CONSTELLATION BRANDS INC-A (STZ) Stock Fundamental Analysis

NYSE:STZ • US21036P1084

155.12 USD
-4.95 (-3.09%)
At close: Feb 25, 2026
155.12 USD
0 (0%)
After Hours: 2/25/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to STZ. STZ was compared to 33 industry peers in the Beverages industry. STZ has an average financial health and profitability rating. STZ is valued correctly, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • STZ had positive earnings in the past year.
  • In the past year STZ had a positive cash flow from operations.
  • The reported net income has been mixed in the past 5 years: STZ reported negative net income in multiple years.
  • In the past 5 years STZ always reported a positive cash flow from operatings.
STZ Yearly Net Income VS EBIT VS OCF VS FCFSTZ Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B

1.2 Ratios

  • The Return On Assets of STZ (5.12%) is comparable to the rest of the industry.
  • STZ has a Return On Equity (14.39%) which is comparable to the rest of the industry.
  • Looking at the Return On Invested Capital, with a value of 12.66%, STZ is in the better half of the industry, outperforming 72.73% of the companies in the same industry.
  • STZ had an Average Return On Invested Capital over the past 3 years of 12.24%. This is in line with the industry average of 11.72%.
  • The 3 year average ROIC (12.24%) for STZ is below the current ROIC(12.66%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 5.12%
ROE 14.39%
ROIC 12.66%
ROA(3y)2.02%
ROA(5y)2.65%
ROE(3y)5.23%
ROE(5y)6.01%
ROIC(3y)12.24%
ROIC(5y)11.12%
STZ Yearly ROA, ROE, ROICSTZ Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20

1.3 Margins

  • The Profit Margin of STZ (11.83%) is better than 78.79% of its industry peers.
  • The Operating Margin of STZ (33.76%) is better than 100.00% of its industry peers.
  • STZ's Operating Margin has improved in the last couple of years.
  • STZ has a better Gross Margin (52.60%) than 63.64% of its industry peers.
  • In the last couple of years the Gross Margin of STZ has remained more or less at the same level.
Industry RankSector Rank
OM 33.76%
PM (TTM) 11.83%
GM 52.6%
OM growth 3Y0.41%
OM growth 5Y2.07%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.64%
GM growth 5Y0.98%
STZ Yearly Profit, Operating, Gross MarginsSTZ Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30 40 50

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is well above the Cost of Capital (WACC), so STZ is creating value.
  • The number of shares outstanding for STZ has been reduced compared to 1 year ago.
  • Compared to 5 years ago, STZ has less shares outstanding
  • The debt/assets ratio for STZ is higher compared to a year ago.
STZ Yearly Shares OutstandingSTZ Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M
STZ Yearly Total Debt VS Total AssetsSTZ Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B 25B

2.2 Solvency

  • An Altman-Z score of 3.02 indicates that STZ is not in any danger for bankruptcy at the moment.
  • With a decent Altman-Z score value of 3.02, STZ is doing good in the industry, outperforming 60.61% of the companies in the same industry.
  • STZ has a debt to FCF ratio of 6.05. This is a slightly negative value and a sign of low solvency as STZ would need 6.05 years to pay back of all of its debts.
  • STZ has a Debt to FCF ratio of 6.05. This is in the better half of the industry: STZ outperforms 60.61% of its industry peers.
  • STZ has a Debt/Equity ratio of 1.38. This is a high value indicating a heavy dependency on external financing.
  • STZ has a worse Debt to Equity ratio (1.38) than 78.79% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF 6.05
Altman-Z 3.02
ROIC/WACC1.83
WACC6.91%
STZ Yearly LT Debt VS Equity VS FCFSTZ Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

2.3 Liquidity

  • STZ has a Current Ratio of 1.34. This is a normal value and indicates that STZ is financially healthy and should not expect problems in meeting its short term obligations.
  • With a Current ratio value of 1.34, STZ perfoms like the industry average, outperforming 54.55% of the companies in the same industry.
  • A Quick Ratio of 0.70 indicates that STZ may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.70, STZ perfoms like the industry average, outperforming 48.48% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.34
Quick Ratio 0.7
STZ Yearly Current Assets VS Current LiabilitesSTZ Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

2

3. Growth

3.1 Past

  • The earnings per share for STZ have decreased by -6.42% in the last year.
  • STZ shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.57% yearly.
  • The Revenue has decreased by -7.86% in the past year.
  • The Revenue has been growing slightly by 4.12% on average over the past years.
EPS 1Y (TTM)-6.42%
EPS 3Y10.52%
EPS 5Y8.57%
EPS Q2Q%-5.85%
Revenue 1Y (TTM)-7.86%
Revenue growth 3Y4.99%
Revenue growth 5Y4.12%
Sales Q2Q%-9.78%

