UTZ vs. STZ
UTZ (Utz Brands, Inc.) and STZ (Constellation Brands, Inc.) are both stocks. Both are in the Consumer Defensive sector — UTZ in Packaged Foods, STZ in Beverages - Wineries & Distilleries. Over the past 5 years, UTZ returned -7.38%/yr vs -8.56%/yr for STZ. Their 0.19 correlation means their historical movements had little consistent relationship.
Performance
UTZ vs. STZ - Performance Comparison
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Returns By Period
In the year-to-date period, UTZ achieves a 38.41% return, which is significantly higher than STZ's -3.60% return.
UTZ
- 1D
- 0.07%
- 1M
- 70.74%
- 6M
- 36.31%
- YTD
- 38.41%
- 1Y
- 6.49%
- 3Y*
- -3.22%
- 5Y*
- -7.38%
- 10Y*
- —
- ALL TIME*
- 6.29%
STZ
- 1D
- -0.12%
- 1M
- -4.52%
- 6M
- -15.68%
- YTD
- -3.60%
- 1Y
- -19.34%
- 3Y*
- -19.75%
- 5Y*
- -8.56%
- 10Y*
- -0.58%
- ALL TIME*
- 14.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $256.34M | $282.25M | $312.17M | |
| $163.60M | $85.46M | $38.82M |
UTZ vs. STZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UTZ Utz Brands, Inc. | 38.41% | -32.33% | -2.08% | 3.90% | 0.91% | -26.97% | 115.77% | 6.53% | -1.03% |
STZ Constellation Brands, Inc. | -3.60% | -35.99% | -7.11% | 5.83% | -6.43% | 16.12% | 17.41% | 19.85% | -16.60% |
Correlation
The correlation between UTZ and STZ is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 26, 2018 | 0.19 |
Fundamentals
UTZ:
$1.25B
STZ:
$22.24B
UTZ:
-$0.07
STZ:
$10.48
UTZ:
0.86
STZ:
2.50
UTZ:
1.76
STZ:
2.63
UTZ:
$1.45B
STZ:
$9.06B
UTZ:
$323.00M
STZ:
$4.77B
UTZ:
-$32.85M
STZ:
$3.18B
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Return for Risk
UTZ vs. STZ — Risk / Return Rank
UTZ
STZ
UTZ vs. STZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Utz Brands, Inc. (UTZ) and Constellation Brands, Inc. (STZ). 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.
| UTZ | STZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +2.14 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.91 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.23 | -0.77 | +1.00 |
| Martin ratioReturn relative to average drawdown | 0.36 | -1.24 | +1.60 |
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Drawdowns
UTZ vs. STZ - Drawdown Comparison
The maximum UTZ drawdown since its inception was -75.43%, which is greater than STZ's maximum drawdown of -67.39%. Use the drawdown chart below to compare losses from any high point for UTZ and STZ.
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Drawdown Indicators
| UTZ | STZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.43% | -67.39% | -8.04% |
Max Drawdown (1Y)Largest decline over 1 year | -49.95% | -25.73% | -24.22% |
Max Drawdown (3Y)Largest decline over 3 years | -63.76% | -51.28% | -12.48% |
Max Drawdown (5Y)Largest decline over 5 years | -67.01% | -51.28% | -15.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.53% | — |
Current DrawdownCurrent decline from peak | -48.51% | -49.25% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -33.56% | -16.71% | -16.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.74% | 15.99% | +15.75% |
Volatility
UTZ vs. STZ - Volatility Comparison
Utz Brands, Inc. (UTZ) has a higher volatility of 64.43% compared to Constellation Brands, Inc. (STZ) at 8.53%. This indicates that UTZ's price experiences larger fluctuations and is considered to be riskier than STZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTZ | STZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 64.43% | 8.53% | +55.90% |
Volatility (6M)Calculated over the trailing 6-month period | 73.33% | 22.83% | +50.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 99.04% | 30.31% | +68.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.24% | 24.90% | +29.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.86% | 27.08% | +19.78% |
Dividends
UTZ vs. STZ - Dividend Comparison
UTZ's dividend yield for the trailing twelve months is around 1.77%, less than STZ's 3.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STZ Constellation Brands, Inc. | 3.15% | 2.95% | 1.77% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% |
UTZ Utz Brands, Inc. | 1.77% | 2.48% | 1.72% | 1.40% | 1.38% | 1.28% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
UTZ vs. STZ - Financials Comparison
This section allows you to compare key financial metrics between Utz Brands, Inc. and Constellation Brands, 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
UTZ vs. STZ - Profitability Comparison
UTZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Utz Brands, Inc. reported a gross profit of 91.90M and revenue of 361.30M. Therefore, the gross margin over that period was 25.4%.
STZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Constellation Brands, Inc. reported a gross profit of 1.32B and revenue of 2.43B. Therefore, the gross margin over that period was 54.3%.
UTZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Utz Brands, Inc. reported an operating income of 6.50M and revenue of 361.30M, resulting in an operating margin of 1.8%.
STZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Constellation Brands, Inc. reported an operating income of 845.30M and revenue of 2.43B, resulting in an operating margin of 34.8%.
UTZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Utz Brands, Inc. reported a net income of 900.00K and revenue of 361.30M, resulting in a net margin of 0.3%.
STZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Constellation Brands, Inc. reported a net income of 653.80M and revenue of 2.43B, resulting in a net margin of 26.9%.
Frequently Asked Questions
UTZ and STZ have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTZ has higher volatility (64.43%) compared to STZ (8.53%). In terms of maximum drawdown, UTZ dropped -75.43% vs STZ's -67.39%.
UTZ currently has the higher Sharpe Ratio (0.12 vs -0.66), 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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