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Constellation Brands, Inc. (STZ)

Equity · Currency in USD · Last updated Dec 9, 2023
SummaryFinancials

Company Info

ISINUS21036P1084
CUSIP21036P108
SectorConsumer Defensive
IndustryBeverages—Wineries & Distilleries

Highlights

Market Cap$43.34B
EPS$8.51
PE Ratio27.73
PEG Ratio1.88
Revenue (TTM)$9.79B
Gross Profit (TTM)$4.71B
EBITDA (TTM)$3.44B
Year Range$205.13 - $271.71
Target Price$293.00
Short %0.76%
Short Ratio1.23

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Constellation Brands, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5,000.00%10,000.00%15,000.00%JulyAugustSeptemberOctoberNovemberDecember
13,815.00%
1,648.36%
STZ (Constellation Brands, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with STZ

Constellation Brands, Inc.

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Return

Constellation Brands, Inc. had a return of 2.63% year-to-date (YTD) and -3.46% in the last 12 months. Over the past 10 years, Constellation Brands, Inc. had an annualized return of 14.01%, outperforming the S&P 500 benchmark which had an annualized return of 9.85%.


PeriodReturnBenchmark
Year-To-Date2.63%19.92%
1 month-2.92%5.06%
6 months-2.28%7.11%
1 year-3.46%16.17%
5 years (annualized)6.00%11.84%
10 years (annualized)14.01%9.85%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.30%1.30%10.84%-4.17%-3.54%-6.84%3.10%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Constellation Brands, Inc. (STZ) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
STZ
Constellation Brands, Inc.
-0.17
^GSPC
S&P 500
1.25

Sharpe Ratio

The current Constellation Brands, Inc. Sharpe ratio is -0.17. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio0.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.17
1.25
STZ (Constellation Brands, Inc.)
Benchmark (^GSPC)

Dividend History

Constellation Brands, Inc. granted a 1.48% dividend yield in the last twelve months. The annual payout for that period amounted to $3.47 per share.


PeriodTTM20222021202020192018201720162015
Dividend$3.47$3.16$3.03$3.00$2.99$2.74$1.96$1.51$0.93

Dividend yield

1.48%1.36%1.21%1.37%1.58%1.70%0.86%0.98%0.65%

Monthly Dividends

The table displays the monthly dividend distributions for Constellation Brands, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.80$0.00$0.00$0.89$0.00$0.00$0.89$0.00$0.00$0.89
2022$0.00$0.76$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.80$0.00
2021$0.00$0.75$0.00$0.00$0.76$0.00$0.00$0.76$0.00$0.00$0.76$0.00
2020$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00
2019$0.00$0.74$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00
2018$0.00$0.52$0.00$0.00$0.74$0.00$0.00$0.74$0.00$0.00$0.74$0.00
2017$0.00$0.40$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00
2016$0.00$0.31$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00
2015$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00

Dividend Yield & Payout


Dividend Yield
STZ
1.48%
Market bottom
1.02%
Market top
5.22%
Constellation Brands, Inc. has a dividend yield of 1.48%, which is quite average when compared to the overall market.
Payout Ratio
STZ
30.39%
Market bottom
18.80%
Market top
64.70%
Constellation Brands, Inc. has a payout ratio of 30.39%, which is quite average when compared to the overall market. This suggests that Constellation Brands, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.45%
-4.01%
STZ (Constellation Brands, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Constellation Brands, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Constellation Brands, Inc. was 81.94%, occurring on Dec 5, 1988. Recovery took 780 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.94%Aug 18, 1986516Dec 5, 1988780Dec 31, 19921296
-67.39%Sep 15, 1995248Sep 6, 1996298Nov 10, 1997546
-64.97%Jun 29, 2005851Nov 12, 2008946Aug 15, 20121797
-53.53%Apr 30, 2018478Mar 23, 2020201Jan 7, 2021679
-34.11%Apr 13, 1998117Sep 25, 199872Jan 8, 1999189

Volatility Chart

The current Constellation Brands, Inc. volatility is 4.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.59%
2.77%
STZ (Constellation Brands, Inc.)
Benchmark (^GSPC)