SAM vs. STZ
Compare and contrast key facts about The Boston Beer Company, Inc. (SAM) and Constellation Brands, Inc. (STZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAM or STZ.
Correlation
The correlation between SAM and STZ is 0.24, 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.
Performance
SAM vs. STZ - Performance Comparison
Key characteristics
SAM:
-0.72
STZ:
-1.12
SAM:
-1.00
STZ:
-1.35
SAM:
0.87
STZ:
0.78
SAM:
-0.34
STZ:
-0.88
SAM:
-1.30
STZ:
-3.10
SAM:
20.81%
STZ:
9.33%
SAM:
37.69%
STZ:
25.91%
SAM:
-80.41%
STZ:
-75.45%
SAM:
-80.36%
STZ:
-32.74%
Fundamentals
SAM:
$2.97B
STZ:
$32.67B
SAM:
$6.75
STZ:
$3.76
SAM:
38.01
STZ:
48.06
SAM:
0.73
STZ:
0.97
SAM:
$1.61B
STZ:
$10.18B
SAM:
$733.05M
STZ:
$5.20B
SAM:
$249.24M
STZ:
$1.51B
Returns By Period
In the year-to-date period, SAM achieves a -14.47% return, which is significantly higher than STZ's -18.23% return. Over the past 10 years, SAM has underperformed STZ with an annualized return of -1.61%, while STZ has yielded a comparatively higher 6.33% annualized return.
SAM
-14.47%
-16.56%
-10.56%
-28.50%
-7.90%
-1.61%
STZ
-18.23%
-22.41%
-26.58%
-28.09%
0.49%
6.33%
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Risk-Adjusted Performance
SAM vs. STZ — Risk-Adjusted Performance Rank
SAM
STZ
SAM vs. STZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boston Beer Company, Inc. (SAM) 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
SAM vs. STZ - Dividend Comparison
SAM has not paid dividends to shareholders, while STZ's dividend yield for the trailing twelve months is around 2.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAM The Boston Beer Company, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
STZ Constellation Brands, Inc. | 2.17% | 1.77% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% | 0.00% |
Drawdowns
SAM vs. STZ - Drawdown Comparison
The maximum SAM drawdown since its inception was -80.41%, which is greater than STZ's maximum drawdown of -75.45%. Use the drawdown chart below to compare losses from any high point for SAM and STZ. For additional features, visit the drawdowns tool.
Volatility
SAM vs. STZ - Volatility Comparison
The current volatility for The Boston Beer Company, Inc. (SAM) is 9.89%, while Constellation Brands, Inc. (STZ) has a volatility of 19.02%. This indicates that SAM experiences smaller price fluctuations and is considered to be less risky than STZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SAM vs. STZ - Financials Comparison
This section allows you to compare key financial metrics between The Boston Beer Company, 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