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 ($9.14B vs $1.95B). STZ leads profitability with a 18.5% profit margin vs -3.1%. SAM appears more attractively valued with a PEG of 0.78. STZ earns a higher WallStSmart Score of 56/100 (C).

SAM

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 3.5Value: 7.7Quality: 5.0

STZ

Buy

56

out of 100

Grade: C

Growth: 2.0Profit: 8.5Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: 1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SAMUndervalued (+36.2%)

Margin of Safety

+36.2%

Fair Value

$393.18

Current Price

$206.34

$186.84 discount

UndervaluedFair: $393.18Overvalued

Intrinsic value data unavailable for STZ.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SAM3 strengths · Avg: 8.0/10
PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
48.6%8/10

Earnings expanding 48.6% YoY

STZ3 strengths · Avg: 8.3/10
Return on EquityProfitability
22.6%9/10

Every $100 of equity generates 23 in profit

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Operating MarginProfitability
26.7%8/10

Strong operational efficiency at 26.7%

Areas to Watch

SAM4 concerns · Avg: 2.3/10
Operating MarginProfitability
5.0%3/10

Operating margin of 5.0%

Return on EquityProfitability
-7.8%2/10

ROE of -7.8% — below average capital efficiency

Revenue GrowthGrowth
-4.4%2/10

Revenue declined 4.4%

Free Cash FlowQuality
$-32.76M2/10

Negative free cash flow — burning cash

STZ4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Debt/EquityHealth
1.383/10

Elevated debt levels

PEG RatioValuation
2.832/10

Expensive relative to growth rate

Revenue GrowthGrowth
-11.3%2/10

Revenue declined 11.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : SAM

The strongest argument for SAM centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bull Case : STZ

The strongest argument for STZ centers on Return on Equity, P/E Ratio, Operating Margin. Profitability is solid with margins at 18.5% and operating margin at 26.7%.

Bear Case : SAM

The primary concerns for SAM are Operating Margin, Return on Equity, Revenue Growth.

Bear Case : STZ

The primary concerns for STZ are Altman Z-Score, Debt/Equity, PEG Ratio.

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 0.90 — expect wider price swings.

SAM is growing revenue faster at -4.4% — sustainability is the question.

STZ generates stronger free cash flow (344M), providing more financial flexibility.

Bottom Line

STZ scores higher overall (56/100 vs 49/100), backed by strong 18.5% margins. SAM offers better value entry with a 36.2% 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.

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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