Skip to content
Quant500 - Quantitative Analysis
Search ticker or company...
ES | EN

Company Profile: Constellation Brands, Inc. (STZ)

STZ insider trades (13 months) →

$138.13 −1.81% vs. previous close · Market cap $23.37B

Quant500 Scores
Momentum
3.7/10
Value
-
Growth
3.8/10
Quality
5.1/10
Multifactor
-

Market and Valuation

Price & Market

Prev Close Price:$140.67
Open:$138.75
Day's Low:$136.04
Day's High:$139.34
Bid / Ask:-
Market Cap:23.37B
Enterprise Value:34.31B

52-Week Range

52-Week Low:$110.60
52-Week High:$168.60
Current position in 52-week range
52w Low-52w High
50-Day Avg:$125.50
200-Day Avg:$141.73

Volume

Volume Today:2,361,456
Avg Volume (3m):2,240,101
Avg Volume (10d):2,256,570
52-Week Change:+8.89%
vs S&P 500, 52 weeks:-
Beta:0.40

Valuation Multiples

P/E (trailing):12.37

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.

P/E (forward):11.42
PEG Ratio:1.72
Price / Book:2.73
Price / Sales (TTM):2.54
EV / Revenue:3.73
EV / EBITDA:10.02

Dividends

Current yield:2.93%
Annual Dividend Rate:$4.12
Dividend Trailing:$4.10
Yield Trailing:2.91%
5-Year Avg Yield:1.67%
Payout Ratio:36.71%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):9.21B
Gross Profit:4.86B
EBITDA:3.43B
Net Income (TTM):1.92B
Rev Growth (YoY):+6.10%
Earnings Growth (YoY):+25.30%
Quarterly earnings growth (YoY):+21.40%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$11.17

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.

EPS Forward (Est.):$12.09
Revenue Per Share:$53.33
Cash Per Share:-
Book Value:$50.57
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:98.50M
Total Debt:10.32B
Net Debt (Debt - Cash):10.22B
Debt / Equity:116.18%
Current Ratio:1.00
Quick Ratio:0.26

Cash Flows

Operating Cash Flow:2.66B
Free Cash Flow (FCF):1.12B
FCF Yield (FCF / Market Cap):-
Enterprise Value:34.31B
EV / Revenue:3.73
EV / EBITDA:10.02

Profitability

ROE (Return on Equity):24.01%
ROA (Return on Assets):8.68%
P/E (trailing):12.37
P/E (forward):11.42
Price / Book:2.73
PEG Ratio:1.72
52-Week Change:+8.89%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$11.17

12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the SEC data we read (companyfacts) has no 12-month diluted EPS for this company.

EPS Forward (Est.):$12.09
P/E (forward):11.42
PEG Ratio:1.72

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$53.33
Cash Per Share:-
Book Value:$50.57

Cash Flows (TTM)

Free Cash Flow:1.12B
Operating Cash Flow:2.66B
EBITDA:3.43B
Total Revenue (TTM):9.21B
Net Income (TTM):1.92B
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:169,198,487
Float (free shares):156,254,803
Short interest (shares):8,533,247
Short % of float:-
Short Ratio (days to cover):3.20
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

Constellation Brands, Inc. (STZ) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
10-Q2026-10-07View filing ↗
8-K2026-10-06View filing ↗
8-K2026-09-18View filing ↗
8-K2026-09-08View filing ↗
8-K2026-07-24View filing ↗
10-Q2026-07-01View filing ↗
8-K2026-06-30View filing ↗
ARS2026-06-08View filing ↗
8-K2026-05-21View filing ↗
8-K2026-05-06View filing ↗

Company and Executive Profile

Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. It offers beer under the Corona Extra, Corona Familiar, Corona Sunbrew, Corona Light, Corona Non-Alcoholic, Corona Premier, Modelo Especial, Modelo Chelada, Modelo Negra, Modelo Spiked Aguas Frescas, Modelo Oro, Modelo Noche Especial, Victoria, Vicky Chamoy, and Pacifico brand names. The company also offers wine under the Sea Smoke, Schrader Cellars, Kim Crawford, Mount Veeder, Ruffino, My Favorite Neighbor, Robert Mondavi Winery, and The Prisoner Wine Company brand names; and spirits under the Casa Noble, High West, Mi CAMPO, and Nelson's Green Brier brand names. Additionally, it offers a spirit-based, ready-to-drink alcoholic beverage under the SpikedAde brand. It provides its products to wholesale distributors, retailers, and state alcohol beverage control agencies. Constellation Brands, Inc. was founded in 1945 and is headquartered in Rochester, New York.

