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Boston Beer Company Inc. (SAM) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$221.37 +9.97% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $225.87

Boston Beer Company Inc. (SAM) earns a Roarable Rating of B (Buy) with 75/100 RQD Confidence. High-quality cash engine (48.5% gross margin, 18% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B • BUY Cap $2.04B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on SAM Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is SAM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Boston Beer Company Inc. (NYSE: SAM) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 75/100 at a spot price of $221.37 (+9.97% 1D, market cap $2.04B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 12/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 17/20. Across 147 tracked Consumer Staples issuers, SAM ranks #8 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does SAM compare to CCU and FIZZ in the Consumer Staples sector?
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Within the Consumer Staples sector (Beverages (Production/Distribution)), SAM carries a Roarable B (75/100 RQD), trailing P/E of 18.4x, gross margin of 48.5%, and ROIC of 18.4%. By comparison, CCU (Compania Cervecerias Unidas S.A.) holds a D grade (45/100 RQD, P/E N/A, ROIC —, cap $1.91B) and FIZZ (National Beverage Corp.) posts a B- grade (71/100 RQD, P/E 17.9x, ROIC 65.6%, cap $3.30B). Among the 5-stock peer group, FIZZ leads on earnings multiple (17.9x) while FIZZ leads on capital efficiency (65.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for SAM?
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Per SAM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-27, CIK 0000949870), Boston Beer Company Inc. generated $1.96B in revenue (-2.4% YoY), $109.5M in net income, and $215.6M in free cash flow against $1.19B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (48.5% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $225.86 (+2.03%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 11% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 75/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.4% avg 90D alpha vs SPY • 69.7% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B
025507510075
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk B+
Cash (15)Whales (12)SEC (18)Macro (13)CEO (17)
Each axis scored 0–20
12M PRICE TARGET CONE+7.6% Base Target
$281 Bull$238 Base$182 Bear
📬 FREE SAM RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SAM)Realized 20D OHLCV Swing Band: ±6.3%
Deterministic 5-Pillar Attribution (75/100 Composite)
🔍 WHY SAM SCORES 75/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (24% of score)

Altman Z-Score 5.87 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning12/20 pts (-8 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-8 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
67
Grade B-$177.23+3.9% Next Q
Q2 (-2Q)
70
Grade B$184.20+8.7% Next Q
Q3 (-1Q)
72
Grade B$200.30+10.5% Next Q
Current
75
Grade B$221.37+7.4% Hist 90D α
Trajectory: B- (67) → B (75)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the SAM Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 75/100 (B) score, SAM faces multiple-compression risk if 18.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 46.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($177.58) or 200D SMA ($198.89) invalidates the momentum regime and cuts Target Base ($238.30) toward Bear Floor ($181.52).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SAM• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “SAM Beats Next Quarter EPS Consensus (Dec 26, 2026) & Holds Above 200D SMA”
YES 75%NO 25%Trade / Inspect Odds →
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

SAM Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (SAM)

No recent open-market Form 4 cluster sales or emergency dumps flagged on SAM. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (SAM Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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SAM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +6.85%▲ RESISTANCE BREAKOUT
2026-11-03O $198.5H $221.4L $198.5C $221.4VOL 193.5K
RES: $188.9SUP: $161.3SMA50: $177.6SMA200: $198.9
$239.2$217.4$195.6$173.7$151.9RES $188.9SUP $161.3$221.42026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SAM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 SAM Butterfly Map → + Track SAM →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
11.7%/yr Implied 5Y Growth

vs. -2.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on SAM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SAM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SAM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SAM)

Consumer Staples Rank #8 of 147 ⚔️ CCU vs SAM Full Matrix →

1. Head-to-Head Consumer Staples Peer Comparison (SAM vs. CCU, FIZZ, COCO, WEST)

Industry: Beverages (Production/Distribution) (35 Tracked Issuers)

