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ADSK vs. STZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ADSK vs. STZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Autodesk, Inc. (ADSK) and Constellation Brands, Inc. (STZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ADSK achieves a -32.97% return, which is significantly lower than STZ's 9.07% return. Over the past 10 years, ADSK has outperformed STZ with an annualized return of 13.54%, while STZ has yielded a comparatively lower 1.01% annualized return.


ADSK

1D
-3.47%
1M
-14.11%
YTD
-32.97%
6M
-33.33%
1Y
-33.54%
3Y*
-2.38%
5Y*
-6.49%
10Y*
13.54%

STZ

1D
3.77%
1M
5.69%
YTD
9.07%
6M
2.07%
1Y
-10.17%
3Y*
-13.90%
5Y*
-7.36%
10Y*
1.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ADSK vs. STZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADSK
Autodesk, Inc.
-32.97%0.15%21.39%30.29%-33.54%-7.91%66.43%42.65%22.68%41.64%
STZ
Constellation Brands, Inc.
9.07%-35.99%-7.11%5.83%-6.43%16.12%17.41%19.85%-28.73%50.69%

Correlation

The correlation between ADSK and STZ is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.28

Correlation (All Time)
Calculated using the full available price history since Mar 17, 1992

0.23

The correlation between ADSK and STZ shifts across timeframes, from -0.04 (1 year) to 0.28 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ADSK:

$42.07B

STZ:

$25.79B

EPS

ADSK:

$6.84

STZ:

$11.23

PE Ratio

ADSK:

29.03

STZ:

13.22

PEG Ratio

ADSK:

1.12

STZ:

8.24

PS Ratio

ADSK:

5.66

STZ:

2.84

PB Ratio

ADSK:

13.19

STZ:

3.08

Total Revenue (TTM)

ADSK:

$7.51B

STZ:

$9.14B

Gross Profit (TTM)

ADSK:

$6.84B

STZ:

$4.71B

EBITDA (TTM)

ADSK:

$2.14B

STZ:

$3.05B

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Return for Risk

ADSK vs. STZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADSK
ADSK Risk / Return Rank: 66
Overall Rank
ADSK Sharpe Ratio Rank: 55
Sharpe Ratio Rank
ADSK Sortino Ratio Rank: 88
Sortino Ratio Rank
ADSK Omega Ratio Rank: 88
Omega Ratio Rank
ADSK Calmar Ratio Rank: 99
Calmar Ratio Rank
ADSK Martin Ratio Rank: 22
Martin Ratio Rank

STZ
STZ Risk / Return Rank: 2828
Overall Rank
STZ Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
STZ Sortino Ratio Rank: 2525
Sortino Ratio Rank
STZ Omega Ratio Rank: 2626
Omega Ratio Rank
STZ Calmar Ratio Rank: 3030
Calmar Ratio Rank
STZ Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADSK vs. STZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Autodesk, Inc. (ADSK) and Constellation Brands, Inc. (STZ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ADSKSTZDifference
Sharpe ratioReturn per unit of total volatility

-0.66

Sortino ratioReturn per unit of downside risk

-1.06

Omega ratioGain probability vs. loss probability

0.83

0.97

-0.14

Calmar ratioReturn relative to maximum drawdown

-0.86

-0.39

-0.47

Martin ratioReturn relative to average drawdown

-1.88

-0.68

-1.20

ADSK vs. STZ - Sharpe Ratio Comparison

The current ADSK Sharpe Ratio is -1.00, which is lower than the STZ Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of ADSK and STZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ADSK vs. STZ - Drawdown Comparison

The maximum ADSK drawdown since its inception was -76.92%, which is greater than STZ's maximum drawdown of -67.39%. Use the drawdown chart below to compare losses from any high point for ADSK and STZ.


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Drawdown Indicators


ADSKSTZDifference

Max Drawdown

Largest peak-to-trough decline

-76.92%

-67.39%

-9.53%

Max Drawdown (1Y)

Largest decline over 1 year

-39.28%

-26.51%

-12.77%

Max Drawdown (3Y)

Largest decline over 3 years

-39.28%

-51.28%

+12.00%

Max Drawdown (5Y)

Largest decline over 5 years

-51.99%

-51.28%

-0.71%

Max Drawdown (10Y)

Largest decline over 10 years

-51.99%

-53.53%

+1.54%

Current Drawdown

Current decline from peak

-42.03%

-42.57%

+0.54%

Average Drawdown

Average peak-to-trough decline

-22.63%

-16.60%

-6.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.87%

15.01%

+2.86%

Volatility

ADSK vs. STZ - Volatility Comparison

Autodesk, Inc. (ADSK) has a higher volatility of 13.87% compared to Constellation Brands, Inc. (STZ) at 8.54%. This indicates that ADSK's price experiences larger fluctuations and is considered to be riskier than STZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADSKSTZDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.87%

8.54%

+5.33%

Volatility (6M)

Calculated over the trailing 6-month period

27.98%

23.36%

+4.62%

Volatility (1Y)

Calculated over the trailing 1-year period

33.70%

30.17%

+3.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.22%

24.56%

+10.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.50%

26.96%

+9.54%

Dividends

ADSK vs. STZ - Dividend Comparison

ADSK has not paid dividends to shareholders, while STZ's dividend yield for the trailing twelve months is around 2.75%.


PositionTTM20252024202320222021202020192018201720162015
ADSK
Autodesk, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
STZ
Constellation Brands, Inc.
2.75%2.95%1.77%1.44%1.36%1.21%1.37%1.58%1.70%0.86%0.98%0.65%

Financials

ADSK vs. STZ - Financials Comparison

This section allows you to compare key financial metrics between Autodesk, Inc. and Constellation Brands, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2.50B3.00B20222023202420252026
1.93B
1.92B
(ADSK) Total Revenue
(STZ) Total Revenue
Values in USD except per share items

ADSK vs. STZ - Profitability Comparison

The chart below illustrates the profitability comparison between Autodesk, Inc. and Constellation Brands, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%20222023202420252026
91.0%
49.0%
Portfolio components
ADSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Autodesk, Inc. reported a gross profit of 1.76B and revenue of 1.93B. Therefore, the gross margin over that period was 91.0%.

STZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Constellation Brands, Inc. reported a gross profit of 941.60M and revenue of 1.92B. Therefore, the gross margin over that period was 49.0%.

ADSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Autodesk, Inc. reported an operating income of 541.00M and revenue of 1.93B, resulting in an operating margin of 28.0%.

STZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Constellation Brands, Inc. reported an operating income of 357.10M and revenue of 1.92B, resulting in an operating margin of 18.6%.

ADSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Autodesk, Inc. reported a net income of 491.00M and revenue of 1.93B, resulting in a net margin of 25.4%.

STZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Constellation Brands, Inc. reported a net income of 477.70M and revenue of 1.92B, resulting in a net margin of 24.9%.


Frequently Asked Questions


ADSK and STZ have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ADSK has higher volatility (13.87%) compared to STZ (8.54%). In terms of maximum drawdown, ADSK dropped -76.92% vs STZ's -67.39%.

STZ currently has the higher Sharpe Ratio (-0.34 vs -1.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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