Beverages - Alcoholic
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IBG vs SAM
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Alcoholic
IBG vs SAM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Alcoholic | Beverages - Alcoholic |
| Market Cap | $1M | $2.18B |
| Revenue (TTM) | $8M | $2.09B |
| Net Income (TTM) | $-6M | $-61M |
| Gross Margin | 11.3% | 45.2% |
| Operating Margin | -71.3% | -3.8% |
| Forward P/E | — | 20.6x |
| Total Debt | $184K | $38M |
| Cash & Equiv. | $620K | $223M |
IBG vs SAM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 24 | May 26 | Return |
|---|---|---|---|
| Innovation Beverage… (IBG) | 100 | 1.7 | -98.3% |
| The Boston Beer Com… (SAM) | 100 | 70.1 | -29.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IBG vs SAM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
In this particular matchup, IBG is outpaced on most metrics by others in the set.
SAM carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.29
- Rev growth 3.7%, EPS growth 95.5%, 3Y rev CAGR -0.0%
- 32.0% 10Y total return vs IBG's -98.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.7% revenue growth vs IBG's -6.9% | |
| Quality / Margins | -2.9% margin vs IBG's -80.0% | |
| Stability / Safety | Beta 0.29 vs IBG's 1.13, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | -15.9% vs IBG's -95.8% | |
| Efficiency (ROA) | -5.0% ROA vs IBG's -124.5%, ROIC 15.5% vs -87.3% |
IBG 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)
SAM leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SAM is the larger business by revenue, generating $2.1B annually — 272.8x IBG's $8M. SAM is the more profitable business, keeping -2.9% of every revenue dollar as net income compared to IBG's -80.0%. On growth, SAM holds the edge at +1.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $8M | $2.1B |
| EBITDAEarnings before interest/tax | -$5M | $14M |
| Net IncomeAfter-tax profit | -$6M | -$61M |
| Free Cash FlowCash after capex | -$3M | $191M |
| Gross MarginGross profit ÷ Revenue | +11.3% | +45.2% |
| Operating MarginEBIT ÷ Revenue | -71.3% | -3.8% |
| Net MarginNet income ÷ Revenue | -80.0% | -2.9% |
| FCF MarginFCF ÷ Revenue | -37.0% | +9.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -38.6% | +1.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +39.3% | -7.4% |
Valuation Metrics
IBG leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $1M | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $966,549 | $2.0B |
| Trailing P/EPrice ÷ TTM EPS | -0.54x | 20.50x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.56x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 8.45x |
| Price / SalesMarket cap ÷ Revenue | 0.48x | 1.04x |
| Price / BookPrice ÷ Book value/share | 0.54x | 2.54x |
| Price / FCFMarket cap ÷ FCF | — | 10.09x |
Profitability & Efficiency
SAM leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
SAM delivers a -7.3% return on equity — every $100 of shareholder capital generates $-7 in annual profit, vs $-10 for IBG. SAM carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to IBG's 0.07x. On the Piotroski fundamental quality scale (0–9), SAM scores 7/9 vs IBG's 3/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -10.1% | -7.3% |
| ROA (TTM)Return on assets | -124.5% | -5.0% |
| ROICReturn on invested capital | -87.3% | +15.5% |
| ROCEReturn on capital employed | -155.2% | +14.8% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 |
| Debt / EquityFinancial leverage | 0.07x | 0.04x |
| Net DebtTotal debt minus cash | -$435,590 | -$186M |
| Cash & Equiv.Liquid assets | $619,944 | $223M |
| Total DebtShort + long-term debt | $184,354 | $38M |
| Interest CoverageEBIT ÷ Interest expense | -13.53x | — |
Total Returns (Dividends Reinvested)
SAM leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SAM five years ago would be worth $1,818 today (with dividends reinvested), compared to $116 for IBG. Over the past 12 months, SAM leads with a -15.9% total return vs IBG's -95.8%. The 3-year compound annual growth rate (CAGR) favors SAM at -13.4% vs IBG's -77.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -91.1% | +1.5% |
| 1-Year ReturnPast 12 months | -95.8% | -15.9% |
| 3-Year ReturnCumulative with dividends | -98.8% | -35.0% |
| 5-Year ReturnCumulative with dividends | -98.8% | -81.8% |
| 10-Year ReturnCumulative with dividends | -98.8% | +32.0% |
| CAGR (3Y)Annualised 3-year return | -77.4% | -13.4% |
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 IBG's 1.13 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SAM currently trades 76.7% from its 52-week high vs IBG's 2.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.13x | 0.29x |
| 52-Week HighHighest price in past year | $36.50 | $264.46 |
| 52-Week LowLowest price in past year | $0.84 | $185.34 |
| % of 52W HighCurrent price vs 52-week peak | +2.3% | +76.7% |
| RSI (14)Momentum oscillator 0–100 | 33.8 | 28.7 |
| Avg Volume (50D)Average daily shares traded | 790K | 199K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $246.86 |
| # AnalystsCovering analysts | — | 31 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +9.4% |
SAM leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). IBG leads in 1 (Valuation Metrics).
IBG vs SAM: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is IBG 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 -6. 9% for Innovation Beverage Group Limited (IBG). The Boston Beer Company, Inc. (SAM) offers the better valuation at 20. 5x trailing P/E (20. 6x forward), making it the more compelling value choice. Analysts rate The Boston Beer Company, Inc. (SAM) a "Hold" — based on 31 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 is the better long-term investment — IBG or SAM?
Over the past 5 years, The Boston Beer Company, Inc.
(SAM) delivered a total return of -81. 8%, compared to -98. 8% for Innovation Beverage Group Limited (IBG). Over 10 years, the gap is even starker: SAM returned +32. 0% versus IBG's -98. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — IBG or SAM?
By beta (market sensitivity over 5 years), The Boston Beer Company, Inc.
(SAM) is the lower-risk stock at 0. 29β versus Innovation Beverage Group Limited's 1. 13β — meaning IBG is approximately 287% 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 7% for Innovation Beverage Group Limited — giving it more financial flexibility in a downturn.
04Which is growing faster — IBG or SAM?
By revenue growth (latest reported year), The Boston Beer Company, Inc.
(SAM) is pulling ahead at 3. 7% versus -6. 9% for Innovation Beverage Group Limited (IBG). On earnings-per-share growth, the picture is similar: The Boston Beer Company, Inc. grew EPS 95. 5% year-over-year, compared to -16. 5% for Innovation Beverage Group Limited. Over a 3-year CAGR, SAM leads at -0. 0% 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.
05Which has better profit margins — IBG or SAM?
The Boston Beer Company, Inc.
(SAM) is the more profitable company, earning 5. 2% net margin versus -87. 7% for Innovation Beverage Group Limited — meaning it keeps 5. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SAM leads at 6. 9% versus -88. 2% for IBG. 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.
06Which pays a better dividend — IBG or SAM?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is IBG or SAM better for a retirement portfolio?
For long-horizon retirement investors, The Boston Beer Company, Inc.
(SAM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 29)). Both have compounded well over 10 years (SAM: +32. 0%, IBG: -98. 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.
08What are the main differences between IBG 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.
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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