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

Correlation

The correlation between SAM and BUD is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

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.

0.00%200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
707.21%
125.66%
SAM
BUD

Key characteristics

Sharpe Ratio

SAM:

-0.45

BUD:

0.54

Sortino Ratio

SAM:

-0.56

BUD:

0.92

Omega Ratio

SAM:

0.94

BUD:

1.12

Calmar Ratio

SAM:

-0.19

BUD:

0.21

Martin Ratio

SAM:

-1.03

BUD:

0.86

Ulcer Index

SAM:

15.70%

BUD:

14.39%

Daily Std Dev

SAM:

36.00%

BUD:

22.82%

Max Drawdown

SAM:

-83.22%

BUD:

-71.10%

Current Drawdown

SAM:

-81.45%

BUD:

-42.96%

Fundamentals

Market Cap

SAM:

$2.72B

BUD:

$130.88B

EPS

SAM:

$5.06

BUD:

$2.86

PE Ratio

SAM:

47.91

BUD:

23.15

PEG Ratio

SAM:

0.81

BUD:

1.56

PS Ratio

SAM:

1.35

BUD:

2.19

PB Ratio

SAM:

3.00

BUD:

1.66

Total Revenue (TTM)

SAM:

$1.61B

BUD:

$45.22B

Gross Profit (TTM)

SAM:

$707.38M

BUD:

$33.02B

EBITDA (TTM)

SAM:

$206.69M

BUD:

$23.49B

Returns By Period

In the year-to-date period, SAM achieves a -19.19% return, which is significantly lower than BUD's 31.48% return. Over the past 10 years, SAM has outperformed BUD with an annualized return of -0.90%, while BUD has yielded a comparatively lower -4.45% annualized return.


SAM

YTD

-19.19%

1M

3.62%

6M

-19.70%

1Y

-17.35%

5Y*

-11.23%

10Y*

-0.90%

BUD

YTD

31.48%

1M

6.69%

6M

1.89%

1Y

10.87%

5Y*

10.66%

10Y*

-4.45%

*Annualized

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Risk-Adjusted Performance

SAM vs. BUD — Risk-Adjusted Performance Rank

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

SAM
The Risk-Adjusted Performance Rank of SAM is 2929
Overall Rank
The Sharpe Ratio Rank of SAM is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of SAM is 2222
Sortino Ratio Rank
The Omega Ratio Rank of SAM is 2525
Omega Ratio Rank
The Calmar Ratio Rank of SAM is 4040
Calmar Ratio Rank
The Martin Ratio Rank of SAM is 2828
Martin Ratio Rank

BUD
The Risk-Adjusted Performance Rank of BUD is 6565
Overall Rank
The Sharpe Ratio Rank of BUD is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BUD is 6464
Sortino Ratio Rank
The Omega Ratio Rank of BUD is 6363
Omega Ratio Rank
The Calmar Ratio Rank of BUD is 6363
Calmar Ratio Rank
The Martin Ratio Rank of BUD is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for SAM, currently valued at -0.45, compared to the broader market-2.00-1.000.001.002.003.00
SAM: -0.45
BUD: 0.54
The chart of Sortino ratio for SAM, currently valued at -0.56, compared to the broader market-6.00-4.00-2.000.002.004.00
SAM: -0.56
BUD: 0.92
The chart of Omega ratio for SAM, currently valued at 0.94, compared to the broader market0.501.001.502.00
SAM: 0.94
BUD: 1.12
The chart of Calmar ratio for SAM, currently valued at -0.19, compared to the broader market0.001.002.003.004.005.00
SAM: -0.19
BUD: 0.21
The chart of Martin ratio for SAM, currently valued at -1.03, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
SAM: -1.03
BUD: 0.86

The current SAM Sharpe Ratio is -0.45, which is lower than the BUD Sharpe Ratio of 0.54. 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-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.45
0.54
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 1.34%.


TTM20242023202220212020201920182017201620152014
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%0.03%
BUD
Anheuser-Busch InBev SA/NV
1.34%1.76%1.28%0.67%0.98%0.81%2.45%3.84%2.88%3.03%2.58%2.38%

Drawdowns

SAM vs. BUD - Drawdown Comparison

The maximum SAM drawdown since its inception was -83.22%, 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%NovemberDecember2025FebruaryMarchApril
-81.45%
-42.96%
SAM
BUD

Volatility

SAM vs. BUD - Volatility Comparison

The Boston Beer Company, Inc. (SAM) has a higher volatility of 8.91% compared to Anheuser-Busch InBev SA/NV (BUD) at 8.17%. 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.


4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
8.91%
8.17%
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