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BUD vs. STZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.00.4

Performance

BUD vs. STZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anheuser-Busch InBev SA/NV (BUD) and Constellation Brands, Inc. (STZ). The values are adjusted to include any dividend payments, if applicable.

-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-20.28%
-14.89%
BUD
STZ

Key characteristics

Sharpe Ratio

BUD:

-1.17

STZ:

-0.56

Sortino Ratio

BUD:

-1.61

STZ:

-0.66

Omega Ratio

BUD:

0.81

STZ:

0.92

Calmar Ratio

BUD:

-0.42

STZ:

-0.58

Martin Ratio

BUD:

-2.09

STZ:

-1.28

Ulcer Index

BUD:

11.49%

STZ:

8.47%

Daily Std Dev

BUD:

20.51%

STZ:

19.37%

Max Drawdown

BUD:

-71.10%

STZ:

-75.45%

Current Drawdown

BUD:

-57.52%

STZ:

-18.39%

Fundamentals

Market Cap

BUD:

$97.61B

STZ:

$39.82B

EPS

BUD:

$3.20

STZ:

$3.14

PE Ratio

BUD:

15.32

STZ:

69.83

PEG Ratio

BUD:

0.71

STZ:

1.15

Total Revenue (TTM)

BUD:

$44.93B

STZ:

$7.72B

Gross Profit (TTM)

BUD:

$32.72B

STZ:

$3.91B

EBITDA (TTM)

BUD:

$17.06B

STZ:

$715.30M

Returns By Period

In the year-to-date period, BUD achieves a -2.08% return, which is significantly lower than STZ's -0.78% return. Over the past 10 years, BUD has underperformed STZ with an annualized return of -6.33%, while STZ has yielded a comparatively higher 8.87% annualized return.


BUD

YTD

-2.08%

1M

-7.42%

6M

-19.95%

1Y

-24.78%

5Y*

-8.72%

10Y*

-6.33%

STZ

YTD

-0.78%

1M

-9.61%

6M

-14.74%

1Y

-12.54%

5Y*

4.64%

10Y*

8.87%

*Annualized

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Risk-Adjusted Performance

BUD vs. STZ — Risk-Adjusted Performance Rank

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

BUD
The Risk-Adjusted Performance Rank of BUD is 77
Overall Rank
The Sharpe Ratio Rank of BUD is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of BUD is 55
Sortino Ratio Rank
The Omega Ratio Rank of BUD is 66
Omega Ratio Rank
The Calmar Ratio Rank of BUD is 2323
Calmar Ratio Rank
The Martin Ratio Rank of BUD is 11
Martin Ratio Rank

STZ
The Risk-Adjusted Performance Rank of STZ is 1717
Overall Rank
The Sharpe Ratio Rank of STZ is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of STZ is 1818
Sortino Ratio Rank
The Omega Ratio Rank of STZ is 1919
Omega Ratio Rank
The Calmar Ratio Rank of STZ is 1414
Calmar Ratio Rank
The Martin Ratio Rank of STZ is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for BUD, currently valued at -1.17, compared to the broader market-4.00-2.000.002.00-1.17-0.56
The chart of Sortino ratio for BUD, currently valued at -1.61, compared to the broader market-4.00-2.000.002.004.00-1.61-0.66
The chart of Omega ratio for BUD, currently valued at 0.81, compared to the broader market0.501.001.502.000.810.92
The chart of Calmar ratio for BUD, currently valued at -0.42, compared to the broader market0.002.004.006.00-0.42-0.58
The chart of Martin ratio for BUD, currently valued at -2.09, compared to the broader market-10.000.0010.0020.00-2.09-1.28
BUD
STZ

The current BUD Sharpe Ratio is -1.17, which is lower than the STZ Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of BUD 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00AugustSeptemberOctoberNovemberDecember2025
-1.17
-0.56
BUD
STZ

Dividends

BUD vs. STZ - Dividend Comparison

BUD's dividend yield for the trailing twelve months is around 1.80%, which matches STZ's 1.79% yield.


TTM20242023202220212020201920182017201620152014
BUD
Anheuser-Busch InBev SA/NV
1.80%1.76%1.28%0.67%0.98%0.81%2.45%3.84%2.88%3.03%2.58%2.38%
STZ
Constellation Brands, Inc.
1.79%1.77%1.44%1.36%1.21%1.37%1.58%1.70%0.86%0.98%0.65%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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-57.52%
-18.39%
BUD
STZ

Volatility

BUD vs. STZ - Volatility Comparison

Anheuser-Busch InBev SA/NV (BUD) and Constellation Brands, Inc. (STZ) have volatilities of 5.26% and 5.05%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
5.26%
5.05%
BUD
STZ

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.


Quarterly
Annual

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


Values in USD except per share items