3.2 Future

  • Based on estimates for the next years, STZ will show a small growth in Earnings Per Share. The EPS will grow by 2.03% on average per year.
  • Based on estimates for the next years, STZ will show a decrease in Revenue. The Revenue will decrease by -0.15% on average per year.
EPS Next Y-14.87%
EPS Next 2Y-4.77%
EPS Next 3Y-1.66%
EPS Next 5Y2.03%
Revenue Next Year-10.88%
Revenue Next 2Y-5.44%
Revenue Next 3Y-2.93%
Revenue Next 5Y-0.15%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
STZ Yearly Revenue VS EstimatesSTZ Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2B 4B 6B 8B 10B
STZ Yearly EPS VS EstimatesSTZ Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 5 10 15

More info and screens

Find the best growth stocksShow best growing peers

6

4. Valuation

4.1 Price/Earnings Ratio

  • STZ is valuated correctly with a Price/Earnings ratio of 12.37.
  • STZ's Price/Earnings ratio is a bit cheaper when compared to the industry. STZ is cheaper than 78.79% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of STZ to the average of the S&P500 Index (27.05), we can say STZ is valued rather cheaply.
  • STZ is valuated correctly with a Price/Forward Earnings ratio of 12.42.
  • 81.82% of the companies in the same industry are more expensive than STZ, based on the Price/Forward Earnings ratio.
  • STZ is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.03, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 12.37
Fwd PE 12.42
STZ Price Earnings VS Forward Price EarningsSTZ Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • 72.73% of the companies in the same industry are more expensive than STZ, based on the Enterprise Value to EBITDA ratio.
  • STZ's Price/Free Cash Flow ratio is rather cheap when compared to the industry. STZ is cheaper than 81.82% of the companies in the same industry.
Industry RankSector Rank
P/FCF 15.26
EV/EBITDA 10.58
STZ Per share dataSTZ EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30 40 50

4.3 Compensation for Growth

  • STZ has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)1.44
EPS Next 2Y-4.77%
EPS Next 3Y-1.66%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 2.64%, STZ has a reasonable but not impressive dividend return.
  • STZ's Dividend Yield is a higher than the industry average which is at 1.74.
  • Compared to an average S&P500 Dividend Yield of 1.80, STZ pays a bit more dividend than the S&P500 average.
Industry RankSector Rank
Dividend Yield 2.64%

5.2 History

  • On average, the dividend of STZ grows each year by 6.29%, which is quite nice.
  • STZ has paid a dividend for at least 10 years, which is a reliable track record.
  • As STZ did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)6.29%
Div Incr Years9
Div Non Decr Years9
STZ Yearly Dividends per shareSTZ Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

  • 64.83% of the earnings are spent on dividend by STZ. This is not a sustainable payout ratio.
  • STZ's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP64.83%
EPS Next 2Y-4.77%
EPS Next 3Y-1.66%
STZ Yearly Income VS Free CF VS DividendSTZ Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B
STZ Dividend Payout.STZ Dividend Payout, showing the Payout Ratio.STZ Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

CONSTELLATION BRANDS INC-A

NYSE:STZ (2/25/2026, 8:04:00 PM)

After market: 155.12 0 (0%)

