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BUD vs. SAM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BUD vs. SAM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anheuser-Busch InBev SA/NV (BUD) and The Boston Beer Company, Inc. (SAM). The values are adjusted to include any dividend payments, if applicable.

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BUD vs. SAM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUD
Anheuser-Busch InBev SA/NV
8.32%30.33%-21.37%9.04%0.09%-12.66%-13.97%27.69%-38.79%9.62%
SAM
The Boston Beer Company, Inc.
18.08%-34.95%-13.20%4.88%-34.76%-49.20%163.14%56.89%26.03%12.51%

Fundamentals

Market Cap

BUD:

$137.19B

SAM:

$2.44B

EPS

BUD:

$6.15

SAM:

$10.01

PE Ratio

BUD:

11.28

SAM:

23.01

PEG Ratio

BUD:

0.99

SAM:

0.20

PS Ratio

BUD:

1.14

SAM:

1.20

PB Ratio

BUD:

1.57

SAM:

2.89

Total Revenue (TTM)

BUD:

$120.38B

SAM:

$2.09B

Gross Profit (TTM)

BUD:

$67.02B

SAM:

$952.58M

EBITDA (TTM)

BUD:

$35.48B

SAM:

$219.69M

Returns By Period

In the year-to-date period, BUD achieves a 8.32% return, which is significantly lower than SAM's 18.08% return. Over the past 10 years, BUD has underperformed SAM with an annualized return of -3.67%, while SAM has yielded a comparatively higher 2.32% annualized return.


BUD

1D
1.67%
1M
-14.31%
YTD
8.32%
6M
16.70%
1Y
14.83%
3Y*
2.88%
5Y*
3.01%
10Y*
-3.67%

SAM

1D
0.25%
1M
1.60%
YTD
18.08%
6M
8.98%
1Y
-3.53%
3Y*
-11.17%
5Y*
-27.93%
10Y*
2.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BUD vs. SAM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUD
BUD Risk / Return Rank: 5858
Overall Rank
BUD Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
BUD Sortino Ratio Rank: 5454
Sortino Ratio Rank
BUD Omega Ratio Rank: 5757
Omega Ratio Rank
BUD Calmar Ratio Rank: 5858
Calmar Ratio Rank
BUD Martin Ratio Rank: 5656
Martin Ratio Rank

SAM
SAM Risk / Return Rank: 3535
Overall Rank
SAM Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
SAM Sortino Ratio Rank: 3232
Sortino Ratio Rank
SAM Omega Ratio Rank: 3232
Omega Ratio Rank
SAM Calmar Ratio Rank: 3838
Calmar Ratio Rank
SAM Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BUD vs. SAM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anheuser-Busch InBev SA/NV (BUD) and The Boston Beer Company, Inc. (SAM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BUDSAMDifference

Sharpe ratio

Return per unit of total volatility

0.60

-0.10

+0.71

Sortino ratio

Return per unit of downside risk

0.88

0.09

+0.78

Omega ratio

Gain probability vs. loss probability

1.14

1.01

+0.13

Calmar ratio

Return relative to maximum drawdown

0.68

-0.15

+0.83

Martin ratio

Return relative to average drawdown

1.33

-0.26

+1.59

BUD vs. SAM - Sharpe Ratio Comparison

The current BUD Sharpe Ratio is 0.60, which is higher than the SAM Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of BUD and SAM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BUDSAMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

-0.10

+0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

-0.71

+0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.13

0.06

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.19

+0.04

Correlation

The correlation between BUD and SAM is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BUD vs. SAM - Dividend Comparison

BUD's dividend yield for the trailing twelve months is around 1.76%, while SAM has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
BUD
Anheuser-Busch InBev SA/NV
1.76%1.91%1.74%1.28%0.88%0.98%0.79%2.45%5.15%3.63%5.41%3.21%
SAM
The Boston Beer Company, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BUD vs. SAM - Drawdown Comparison

The maximum BUD drawdown since its inception was -70.02%, smaller than the maximum SAM drawdown of -85.68%. Use the drawdown chart below to compare losses from any high point for BUD and SAM.


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Drawdown Indicators


BUDSAMDifference

Max Drawdown

Largest peak-to-trough decline

-70.02%

-85.68%

+15.66%

Max Drawdown (1Y)

Largest decline over 1 year

-20.36%

-25.10%

+4.74%

Max Drawdown (5Y)

Largest decline over 5 years

-42.88%

-85.68%

+42.80%

Max Drawdown (10Y)

Largest decline over 10 years

-70.02%

-85.68%

+15.66%

Current Drawdown

Current decline from peak

-36.36%

-82.36%

+46.00%

Average Drawdown

Average peak-to-trough decline

-23.40%

-40.44%

+17.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.50%

14.15%

-3.65%

Volatility

BUD vs. SAM - Volatility Comparison

The current volatility for Anheuser-Busch InBev SA/NV (BUD) is 6.90%, while The Boston Beer Company, Inc. (SAM) has a volatility of 9.18%. This indicates that BUD experiences smaller price fluctuations and is considered to be less risky than SAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUDSAMDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.90%

9.18%

-2.28%

Volatility (6M)

Calculated over the trailing 6-month period

14.60%

25.11%

-10.51%

Volatility (1Y)

Calculated over the trailing 1-year period

24.66%

34.21%

-9.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.58%

39.59%

-15.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.46%

40.54%

-13.08%

Financials

BUD vs. SAM - Financials Comparison

This section allows you to compare key financial metrics between Anheuser-Busch InBev SA/NV and The Boston Beer Company, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B20212022202320242025
30.61B
507.94M
(BUD) Total Revenue
(SAM) Total Revenue
Values in USD except per share items

BUD vs. SAM - Profitability Comparison

The chart below illustrates the profitability comparison between Anheuser-Busch InBev SA/NV and The Boston Beer Company, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%45.0%50.0%55.0%60.0%20212022202320242025
55.9%
33.0%
Portfolio components
BUD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Anheuser-Busch InBev SA/NV reported a gross profit of 17.10B and revenue of 30.61B. Therefore, the gross margin over that period was 55.9%.

SAM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Boston Beer Company, Inc. reported a gross profit of 167.68M and revenue of 507.94M. Therefore, the gross margin over that period was 33.0%.

BUD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Anheuser-Busch InBev SA/NV reported an operating income of 80.56M and revenue of 30.61B, resulting in an operating margin of 0.3%.

SAM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Boston Beer Company, Inc. reported an operating income of -34.43M and revenue of 507.94M, resulting in an operating margin of -6.8%.

BUD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Anheuser-Busch InBev SA/NV reported a net income of 3.01B and revenue of 30.61B, resulting in a net margin of 9.8%.

SAM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Boston Beer Company, Inc. reported a net income of -22.53M and revenue of 507.94M, resulting in a net margin of -4.4%.