Across 147 tracked Consumer Staples securities in the Roarable RQD universe, Boston Beer Company Inc. (SAM) ranks #8 by composite RQD confidence (75/100, grade B) and #56 by equity capitalization ($2.04B). Within this direct 5-issuer industry benchmark cohort, FIZZ leads on earnings valuation at 17.9x trailing P/E, while FIZZ leads on capital efficiency and profitability with 65.6% ROIC and 37.0% gross margin. SAM currently leads its immediate peer cohort in composite quantitative strength at 75/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
SAM ACTIVE
Boston Beer Company Inc.
B 75/100 18.4x 48.5% 18.4% +9.97% $2.04B Benchmark Subject
CCU
Compania Cervecerias Unidas S.A.
D 45/100 — — — +0.19% $1.91B /ccu-vs-sam →
FIZZ
National Beverage Corp.
B- 71/100 17.9x 37.0% 65.6% +3.57% $3.30B /fizz-vs-sam →
COCO
The Vita Coco Company Inc.
D+ 55/100 44.2x 36.5% 40.6% -0.46% $3.34B /coco-vs-sam →
WEST
Westrock Coffee Company
D- 37/100 — 12.7% -11.8% -2.32% $993.2M /west-vs-sam →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-27 • CIK 0000949870 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-27), Boston Beer Company Inc. (SAM) reported GAAP revenue of $1.96B (-2.4% vs. FY2024 revenue of $2.01B , and -2.2% cumulative change since FY2023) , GAAP net income of $109.5M, operating cash flow of $270.2M, and free cash flow of $215.6M (+24.9% YoY). On the balance sheet, SAM closed FY2025 with $1.19B in total assets against $0 in total debt (Altman Z-Score: 5.87, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-27 $1.96B $109.5M $270.2M $215.6M $1.19B —
FY2024 (FY) 2024-12-28 $2.01B $59.7M $248.9M $172.6M $1.25B —
FY2023 (FY) 2023-12-30 $2.01B $76.3M $265.2M $265.2M — —

3. SAM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SAM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Boston Beer Company Inc. (NYSE: SAM) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 75/100 at a spot price of $221.37 (+9.97% 1D, market cap $2.04B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 12/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 17/20. Across 147 tracked Consumer Staples issuers, SAM ranks #8 in composite RQD confidence.

How does SAM compare to CCU and FIZZ in the Consumer Staples sector?

Within the Consumer Staples sector (Beverages (Production/Distribution)), SAM carries a Roarable B (75/100 RQD), trailing P/E of 18.4x, gross margin of 48.5%, and ROIC of 18.4%. By comparison, CCU (Compania Cervecerias Unidas S.A.) holds a D grade (45/100 RQD, P/E N/A, ROIC —, cap $1.91B) and FIZZ (National Beverage Corp.) posts a B- grade (71/100 RQD, P/E 17.9x, ROIC 65.6%, cap $3.30B). Among the 5-stock peer group, FIZZ leads on earnings multiple (17.9x) while FIZZ leads on capital efficiency (65.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for SAM?

Per SAM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-27, CIK 0000949870), Boston Beer Company Inc. generated $1.96B in revenue (-2.4% YoY), $109.5M in net income, and $215.6M in free cash flow against $1.19B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (48.5% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

Where is SAM trading relative to its 50-day, 200-day, and 52-week technical levels?

SAM last traded at $221.37 (+9.97% on volume of 346,478 shares), positioning the stock +24.66% above its 50-day simple moving average ($177.58) and +11.30% above its 200-day simple moving average ($198.89). Across its 52-week range of $158.68 to $264.46, SAM sits at the 59.3% percentile with a 14-day RSI of 71.0 (OVERBOUGHT (>70)) and an implied next-earnings move of ±6.3% ($207.42 to $235.32).

