STZ vs. SAM
Compare and contrast key facts about Constellation Brands, Inc. (STZ) and The Boston Beer Company, Inc. (SAM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STZ or SAM.
Key characteristics
| STZ | SAM | |
|---|---|---|
| YTD Return | 9.18% | -15.75% |
| 1Y Return | 18.21% | -5.06% |
| 3Y Return (Ann) | 5.30% | -35.51% |
| 5Y Return (Ann) | 6.77% | -3.50% |
| 10Y Return (Ann) | 13.88% | 2.50% |
| Sharpe Ratio | 1.00 | -0.15 |
| Daily Std Dev | 17.52% | 35.53% |
| Max Drawdown | -81.94% | -79.47% |
| Current Drawdown | -3.32% | -77.71% |
Fundamentals
| STZ | SAM | |
|---|---|---|
| Market Cap | $46.86B | $3.31B |
| EPS | $9.40 | $7.99 |
| PE Ratio | 27.24 | 34.70 |
| PEG Ratio | 2.21 | 1.12 |
| Revenue (TTM) | $9.96B | $2.02B |
| Gross Profit (TTM) | $4.71B | $861.99M |
| EBITDA (TTM) | $3.62B | $240.60M |
Correlation
The correlation between STZ and SAM 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
STZ vs. SAM - Performance Comparison
In the year-to-date period, STZ achieves a 9.18% return, which is significantly higher than SAM's -15.75% return. Over the past 10 years, STZ has outperformed SAM with an annualized return of 13.88%, while SAM has yielded a comparatively lower 2.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
STZ vs. SAM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Constellation Brands, Inc. (STZ) and The Boston Beer Company, Inc. (SAM). 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. SAM - Dividend Comparison
STZ's dividend yield for the trailing twelve months is around 1.40%, while SAM has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
STZ Constellation Brands, Inc. | 1.40% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% | 0.00% |
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% | 0.03% |
Drawdowns
STZ vs. SAM - Drawdown Comparison
The maximum STZ drawdown since its inception was -81.94%, roughly equal to the maximum SAM drawdown of -79.47%. Use the drawdown chart below to compare losses from any high point for STZ and SAM. For additional features, visit the drawdowns tool.
Volatility
STZ vs. SAM - Volatility Comparison
The current volatility for Constellation Brands, Inc. (STZ) is 4.67%, while The Boston Beer Company, Inc. (SAM) has a volatility of 8.66%. This indicates that STZ experiences smaller price fluctuations and is considered to be less risky than SAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
STZ vs. SAM - Financials Comparison
This section allows you to compare key financial metrics between Constellation Brands, Inc. and The Boston Beer Company, 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