SAM vs. DEO

In the year-to-date period, SAM achieves a -23.38% return, which is significantly lower than DEO's -12.95% return. Over the past 10 years, SAM has underperformed DEO with an annualized return of -1.23%, while DEO has yielded a comparatively higher 2.55% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) and Diageo plc (DEO). 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 current SAM Sharpe Ratio is -0.29, which is higher than the DEO Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of SAM and DEO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SAM has not paid dividends to shareholders, while DEO's dividend yield for the trailing twelve months is around 3.80%.

The maximum SAM drawdown since its inception was -83.22%, which is greater than DEO's maximum drawdown of -53.18%. Use the drawdown chart below to compare losses from any high point for SAM and DEO.

The Boston Beer Company, Inc. (SAM) has a higher volatility of 7.09% compared to Diageo plc (DEO) at 5.71%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than DEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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