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Upturn AI Summary - About
Constellation Brands Inc Class A(STZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for STZ
11/13/2026: STZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Constellation Brands is a prominent producer and marketer of beer, wine, and spirits, primarily known for its high-end Mexican beer portfolio, including Modelo and Corona. The company has a leading position in the U.S. premium beer market, which continues to be its primary growth driver and profit engine. While its beer business remains strong, the company faces competitive pressures and the challenge of revitalizing its wine and spirits segment. Investors should monitor capital allocation toward brewing capacity and the integration of new product innovations. The stock may suit investors seeking exposure to premium consumer goods, provided they are comfortable with the inherent regulatory risks in the alcohol industry.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company consistently delivers growth in its premium beer segment. |
| Momentum investor | Mixed fit | Momentum is conditional on positive trends in the core beer portfolio. |
| Value investor | Mixed fit | Valuation is often tied to the company's premium positioning. |
| Dividend investor | Strong fit | The company has a reliable history of returning cash to shareholders. |
| Low-risk investor | Medium | Alcohol demand is relatively stable but regulatory risks exist. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be sensitive to market shifts and broader sector trends. |
| Valuation risk | Medium | Premium market multiples depend on consistent growth execution. |
| Competition risk (Beer and Spirits) | High | Aggressive competition from global giants puts pressure on pricing and shelf space. |
| Business quality | Strong | The company owns highly desirable and recognized consumer brands. |
| Dividend income | Medium | The company prioritizes reinvestment for growth alongside dividends. |
| Execution risk | Medium | Successfully expanding production capacity in Mexico is essential for long-term growth. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.64B USD | Price to earnings Ratio 13.04 | 1Y Target Price 152.91 |
Price to earnings Ratio 13.04 | 1Y Target Price 152.91 | ||
Volume (30-day avg) 2.6M shares | Beta 0.4 | 52 Weeks Range 109.73 - 164.86 | Updated Date 11/14/2026 |
52 Weeks Range 109.73 - 164.86 | Updated Date 11/14/2026 | ||
Dividends yield (FY) 2.84% | Basic EPS (TTM) 11.17 |
Sector & Industry Intelligence
Sector
Consumer Defensive
Defensive- Sentiment
- Correction Expected
- Momentum
- BUY Breadth Improving
- BUY participation
- 95.0%
- Active BUY / eligible
- 19 / 20
- 30-Day BUY Count Change
- +13
- Market state
- Correction Expected
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Beverages - Brewers
- BUY participation
- 100.0%
- Active BUY / eligible
- 2 / 2
- 30-Day BUY Count Change
- +2
Eligible universe: 2 stocks.
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -8.72% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Beer Segment | Premium Mexican beer brands like Modelo Especial and Corona. | This is the primary engine of profit and growth for the company. |
| Wine and Spirits | Premium wines and spirits brands across various price points. | Provides portfolio diversification but faces a more challenging market environment. |
| Geography | Primary operations focused heavily on the U.S. market. | The company is highly sensitive to trends and economic conditions in the United States. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 13.04 | Forward PE 11.86 | Enterprise Value 34.69B | Price to Sales(TTM) 2.68 |
Enterprise Value 34.69B | Price to Sales(TTM) 2.68 | ||
Enterprise Value to Revenue 3.77 | Enterprise Value to EBITDA 10.76 | Shares Outstanding 169.20M | Shares Floating 156.25M |
Shares Outstanding 169.20M | Shares Floating 156.25M | ||
Percent Insiders 12.68 | Percent Institutions 87.58 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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