Beverages - Alcoholic
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CCU vs SAM
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Alcoholic
CCU vs SAM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Alcoholic | Beverages - Alcoholic |
| Market Cap | $2.21B | $2.21B |
| Revenue (TTM) | $2.88T | $2.09B |
| Net Income (TTM) | $115.38B | $-61M |
| Gross Margin | 44.4% | 45.2% |
| Operating Margin | 7.0% | -3.8% |
| Forward P/E | 0.0x | 20.9x |
| Total Debt | $1.33T | $38M |
| Cash & Equiv. | $520.66B | $223M |
CCU vs SAM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Compañía Cervecería… (CCU) | 100 | 85.4 | -14.6% |
| The Boston Beer Com… (SAM) | 100 | 36.5 | -63.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CCU vs SAM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CCU carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 0 yrs, beta 0.81, yield 3.7%
- Lower P/E (0.0x vs 20.9x)
- 4.0% margin vs SAM's -2.9%
SAM is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 3.7%, EPS growth 95.5%, 3Y rev CAGR -0.0%
- 33.8% 10Y total return vs CCU's -11.4%
- Lower volatility, beta 0.29, Low D/E 4.5%, current ratio 1.65x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.7% revenue growth vs CCU's -4.7% | |
| Value | Lower P/E (0.0x vs 20.9x) | |
| Quality / Margins | 4.0% margin vs SAM's -2.9% | |
| Stability / Safety | Beta 0.29 vs CCU's 0.81, lower leverage | |
| Dividends | 3.7% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | -14.7% vs CCU's -20.9% | |
| Efficiency (ROA) | 3.1% ROA vs SAM's -5.0%, ROIC 6.3% vs 15.5% |
CCU vs SAM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
CCU vs SAM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — CCU and SAM each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CCU is the larger business by revenue, generating $2.88T annually — 1375.8x SAM's $2.1B. CCU is the more profitable business, keeping 4.0% of every revenue dollar as net income compared to SAM's -2.9%. On growth, SAM holds the edge at +1.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.88T | $2.1B |
| EBITDAEarnings before interest/tax | $272.7B | $14M |
| Net IncomeAfter-tax profit | $115.4B | -$61M |
| Free Cash FlowCash after capex | $117.1B | $191M |
| Gross MarginGross profit ÷ Revenue | +44.4% | +45.2% |
| Operating MarginEBIT ÷ Revenue | +7.0% | -3.8% |
| Net MarginNet income ÷ Revenue | +4.0% | -2.9% |
| FCF MarginFCF ÷ Revenue | +4.1% | +9.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -14.7% | +1.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -27.9% | -7.4% |
Valuation Metrics
CCU leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 17.9x trailing earnings, CCU trades at a 14% valuation discount to SAM's 20.9x P/E. On an enterprise value basis, CCU's 8.0x EV/EBITDA is more attractive than SAM's 8.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.2B | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $3.1B | $2.0B |
| Trailing P/EPrice ÷ TTM EPS | 17.89x | 20.87x |
| Forward P/EPrice ÷ next-FY EPS est. | 0.02x | 20.92x |
| PEG RatioP/E ÷ EPS growth rate | 5.80x | — |
| EV / EBITDAEnterprise value multiple | 8.01x | 8.62x |
| Price / SalesMarket cap ÷ Revenue | 0.72x | 1.06x |
| Price / BookPrice ÷ Book value/share | 1.24x | 2.58x |
| Price / FCFMarket cap ÷ FCF | 21.79x | 10.27x |
Profitability & Efficiency
SAM leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
CCU delivers a 7.1% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-7 for SAM. SAM carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to CCU's 0.82x. On the Piotroski fundamental quality scale (0–9), SAM scores 7/9 vs CCU's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +7.1% | -7.3% |
| ROA (TTM)Return on assets | +3.1% | -5.0% |
| ROICReturn on invested capital | +6.3% | +15.5% |
| ROCEReturn on capital employed | +6.7% | +14.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.82x | 0.04x |
| Net DebtTotal debt minus cash | $806.9B | -$186M |
| Cash & Equiv.Liquid assets | $520.7B | $223M |
| Total DebtShort + long-term debt | $1.33T | $38M |
| Interest CoverageEBIT ÷ Interest expense | 2.65x | — |
Total Returns (Dividends Reinvested)
Evenly matched — CCU and SAM each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CCU five years ago would be worth $8,227 today (with dividends reinvested), compared to $1,860 for SAM. Over the past 12 months, SAM leads with a -14.7% total return vs CCU's -20.9%. The 3-year compound annual growth rate (CAGR) favors CCU at -8.5% vs SAM's -12.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -4.8% | +3.3% |
| 1-Year ReturnPast 12 months | -20.9% | -14.7% |
| 3-Year ReturnCumulative with dividends | -23.4% | -33.9% |
| 5-Year ReturnCumulative with dividends | -17.7% | -81.4% |
| 10-Year ReturnCumulative with dividends | -11.4% | +33.8% |
| CAGR (3Y)Annualised 3-year return | -8.5% | -12.9% |
Risk & Volatility
SAM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SAM is the less volatile stock with a 0.29 beta — it tends to amplify market swings less than CCU's 0.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.81x | 0.29x |
| 52-Week HighHighest price in past year | $15.57 | $264.46 |
| 52-Week LowLowest price in past year | $10.71 | $185.34 |
| % of 52W HighCurrent price vs 52-week peak | +76.9% | +78.0% |
| RSI (14)Momentum oscillator 0–100 | 45.5 | 28.6 |
| Avg Volume (50D)Average daily shares traded | 207K | 203K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates CCU as "Hold" and SAM as "Hold". CCU is the only dividend payer here at 3.72% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | — | $246.86 |
| # AnalystsCovering analysts | 7 | 31 |
| Dividend YieldAnnual dividend ÷ price | +3.7% | — |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $403.10 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +9.3% |
SAM leads in 2 of 6 categories (Profitability & Efficiency, Risk & Volatility). CCU leads in 1 (Valuation Metrics). 2 tied.
