Constellation Brands, Inc. STZ
Consumer Defensive · Beverages - Brewers · United States · S&P 500
Based on the available data, Constellation Brands, Inc. gets an algorithmic score of 50/100. It trades at 112.77 $, with a bearish technical trend (RSI 23.6) and 30.3% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (23.7%): generates strong profit on equity.
- High net margin (20.1%): pricing power / competitive advantage.
- Attractive free-cash-flow yield (9.3%).
- Low valuation (P/E 9.2).
- Low beta (0.37): defensive profile.
- Meaningful dividend (3.65%).
Weaknesses
- Shrinking revenue (-1.1% per year).
Fundamentals
| P/E | 10.75 |
| Forward P/E | 9.19 |
| PEG | 1.50 |
| P/B | 2.34 |
| EV/EBITDA | 8.68 |
| P/S | 2.13 |
| ROE % | 23.69 |
| ROA % | 8.57 |
| Gross margin % | 52.72 |
| Operating margin % | 35.93 |
| Net margin % | 20.14 |
| Revenue growth % (y/y) | -3.30 |
| Earnings growth % (y/y) | 30.70 |
| Revenue CAGR % | -1.12 |
| Debt/Equity % | 123.20 |
| Current ratio | 0.91 |
| FCF yield % | 9.31 |
| Dividend yield % | 3.65 |
| Payout % | 38.95 |
Returns
| 1 month | -13.7 % |
| 3 months | -18.3 % |
| 6 months | -24.2 % |
| YTD | -18.4 % |
| 1 year | -12.4 % |
| 3 years | -53.0 % |
| 5 years | -40.8 % |
Risk
| 1-year volatility | 30.3 % |
| Beta | 0.37 |
| 5-year max drawdown | -56.0 % |
| Sharpe 1A | -0.42 |
Macroeconomic context
Defensive sector: stable demand in recessions. Sensitive to agricultural commodity costs and input inflation; competes with bonds for its dividend. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.