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STZ vs. BUD
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

STZ vs. BUD - Performance Comparison

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

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STZ vs. BUD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
STZ
Constellation Brands, Inc.
9.43%-35.99%-7.11%5.83%-6.43%16.12%17.41%19.85%-28.73%50.69%
BUD
Anheuser-Busch InBev SA/NV
8.32%30.33%-21.37%9.04%0.09%-12.66%-13.97%27.69%-38.79%9.62%

Fundamentals

Market Cap

STZ:

$26.19B

BUD:

$137.19B

EPS

STZ:

$6.30

BUD:

$6.15

PE Ratio

STZ:

23.82

BUD:

11.28

PEG Ratio

STZ:

1.81

BUD:

0.99

PS Ratio

STZ:

2.82

BUD:

1.14

PB Ratio

STZ:

3.27

BUD:

1.57

Total Revenue (TTM)

STZ:

$9.38B

BUD:

$120.38B

Gross Profit (TTM)

STZ:

$4.88B

BUD:

$67.02B

EBITDA (TTM)

STZ:

$2.35B

BUD:

$35.48B

Returns By Period

In the year-to-date period, STZ achieves a 9.43% return, which is significantly higher than BUD's 8.32% return. Over the past 10 years, STZ has outperformed BUD with an annualized return of 1.35%, while BUD has yielded a comparatively lower -3.67% annualized return.


STZ

1D
-0.66%
1M
-4.98%
YTD
9.43%
6M
12.99%
1Y
-16.14%
3Y*
-11.04%
5Y*
-6.58%
10Y*
1.35%

BUD

1D
1.67%
1M
-14.31%
YTD
8.32%
6M
16.70%
1Y
14.83%
3Y*
2.88%
5Y*
3.01%
10Y*
-3.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

STZ vs. BUD — Risk / Return Rank

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

STZ
STZ Risk / Return Rank: 2222
Overall Rank
STZ Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
STZ Sortino Ratio Rank: 1717
Sortino Ratio Rank
STZ Omega Ratio Rank: 1818
Omega Ratio Rank
STZ Calmar Ratio Rank: 2727
Calmar Ratio Rank
STZ Martin Ratio Rank: 3030
Martin Ratio Rank

BUD
BUD Risk / Return Rank: 5858
Overall Rank
BUD Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
BUD Sortino Ratio Rank: 5454
Sortino Ratio Rank
BUD Omega Ratio Rank: 5757
Omega Ratio Rank
BUD Calmar Ratio Rank: 5858
Calmar Ratio Rank
BUD Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


STZBUDDifference

Sharpe ratio

Return per unit of total volatility

-0.57

0.60

-1.17

Sortino ratio

Return per unit of downside risk

-0.66

0.88

-1.54

Omega ratio

Gain probability vs. loss probability

0.92

1.14

-0.22

Calmar ratio

Return relative to maximum drawdown

-0.48

0.68

-1.16

Martin ratio

Return relative to average drawdown

-0.78

1.33

-2.11

STZ vs. BUD - Sharpe Ratio Comparison

The current STZ Sharpe Ratio is -0.57, which is lower than the BUD Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of STZ and BUD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


STZBUDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.57

0.60

-1.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.28

0.12

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

-0.13

+0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.23

+0.23

Correlation

The correlation between STZ and BUD is 0.41, 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.


Dividends

STZ vs. BUD - Dividend Comparison

STZ's dividend yield for the trailing twelve months is around 2.72%, more than BUD's 1.76% yield.


TTM20252024202320222021202020192018201720162015
STZ
Constellation Brands, Inc.
2.72%2.95%1.77%1.44%1.36%1.21%1.37%1.58%1.70%0.86%0.98%0.65%
BUD
Anheuser-Busch InBev SA/NV
1.76%1.91%1.74%1.28%0.88%0.98%0.79%2.45%5.15%3.63%5.41%3.21%

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


STZBUDDifference

Max Drawdown

Largest peak-to-trough decline

-67.39%

-70.02%

+2.63%

Max Drawdown (1Y)

Largest decline over 1 year

-33.85%

-20.36%

-13.49%

Max Drawdown (5Y)

Largest decline over 5 years

-51.28%

-42.88%

-8.40%

Max Drawdown (10Y)

Largest decline over 10 years

-53.53%

-70.02%

+16.49%

Current Drawdown

Current decline from peak

-42.38%

-36.36%

-6.02%

Average Drawdown

Average peak-to-trough decline

-16.45%

-23.40%

+6.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.79%

10.50%

+10.29%

Volatility

STZ vs. BUD - Volatility Comparison

The current volatility for Constellation Brands, Inc. (STZ) is 5.69%, while Anheuser-Busch InBev SA/NV (BUD) has a volatility of 6.90%. This indicates that STZ experiences smaller price fluctuations and is considered to be less risky 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


STZBUDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.69%

6.90%

-1.21%

Volatility (6M)

Calculated over the trailing 6-month period

20.40%

14.60%

+5.80%

Volatility (1Y)

Calculated over the trailing 1-year period

28.66%

24.66%

+4.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.86%

24.58%

-0.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.69%

27.46%

-0.77%

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.


Quarterly
Annual

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


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.22B
30.61B
(STZ) Total Revenue
(BUD) Total Revenue
Values in USD except per share items

STZ vs. BUD - Profitability Comparison

The chart below illustrates the profitability comparison between Constellation Brands, Inc. and Anheuser-Busch InBev SA/NV over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

48.0%50.0%52.0%54.0%56.0%58.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
53.2%
55.9%
Portfolio components
STZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Constellation Brands, Inc. reported a gross profit of 1.18B and revenue of 2.22B. Therefore, the gross margin over that period was 53.2%.

BUD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Anheuser-Busch InBev SA/NV reported a gross profit of 17.10B and revenue of 30.61B. Therefore, the gross margin over that period was 55.9%.

STZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Constellation Brands, Inc. reported an operating income of 692.00M and revenue of 2.22B, resulting in an operating margin of 31.1%.

BUD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Anheuser-Busch InBev SA/NV reported an operating income of 80.56M and revenue of 30.61B, resulting in an operating margin of 0.3%.

STZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Constellation Brands, Inc. reported a net income of 502.80M and revenue of 2.22B, resulting in a net margin of 22.6%.

BUD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Anheuser-Busch InBev SA/NV reported a net income of 3.01B and revenue of 30.61B, resulting in a net margin of 9.8%.