CCU vs SAM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CCU or SAM a better buy right now?
For growth investors, The Boston Beer Company, Inc.
(SAM) is the stronger pick with 3. 7% revenue growth year-over-year, versus -4. 7% for Compañía Cervecerías Unidas S. A. (CCU). Compañía Cervecerías Unidas S. A. (CCU) offers the better valuation at 17. 9x trailing P/E (0. 0x forward), making it the more compelling value choice. Analysts rate Compañía Cervecerías Unidas S. A. (CCU) a "Hold" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CCU or SAM?
On trailing P/E, Compañía Cervecerías Unidas S.
A. (CCU) is the cheapest at 17. 9x versus The Boston Beer Company, Inc. at 20. 9x. On forward P/E, Compañía Cervecerías Unidas S. A. is actually cheaper at 0. 0x.
03Which is the better long-term investment — CCU or SAM?
Over the past 5 years, Compañía Cervecerías Unidas S.
A. (CCU) delivered a total return of -17. 7%, compared to -81. 4% for The Boston Beer Company, Inc. (SAM). Over 10 years, the gap is even starker: SAM returned +33. 8% versus CCU's -11. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CCU or SAM?
By beta (market sensitivity over 5 years), The Boston Beer Company, Inc.
(SAM) is the lower-risk stock at 0. 29β versus Compañía Cervecerías Unidas S. A. 's 0. 81β — meaning CCU is approximately 177% more volatile than SAM relative to the S&P 500. On balance sheet safety, The Boston Beer Company, Inc. (SAM) carries a lower debt/equity ratio of 4% versus 82% for Compañía Cervecerías Unidas S. A. — giving it more financial flexibility in a downturn.
05Which is growing faster — CCU or SAM?
By revenue growth (latest reported year), The Boston Beer Company, Inc.
(SAM) is pulling ahead at 3. 7% versus -4. 7% for Compañía Cervecerías Unidas S. A. (CCU). On earnings-per-share growth, the picture is similar: The Boston Beer Company, Inc. grew EPS 95. 5% year-over-year, compared to -30. 5% for Compañía Cervecerías Unidas S. A.. Over a 3-year CAGR, CCU leads at 0. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CCU or SAM?
The Boston Beer Company, Inc.
(SAM) is the more profitable company, earning 5. 2% net margin versus 4. 0% for Compañía Cervecerías Unidas S. A. — meaning it keeps 5. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CCU leads at 7. 3% versus 6. 9% for SAM. At the gross margin level — before operating expenses — SAM leads at 45. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CCU or SAM more undervalued right now?
On forward earnings alone, Compañía Cervecerías Unidas S.
A. (CCU) trades at 0. 0x forward P/E versus 20. 9x for The Boston Beer Company, Inc. — 20. 9x cheaper on a one-year earnings basis.
08Which pays a better dividend — CCU or SAM?
In this comparison, CCU (3.
7% yield) pays a dividend. SAM does not pay a meaningful dividend and should not be held primarily for income.
09Is CCU or SAM better for a retirement portfolio?
For long-horizon retirement investors, Compañía Cervecerías Unidas S.
A. (CCU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 81), 3. 7% yield). Both have compounded well over 10 years (CCU: -11. 4%, SAM: +33. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CCU and SAM?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CCU is a small-cap deep-value stock; SAM is a small-cap quality compounder stock. CCU pays a dividend while SAM does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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