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STZ 
Constellation Brands Inc Class A (STZ)
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Upturn Advisory Summary
11/05/2025: STZ (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
26 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $172.61
1 Year Target Price $172.61
| 9 | Strong Buy |
| 7 | Buy |
| 10 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.41% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.40B USD | Price to earnings Ratio 18.64 | 1Y Target Price 172.61 |
Price to earnings Ratio 18.64 | 1Y Target Price 172.61 | ||
Volume (30-day avg) 26 | Beta 0.46 | 52 Weeks Range 126.64 - 239.24 | Updated Date 11/8/2025 |
52 Weeks Range 126.64 - 239.24 | Updated Date 11/8/2025 | ||
Dividends yield (FY) 3.17% | Basic EPS (TTM) 6.85 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.71% | Operating Margin (TTM) 36.41% |
Management Effectiveness
Return on Assets (TTM) 8.96% | Return on Equity (TTM) 15.91% |
Valuation
Trailing PE 18.64 | Forward PE 12.02 | Enterprise Value 36264086476 | Price to Sales(TTM) 2.33 |
Enterprise Value 36264086476 | Price to Sales(TTM) 2.33 | ||
Enterprise Value to Revenue 3.6 | Enterprise Value to EBITDA 79.82 | Shares Outstanding 175013336 | Shares Floating 145234817 |
Shares Outstanding 175013336 | Shares Floating 145234817 | ||
Percent Insiders 19.88 | Percent Institutions 78.54 |
Upturn AI SWOT
Constellation Brands Inc Class A
Company Overview
History and Background
Constellation Brands was founded in 1945 as Canandaigua Industries Company. Initially a bulk wine producer, it expanded through acquisitions of brands like Almaden and Inglenook. Key milestones include the acquisition of Corona and Modelo brands in the US and entering the spirits market. It has evolved into a leading beverage alcohol company.
Core Business Areas
- Beer: Focuses on premium imported beers, primarily the Grupo Modelo brands in the US market, including Corona, Modelo, and Pacifico.
- Wine and Spirits: Encompasses a portfolio of wine and spirits brands, including Kim Crawford, Meiomi, and High West Whiskey, though the company has divested much of this segment over the last few years.
Leadership and Structure
Bill Newlands is the CEO. The organizational structure is a hierarchical model with distinct business units (Beer, Wine and Spirits) reporting to a central executive team.
Top Products and Market Share
Key Offerings
- Modelo Especial: A Mexican lager, a top-selling beer in the US. Competitors include Bud Light, Coors Light, and other light lagers. The volume market share of Modelo Especial is around 8.5% in the US.
- Corona Extra: Another popular Mexican lager. Competitors include Heineken, Stella Artois and other imported beers. The volume market share of Corona Extra is around 4.5% in the US.
- Kim Crawford: A Sauvignon Blanc wine brand from New Zealand. It has a significant share of the Sauvignon Blanc market in the US. Competitors include Cloudy Bay and other New Zealand Sauvignon Blanc brands.
Market Dynamics
Industry Overview
The beverage alcohol industry is mature but experiences growth through premiumization and changing consumer preferences. Trends include increased demand for ready-to-drink cocktails (RTDs), premium spirits and craft beverages. Growth is also driven by the evolving demographics and the increasing popularity of lower alcohol options.
Positioning
Constellation Brands is positioned as a leading premium beverage alcohol company with a strong portfolio of imported beers and select premium wine and spirits. Its competitive advantage lies in its strong distribution network, brand equity, and marketing capabilities.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated to be over $1.6 trillion. Constellation Brands is positioned to capture a portion of this TAM through its premium beer and wine & spirits portfolio. The company focuses on capturing market share by appealing to a wide range of consumers, focusing on premium products.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio (Modelo, Corona)
- Dominant position in the US imported beer market
- Effective marketing and distribution network
- Proven track record of acquisitions and integration
- Strong financial performance
Weaknesses
- Concentration of revenue in the beer segment
- Exposure to changing consumer preferences
- Dependence on imported products
- Wine and spirits division has underperformed beer
- Debt levels from acquisitions
Opportunities
- Expansion into new beverage categories (e.g., RTDs)
- Further premiumization of the product portfolio
- Growth in emerging markets
- Strategic acquisitions to expand portfolio
- Innovation in product development
Threats
- Increased competition from other beverage companies
- Changing consumer tastes and preferences
- Regulatory changes (e.g., excise taxes)
- Economic downturns impacting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- BUD
- DEO
- SAM
- BF.B
Competitive Landscape
Constellation Brands has a strong position in the US imported beer market, particularly with its Mexican beer brands. Competitors like Anheuser-Busch InBev (BUD) have a broader portfolio but less exposure to the high-growth Mexican beer segment. The company faces growing competition from craft brewers (SAM).
Major Acquisitions
Ballast Point Brewing Company
- Year: 2015
- Acquisition Price (USD millions): 1000
- Strategic Rationale: Expanded Constellation Brandsu2019 presence in the craft beer market. This acquisition was later divested.
Growth Trajectory and Initiatives
Historical Growth: Constellation Brands has experienced steady growth over the past decade, driven by acquisitions and organic growth within its beer portfolio.
Future Projections: Analysts project continued revenue growth driven by the beer segment, with moderate growth in wine and spirits. EPS is expected to grow in the mid-single digits.
Recent Initiatives: Recent initiatives include investments in production capacity for the beer segment, brand building initiatives, and strategic divestitures in the wine and spirits business.
Summary
Constellation Brands is a strong beverage alcohol company with a dominant position in the US imported beer market. Its beer portfolio, especially Modelo, drives growth. Challenges include navigating changing consumer preferences and debt. The company has excellent marketing, distribution, and brand equity, all of which position it to be succesful.
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Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Industry Reports (e.g., IWSR, Statista)
- Analyst Reports (e.g., Goldman Sachs, Morgan Stanley)
- Company Website
- MarketWatch
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Market data is subject to change. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Constellation Brands Inc Class A
Exchange NYSE | Headquaters Rochester, NY, United States | ||
IPO Launch date 1987-01-01 | President, CEO & Director Mr. William A. Newlands | ||
Sector Consumer Defensive | Industry Beverages - Brewers | Full time employees 10600 | Website https://www.cbrands.com |
Full time employees 10600 | Website https://www.cbrands.com | ||
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. The company offers beer under the Corona Extra, Corona Familiar, Corona Hard Seltzer, Corona Light, Corona Non-Alcoholic, Corona Premier, Corona Refresca, Modelo Especial, Modelo Chelada, Modelo Negra, Modelo Oro, Victoria, Vicky Chamoy, and Pacifico brands. It also offers wine under the Cook's California Champagne, Kim Crawford, Meiomi, Mount Veeder, Ruffino, SIMI, My Favorite Neighbor, Robert Mondavi Winery, Schrader, and The Prisoner Wine Company brands; and spirits under the Casa Noble, Copper & Kings, High West, Mi CAMPO, Nelson's Green Brier, and SVEDKA brands. The company provides its products to wholesale distributors, retailers, on-premise locations, and state alcohol beverage control agencies. Constellation Brands, Inc. was founded in 1945 and is based in Rochester, New York.
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