Direct Sub-Reports: SAM RQD Cockpit SAM 12M Forecast SAM Earnings & Move SAM Dividends & DRIP SAM Insiders & 13F SAM Whale Options SAM Profit Sankey SAM News & Why
ROARABLE RATING BRIEF • RQD 75/100 (B) ✓ SEC XBRL & RQD VERIFIED

SAM — Boston Beer Company Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-27

1. Roarable Rating Brief: What This Means to a Prospective Investor

Boston Beer Company Inc. (SAM) earns a live Roarable RQD composite score of 75/100, corresponding to a B letter grade (Roarable Buy) at a spot price of $221.37 (+9.97% 1D, market capitalization $2.04B).

  • Fundamental Cash Engine (15/20): Anchored by return on invested capital (ROIC) of 18.4%, gross margin of 48.5%, operating margin of 7.4%, and free cash flow yield of 10.70%.
  • Whale 13F & Options Flow (12/20) + Insider Conviction (17/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (13/20) + Forensic Balance Sheet (18/20): Incorporates a 1.00x equity beta, Altman Z-Score of 5.87, Piotroski F-Score of 7/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Boston Beer Company Inc. (SAM) is a NYSE-listed issuer classified under the Consumer Staples sector and the Beverages (Production/Distribution) industry. Gross margin is 48.5%, operating margin is 7.4%, and net margin is 5.6%, per the market data.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-27), Boston Beer Company Inc. (SAM) reported $1.96B in annual revenue (up from $2.01B in FY2024, -2.4% YoY) and $109.5M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($2.01B revenue, $76.3M net income) through FY2025, SAM scaled operating cash flow to $270.2M and free cash flow to $215.6M, backed by $1.19B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (B • RQD 75/100): Strong cash generator (48.5% gross margin)—profits are backed by real money, not accounting tricks. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 15/20 and Institutional Whale Flow at 12/20, sustained execution supports upside toward the upper end of the $158.68 – $264.46 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 18.4x trailing P/E and 9.4x EV/EBITDA against 7.4% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The only sector context provided is Consumer Staples and Beverages (Production/Distribution),.

  • Key Question #1: Can SAM sustain or expand its 7.4% operating margin and 18.4% ROIC against Beverages (Production/Distribution) peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $1.96B and free cash flow of $215.6M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is SAM's 17.1x forward P/E multiple to Consumer Staples capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

SAM Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Boston Beer Company Inc. (SAM) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to SAM Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SAM Bull vs. Bear Conversation Board — What's Your Call at $221.37?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SAM 🐻 33% BEARISH CONVICTION
1. Pick Your Side on SAM:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
DE DeepValue_CFA RQD DEBATE OPENER • Institutional Buy-Side 🐂 BULLISH 🎯 Target: $235.53 (+17.0%)
📌 Pinned Debate

Net income rose from $59.7M in FY 2024 to $109.5M in FY 2025, while the Roarable RQD rating shows an 18.4 ROIC and a 10.7% FCF yield.

The street is overcomplicating Boston Beer Company Inc. (SAM). Net income rose from $59.7M in FY 2024 to $109.5M in FY 2025, while the Roarable RQD rating shows an 18.4 ROIC and a 10.7% FCF yield.. With an RQD score of 75/100 (B) and Forensic Balance Sheet at 18/20, any positive earnings surprise or guidance raise forces underweight funds to chase above $217.41.

EarningsSniper 🐂 BULL

@CreditSpread_Watch Shorting a 12/20 institutional whale-flow stock at $201.31 is dangerous when funds are rotating into Consumer Staples.

CR CreditSpread_Watch RQD DEBATE OPENER • Balance Sheet Analyst 🐻 BEARISH 🎯 Target: $153.00 (-24.0%)
Spot @ $201.31

Revenue fell from $2.01B in FY 2024 to $1.97B in FY 2025, and the Macro Regime Fit pillar scored 10 of 20 with a beta of 1.0.

Sitting on the sidelines or leaning short SAM above $201.31. Revenue fell from $2.01B in FY 2024 to $1.97B in FY 2025, and the Macro Regime Fit pillar scored 10 of 20 with a beta of 1.0.. Until Fundamental Cash Engine (15/20) and FCF yield (10.7%) inflect higher, upside is capped near $264.46.

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