WallStSmart

Monster Beverage Corp (MNST)vsBoston Beer Company Inc (SAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Monster Beverage Corp generates 379% more annual revenue ($9.22B vs $1.93B). MNST leads profitability with a 23.1% profit margin vs -3.6%. SAM appears more attractively valued with a PEG of 0.78. MNST earns a higher WallStSmart Score of 64/100 (C+).

MNST

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 9.0Value: 6.0Quality: 7.8
Piotroski: 4/9Altman Z: 6.29

SAM

Hold

43

out of 100

Grade: D

Growth: 2.0Profit: 4.0Value: 7.0Quality: 7.5
Piotroski: 5/9Altman Z: 3.97
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MNSTUndervalued (+70.3%)

Margin of Safety

+70.3%

Fair Value

$145.88

Current Price

$43.40

$102.48 discount

UndervaluedFair: $145.88Overvalued
SAMUndervalued (+24.6%)

Margin of Safety

+24.6%

Fair Value

$332.83

Current Price

$172.55

$160.28 discount

UndervaluedFair: $332.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MNST6 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
6.2910/10

Safe zone — low bankruptcy risk

Market CapQuality
$85.02B9/10

Large-cap with strong market position

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
23.1%9/10

Keeps 23 of every $100 in revenue as profit

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

Revenue GrowthGrowth
20.2%8/10

Revenue surging 20.2% year-over-year

SAM4 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.9710/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

MNST3 concerns · Avg: 3.3/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

Price/BookValuation
9.1x4/10

Trading at 9.1x book value

P/E RatioValuation
40.2x2/10

Premium valuation, high expectations priced in

SAM4 concerns · Avg: 2.3/10
Market CapQuality
$1.67B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-7.8%2/10

ROE of -7.8% — below average capital efficiency

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : MNST

The strongest argument for MNST centers on Altman Z-Score, Market Cap, Return on Equity. Profitability is solid with margins at 23.1% and operating margin at 29.2%. Revenue growth of 20.2% demonstrates continued momentum.

Bull Case : SAM

The strongest argument for SAM centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bear Case : MNST

The primary concerns for MNST are PEG Ratio, Price/Book, P/E Ratio. A P/E of 40.2x leaves little room for execution misses.

Bear Case : SAM

The primary concerns for SAM are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

MNST profiles as a growth stock while SAM is a turnaround play — different risk/reward profiles.

SAM carries more volatility with a beta of 0.83 — expect wider price swings.

MNST is growing revenue faster at 20.2% — sustainability is the question.

MNST generates stronger free cash flow (461M), providing more financial flexibility.

Bottom Line

MNST scores higher overall (64/100 vs 43/100), backed by strong 23.1% margins and 20.2% revenue growth. SAM offers better value entry with a 24.6% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Monster Beverage Corp

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Monster Beverage Corporation is an American beverage company that manufactures energy drinks including Monster Energy, Relentless and Burn.

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Boston Beer Company Inc

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

The Boston Beer Company, Inc. produces and sells alcoholic beverages primarily in the United States. The company is headquartered in Boston, Massachusetts.

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