SAM vs. DEO
Compare and contrast key facts about The Boston Beer Company, Inc. (SAM) and Diageo plc (DEO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAM or DEO.
Key characteristics
| SAM | DEO | |
|---|---|---|
| YTD Return | -17.60% | -0.33% |
| 1Y Return | -9.09% | -17.73% |
| 3Y Return (Ann) | -36.50% | -6.71% |
| 5Y Return (Ann) | -3.69% | -1.15% |
| 10Y Return (Ann) | 2.39% | 3.74% |
| Sharpe Ratio | -0.21 | -0.81 |
| Daily Std Dev | 35.62% | 21.30% |
| Max Drawdown | -79.47% | -53.18% |
| Current Drawdown | -78.20% | -31.69% |
Fundamentals
| SAM | DEO | |
|---|---|---|
| Market Cap | $3.48B | $79.45B |
| EPS | $7.98 | $7.48 |
| PE Ratio | 36.49 | 19.11 |
| PEG Ratio | 1.12 | 1.61 |
| Revenue (TTM) | $2.02B | $21.64B |
| Gross Profit (TTM) | $861.99M | $10.21B |
| EBITDA (TTM) | $240.60M | $6.99B |
Correlation
The correlation between SAM and DEO is 0.21, 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
SAM vs. DEO - Performance Comparison
In the year-to-date period, SAM achieves a -17.60% return, which is significantly lower than DEO's -0.33% return. Over the past 10 years, SAM has underperformed DEO with an annualized return of 2.39%, while DEO has yielded a comparatively higher 3.74% 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
SAM vs. DEO - Risk-Adjusted Performance Comparison
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.
Dividends
SAM vs. DEO - Dividend Comparison
SAM has not paid dividends to shareholders, while DEO's dividend yield for the trailing twelve months is around 2.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DEO Diageo plc | 2.87% | 2.77% | 2.16% | 1.82% | 2.29% | 2.07% | 2.51% | 2.21% | 3.10% | 3.19% | 4.93% | 2.21% |
Drawdowns
SAM vs. DEO - Drawdown Comparison
The maximum SAM drawdown since its inception was -79.47%, 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. For additional features, visit the drawdowns tool.
Volatility
SAM vs. DEO - Volatility Comparison
The Boston Beer Company, Inc. (SAM) has a higher volatility of 8.64% compared to Diageo plc (DEO) at 4.87%. 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.
Financials
SAM vs. DEO - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities