BUD vs. STZ
Compare and contrast key facts about Anheuser-Busch InBev SA/NV (BUD) and Constellation Brands, Inc. (STZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUD or STZ.
Performance
BUD vs. STZ - Performance Comparison
Returns By Period
In the year-to-date period, BUD achieves a -11.95% return, which is significantly lower than STZ's 1.06% return. Over the past 10 years, BUD has underperformed STZ with an annualized return of -5.16%, while STZ has yielded a comparatively higher 11.34% annualized return.
BUD
-11.95%
-15.11%
-15.37%
-7.98%
-5.55%
-5.16%
STZ
1.06%
-0.03%
-3.39%
3.11%
6.79%
11.34%
Fundamentals
| BUD | STZ | |
|---|---|---|
| Market Cap | $110.42B | $43.26B |
| EPS | $3.20 | $3.17 |
| PE Ratio | 17.66 | 75.17 |
| PEG Ratio | 0.80 | 1.24 |
| Total Revenue (TTM) | $74.02B | $10.19B |
| Gross Profit (TTM) | $40.62B | $5.18B |
| EBITDA (TTM) | $21.64B | $3.81B |
Key characteristics
| BUD | STZ | |
|---|---|---|
| Sharpe Ratio | -0.36 | 0.19 |
| Sortino Ratio | -0.37 | 0.39 |
| Omega Ratio | 0.95 | 1.05 |
| Calmar Ratio | -0.14 | 0.25 |
| Martin Ratio | -0.91 | 0.54 |
| Ulcer Index | 7.91% | 6.84% |
| Daily Std Dev | 20.11% | 19.34% |
| Max Drawdown | -71.10% | -75.45% |
| Current Drawdown | -51.43% | -10.51% |
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Correlation
The correlation between BUD and STZ is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
BUD vs. STZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Anheuser-Busch InBev SA/NV (BUD) 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.
Dividends
BUD vs. STZ - Dividend Comparison
BUD's dividend yield for the trailing twelve months is around 1.57%, less than STZ's 1.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUD Anheuser-Busch InBev SA/NV | 1.57% | 1.28% | 0.67% | 0.98% | 0.81% | 2.45% | 3.84% | 2.88% | 3.03% | 2.58% | 2.38% | 2.35% |
STZ Constellation Brands, Inc. | 1.63% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% | 0.00% | 0.00% |
Drawdowns
BUD vs. STZ - Drawdown Comparison
The maximum BUD drawdown since its inception was -71.10%, smaller than the maximum STZ drawdown of -75.45%. Use the drawdown chart below to compare losses from any high point for BUD and STZ. For additional features, visit the drawdowns tool.
Volatility
BUD vs. STZ - Volatility Comparison
Anheuser-Busch InBev SA/NV (BUD) has a higher volatility of 6.87% compared to Constellation Brands, Inc. (STZ) at 5.97%. This indicates that BUD'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.
Financials
BUD vs. STZ - Financials Comparison
This section allows you to compare key financial metrics between Anheuser-Busch InBev SA/NV 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