BRCC vs. STZ

Last updated Apr 2, 2026

Compare and contrast key facts about BRC Inc. (BRCC) and Constellation Brands, Inc. (STZ).

Performance

BRCC vs. STZ - Performance Comparison

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

BRCC vs. STZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
BRCC BRC Inc.	-29.34%	-64.98%	-12.67%	-40.59%	-39.80%	3.26%
STZ Constellation Brands, Inc.	10.23%	-35.99%	-7.11%	5.83%	-6.43%	3.99%

Fundamentals

Market Cap BRCC : $89.99M STZ : $26.38B
EPS BRCC : -$0.35 STZ : $6.30
PS Ratio BRCC : 0.18 STZ : 2.84
PB Ratio BRCC : 1.97 STZ : 3.30
Total Revenue (TTM) BRCC : $398.26M STZ : $9.38B
Gross Profit (TTM) BRCC : $137.95M STZ : $4.88B
EBITDA (TTM) BRCC : -$17.58M STZ : $2.35B

Returns By Period

In the year-to-date period, BRCC achieves a -29.34% return, which is significantly lower than STZ's 10.23% return.

BRCC

• 1D: 1.04%
• 1M: 21.52%
• YTD: -29.34%
• 6M: -49.72%
• 1Y: -61.55%
• 3Y*: -46.56%
• 5Y*: —
• 10Y*: —

STZ

• 1D: 0.73%
• 1M: -3.49%
• YTD: 10.23%
• 6M: 10.30%
• 1Y: -16.12%
• 3Y*: -10.82%
• 5Y*: -6.45%
• 10Y*: 1.43%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BRCC vs. STZ — Risk / Return Rank

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

BRCC

BRCC Risk / Return Rank: 10
BRCC Sharpe Ratio Rank: 9
BRCC Sortino Ratio Rank: 8
BRCC Omega Ratio Rank: 10
BRCC Calmar Ratio Rank: 10
BRCC Martin Ratio Rank: 11

STZ

STZ Risk / Return Rank: 21
STZ Sharpe Ratio Rank: 16
STZ Sortino Ratio Rank: 16
STZ Omega Ratio Rank: 17
STZ Calmar Ratio Rank: 26
STZ Martin Ratio Rank: 28

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.

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 ratio Return per unit of total volatility	-0.78	-0.56	-0.21
Sortino ratio Return per unit of downside risk	-1.18	-0.66	-0.52
Omega ratio Gain probability vs. loss probability	0.86	0.92	-0.06
Calmar ratio Return relative to maximum drawdown	-0.85	-0.46	-0.39
Martin ratio Return relative to average drawdown	-1.40	-0.75	-0.66
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRCC vs. STZ - Sharpe Ratio Comparison

The current BRCC Sharpe Ratio is -0.78, which is lower than the STZ Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of BRCC and STZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BRCC	STZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.78	-0.56	-0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.27	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.05	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.55	0.46	-1.01

Correlation

The correlation between BRCC and STZ is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

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 2.70%.

	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.	2.70%	2.95%	1.77%	1.44%	1.36%	1.21%	1.37%	1.58%	1.70%	0.86%	0.98%	0.65%

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.

Drawdown Indicators

	BRCC	STZ	Difference
Max Drawdown Largest peak-to-trough decline	-98.11%	-67.39%	-30.72%
Max Drawdown (1Y) Largest decline over 1 year	-73.65%	-33.85%	-39.80%
Max Drawdown (5Y) Largest decline over 5 years	—	-51.28%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-53.53%	—
Current Drawdown Current decline from peak	-97.63%	-41.96%	-55.67%
Average Drawdown Average peak-to-trough decline	-70.88%	-16.45%	-54.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	44.54%	20.83%	+23.71%

Volatility

BRCC vs. STZ - Volatility Comparison

BRC Inc. (BRCC) has a higher volatility of 20.12% compared to Constellation Brands, Inc. (STZ) at 5.77%. 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.

Volatility by Period

	BRCC	STZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.12%	5.77%	+14.35%
Volatility (6M) Calculated over the trailing 6-month period	49.53%	20.35%	+29.18%
Volatility (1Y) Calculated over the trailing 1-year period	79.37%	28.67%	+50.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	73.22%	23.86%	+49.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	73.22%	26.69%	+46.53%

Financials

BRCC vs. STZ - Profitability Comparison

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

BRCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BRC Inc. reported a gross profit of 36.15M and revenue of 112.74M. Therefore, the gross margin over that period was 32.1%.

STZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Constellation Brands, Inc. reported a gross profit of 1.18B and revenue of 2.22B. Therefore, the gross margin over that period was 53.2%.

BRCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BRC Inc. reported an operating income of -7.06M and revenue of 112.74M, resulting in an operating margin of -6.3%.

STZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Constellation Brands, Inc. reported an operating income of 692.00M and revenue of 2.22B, resulting in an operating margin of 31.1%.

BRCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BRC Inc. reported a net income of -23.53M and revenue of 112.74M, resulting in a net margin of -20.9%.

STZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Constellation Brands, Inc. reported a net income of 502.80M and revenue of 2.22B, resulting in a net margin of 22.6%.