IBTA vs. STZ
IBTA (Ibotta, Inc) and STZ (Constellation Brands, Inc.) are both stocks. IBTA operates in Software - Application (Technology), while STZ operates in Beverages - Wineries & Distilleries (Consumer Defensive). Over the past year, IBTA returned -17.13% vs -20.03% for STZ. At a 0.14 correlation, their price movements are largely independent.
Performance
IBTA vs. STZ - Performance Comparison
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Returns By Period
In the year-to-date period, IBTA achieves a 35.77% return, which is significantly higher than STZ's -1.54% return.
IBTA
- 1D
- -2.83%
- 1M
- -1.66%
- 6M
- 41.75%
- YTD
- 35.77%
- 1Y
- -17.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STZ
- 1D
- 1.22%
- 1M
- -9.73%
- 6M
- -7.60%
- YTD
- -1.54%
- 1Y
- -20.03%
- 3Y*
- -17.35%
- 5Y*
- -8.44%
- 10Y*
- -0.43%
IBTA vs. STZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBTA Ibotta, Inc | 35.77% | -65.07% | -44.38% |
STZ Constellation Brands, Inc. | -1.54% | -35.99% | -13.04% |
Correlation
The correlation between IBTA and STZ is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2024 | 0.14 |
Fundamentals
IBTA:
$824.24M
STZ:
$22.90B
IBTA:
-$0.27
STZ:
$10.48
IBTA:
2.46
STZ:
2.58
IBTA:
2.99
STZ:
2.70
IBTA:
$340.30M
STZ:
$9.06B
IBTA:
$266.89M
STZ:
$4.77B
IBTA:
$4.39M
STZ:
$3.18B
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Return for Risk
IBTA vs. STZ — Risk / Return Rank
IBTA
STZ
IBTA vs. STZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ibotta, Inc (IBTA) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBTA | STZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.91 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | -0.76 | +0.42 |
| Martin ratioReturn relative to average drawdown | -0.55 | -1.27 | +0.71 |
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Drawdowns
IBTA vs. STZ - Drawdown Comparison
The maximum IBTA drawdown since its inception was -83.55%, which is greater than STZ's maximum drawdown of -67.39%. Use the drawdown chart below to compare losses from any high point for IBTA and STZ.
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Drawdown Indicators
| IBTA | STZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.55% | -67.39% | -16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -52.01% | -26.51% | -25.50% |
Max Drawdown (3Y)Largest decline over 3 years | — | -51.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -51.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.53% | — |
Current DrawdownCurrent decline from peak | -73.62% | -48.16% | -25.46% |
Average DrawdownAverage peak-to-trough decline | -58.88% | -16.66% | -42.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.29% | 15.82% | +15.47% |
Volatility
IBTA vs. STZ - Volatility Comparison
Ibotta, Inc (IBTA) has a higher volatility of 18.97% compared to Constellation Brands, Inc. (STZ) at 10.21%. This indicates that IBTA'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
| IBTA | STZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.97% | 10.21% | +8.76% |
Volatility (6M)Calculated over the trailing 6-month period | 45.19% | 23.76% | +21.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 69.13% | 30.70% | +38.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 72.99% | 24.77% | +48.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.99% | 27.03% | +45.96% |
Dividends
IBTA vs. STZ - Dividend Comparison
IBTA has not paid dividends to shareholders, while STZ's dividend yield for the trailing twelve months is around 3.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTA Ibotta, 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. | 3.05% | 2.95% | 1.77% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% |
Financials
IBTA vs. STZ - Financials Comparison
This section allows you to compare key financial metrics between Ibotta, 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
IBTA vs. STZ - Profitability Comparison
IBTA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Ibotta, Inc reported a gross profit of 63.03M and revenue of 82.48M. Therefore, the gross margin over that period was 76.4%.
STZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Constellation Brands, Inc. reported a gross profit of 1.32B and revenue of 2.43B. Therefore, the gross margin over that period was 54.3%.
IBTA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Ibotta, Inc reported an operating income of -10.83M and revenue of 82.48M, resulting in an operating margin of -13.1%.
STZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Constellation Brands, Inc. reported an operating income of 845.30M and revenue of 2.43B, resulting in an operating margin of 34.8%.
IBTA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Ibotta, Inc reported a net income of -10.32M and revenue of 82.48M, resulting in a net margin of -12.5%.
STZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Constellation Brands, Inc. reported a net income of 653.80M and revenue of 2.43B, resulting in a net margin of 26.9%.
Frequently Asked Questions
IBTA and STZ have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBTA has higher volatility (18.97%) compared to STZ (10.21%). In terms of maximum drawdown, IBTA dropped -83.55% vs STZ's -67.39%.
IBTA currently has the higher Sharpe Ratio (-0.25 vs -0.65), 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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