any emerging trends that could impact Boston Beer's business and its evolving consumer preferences.
- Compare Boston Beer's performance and market position to its competitors. Analyze how Boston Beer is positioned in terms of product offerings, innovation, and market share.
- Check if Boston Beer pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Boston Beer's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Boston Beer stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Boston Beer is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Boston Beer Stock
Researching Boston Beer's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 76.0% of the company shares are owned by institutional investors. The book value of Boston Beer was at this time reported as 89.17. The company has Price/Earnings To Growth (PEG) ratio of 0.88. Boston Beer recorded earning per share (EPS) of 6.81. The entity had not issued any dividends in recent years. The firm had 1:4 split on the 14th of December 2015.
To determine if Boston Beer is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Boston Beer's research are outlined below:
| 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 thelincolnianonline.com: Disposition of 192 shares by Samuel Calagione of Boston Beer at 365.65 subject to Rule 16b-3 |
Boston Beer Quarterly Liabilities And Stockholders Equity |
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Boston Beer uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Boston Beer. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Boston Beer's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 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 |
Earnings surprises can significantly impact Boston Beer's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Boston Beer's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2001-02-20 | 2000-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
1998-07-21 | 1998-06-30 | 0.06 | 0.07 | 0.01 | 16 | ||
1997-02-26 | 1996-12-31 | 0.06 | 0.05 | -0.01 | 16 | ||
2000-10-17 | 2000-09-30 | 0.14 | 0.12 | -0.02 | 14 | ||
2000-04-18 | 2000-03-31 | 0.17 | 0.19 | 0.02 | 11 | ||
2006-03-07 | 2005-12-31 | 0.13 | 0.16 | 0.03 | 23 | ||
2004-11-03 | 2004-09-30 | 0.24 | 0.21 | -0.03 | 12 | ||
2003-04-15 | 2003-03-31 | 0.02 | -0.01 | -0.03 | 150 |
Boston Beer Target Price Consensus
Boston target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Boston Beer's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 15 | Hold |
Most Boston analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Boston stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Boston Beer, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationBoston Beer Target Price Projection
Boston Beer's current and average target prices are 316.24 and 336.23, respectively. The current price of Boston Beer is the price at which Boston Beer is currently trading. On the other hand, Boston Beer's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Boston Beer Market Quote on 30th of November 2024
Target Price
Analyst Consensus On Boston Beer Target Price
Boston Beer Analyst Ratings
Boston Beer's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Boston Beer stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Boston Beer's financials, market performance, and future outlook by experienced professionals. Boston Beer's historical ratings below, therefore, can serve as a valuable tool for investors.Know Boston Beer's Top 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 originate 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 | Fisher Asset Management, Llc | 2024-09-30 | 126.2 K | Southernsun Asset Management, Llc | 2024-09-30 | 120.1 K | Aqr Capital Management Llc | 2024-06-30 | 109.8 K | Southeastern Asset Management Inc | 2024-06-30 | 106.3 K | Norges Bank | 2024-06-30 | 105.2 K | Marshall Wace Asset Management Ltd | 2024-06-30 | 100.6 K | Armistice Capital, Llc | 2024-09-30 | 95.8 K | Charles Schwab Investment Management Inc | 2024-09-30 | 89.7 K | Citadel Advisors Llc | 2024-09-30 | 82.4 K | Vanguard Group Inc | 2024-09-30 | 881.4 K | Blackrock Inc | 2024-06-30 | 818.6 K |
Boston Beer's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 3.63 B.Market Cap |
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Boston Beer's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.10 | |
| Return On Capital Employed | 0.12 | 0.18 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.06 | 0.05 |
Determining Boston Beer's profitability involves analyzing its financial statements and using various financial metrics to determine if Boston Beer is a good buy. For example, gross profit margin measures Boston Beer's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Boston Beer's profitability and make more informed investment decisions.
