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

Correlation

The correlation between SAM and PAYX is 0.33, 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. PAYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Boston Beer Company, Inc. (SAM) and Paychex, Inc. (PAYX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SAM:

-0.32

PAYX:

1.25

Sortino Ratio

SAM:

-0.35

PAYX:

1.87

Omega Ratio

SAM:

0.96

PAYX:

1.26

Calmar Ratio

SAM:

-0.15

PAYX:

2.43

Martin Ratio

SAM:

-0.73

PAYX:

7.76

Ulcer Index

SAM:

16.80%

PAYX:

3.83%

Daily Std Dev

SAM:

36.01%

PAYX:

22.75%

Max Drawdown

SAM:

-83.22%

PAYX:

-64.85%

Current Drawdown

SAM:

-80.88%

PAYX:

0.00%

Fundamentals

Market Cap

SAM:

$2.78B

PAYX:

$55.62B

EPS

SAM:

$6.19

PAYX:

$4.80

PE Ratio

SAM:

40.34

PAYX:

32.17

PEG Ratio

SAM:

0.90

PAYX:

5.14

PS Ratio

SAM:

1.36

PAYX:

10.23

PB Ratio

SAM:

3.05

PAYX:

13.51

Total Revenue (TTM)

SAM:

$2.07B

PAYX:

$5.44B

Gross Profit (TTM)

SAM:

$926.65M

PAYX:

$3.92B

EBITDA (TTM)

SAM:

$265.35M

PAYX:

$2.48B

Returns By Period

In the year-to-date period, SAM achieves a -16.75% return, which is significantly lower than PAYX's 12.77% return. Over the past 10 years, SAM has underperformed PAYX with an annualized return of -0.53%, while PAYX has yielded a comparatively higher 15.45% annualized return.


SAM

YTD

-16.75%

1M

4.74%

6M

-21.51%

1Y

-11.53%

5Y*

-12.99%

10Y*

-0.53%

PAYX

YTD

12.77%

1M

7.92%

6M

10.61%

1Y

28.17%

5Y*

23.18%

10Y*

15.45%

*Annualized

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Risk-Adjusted Performance

SAM vs. PAYX — 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 3232
Overall Rank
The Sharpe Ratio Rank of SAM is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of SAM is 2525
Sortino Ratio Rank
The Omega Ratio Rank of SAM is 2828
Omega Ratio Rank
The Calmar Ratio Rank of SAM is 4141
Calmar Ratio Rank
The Martin Ratio Rank of SAM is 3434
Martin Ratio Rank

PAYX
The Risk-Adjusted Performance Rank of PAYX is 8989
Overall Rank
The Sharpe Ratio Rank of PAYX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of PAYX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of PAYX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of PAYX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of PAYX is 9292
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. PAYX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) and Paychex, Inc. (PAYX). 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 -0.32, which is lower than the PAYX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of SAM and PAYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

SAM vs. PAYX - Dividend Comparison

SAM has not paid dividends to shareholders, while PAYX's dividend yield for the trailing twelve months is around 2.58%.


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%
PAYX
Paychex, Inc.
2.58%2.73%2.90%2.62%1.90%2.66%2.85%3.35%2.82%2.89%3.03%3.16%

Drawdowns

SAM vs. PAYX - Drawdown Comparison

The maximum SAM drawdown since its inception was -83.22%, which is greater than PAYX's maximum drawdown of -64.85%. Use the drawdown chart below to compare losses from any high point for SAM and PAYX. For additional features, visit the drawdowns tool.


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Volatility

SAM vs. PAYX - Volatility Comparison

The Boston Beer Company, Inc. (SAM) has a higher volatility of 8.16% compared to Paychex, Inc. (PAYX) at 5.24%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than PAYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

SAM vs. PAYX - Financials Comparison

This section allows you to compare key financial metrics between The Boston Beer Company, Inc. and Paychex, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


400.00M600.00M800.00M1.00B1.20B1.40B1.60B20212022202320242025
453.87M
1.51B
(SAM) Total Revenue
(PAYX) Total Revenue
Values in USD except per share items

SAM vs. PAYX - Profitability Comparison

The chart below illustrates the profitability comparison between The Boston Beer Company, Inc. and Paychex, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20212022202320242025
48.3%
74.3%
(SAM) Gross Margin
(PAYX) Gross Margin
SAM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported a gross profit of 219.26M and revenue of 453.87M. Therefore, the gross margin over that period was 48.3%.

PAYX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Paychex, Inc. reported a gross profit of 1.12B and revenue of 1.51B. Therefore, the gross margin over that period was 74.3%.

SAM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported an operating income of 33.78M and revenue of 453.87M, resulting in an operating margin of 7.4%.

PAYX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Paychex, Inc. reported an operating income of 691.80M and revenue of 1.51B, resulting in an operating margin of 45.8%.

SAM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported a net income of 24.41M and revenue of 453.87M, resulting in a net margin of 5.4%.

PAYX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Paychex, Inc. reported a net income of 519.30M and revenue of 1.51B, resulting in a net margin of 34.4%.