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.
Key characteristics
| BUD | STZ | |
|---|---|---|
| YTD Return | -7.24% | 8.65% |
| 1Y Return | -8.27% | 17.79% |
| 3Y Return (Ann) | -4.41% | 4.58% |
| 5Y Return (Ann) | -6.15% | 5.83% |
| 10Y Return (Ann) | -4.05% | 14.00% |
| Sharpe Ratio | -0.36 | 0.98 |
| Daily Std Dev | 20.72% | 17.53% |
| Max Drawdown | -71.10% | -81.94% |
| Current Drawdown | -48.83% | -3.80% |
Fundamentals
| BUD | STZ | |
|---|---|---|
| Market Cap | $115.78B | $47.66B |
| EPS | $2.60 | $9.39 |
| PE Ratio | 22.59 | 27.76 |
| PEG Ratio | 0.93 | 2.21 |
| Revenue (TTM) | $59.38B | $9.96B |
| Gross Profit (TTM) | $31.48B | $4.71B |
| EBITDA (TTM) | $18.21B | $3.66B |
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.
Performance
BUD vs. STZ - Performance Comparison
In the year-to-date period, BUD achieves a -7.24% return, which is significantly lower than STZ's 8.65% return. Over the past 10 years, BUD has underperformed STZ with an annualized return of -4.05%, while STZ has yielded a comparatively higher 14.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.37%, which matches STZ's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUD Anheuser-Busch InBev SA/NV | 1.37% | 1.27% | 0.67% | 0.99% | 0.81% | 2.45% | 3.84% | 2.88% | 3.03% | 2.58% | 2.38% | 2.35% |
STZ Constellation Brands, Inc. | 1.36% | 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 -81.94%. 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) and Constellation Brands, Inc. (STZ) have volatilities of 4.64% and 4.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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