155.12

-4.95 (-3.09%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)01-07
Earnings (Next)04-07
Inst Owners76.58%
Inst Owner Change2.39%
Ins Owners0.1%
Ins Owner Change0%
Market Cap26.90B
Revenue(TTM)9.38B
Net Income(TTM)1.11B
Analysts71.43
Price Target177.23 (14.25%)
Short Float %6.51%
Short Ratio3.29
Dividend
Industry RankSector Rank
Dividend Yield 2.64%
Yearly Dividend4.05
Dividend Growth(5Y)6.29%
DP64.83%
Div Incr Years9
Div Non Decr Years9
Ex-Date01-29
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)10.62%
Min EPS beat(2)6.26%
Max EPS beat(2)14.99%
EPS beat(4)3
Avg EPS beat(4)8%
Min EPS beat(4)-3.57%
Max EPS beat(4)14.99%
EPS beat(8)6
Avg EPS beat(8)5.42%
EPS beat(12)10
Avg EPS beat(12)5.61%
EPS beat(16)13
Avg EPS beat(16)5.76%
Revenue beat(2)1
Avg Revenue beat(2)0.9%
Min Revenue beat(2)-0.12%
Max Revenue beat(2)1.92%
Revenue beat(4)2
Avg Revenue beat(4)-0.02%
Min Revenue beat(4)-2.48%
Max Revenue beat(4)1.92%
Revenue beat(8)3
Avg Revenue beat(8)-0.53%
Revenue beat(12)4
Avg Revenue beat(12)-0.82%
Revenue beat(16)8
Avg Revenue beat(16)0.45%
PT rev (1m)-1.06%
PT rev (3m)-0.27%
EPS NQ rev (1m)0.21%
EPS NQ rev (3m)-14.93%
EPS NY rev (1m)0.09%
EPS NY rev (3m)0.73%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.11%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
Industry RankSector Rank
PE 12.37
Fwd PE 12.42
P/S 2.87
P/FCF 15.26
P/OCF 9.96
P/B 3.49
P/tB N/A
EV/EBITDA 10.58
EPS(TTM)12.54
EY8.08%
EPS(NY)12.49
Fwd EY8.05%
FCF(TTM)10.16
FCFY6.55%
OCF(TTM)15.58
OCFY10.04%
SpS54.11
BVpS44.47
TBVpS-0.07
PEG (NY)N/A
PEG (5Y)1.44
Graham Number112.01
Profitability
Industry RankSector Rank
ROA 5.12%
ROE 14.39%
ROCE 16.24%
ROIC 12.66%
ROICexc 12.76%
ROICexgc 20.96%
OM 33.76%
PM (TTM) 11.83%
GM 52.6%
FCFM 18.78%
ROA(3y)2.02%
ROA(5y)2.65%
ROE(3y)5.23%
ROE(5y)6.01%
ROIC(3y)12.24%
ROIC(5y)11.12%
ROICexc(3y)12.3%
ROICexc(5y)11.2%
ROICexgc(3y)22.37%
ROICexgc(5y)20.22%
ROCE(3y)15.97%
ROCE(5y)14.37%
ROICexgc growth 3Y11.53%
ROICexgc growth 5Y13.24%
ROICexc growth 3Y14.12%
ROICexc growth 5Y13.2%
OM growth 3Y0.41%
OM growth 5Y2.07%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.64%
GM growth 5Y0.98%
F-Score7
Asset Turnover0.43
Health
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF 6.05
Debt/EBITDA 2.98
Cap/Depr 227.4%
Cap/Sales 10%
Interest Coverage 250
Cash Conversion 75.43%
Profit Quality 158.81%
Current Ratio 1.34
Quick Ratio 0.7
Altman-Z 3.02
F-Score7
WACC6.91%
ROIC/WACC1.83
Cap/Depr(3y)275.65%
Cap/Depr(5y)283.18%
Cap/Sales(3y)11.86%
Cap/Sales(5y)11.45%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-6.42%
EPS 3Y10.52%
EPS 5Y8.57%
EPS Q2Q%-5.85%
EPS Next Y-14.87%
EPS Next 2Y-4.77%
EPS Next 3Y-1.66%
EPS Next 5Y2.03%
Revenue 1Y (TTM)-7.86%
Revenue growth 3Y4.99%
Revenue growth 5Y4.12%
Sales Q2Q%-9.78%
Revenue Next Year-10.88%
Revenue Next 2Y-5.44%
Revenue Next 3Y-2.93%
Revenue Next 5Y-0.15%
EBIT growth 1Y-9.11%
EBIT growth 3Y5.43%
EBIT growth 5Y6.27%
EBIT Next Year-2.84%
EBIT Next 3Y1.88%
EBIT Next 5Y1.72%
FCF growth 1Y12.99%
FCF growth 3Y4.91%
FCF growth 5Y1.21%
OCF growth 1Y-4.33%
OCF growth 3Y5.23%
OCF growth 5Y4.32%

CONSTELLATION BRANDS INC-A / STZ FAQ

What is the ChartMill fundamental rating of CONSTELLATION BRANDS INC-A (STZ) stock?

ChartMill assigns a fundamental rating of 5 / 10 to STZ.


What is the valuation status for STZ stock?

ChartMill assigns a valuation rating of 6 / 10 to CONSTELLATION BRANDS INC-A (STZ). This can be considered as Fairly Valued.


How profitable is CONSTELLATION BRANDS INC-A (STZ) stock?

CONSTELLATION BRANDS INC-A (STZ) has a profitability rating of 6 / 10.


What is the financial health of CONSTELLATION BRANDS INC-A (STZ) stock?

The financial health rating of CONSTELLATION BRANDS INC-A (STZ) is 5 / 10.


What is the earnings growth outlook for CONSTELLATION BRANDS INC-A?

The Earnings per Share (EPS) of CONSTELLATION BRANDS INC-A (STZ) is expected to decline by -14.87% in the next year.