STZ:NYE-Constellation Brands Inc. (USD)

ETF | Beverages - Wineries & Distilleries | New York Stock Exchange

Last Closing

USD 271.76

Change

-0.28 (-0.10)%

Market Cap

USD 31.43B

Volume

1.14M

Analyst Target

USD 205.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Constellation Brands Inc is an international beverage alcohol company with many of its products recognized as leaders in their respective categories. It is a multi-category supplier (beer, wine & spirits) of beverage alcohol in United States.

Inception Date:

Primary Benchmark:

Primary Index:

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Management Expense Ratio:

Unadjusted Closing Price

Adjusted Closing Price

Assets

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Top Holdings

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Top Sectors

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Top Regions

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Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for Beverages - Wineries & Distilleries

Symbol Name Mer Price(Change) Market Cap
DEO Diageo PLC ADR 0.00 %

N/A

USD 81.99B
BF-A Brown-Forman Corporation 0.00 %

N/A

USD 22.97B
BF-B Brown-Forman Corporation 0.00 %

N/A

USD 22.97B
NAPA Duckhorn Portfolio Inc 0.00 %

N/A

USD 0.95B
SBEV Splash Beverage Group Inc 0.00 %

N/A

USD 0.02B
VINE Fresh Grapes LLC 0.00 %

N/A

USD 9.97M

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IBLN 0.00 % 0.64 %

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MOAT:LSE VanEck Morningstar US Sus.. 0.00 % 0.00 %

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GMVM:XETRA VanEck Morningstar US Sus.. 0.00 % 0.00 %

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MOGB:LSE VanEck Morningstar US Sus.. 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Beverages - Wineries & Distilleries) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.41% 100% F 82% B
Dividend Return 0.37% 50% F 22% F
Total Return 12.78% 100% F 81% B-
Trailing 12 Months  
Capital Gain 20.83% 86% B+ 70% C-
Dividend Return 1.58% 75% C 23% F
Total Return 22.41% 86% B+ 67% D+
Trailing 5 Years  
Capital Gain 55.00% 100% F 72% C
Dividend Return 9.01% 75% C 34% F
Total Return 64.01% 100% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 7.24% 100% F 66% D+
Dividend Return 8.73% 100% F 64% D
Total Return 1.49% 50% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 17.97% 57% F 61% D-
Risk Adjusted Return 48.57% 100% F 76% C+
Market Capitalization 31.43B 86% B+ 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.