Evaluate Boston Beer's management efficiency
Boston Beer has Return on Asset of 0.0664 % which means that on every $100 spent on assets, it made $0.0664 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0753 %, implying that it generated $0.0753 on every 100 dollars invested. Boston Beer's management efficiency ratios could be used to measure how well Boston Beer manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Boston Beer's Return On Tangible Assets are very stable compared to the past year. As of the 30th of November 2024, Return On Capital Employed is likely to grow to 0.18, while Return On Assets are likely to drop 0.04. At this time, Boston Beer's Return On Tangible Assets are very stable compared to the past year. As of the 30th of November 2024, Intangibles To Total Assets is likely to grow to 0.13, while Net Tangible Assets are likely to drop about 554.2 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 78.08 | 81.98 | |
| Tangible Book Value Per Share | 64.28 | 67.49 | |
| Enterprise Value Over EBITDA | 14.58 | 13.90 | |
| Price Book Value Ratio | 3.42 | 4.18 | |
| Enterprise Value Multiple | 14.58 | 13.90 | |
| Price Fair Value | 3.42 | 4.18 | |
| Enterprise Value | 3.6 B | 1.9 B |
Evaluating the management effectiveness of Boston Beer allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The Boston Stock analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Beta 1.06 |
Basic technical analysis of Boston Stock
As of the 30th of November, Boston Beer shows the Mean Deviation of 1.27, downside deviation of 1.69, and Risk Adjusted Performance of 0.1168. 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 316.24 per share. Given that Boston Beer has jensen alpha of 0.1965, 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's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Boston Beer insiders, such as employees or executives, is commonly permitted as long as it does not rely on Boston Beer's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Boston Beer insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Philip Hodges 21 hours ago Acquisition by Philip Hodges of 13276 shares of Boston Beer at 330.68 subject to Rule 16b-3 | ||
John Geist over two months ago Disposition of 264 shares by John Geist of Boston Beer at 340.15 subject to Rule 16b-3 | ||
O'boyle Carolyn L. over two months ago Disposition of tradable shares by Oboyle Carolyn L. of Boston Beer at 274.9 subject to Rule 16b-3 | ||
O'boyle Carolyn L. over three months ago Disposition of tradable shares by Oboyle Carolyn L. of Boston Beer at 274.9 subject to Rule 16b-3 | ||
Julio Nemeth over six months ago Disposition of 243 shares by Julio Nemeth of Boston Beer subject to Rule 16b-3 | ||
Matthew Murphy over six months ago Acquisition by Matthew Murphy of tradable shares of Boston Beer at 184.88 subject to Rule 16b-3 | ||
David Burwick over six months ago Acquisition by David Burwick of 1482 shares of Boston Beer at 1028.71 subject to Rule 16b-3 |
Boston Beer's Outstanding Corporate Bonds
Boston Beer issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Boston Beer uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Boston bonds can be classified according to their maturity, which is the date when Boston Beer has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Understand Boston Beer's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Boston Beer's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1168 | |||
| Market Risk Adjusted Performance | 1.1 | |||
| Mean Deviation | 1.27 | |||
| Semi Deviation | 1.46 | |||
| Downside Deviation | 1.69 | |||
| Coefficient Of Variation | 685.11 | |||
| Standard Deviation | 1.59 | |||
| Variance | 2.54 | |||
| Information Ratio | 0.0596 | |||
| Jensen Alpha | 0.1965 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0561 | |||
| Treynor Ratio | 1.09 | |||
| Maximum Drawdown | 6.57 | |||
| Value At Risk | (2.35) | |||
| Potential Upside | 2.83 | |||
| Downside Variance | 2.87 | |||
| Semi Variance | 2.14 | |||
| Expected Short fall | (1.27) | |||
| Skewness | (0.17) | |||
| Kurtosis | (0.38) |
| Risk Adjusted Performance | 0.1168 | |||
| Market Risk Adjusted Performance | 1.1 | |||
| Mean Deviation | 1.27 | |||
| Semi Deviation | 1.46 | |||
| Downside Deviation | 1.69 | |||
| Coefficient Of Variation | 685.11 | |||
| Standard Deviation | 1.59 | |||
| Variance | 2.54 | |||
| Information Ratio | 0.0596 | |||
| Jensen Alpha | 0.1965 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0561 | |||
| Treynor Ratio | 1.09 | |||
| Maximum Drawdown | 6.57 | |||
| Value At Risk | (2.35) | |||
| Potential Upside | 2.83 | |||
| Downside Variance | 2.87 | |||
| Semi Variance | 2.14 | |||
| Expected Short fall | (1.27) | |||
| Skewness | (0.17) | |||
| Kurtosis | (0.38) |
Consider Boston Beer's intraday indicators
Boston Beer intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Boston Beer stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Boston Beer Corporate Filings
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 4th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 24th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 1st of August 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Boston Stock media impact
Far too much social signal, news, headlines, and media speculation about Boston Beer that are available to investors today. That information is available publicly through Boston media outlets and privately through word of mouth or via Boston internal channels. However, regardless of the origin, that massive amount of Boston data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Boston Beer news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Boston Beer relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Boston Beer's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Boston Beer alpha.
Boston Beer Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Boston Beer can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Boston Beer Historical Investor Sentiment
Investor biases related to Boston Beer's public news can be used to forecast risks associated with an investment in Boston. The trend in average sentiment can be used to explain how an investor holding Boston can time the market purely based on public headlines and social activities around Boston Beer. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Boston Beer's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Boston Beer and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Boston Beer news discussions. The higher the estimate score, the more favorable the investor's outlook on Boston Beer.
Boston Beer Maximum Pain Price across 2024-12-20 Option Contracts
Boston Beer's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Boston Beer close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Boston Beer's options.
Boston Beer Corporate Directors
| Cynthia Fisher | Independent Director | Profile | |
| JeanMichel Valette | Lead Director, Independent Director | Profile | |
| Meghan Joyce | Independent Director | Profile | |
| Michael Spillane | Independent Director | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Boston Beer. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. To learn how to invest in Boston Stock, please use our How to Invest in Boston Beer guide.You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Is Beverages space 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 (0.23) | Earnings Share 6.81 | Revenue Per Share 168.094 | Quarterly Revenue Growth 0.006 | Return On Assets 0.0664 |
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.
In summary, please note that there is a difference between Boston Beer's value and its price, as these two are different measures arrived at by various 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.