Constellation Brands (STZ) is a distillers & vintners company in the Consumer Staples sector. Listed on the NASDAQ, Constellation Brands is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $142.27.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $142.27 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -5.50% |
| Risk / Std Dev (Annualized) | 24.51% |
| Sharpe Ratio (rf=4.5%) | -0.41 |
S&P 500 Context
- Sector: Consumer Staples
- Sub-Industry: Distillers & Vintners
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -5.50% with an annualized volatility of 24.51%. The Sharpe ratio of -0.41 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 24.4B |
| Enterprise Value | 35.9B |
| Trailing P/E | 14.58 |
| Forward P/E | 11.43 |
| Price to Book | 3.04 |
| Price to Sales | 2.67 |
| EV/Revenue | 3.93 |
| EV/EBITDA | 10.61 |
| Profitability | | | Profit Margin | 18.46% | | Operating Margin | 26.68% | | ROE | 22.64% | | ROA | 8.51% |
| Growth | | | Revenue Growth | -11.3% |
| Dividend | | | Dividend Yield | 290.0% | | Payout Ratio | 42.46% | | 5Y Avg Yield | 173.0% |
| Financial Health | | | Total Revenue | 9.14B | | Total Debt | 11.2B | | Total Cash | 0.1B | | Free Cash Flow | 2.05B | | Operating Cash Flow | 2.67B |
| Price & Technical | | | 52W High | $178.14$ | | 52W Low | $126.45$ | | 50-Day Avg | $150.27$ | | 200-Day Avg | $146.51$ | | Beta | 0.38 | | Shares Outstanding | 0.17B | | Float Shares | 0.16B | | Insider Holdings | 12.87% | | Institutional Holdings | 88.24% | | Short Ratio | 3.89 | | Short % of Float | 5.16% |
| Analyst Targets | | | Target High | $209.0$ | | Target Low | $117.0$ | | Target Mean | $176.09$ | | Target Median | $181.5$ | | # of Analysts | 22 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.