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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
09/15/2026: STZ (1-star) is currently NOT-A-BUY. Pass it for now.
Constellation Brands is a prominent producer and marketer of alcoholic beverages, best known for its powerhouse portfolio of Mexican beer brands like Modelo Especial and Corona in the U.S. The company has a strong track record of high-margin growth driven by the popularity of these premium products. Its main growth opportunity lies in ongoing capacity expansion to meet consistent consumer demand. However, risks include high leverage, exposure to commodity price fluctuations, and intense competition in the beverage space. The stock may suit investors seeking long-term growth and dividend income, though they should monitor production capacity updates and consumer spending trends closely.
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 maintains consistent growth in its core beer business driven by strong consumer demand. |
| Momentum investor | Mixed fit | Momentum depends on sustained volume growth in beer brands and positive market sentiment regarding production expansion. |
| Value investor | Mixed fit | Valuation is often premium due to the strength of the brand portfolio, requiring careful entry points. |
| Dividend investor | Strong fit | The company provides a reliable dividend backed by strong, predictable free cash flow from its beverage operations. |
| Low-risk investor | Medium fit | While the business is durable, it remains subject to consumer sentiment and market volatility in the alcoholic sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Consumer demand for alcohol is relatively stable but sensitive to economic cycles. |
| Valuation risk | Medium | The stock often commands a premium multiple due to the strength of its beer brands. |
| Competition risk (Beer) | Medium / high | Competition from global beer giants like Anheuser-Busch requires constant investment. |
| Business quality | Strong | The company owns highly recognized, top-tier consumer brands with strong pricing power. |
| Dividend income | Medium | Dividends are well-covered but the company prioritizes reinvestment for growth. |
| Execution risk | Medium | Large-scale construction and supply chain management in Mexico are critical for success. |
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 -17.89% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2026 |
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
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.35B USD | Price to earnings Ratio 11.92 | 1Y Target Price 170.22 |
Price to earnings Ratio 11.92 | 1Y Target Price 170.22 | ||
Volume (30-day avg) 1.9M shares | Beta 0.4 | 52 Weeks Range 120.25 - 166.17 | Updated Date 09/15/2026 |
52 Weeks Range 120.25 - 166.17 | Updated Date 09/15/2026 | ||
Dividends yield (FY) 3.34% | Basic EPS (TTM) 10.49 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Beer Segment | Includes sales of Modelo Especial, Corona, and Pacifico brands. | This is the primary revenue driver and the main focus of the company's growth strategy. |
| Wine and Spirits | Premium wine brands and selected spirits. | This segment is being streamlined to focus on higher-margin products. |
| Geographic Exposure | Predominantly United States market. | Investors should monitor U.S. consumer spending trends and regulatory changes. |
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 11.92 | Forward PE 10.43 | Enterprise Value 31.35B | Price to Sales(TTM) 2.36 |
Enterprise Value 31.35B | Price to Sales(TTM) 2.36 | ||
Enterprise Value to Revenue 3.46 | Enterprise Value to EBITDA 9.54 | Shares Outstanding 170.75M | Shares Floating 157.81M |
Shares Outstanding 170.75M | Shares Floating 157.81M | ||
Percent Insiders 12.56 | Percent Institutions 88.41 |
Upturn AI Summary
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.
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.
About Constellation Brands Inc Class A
Exchange NYSE | Headquarters Rochester, NY, United States | ||
IPO Launch date 1987-01-01 | President, CEO & Director Mr. Nicholas Ian Fink J.D. | ||
Sector Consumer Defensive | Industry Beverages - Brewers | Full time employees 9400 | Website https://www.cbrands.com |
Full time employees 9400 | 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. 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. 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.
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