EXE vs STZ

Comparison between Expand Energy Corporation (EXE, Company) and Constellation Brands Inc - Class A (STZ, Company).

EXE is from the Energy sector, while STZ is from the Consumer Defensive sector.

5-Year PerformanceEXE has outperformed STZ, delivering a return of +18.3% compared to -7.0%

EXE vs STZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EXE(COMPANY)	STZ(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	32.88%	64.97%
Sharpe Ratio	0.17	-0.53
5Y Beta	0.42	N/A
Industry	Oil & Gas E&p	Beverages - Brewers
P/E Ratio	9.50	12.78
Forward P/E	10.28	11.16
PEG Ratio	1.08	1.70
Dividend Yield	3.32%	3.12%
5Y Dividends CAGR	61.38%	11.21%
5Y EPS CAGR	N/A	10.21%
Debt to Equity	25.62%	127.60%
Free Cash Flow Yield	12.99%	7.94%
P/S Ratio	1.73	2.63
P/B Ratio	1.16	2.76

Market Cap

Winner

EXE

$23B

STZ

$23B

Max Drawdown

Winner

EXE

32.88%

STZ

64.97%

Sharpe Ratio

Winner

EXE

0.17

STZ

-0.53

5Y Beta

EXE

0.42

STZ

N/A

Industry

EXE

Oil & Gas E&p

STZ

Beverages - Brewers

P/E Ratio

Winner

EXE

9.50

STZ

12.78

Forward P/E

Winner

EXE

10.28

STZ

11.16

PEG Ratio

Winner

EXE

1.08

STZ

1.70

Dividend Yield

Winner

EXE

3.32%

STZ

3.12%

5Y Dividends CAGR

Winner

EXE

61.38%

STZ

11.21%

5Y EPS CAGR

EXE

N/A

STZ

10.21%

Debt to Equity

Winner

EXE

25.62%

STZ

127.60%

Free Cash Flow Yield

Winner

EXE

12.99%

STZ

7.94%

P/S Ratio

Winner

EXE

1.73

STZ

2.63

P/B Ratio

Winner

EXE

1.16

STZ

2.76

EXE vs STZ - Historical Returns

Returns include dividend reinvestment.

Period	EXE	STZ
1 month	+9.14%	+4.65%
3 months	-0.94%	-9.35%
6 months	-9.52%	-11.98%
1 year	+2.93%	-15.31%
5 years(CAGR)	+18.25%	-6.98%
10 years(CAGR)	N/A	-0.39%
Max(CAGR)	+19.91%	+12.24%

Winner

EXE

+9.14%

STZ

+4.65%

Winner

EXE

-0.94%

STZ

-9.35%

Winner

EXE

-9.52%

STZ

-11.98%

Winner

EXE

+2.93%

STZ

-15.31%

5Y(CAGR)

Winner

EXE

+18.25%

STZ

-6.98%

10Y(CAGR)

EXE

N/A

STZ

-0.39%

Max(CAGR)

Winner

EXE

+19.91%

STZ

+12.24%

EXE vs STZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EXE	STZ
2026	-10.93%	-1.84%
2025	+12.45%	-36.43%
2024	+33.06%	-7.92%
2023	-6.57%	+7.76%
2022	+57.07%	-7.14%
2021	+46.33%	+17.35%
2020	N/A	+18.30%
2019	N/A	+17.51%
2018	N/A	-28.09%
2017	N/A	+49.28%
2016	N/A	+10.03%
2015	N/A	+47.20%
2014	N/A	+41.78%
2013	N/A	+87.38%
2012	N/A	+70.72%
2011	N/A	-4.35%
2010	N/A	+37.41%
2009	N/A	-3.16%
2008	N/A	-32.84%
2007	N/A	-16.76%
2006	N/A	+11.66%
2005	N/A	+12.91%
2004	N/A	+41.37%
2003	N/A	+33.70%
2002	N/A	+10.92%
2001	N/A	+50.35%
2000	N/A	+17.95%
1999	N/A	-13.01%

EXE vs STZ Drawdown Comparison

The maximum drawdown for EXE was -29.64%, occurring on Mar 15, 2023. Recovery took 494 trading sessions.

The maximum drawdown for STZ was -64.97%, occurring on Nov 12, 2008. Recovery took 1797 trading sessions.

The current EXE drawdown is -20.44%. The current STZ drawdown is -47.11%.

Rank	EXE	STZ
#1	-29.64% Nov 30, 2022 - Nov 18, 2024	-64.97% Jun 28, 2005 - Aug 15, 2012
#2	-28.44% Dec 3, 2025 - Jul 20, 2026	-53.52% Apr 27, 2018 - Jan 7, 2021
#3	-27.93% May 27, 2022 - Aug 18, 2022	-51.28% Mar 27, 2024 - Nov 7, 2025
#4	-22.90% Jun 24, 2025 - Nov 28, 2025	-31.25% Jun 28, 2002 - Nov 5, 2003
#5	-15.29% Oct 25, 2021 - Jan 7, 2022	-28.92% Nov 5, 1999 - Jan 11, 2001
#6	-13.77% Jan 12, 2022 - Feb 25, 2022	-21.59% Jan 29, 2013 - Feb 14, 2013
#7	-13.59% Apr 18, 2022 - May 4, 2022	-21.32% Aug 20, 2001 - Jan 8, 2002
#8	-13.02% Jun 11, 2021 - Aug 11, 2021	-20.06% Dec 2, 2022 - Jul 19, 2023
#9	-12.88% Sep 14, 2022 - Nov 8, 2022	-16.31% Jan 4, 2022 - Apr 19, 2022
#10	-12.58% Apr 2, 2025 - May 15, 2025	-16.00% Jul 31, 2023 - Mar 25, 2024
#11	-12.32% May 5, 2022 - May 23, 2022	-15.07% Apr 5, 2001 - May 17, 2001
#12	-12.14% Mar 7, 2022 - Mar 24, 2022	-15.02% May 7, 2002 - Jun 27, 2002
#13	-11.96% Mar 3, 2021 - May 6, 2021	-14.91% Oct 10, 2016 - Apr 6, 2017
#14	-11.63% Aug 12, 2021 - Sep 3, 2021	-14.16% Aug 25, 2022 - Nov 25, 2022
#15	-10.90% Jan 16, 2025 - Mar 19, 2025	-13.93% Apr 12, 2005 - Jun 28, 2005

Correlation

Correlation between EXE and STZ is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101

Dividend Comparison (2015 - 2026)

EXE vs STZ dividend yield comparison.

Year	EXE	STZ
2026	1.80%	2.27%
2025	2.89%	2.95%
2024	2.45%	1.77%
2023	4.70%	1.44%
2022	10.16%	1.36%
2021	1.74%	1.21%
2020	0.00%	1.37%
2019	0.00%	1.58%
2018	0.00%	1.70%
2017	0.00%	0.86%
2016	0.00%	0.98%
2015	0.00%	0.65%