PAYX vs. SAM
Compare and contrast key facts about Paychex, Inc. (PAYX) and The Boston Beer Company, Inc. (SAM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAYX or SAM.
Key characteristics
| PAYX | SAM | |
|---|---|---|
| YTD Return | 22.28% | -16.80% |
| 1Y Return | 23.21% | -21.65% |
| 3Y Return (Ann) | 9.14% | -17.51% |
| 5Y Return (Ann) | 14.35% | -6.10% |
| 10Y Return (Ann) | 16.11% | 2.69% |
| Sharpe Ratio | 1.21 | -0.46 |
| Sortino Ratio | 1.62 | -0.47 |
| Omega Ratio | 1.24 | 0.93 |
| Calmar Ratio | 1.20 | -0.22 |
| Martin Ratio | 5.43 | -0.90 |
| Ulcer Index | 4.35% | 20.07% |
| Daily Std Dev | 19.47% | 39.27% |
| Max Drawdown | -64.85% | -80.41% |
| Current Drawdown | -0.05% | -77.99% |
Fundamentals
| PAYX | SAM | |
|---|---|---|
| Market Cap | $51.21B | $3.37B |
| EPS | $4.70 | $7.65 |
| PE Ratio | 30.27 | 37.58 |
| PEG Ratio | 4.18 | 0.82 |
| Total Revenue (TTM) | $5.31B | $1.40B |
| Gross Profit (TTM) | $3.81B | $600.70M |
| EBITDA (TTM) | $2.38B | $133.97M |
Correlation
The correlation between PAYX and SAM is 0.23, 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.
Performance
PAYX vs. SAM - Performance Comparison
In the year-to-date period, PAYX achieves a 22.28% return, which is significantly higher than SAM's -16.80% return. Over the past 10 years, PAYX has outperformed SAM with an annualized return of 16.11%, while SAM has yielded a comparatively lower 2.69% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PAYX vs. SAM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Paychex, Inc. (PAYX) 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.
Dividends
PAYX vs. SAM - Dividend Comparison
PAYX's dividend yield for the trailing twelve months is around 2.63%, while SAM has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAYX Paychex, Inc. | 2.63% | 2.90% | 2.62% | 1.90% | 2.66% | 2.85% | 3.35% | 2.82% | 2.89% | 3.03% | 3.16% | 1.54% |
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% | 0.03% | 0.00% |
Drawdowns
PAYX vs. SAM - Drawdown Comparison
The maximum PAYX drawdown since its inception was -64.85%, smaller than the maximum SAM drawdown of -80.41%. Use the drawdown chart below to compare losses from any high point for PAYX and SAM. For additional features, visit the drawdowns tool.
Volatility
PAYX vs. SAM - Volatility Comparison
The current volatility for Paychex, Inc. (PAYX) is 6.28%, while The Boston Beer Company, Inc. (SAM) has a volatility of 8.28%. This indicates that PAYX 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.
Financials
PAYX vs. SAM - Financials Comparison
This section allows you to compare key financial metrics between Paychex, Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities