BRCC vs. STZ
BRCC (BRC Inc.) and STZ (Constellation Brands, Inc.) are both stocks. Both are in the Consumer Defensive sector — BRCC in Packaged Foods, STZ in Beverages - Wineries & Distilleries. Over the past 5 years, BRCC returned -31.23%/yr vs -9.16%/yr for STZ. At a 0.19 correlation, their price movements are largely independent.
Performance
BRCC vs. STZ - Performance Comparison
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Returns By Period
In the year-to-date period, BRCC achieves a 35.14% return, which is significantly higher than STZ's -0.56% return.
BRCC
- 1D
- -3.85%
- 1M
- 37.61%
- YTD
- 35.14%
- 6M
- 14.50%
- 1Y
- -11.24%
- 3Y*
- -35.11%
- 5Y*
- -31.23%
- 10Y*
- —
STZ
- 1D
- -0.99%
- 1M
- -8.60%
- YTD
- -0.56%
- 6M
- -0.64%
- 1Y
- -21.28%
- 3Y*
- -16.29%
- 5Y*
- -9.16%
- 10Y*
- 0.32%
BRCC vs. STZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BRCC BRC Inc. | 35.14% | -64.98% | -12.67% | -40.59% | -39.80% | 3.26% |
STZ Constellation Brands, Inc. | -0.56% | -35.99% | -7.11% | 5.83% | -6.43% | 3.99% |
Correlation
The correlation between BRCC and STZ is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since May 4, 2021 | 0.19 |
Fundamentals
BRCC:
$173.10M
STZ:
$23.52B
BRCC:
-$0.09
STZ:
$11.23
BRCC:
0.35
STZ:
2.59
BRCC:
3.70
STZ:
2.80
BRCC:
$417.52M
STZ:
$9.14B
BRCC:
$141.56M
STZ:
$4.71B
BRCC:
-$8.22M
STZ:
$3.05B
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Return for Risk
BRCC vs. STZ — Risk / Return Rank
BRCC
STZ
BRCC vs. STZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BRC Inc. (BRCC) 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.
| BRCC | STZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.90 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | -0.79 | +0.63 |
| Martin ratioReturn relative to average drawdown | -0.28 | -1.40 | +1.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRCC | STZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.14 | -0.71 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.42 | -0.38 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.01 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.42 | 0.44 | -0.86 |
Drawdowns
BRCC vs. STZ - Drawdown Comparison
The maximum BRCC drawdown since its inception was -98.11%, which is greater than STZ's maximum drawdown of -67.39%. Use the drawdown chart below to compare losses from any high point for BRCC and STZ.
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Drawdown Indicators
| BRCC | STZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.11% | -67.39% | -30.72% |
Max Drawdown (1Y)Largest decline over 1 year | -69.23% | -26.88% | -42.35% |
Max Drawdown (3Y)Largest decline over 3 years | -90.81% | -51.28% | -39.53% |
Max Drawdown (5Y)Largest decline over 5 years | -98.11% | -51.28% | -46.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.53% | — |
Current DrawdownCurrent decline from peak | -95.47% | -47.64% | -47.83% |
Average DrawdownAverage peak-to-trough decline | -71.74% | -16.57% | -55.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.29% | 15.18% | +25.11% |
Volatility
BRCC vs. STZ - Volatility Comparison
BRC Inc. (BRCC) has a higher volatility of 29.25% compared to Constellation Brands, Inc. (STZ) at 8.45%. This indicates that BRCC'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
| BRCC | STZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.25% | 8.45% | +20.80% |
Volatility (6M)Calculated over the trailing 6-month period | 55.51% | 23.32% | +32.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 80.36% | 30.02% | +50.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 74.43% | 24.46% | +49.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.79% | 26.94% | +46.85% |
Dividends
BRCC vs. STZ - Dividend Comparison
BRCC has not paid dividends to shareholders, while STZ's dividend yield for the trailing twelve months is around 3.02%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRCC BRC 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. | 3.02% | 2.95% | 1.77% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% |
Financials
BRCC vs. STZ - Financials Comparison
This section allows you to compare key financial metrics between BRC 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.
Total Revenue: Total amount of money received from sales and other business activities
BRCC vs. STZ - Profitability Comparison
BRCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BRC Inc. reported a gross profit of 36.09M and revenue of 109.23M. Therefore, the gross margin over that period was 33.0%.
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%.
BRCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BRC Inc. reported an operating income of 1.32M and revenue of 109.23M, resulting in an operating margin of 1.2%.
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%.
BRCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BRC Inc. reported a net income of 46.00K and revenue of 109.23M, resulting in a net margin of 0.0%.
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
BRCC and STZ have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRCC has higher volatility (29.25%) compared to STZ (8.45%). In terms of maximum drawdown, BRCC dropped -98.11% vs STZ's -67.39%.
BRCC currently has the higher Sharpe Ratio (-0.14 vs -0.71), 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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