WallStSmart

Boston Beer Company Inc (SAM)vsConstellation Brands Inc Class A (STZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellation Brands Inc Class A generates 370% more annual revenue ($9.06B vs $1.93B). STZ leads profitability with a 20.1% profit margin vs -3.6%. SAM appears more attractively valued with a PEG of 0.78. STZ earns a higher WallStSmart Score of 74/100 (B).

SAM

Hold

43

out of 100

Grade: D

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

STZ

Strong Buy

74

out of 100

Grade: B

Growth: 4.7Profit: 8.5Value: 6.3Quality: 5.0
Piotroski: 5/9Altman Z: 2.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SAMUndervalued (+24.6%)

Margin of Safety

+24.6%

Fair Value

$332.83

Current Price

$172.55

$160.28 discount

UndervaluedFair: $332.83Overvalued

Intrinsic value data unavailable for STZ.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

STZ6 strengths · Avg: 9.0/10
P/E RatioValuation
11.5x10/10

Attractively priced relative to earnings

Operating MarginProfitability
35.9%10/10

Strong operational efficiency at 35.9%

Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
20.1%9/10

Keeps 20 of every $100 in revenue as profit

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
30.7%8/10

Earnings expanding 30.7% YoY

Areas to Watch

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%

STZ3 concerns · Avg: 3.0/10
PEG RatioValuation
1.634/10

Expensive relative to growth rate

Debt/EquityHealth
1.283/10

Elevated debt levels

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : STZ

The strongest argument for STZ centers on P/E Ratio, Operating Margin, Return on Equity. Profitability is solid with margins at 20.1% and operating margin at 35.9%.

Bear Case : SAM

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

Bear Case : STZ

The primary concerns for STZ are PEG Ratio, Debt/Equity, Revenue Growth.

Key Dynamics to Monitor

SAM profiles as a turnaround stock while STZ is a declining play — different risk/reward profiles.

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

STZ is growing revenue faster at -3.3% — sustainability is the question.

STZ generates stronger free cash flow (485M), providing more financial flexibility.

Bottom Line

STZ scores higher overall (74/100 vs 43/100), backed by strong 20.1% margins. SAM offers better value entry with a 24.6% margin of safety. Both earn "Strong 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.

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.

Constellation Brands Inc Class A

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Constellation Brands, Inc., headquartered in Victor, New York, is an American producer and marketer of beer, wine, and spirits.

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