Constellation Brands Class Stock Performance

STZ Stock  USD 272.04  2.75  1.02%   
On a scale of 0 to 100, Constellation Brands holds a performance score of 15. The firm shows a Beta (market volatility) of 0.74, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Constellation Brands' returns are expected to increase less than the market. However, during the bear market, the loss of holding Constellation Brands is expected to be smaller as well. Please check Constellation Brands' expected short fall, day median price, and the relationship between the potential upside and accumulation distribution , to make a quick decision on whether Constellation Brands' price patterns will revert.

Risk-Adjusted Performance

15 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Constellation Brands Class are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unsteady basic indicators, Constellation Brands showed solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

One Day Return
1.02
Five Day Return
0.38
Year To Date Return
11.54
Ten Year Return
226.93
All Time Return
17.6 K
Forward Dividend Yield
0.0132
Payout Ratio
0.3022
Last Split Factor
2:1
Forward Dividend Rate
3.56
Dividend Date
2024-02-22
1
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Constellation Brands dividend paid on 22nd of February 2024
02/22/2024
2
Meiji Yasuda Life Insurance Co Raises Stock Holdings in Constellation Brands, Inc.
02/23/2024
3
Brown-Forman B Q3 Earnings Surpass Estimates
03/06/2024
4
Constellation Brands, Inc. Shares Purchased by Creative Planning
03/11/2024
5
Constellation Brands Inc is Attracting Investor Attention Here is What You Should Know
03/12/2024
6
Disposition of 955 shares by Glaetzer Samuel J of Constellation Brands subject to Rule 16b-3
03/14/2024
7
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Begin Period Cash Flow199.4 M
Total Cashflows From Investing Activities-999.4 M
  

Constellation Brands Relative Risk vs. Return Landscape

If you would invest  24,088  in Constellation Brands Class on December 29, 2023 and sell it today you would earn a total of  3,116  from holding Constellation Brands Class or generate 12.94% return on investment over 90 days. Constellation Brands Class is generating 0.205% of daily returns assuming volatility of 1.0522% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Constellation, and above 96% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Constellation Brands is expected to generate 1.84 times more return on investment than the market. However, the company is 1.84 times more volatile than its market benchmark. It trades about 0.19 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of risk.

Constellation Brands Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Constellation Brands' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Constellation Brands Class, and traders can use it to determine the average amount a Constellation Brands' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1949

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Estimated Market Risk

 1.05
  actual daily
9
91% of assets are more volatile

Expected Return

 0.21
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.19
  actual daily
15
85% of assets perform better
Based on monthly moving average Constellation Brands is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Constellation Brands by adding it to a well-diversified portfolio.

Constellation Brands Fundamentals Growth

Constellation Stock prices reflect investors' perceptions of the future prospects and financial health of Constellation Brands, and Constellation Brands fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Constellation Stock performance.

About Constellation Brands Performance

To evaluate Constellation Brands Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Constellation Brands generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Constellation Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Constellation Brands market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Constellation's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.06  0.08 
Return On Assets 0.01  0.01 
Return On Equity 0.06  0.08 

Things to note about Constellation Brands performance evaluation

Checking the ongoing alerts about Constellation Brands for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Constellation Brands help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The company reported the last year's revenue of 9.45 B. Reported Net Loss for the year was (38.5 M) with profit before taxes, overhead, and interest of 4.71 B.
Constellation Brands has a strong financial position based on the latest SEC filings
Over 79.0% of the company shares are owned by institutional investors
On 22nd of February 2024 Constellation Brands paid $ 0.89 per share dividend to its current shareholders
Latest headline from investorplace.com: Disposition of 955 shares by Glaetzer Samuel J of Constellation Brands subject to Rule 16b-3
Evaluating Constellation Brands' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Constellation Brands' stock performance include:
  • Analyzing Constellation Brands' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Constellation Brands' stock is overvalued or undervalued compared to its peers.
  • Examining Constellation Brands' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Constellation Brands' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Constellation Brands' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Constellation Brands' stock. These opinions can provide insight into Constellation Brands' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Constellation Brands' stock performance is not an exact science, and many factors can impact Constellation Brands' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Constellation Brands offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Constellation Brands' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Constellation Brands Class Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Constellation Brands Class Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Constellation Brands Class. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.
You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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Is Constellation Brands' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Constellation Brands. If investors know Constellation will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Constellation Brands listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.23
Dividend Share
3.47
Earnings Share
8.63
Revenue Per Share
51.882
Quarterly Revenue Growth
0.014
The market value of Constellation Brands is measured differently than its book value, which is the value of Constellation that is recorded on the company's balance sheet. Investors also form their own opinion of Constellation Brands' value that differs from its market value or its book value, called intrinsic value, which is Constellation Brands' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Constellation Brands' market value can be influenced by many factors that don't directly affect Constellation Brands' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Constellation Brands' value and its price as these two are different measures arrived at by different means. Investors typically determine if Constellation Brands is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Constellation Brands' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.