SAM vs. GENC
SAM (The Boston Beer Company, Inc.) and GENC (Gencor Industries, Inc.) are both stocks. SAM operates in Beverages - Brewers (Consumer Defensive), while GENC operates in Farm & Heavy Construction Machinery (Industrials). Over the past 10 years, SAM returned 0.99%/yr vs 4.32%/yr for GENC. At a 0.10 correlation, their price movements are largely independent.
Performance
SAM vs. GENC - Performance Comparison
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Returns By Period
In the year-to-date period, SAM achieves a -8.98% return, which is significantly lower than GENC's 14.89% return. Over the past 10 years, SAM has underperformed GENC with an annualized return of 0.99%, while GENC has yielded a comparatively higher 4.32% annualized return.
SAM
- 1D
- 0.85%
- 1M
- -6.57%
- YTD
- -8.98%
- 6M
- -10.51%
- 1Y
- -10.37%
- 3Y*
- -17.18%
- 5Y*
- -29.36%
- 10Y*
- 0.99%
GENC
- 1D
- -0.73%
- 1M
- 5.23%
- YTD
- 14.89%
- 6M
- 18.93%
- 1Y
- 5.83%
- 3Y*
- 0.80%
- 5Y*
- 4.59%
- 10Y*
- 4.32%
SAM vs. GENC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAM The Boston Beer Company, Inc. | -8.98% | -34.95% | -13.20% | 4.88% | -34.76% | -49.20% | 163.14% | 56.89% | 26.03% | 12.51% |
GENC Gencor Industries, Inc. | 14.89% | -26.57% | 9.36% | 59.80% | -12.40% | -6.26% | 5.40% | 6.38% | -33.72% | 5.41% |
Correlation
The correlation between SAM and GENC is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2003 | 0.10 |
Fundamentals
SAM:
$1.86B
GENC:
$217.54M
SAM:
-$5.70
GENC:
$1.04
SAM:
0.91
GENC:
2.11
SAM:
2.72
GENC:
0.98
SAM:
$2.09B
GENC:
$103.19M
SAM:
$947.28M
GENC:
$29.16M
SAM:
$23.70M
GENC:
$14.86M
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Return for Risk
SAM vs. GENC — Risk / Return Rank
SAM
GENC
SAM vs. GENC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) and Gencor Industries, Inc. (GENC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SAM | GENC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.06 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 0.23 | -0.50 |
| Martin ratioReturn relative to average drawdown | -0.76 | 0.45 | -1.21 |
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Drawdowns
SAM vs. GENC - Drawdown Comparison
The maximum SAM drawdown since its inception was -87.67%, roughly equal to the maximum GENC drawdown of -84.52%. Use the drawdown chart below to compare losses from any high point for SAM and GENC.
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Drawdown Indicators
| SAM | GENC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.67% | -84.52% | -3.15% |
Max Drawdown (1Y)Largest decline over 1 year | -38.06% | -25.70% | -12.36% |
Max Drawdown (3Y)Largest decline over 3 years | -59.09% | -55.66% | -3.43% |
Max Drawdown (5Y)Largest decline over 5 years | -84.48% | -55.66% | -28.82% |
Max Drawdown (10Y)Largest decline over 10 years | -87.67% | -55.66% | -32.01% |
Current DrawdownCurrent decline from peak | -86.41% | -39.55% | -46.86% |
Average DrawdownAverage peak-to-trough decline | -40.76% | -45.51% | +4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.76% | 12.86% | +0.90% |
Volatility
SAM vs. GENC - Volatility Comparison
The Boston Beer Company, Inc. (SAM) has a higher volatility of 12.05% compared to Gencor Industries, Inc. (GENC) at 10.19%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than GENC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAM | GENC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.05% | 10.19% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 28.09% | 26.18% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.16% | 39.90% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.83% | 36.67% | +3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.82% | 35.96% | +4.86% |
Dividends
SAM vs. GENC - Dividend Comparison
Neither SAM nor GENC has paid dividends to shareholders.
Financials
SAM vs. GENC - Financials Comparison
This section allows you to compare key financial metrics between The Boston Beer Company, Inc. and Gencor Industries, 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
SAM vs. GENC - Profitability Comparison
SAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Boston Beer Company, Inc. reported a gross profit of 213.96M and revenue of 461.58M. Therefore, the gross margin over that period was 46.4%.
GENC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Gencor Industries, Inc. reported a gross profit of 10.71M and revenue of 33.80M. Therefore, the gross margin over that period was 31.7%.
SAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Boston Beer Company, Inc. reported an operating income of -190.46M and revenue of 461.58M, resulting in an operating margin of -41.3%.
GENC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Gencor Industries, Inc. reported an operating income of 7.16M and revenue of 33.80M, resulting in an operating margin of 21.2%.
SAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Boston Beer Company, Inc. reported a net income of -145.26M and revenue of 461.58M, resulting in a net margin of -31.5%.
GENC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Gencor Industries, Inc. reported a net income of 5.99M and revenue of 33.80M, resulting in a net margin of 17.7%.
Frequently Asked Questions
SAM and GENC have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SAM has higher volatility (12.05%) compared to GENC (10.19%). In terms of maximum drawdown, SAM dropped -87.67% vs GENC's -84.52%.
GENC currently has the higher Sharpe Ratio (0.15 vs -0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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