CONSTELLATION BRANDS INC-A (STZ) Fundamental Analysis & Valuation

NYSE:STZ • US21036P1084

148.96 USD
+2.49 (+1.7%)
At close: Mar 9, 2026
148.96 USD
0 (0%)
After Hours: 3/9/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This STZ fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

5

STZ gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 33 industry peers in the Beverages industry. Both the profitability and the financial health of STZ get a neutral evaluation. Nothing too spectacular is happening here. STZ is cheap, but on the other hand it scores bad on growth.


Dividend Valuation Growth Profitability Health

6

1. STZ Profitability Analysis

1.1 Basic Checks

  • STZ had positive earnings in the past year.
  • STZ had a positive operating cash flow in the past year.
  • The reported net income has been mixed in the past 5 years: STZ reported negative net income in multiple years.
  • STZ had a positive operating cash flow in each of the past 5 years.
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

  • STZ has a Return On Assets (5.12%) which is in line with its industry peers.
  • STZ has a Return On Equity of 14.39%. This is comparable to the rest of the industry: STZ outperforms 57.58% of its industry peers.
  • STZ has a Return On Invested Capital of 12.66%. This is in the better half of the industry: STZ outperforms 72.73% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for STZ is in line with the industry average of 11.84%.
  • The last Return On Invested Capital (12.66%) for STZ is above the 3 year average (12.24%), which is a sign of increasing profitability.
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

  • STZ has a better Profit Margin (11.83%) than 72.73% 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.
  • The Gross Margin of STZ (52.60%) is better than 63.64% of its industry peers.
  • STZ's Gross Margin has been stable in the last couple of years.
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

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ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. STZ Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), STZ is creating value.
  • Compared to 1 year ago, STZ has less shares outstanding
  • The number of shares outstanding for STZ has been reduced compared to 5 years ago.
  • 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

  • STZ has an Altman-Z score of 2.94. This is not the best score and indicates that STZ is in the grey zone with still only limited risk for bankruptcy at the moment.
  • STZ has a better Altman-Z score (2.94) than 60.61% of its industry peers.
  • 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 better Debt to FCF ratio (6.05) than 63.64% of its industry peers.
  • A Debt/Equity ratio of 1.38 is on the high side and indicates that STZ has dependencies on debt financing.
  • STZ has a worse Debt to Equity ratio (1.38) than 75.76% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF 6.05
Altman-Z 2.94
ROIC/WACC1.83
WACC6.93%
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.
  • STZ has a Current ratio of 1.34. This is comparable to the rest of the industry: STZ outperforms 54.55% of its industry peers.
  • STZ has a Quick Ratio of 1.34. This is a bad value and indicates that STZ is not financially healthy enough and could expect problems in meeting its short term obligations.
  • STZ has a Quick ratio of 0.70. This is comparable to the rest of the industry: STZ outperforms 45.45% of its industry peers.
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

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

2

3. STZ Growth Analysis

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.
  • STZ shows a decrease in Revenue. In the last year, the revenue decreased by -7.86%.
  • Measured over the past years, STZ shows a small growth in Revenue. The Revenue has been growing by 4.12% on average per year.
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.
  • The Revenue is expected to decrease by -0.15% on average over the next years.
EPS Next Y-14.75%
EPS Next 2Y-4.8%
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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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

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Find the best growth stocksShow best growing peers

7

4. STZ Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 11.88, the valuation of STZ can be described as reasonable.
  • STZ's Price/Earnings ratio is rather cheap when compared to the industry. STZ is cheaper than 84.85% of the companies in the same industry.
  • STZ's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.46.
  • STZ is valuated reasonably with a Price/Forward Earnings ratio of 11.93.
  • 84.85% 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 24.65, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 11.88
Fwd PE 11.93
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of STZ indicates a somewhat cheap valuation: STZ is cheaper than 78.79% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, STZ is valued cheaper than 84.85% of the companies in the same industry.
Industry RankSector Rank
P/FCF 14.66
EV/EBITDA 10.04
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)1.39
EPS Next 2Y-4.8%
EPS Next 3Y-1.66%

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

6

5. STZ Dividend Analysis

5.1 Amount

  • STZ has a Yearly Dividend Yield of 2.77%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 1.69, STZ pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, STZ pays a better dividend.
Industry RankSector Rank
Dividend Yield 2.77%

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.
  • The dividend of STZ is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP64.83%
EPS Next 2Y-4.8%
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

STZ Fundamentals: All Metrics, Ratios and Statistics

CONSTELLATION BRANDS INC-A

NYSE:STZ (3/9/2026, 8:04:00 PM)

After market: 148.96 0 (0%)

148.96

+2.49 (+1.7%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)01-07
Earnings (Next)04-02
Inst Owners80.29%
Inst Owner Change2.9%
Ins Owners0.1%
Ins Owner Change0%
Market Cap25.83B
Revenue(TTM)9.38B
Net Income(TTM)1.11B
Analysts71.43
Price Target177.23 (18.98%)
Short Float %6.08%
Short Ratio3.22
Dividend
Industry RankSector Rank
Dividend Yield 2.77%
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)0%
PT rev (3m)0.21%
EPS NQ rev (1m)0.21%
EPS NQ rev (3m)-14.86%
EPS NY rev (1m)0.14%
EPS NY rev (3m)0.99%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.03%
Valuation
Industry RankSector Rank
PE 11.88
Fwd PE 11.93
P/S 2.75
P/FCF 14.66
P/OCF 9.56
P/B 3.35
P/tB N/A
EV/EBITDA 10.04
EPS(TTM)12.54
EY8.42%
EPS(NY)12.48
Fwd EY8.38%
FCF(TTM)10.16
FCFY6.82%
OCF(TTM)15.58
OCFY10.46%
SpS54.11
BVpS44.47
TBVpS-0.07
PEG (NY)N/A
PEG (5Y)1.39
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 2.94
F-Score7
WACC6.93%
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-14.75%
EPS Next 2Y-4.8%
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-2.81%
EBIT Next 3Y1.89%
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 7 / 10 to CONSTELLATION BRANDS INC-A (STZ). This can be considered as Undervalued.


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 4 / 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 -14.75% in the next year.