STZ vs. HSY
Compare and contrast key facts about Constellation Brands, Inc. (STZ) and The Hershey Company (HSY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STZ or HSY.
Correlation
The correlation between STZ and HSY 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.
Performance
STZ vs. HSY - Performance Comparison
Key characteristics
STZ:
-0.85
HSY:
-0.46
STZ:
-0.98
HSY:
-0.43
STZ:
0.85
HSY:
0.95
STZ:
-0.24
HSY:
-0.24
STZ:
-1.27
HSY:
-0.76
STZ:
19.01%
HSY:
14.20%
STZ:
28.93%
HSY:
26.86%
STZ:
-100.00%
HSY:
-49.15%
STZ:
-99.40%
HSY:
-35.10%
Fundamentals
STZ:
$33.29B
HSY:
$33.10B
STZ:
-$0.45
HSY:
$8.13
STZ:
1.28
HSY:
44.27
STZ:
3.27
HSY:
3.08
STZ:
4.84
HSY:
8.97
STZ:
$10.21B
HSY:
$10.75B
STZ:
$5.30B
HSY:
$4.62B
STZ:
$774.40M
HSY:
$2.50B
Returns By Period
In the year-to-date period, STZ achieves a -12.40% return, which is significantly lower than HSY's 1.32% return. Over the past 10 years, STZ has underperformed HSY with an annualized return of 6.51%, while HSY has yielded a comparatively higher 8.65% annualized return.
STZ
-12.40%
12.57%
-17.01%
-24.43%
4.49%
6.51%
HSY
1.32%
6.93%
0.07%
-12.31%
7.42%
8.65%
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Risk-Adjusted Performance
STZ vs. HSY — Risk-Adjusted Performance Rank
STZ
HSY
STZ vs. HSY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Constellation Brands, Inc. (STZ) and The Hershey Company (HSY). 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
STZ vs. HSY - Dividend Comparison
STZ's dividend yield for the trailing twelve months is around 2.12%, less than HSY's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STZ Constellation Brands, Inc. | 2.12% | 1.77% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% | 0.00% |
HSY The Hershey Company | 3.22% | 3.24% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% |
Drawdowns
STZ vs. HSY - Drawdown Comparison
The maximum STZ drawdown since its inception was -100.00%, which is greater than HSY's maximum drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for STZ and HSY. For additional features, visit the drawdowns tool.
Volatility
STZ vs. HSY - Volatility Comparison
Constellation Brands, Inc. (STZ) has a higher volatility of 7.88% compared to The Hershey Company (HSY) at 6.97%. This indicates that STZ's price experiences larger fluctuations and is considered to be riskier than HSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
STZ vs. HSY - Financials Comparison
This section allows you to compare key financial metrics between Constellation Brands, Inc. and The Hershey Company. 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
STZ vs. HSY - Profitability Comparison
STZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Constellation Brands, Inc. reported a gross profit of 1.11B and revenue of 2.16B. Therefore, the gross margin over that period was 51.5%.
HSY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Hershey Company reported a gross profit of 944.27M and revenue of 2.81B. Therefore, the gross margin over that period was 33.7%.
STZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Constellation Brands, Inc. reported an operating income of -150.30M and revenue of 2.16B, resulting in an operating margin of -6.9%.
HSY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Hershey Company reported an operating income of 369.22M and revenue of 2.81B, resulting in an operating margin of 13.2%.
STZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Constellation Brands, Inc. reported a net income of -375.30M and revenue of 2.16B, resulting in a net margin of -17.3%.
HSY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Hershey Company reported a net income of 224.20M and revenue of 2.81B, resulting in a net margin of 8.0%.