General Information

Headquarters:United States
City:Rochester
Employees:9,400
Sector:Consumer Defensive
Industry:Beverages - Brewers
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. Nicholas Ian Fink J.D.President, CEO & Director50118,173
Mr. Garth HankinsonExecutive VP & CFO571.53M
Mr. James O. Bourdeau Esq., J.D.Executive VP & Strategic Advisor601.18M
Mr. James A. Sabia Jr.Executive VP & President of Beer Division631.46M
Mr. Samuel James GlaetzerExecutive VP & President of Wine & Spirits Division501.04M
Mr. Michael BeckaSenior VP of Corporate Finance--
Mr. Blair VeenemaVice President of Investor Relations--
Mr. Jeffrey H. LaBarge J.D.Executive VP, Chief Legal Officer & Secretary52-

You have seen the engine room

A free account saves your simulator portfolios, your personal portfolio and your Academy progress, synced across devices. And, if you switch it on, the email alert the same day an insider buys stock in their own company.

No card. No spam.

Constellation Brands, Inc. (STZ): Quantitative Analysis

Constellation Brands, Inc. (STZ) — Consumer Defensive — Beverages - Brewers. STZ is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, STZ has returned +3.1% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

Its strongest factor is quality (Z 0.06, ranked 180 of 468); its weakest is momentum (Z -0.78, ranked 385 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Momentum-0.776385 of 494 ↓12
Quality0.062180 of 468 ↓1
Growth-0.697462 of 489

Market data

MetricValue
Price$138.13
Market Cap23.37B
P/E12.37
Revenue (last 12 months)9.21B
Price / book2.73
Book value per share$50.57
52-week range$110.60 – $168.60
Dividend yield2.93%
Beta0.40
Average volume2,240,101
Shares outstanding169.20M
Short interest (% of float)5.76% (as of Oct 15, 2026)

When does STZ report earnings? 7 of its last 8, after the close →

What are STZ insiders doing? 33 transactions filed with the SEC, of them 3 sells, the last one on Jul 10, 2026 →

STZ latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All STZ filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about Constellation Brands (STZ)

When does Constellation Brands report earnings?

Constellation Brands has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 7 after the close and 1 before the open (and 4 with no time on the filing) (SEC filings through Oct 6, 2026). STZ earnings dates and times, quarter by quarter →

What is Constellation Brands's P/E ratio?

Constellation Brands's P/E (price over earnings per share for the last twelve months) is 12.4 at the Nov 3, 2026 close. That EPS is the 12-month figure from the market data provider (Yahoo Finance), not the SEC one. The median of the 30 Consumer Defensive companies with a P/E is 21.2, and the S&P 500's, 23.5: Constellation Brands is below its sector median. Consumer Defensive stocks, company by company →

Have Constellation Brands insiders bought or sold shares?

SEC Form 4 shows no open-market purchase of Constellation Brands shares from August 2025 through Nov 3, 2026. The latest sale was on May 12, 2026, by an officer, for $631k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 3 sales by directors, officers and large shareholders. All STZ insider trades →

Does Constellation Brands pay a dividend?

Yes. Its dividend yield is 2.93% at the Nov 3, 2026 close (annual dividend of $4.12 per share). The latest recorded ex-dividend date is Oct 30, 2026.

What sector is Constellation Brands in, and which index?

Constellation Brands is classified in the Consumer Defensive sector (industry: Beverages - Brewers), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 33 S&P 500 companies in that sector. Consumer Defensive stocks →

What is behind these numbers

The concepts on this page, explained from scratch in the Academy. Free, no account.

The whole Academy, course by course →

Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

The model portfolio, weekly in your inbox

Every Saturday, its week in one minute: how it went, the best and the worst, and which insiders bought with their own money. Plus, the day the model is rebuilt, which stocks come in and which go out. A simulation, not advice. At most one email a week, no ads, no account; one-click unsubscribe. Made by one person: Pol Gracia.

A model portfolio with simulated results, not a personalized recommendation. Your email is used for this only: privacy.

S&P 500 market gravity