Constellation Brands

NYSE
STZ
Stock
Yield per half year: -1.17%
Dividend yield: 1.87%
Sector: Consumer Staples

Company Analysis Constellation Brands

Download the report: word Word pdf PDF

1. Summary

Advantages

  • Price (161.53 $) is less than fair price (224.13 $)

Disadvantages

  • Dividends (1.87%) are below the sector average (3.07%).
  • The stock's return over the last year (-30.72%) is lower than the sector average (-3.58%).
  • Current debt level 48.88% has increased over 5 years from 46.6%.
  • The company's current efficiency (ROE=19.03%) is lower than the sector average (ROE=59.71%)

Similar companies

Clorox

British American Tobacco

Alibaba Group Holding Limited

Mcdonalds

2. Share price and performance

2.1. Share price

2.3. Market efficiency

Constellation Brands Consumer Staples Index
7 days 7.7% 0% -0.3%
90 days -6.2% 1.7% 17.4%
1 year -30.7% -3.6% 11.1%

STZ vs Sector: Constellation Brands has significantly underperformed the "Consumer Staples" sector by -27.14% over the past year.

STZ vs Market: Constellation Brands has significantly underperformed the market by -41.84% over the past year.

Stable price: STZ is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.

Long period: STZ with weekly volatility of -0.5907% over the past year.

3. Summary of the report

3.1. General

P/E: 26.31
P/S: 4.56

3.2. Revenue

EPS 9.39
ROE 19.03%
ROA 6.86%
ROIC 11.03%
Ebitda margin 30.97%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Below fair price: The current price (161.53 $) is lower than the fair price (224.13 $).

Price significantly below the fair price: The current price (161.53 $) is 38.8% lower than the fair price.

4.2. P/E

P/E vs Sector: The company's P/E (26.31) is higher than that of the sector as a whole (24.2).

P/E vs Market: The company's P/E (26.31) is lower than that of the market as a whole (61.84).

4.2.1 P/E Similar companies

4.3. P/BV

P/BV vs Sector: The company's P/BV (4.52) is lower than that of the sector as a whole (14.87).

P/BV vs Market: The company's P/BV (4.52) is lower than that of the market as a whole (20.59).

4.3.1 P/BV Similar companies

4.4. P/S

P/S vs Sector: The company's P/S indicator (4.56) is higher than that of the sector as a whole (2.64).

P/S vs Market: The company's P/S indicator (4.56) is lower than that of the market as a whole (15.97).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

EV/Ebitda vs Sector: The company's EV/Ebitda (18.76) is higher than that of the sector as a whole (14.45).

EV/Ebitda vs Market: The company's EV/Ebitda (18.76) is higher than that of the market as a whole (18.41).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Net Income

Yield Trend: Rising and has grown by 1594.39% over the last 5 years.

Earnings Slowdown: The last year's return (0%) is below the 5-year average return (1594.39%).

Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0%).

5.4. ROE

ROE vs Sector: The company's ROE (19.03%) is lower than that of the sector as a whole (59.71%).

ROE vs Market: The company's ROE (19.03%) is lower than that of the market as a whole (42.62%).

5.5. ROA

ROA vs Sector: The company's ROA (6.86%) is lower than that of the sector as a whole (8.94%).

ROA vs Market: The company's ROA (6.86%) is lower than that of the market as a whole (23.26%).

5.6. ROIC

ROIC vs Sector: The company's ROIC (11.03%) is lower than that of the sector as a whole (15.34%).

ROIC vs Market: The company's ROIC (11.03%) is higher than that of the market as a whole (9.15%).

6. Finance

6.1. Assets and debt

Debt level: (48.88%) is quite low in relation to assets.

Increasing debt: over 5 years, the debt has increased from 46.6% to 48.88%.

Excess of debt: The debt is not covered by net income, percentage 726.97%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Low yield: The dividend yield of the company 1.87% is below the average for the sector '3.07%.

7.2. Stability and increase in payments

Dividend stability: The company's dividend yield 1.87% has been steadily paid over the past 7 years, DSI=1.

Dividend growth: Company's dividend yield 1.87% has been growing over the last 5 years. Growth over 14 years.

7.3. Payout percentage

Dividend Coverage: Current payments from income (37.85%) are at a comfortable level.

8. Insider trades

8.1. Insider trading

Insider Buying Exceeds insider sales by 100% over the last 3 months.

8.2. Latest transactions

Pay for your subscription

More functionality and data for company and portfolio analysis is available by subscription

9. Stocks forum Constellation Brands

9.3. Comments