SAM vs. STZ

In the year-to-date period, SAM achieves a -7.93% return, which is significantly lower than STZ's -0.17% return. Over the past 10 years, SAM has underperformed STZ with an annualized return of 2.13%, while STZ has yielded a comparatively higher 11.20% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) and Constellation Brands, Inc. (STZ). 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 -0.21, which is lower than the STZ Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of SAM and STZ, 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 STZ's dividend yield for the trailing twelve months is around 1.65%.

The maximum SAM drawdown since its inception was -80.41%, which is greater than STZ's maximum drawdown of -75.45%. Use the drawdown chart below to compare losses from any high point for SAM and STZ. For additional features, visit the drawdowns tool.

The Boston Beer Company, Inc. (SAM) has a higher volatility of 7.04% compared to Constellation Brands, Inc. (STZ) at 5.99%. This indicates that SAM's price experiences larger fluctuations and is considered to be riskier than STZ 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 Constellation Brands, 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.