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SAM vs. BUD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SAM and BUD is 0.29, 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.


-0.50.00.51.00.3

Performance

SAM vs. BUD - Performance Comparison

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

-15.00%-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
3.41%
-15.17%
SAM
BUD

Key characteristics

Sharpe Ratio

SAM:

-0.30

BUD:

-0.99

Sortino Ratio

SAM:

-0.22

BUD:

-1.32

Omega Ratio

SAM:

0.97

BUD:

0.84

Calmar Ratio

SAM:

-0.14

BUD:

-0.36

Martin Ratio

SAM:

-0.55

BUD:

-2.04

Ulcer Index

SAM:

20.00%

BUD:

9.98%

Daily Std Dev

SAM:

36.93%

BUD:

20.62%

Max Drawdown

SAM:

-80.41%

BUD:

-71.10%

Current Drawdown

SAM:

-76.47%

BUD:

-56.59%

Fundamentals

Market Cap

SAM:

$3.54B

BUD:

$104.82B

EPS

SAM:

$6.80

BUD:

$3.20

PE Ratio

SAM:

45.26

BUD:

16.18

PEG Ratio

SAM:

0.87

BUD:

0.73

Total Revenue (TTM)

SAM:

$2.00B

BUD:

$59.47B

Gross Profit (TTM)

SAM:

$880.94M

BUD:

$40.62B

EBITDA (TTM)

SAM:

$246.33M

BUD:

$21.64B

Returns By Period

In the year-to-date period, SAM achieves a -11.05% return, which is significantly higher than BUD's -21.31% return. Over the past 10 years, SAM has outperformed BUD with an annualized return of 0.48%, while BUD has yielded a comparatively lower -6.22% annualized return.


SAM

YTD

-11.05%

1M

-1.41%

6M

4.19%

1Y

-10.95%

5Y*

-4.04%

10Y*

0.48%

BUD

YTD

-21.31%

1M

-10.63%

6M

-15.43%

1Y

-19.14%

5Y*

-8.43%

10Y*

-6.22%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

SAM vs. BUD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) and Anheuser-Busch InBev SA/NV (BUD). 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.


Sharpe ratio
The chart of Sharpe ratio for SAM, currently valued at -0.30, compared to the broader market-4.00-2.000.002.00-0.30-0.93
The chart of Sortino ratio for SAM, currently valued at -0.22, compared to the broader market-4.00-2.000.002.004.00-0.22-1.23
The chart of Omega ratio for SAM, currently valued at 0.97, compared to the broader market0.501.001.502.000.970.85
The chart of Calmar ratio for SAM, currently valued at -0.14, compared to the broader market0.002.004.006.00-0.14-0.34
The chart of Martin ratio for SAM, currently valued at -0.55, compared to the broader market0.0010.0020.00-0.55-1.89
SAM
BUD

The current SAM Sharpe Ratio is -0.30, which is higher than the BUD Sharpe Ratio of -0.99. The chart below compares the historical Sharpe Ratios of SAM and BUD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.30
-0.93
SAM
BUD

Dividends

SAM vs. BUD - Dividend Comparison

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


TTM20232022202120202019201820172016201520142013
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%
BUD
Anheuser-Busch InBev SA/NV
1.76%1.28%0.67%0.98%0.81%2.45%3.84%2.88%3.03%2.58%2.38%2.35%

Drawdowns

SAM vs. BUD - Drawdown Comparison

The maximum SAM drawdown since its inception was -80.41%, which is greater than BUD's maximum drawdown of -71.10%. Use the drawdown chart below to compare losses from any high point for SAM and BUD. For additional features, visit the drawdowns tool.


-80.00%-70.00%-60.00%-50.00%-40.00%JulyAugustSeptemberOctoberNovemberDecember
-76.47%
-56.59%
SAM
BUD

Volatility

SAM vs. BUD - Volatility Comparison

The Boston Beer Company, Inc. (SAM) has a higher volatility of 5.79% compared to Anheuser-Busch InBev SA/NV (BUD) at 5.14%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than BUD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
5.79%
5.14%
SAM
BUD

Financials

SAM vs. BUD - Financials Comparison

This section allows you to compare key financial metrics between The Boston Beer Company, Inc. and Anheuser-Busch InBev SA/NV. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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