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.
Correlation
The correlation between STZ and SAM is 0.33, 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
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Key characteristics
STZ:
-0.76
SAM:
-0.32
STZ:
-0.83
SAM:
-0.35
STZ:
0.87
SAM:
0.96
STZ:
-0.21
SAM:
-0.15
STZ:
-1.10
SAM:
-0.73
STZ:
19.42%
SAM:
16.80%
STZ:
29.06%
SAM:
36.01%
STZ:
-100.00%
SAM:
-83.22%
STZ:
-99.98%
SAM:
-80.88%
Fundamentals
STZ:
$33.94B
SAM:
$2.78B
STZ:
-$0.45
SAM:
$6.19
STZ:
1.30
SAM:
0.90
STZ:
3.33
SAM:
1.36
STZ:
4.93
SAM:
3.05
STZ:
$10.21B
SAM:
$2.07B
STZ:
$5.30B
SAM:
$926.65M
STZ:
$774.40M
SAM:
$265.35M
Returns By Period
In the year-to-date period, STZ achieves a -10.47% return, which is significantly higher than SAM's -16.75% return. Over the past 10 years, STZ has outperformed SAM with an annualized return of 6.54%, while SAM has yielded a comparatively lower -0.53% annualized return.
STZ
-10.47%
7.47%
-16.69%
-21.87%
5.93%
6.54%
SAM
-16.75%
4.74%
-21.51%
-11.53%
-12.99%
-0.53%
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Risk-Adjusted Performance
STZ vs. SAM — Risk-Adjusted Performance Rank
STZ
SAM
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.
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Dividends
STZ vs. SAM - Dividend Comparison
STZ's dividend yield for the trailing twelve months is around 2.07%, while SAM has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STZ Constellation Brands, Inc. | 2.07% | 1.77% | 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% | 0.00% | 0.03% |
Drawdowns
STZ vs. SAM - Drawdown Comparison
The maximum STZ drawdown since its inception was -100.00%, which is greater than SAM's maximum drawdown of -83.22%. Use the drawdown chart below to compare losses from any high point for STZ and SAM. For additional features, visit the drawdowns tool.
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Volatility
STZ vs. SAM - Volatility Comparison
The current volatility for Constellation Brands, Inc. (STZ) is 4.79%, while The Boston Beer Company, Inc. (SAM) has a volatility of 8.16%. 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.
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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
STZ vs. SAM - 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%.
SAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported a gross profit of 219.26M and revenue of 453.87M. Therefore, the gross margin over that period was 48.3%.
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%.
SAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported an operating income of 33.78M and revenue of 453.87M, resulting in an operating margin of 7.4%.
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%.
SAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Boston Beer Company, Inc. reported a net income of 24.41M and revenue of 453.87M, resulting in a net margin of 5.4%.