STZ vs. BUD
STZ (Constellation Brands, Inc.) and BUD (Anheuser-Busch InBev SA/NV) are both stocks. Both are in the Consumer Defensive sector — STZ in Beverages - Wineries & Distilleries, BUD in Beverages - Brewers. Over the past 10 years, STZ returned -0.52%/yr vs -1.69%/yr for BUD. Their 0.41 correlation means their historical movements had little consistent relationship.
Performance
STZ vs. BUD - Performance Comparison
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Returns By Period
In the year-to-date period, STZ achieves a -2.76% return, which is significantly lower than BUD's 33.19% return. Over the past 10 years, STZ has outperformed BUD with an annualized return of -0.52%, while BUD has yielded a comparatively lower -1.69% annualized return.
STZ
- 1D
- 0.87%
- 1M
- -3.69%
- 6M
- -14.38%
- YTD
- -2.76%
- 1Y
- -18.64%
- 3Y*
- -19.32%
- 5Y*
- -7.99%
- 10Y*
- -0.52%
- ALL TIME*
- 14.32%
BUD
- 1D
- -2.81%
- 1M
- 3.34%
- 6M
- 17.73%
- YTD
- 33.19%
- 1Y
- 49.80%
- 3Y*
- 16.01%
- 5Y*
- 8.01%
- 10Y*
- -1.69%
- ALL TIME*
- 7.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $171.30M | $148.22M | $160.40M | |
| $254.34M | $279.34M | $313.22M |
STZ vs. BUD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STZ Constellation Brands, Inc. | -2.76% | -35.99% | -7.11% | 5.83% | -6.43% | 16.12% | 17.41% | 19.85% | -28.73% | 50.69% |
BUD Anheuser-Busch InBev SA/NV | 33.19% | 30.33% | -21.37% | 9.04% | 0.09% | -12.66% | -13.97% | 27.69% | -38.79% | 9.62% |
Correlation
The correlation between STZ and BUD is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.37 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2009 | 0.41 |
Fundamentals
STZ:
$22.44B
BUD:
$165.53B
STZ:
$10.48
BUD:
$8.08
STZ:
12.54
BUD:
10.41
STZ:
7.81
BUD:
0.92
STZ:
2.53
BUD:
1.55
STZ:
2.65
BUD:
1.78
STZ:
$9.06B
BUD:
$107.16B
STZ:
$4.77B
BUD:
$68.80B
STZ:
$3.18B
BUD:
$42.48B
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Return for Risk
STZ vs. BUD — Risk / Return Rank
STZ
BUD
STZ vs. BUD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Constellation Brands, Inc. (STZ) and Anheuser-Busch InBev SA/NV (BUD). 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.
| STZ | BUD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.77 | ||
| Sortino ratioReturn per unit of downside risk | -3.74 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.37 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 3.01 | -3.73 |
| Martin ratioReturn relative to average drawdown | -1.16 | 8.63 | -9.79 |
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Drawdowns
STZ vs. BUD - Drawdown Comparison
The maximum STZ drawdown since its inception was -67.39%, roughly equal to the maximum BUD drawdown of -70.02%. Use the drawdown chart below to compare losses from any high point for STZ and BUD.
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Drawdown Indicators
| STZ | BUD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.39% | -70.02% | +2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -25.73% | -16.64% | -9.09% |
Max Drawdown (3Y)Largest decline over 3 years | -51.28% | -31.55% | -19.73% |
Max Drawdown (5Y)Largest decline over 5 years | -51.28% | -33.15% | -18.13% |
Max Drawdown (10Y)Largest decline over 10 years | -53.53% | -70.02% | +16.49% |
Current DrawdownCurrent decline from peak | -48.81% | -21.74% | -27.07% |
Average DrawdownAverage peak-to-trough decline | -16.72% | -23.45% | +6.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.05% | 5.79% | +10.26% |
Volatility
STZ vs. BUD - Volatility Comparison
Constellation Brands, Inc. (STZ) has a higher volatility of 8.57% compared to Anheuser-Busch InBev SA/NV (BUD) at 7.38%. This indicates that STZ's price experiences larger fluctuations and is considered to be riskier than BUD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STZ | BUD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 7.38% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 22.81% | 19.32% | +3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.28% | 23.28% | +7.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.91% | 24.90% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.09% | 27.59% | -0.50% |
Dividends
STZ vs. BUD - Dividend Comparison
STZ's dividend yield for the trailing twelve months is around 3.12%, more than BUD's 1.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUD Anheuser-Busch InBev SA/NV | 1.60% | 1.91% | 1.74% | 1.28% | 0.88% | 0.98% | 0.79% | 2.45% | 5.15% | 3.63% | 5.41% | 3.21% |
STZ Constellation Brands, Inc. | 3.12% | 2.95% | 1.77% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% |
Financials
STZ vs. BUD - Financials Comparison
This section allows you to compare key financial metrics between Constellation Brands, Inc. and Anheuser-Busch InBev SA/NV. 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
Frequently Asked Questions
STZ and BUD have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STZ has higher volatility (8.57%) compared to BUD (7.38%). In terms of maximum drawdown, STZ dropped -67.39% vs BUD's -70.02%.
BUD currently has the higher Sharpe Ratio (2.15 vs -0.62), 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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