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 378% more annual revenue ($9.38B vs $1.96B). STZ leads profitability with a 11.8% profit margin vs 5.5%. SAM appears more attractively valued with a PEG of 0.73. SAM earns a higher WallStSmart Score of 59/100 (C).

SAM

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 4.5Value: 10.0Quality: 5.0

STZ

Hold

50

out of 100

Grade: D+

Growth: 2.7Profit: 7.5Value: 4.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.61
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SAMUndervalued (+47.0%)

Margin of Safety

+47.0%

Fair Value

$473.15

Current Price

$223.21

$249.94 discount

UndervaluedFair: $473.15Overvalued
STZSignificantly Overvalued (-276.7%)

Margin of Safety

-276.7%

Fair Value

$43.32

Current Price

$149.62

$106.30 premium

UndervaluedFair: $43.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SAM3 strengths · Avg: 8.0/10
PEG RatioValuation
0.738/10

Growing faster than its price suggests

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
48.6%8/10

Earnings expanding 48.6% YoY

STZ1 strengths · Avg: 10.0/10
Operating MarginProfitability
33.9%10/10

Strong operational efficiency at 33.9%

Areas to Watch

SAM3 concerns · Avg: 2.0/10
Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Revenue GrowthGrowth
-4.1%2/10

Revenue declined 4.1%

Operating MarginProfitability
-8.4%1/10

Operating margin of -8.4%

STZ4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Debt/EquityHealth
1.383/10

Elevated debt levels

PEG RatioValuation
5.462/10

Expensive relative to growth rate

Revenue GrowthGrowth
-9.8%2/10

Revenue declined 9.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : SAM

The strongest argument for SAM centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.73 suggests the stock is reasonably priced for its growth.

Bull Case : STZ

The strongest argument for STZ centers on Operating Margin.

Bear Case : SAM

The primary concerns for SAM are Profit Margin, Revenue Growth, Operating Margin.

Bear Case : STZ

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

Key Dynamics to Monitor

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

SAM carries more volatility with a beta of 0.95 — expect wider price swings.

SAM is growing revenue faster at -4.1% — sustainability is the question.

STZ generates stronger free cash flow (371M), providing more financial flexibility.

Bottom Line

SAM scores higher overall (59/100 vs 50/100). 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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