STZ vs EXE

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

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

5-Year PerformanceEXE has outperformed STZ, delivering a return of +18.3% compared to -7.2%

STZ vs EXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STZ(COMPANY)	EXE(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	64.97%	32.88%
Sharpe Ratio	-0.56	0.21
5Y Beta	0.31	0.42
Industry	Beverages - Brewers	Oil & Gas E&p
P/E Ratio	12.78	9.50
Forward P/E	11.16	10.21
PEG Ratio	1.70	1.08
Dividend Yield	3.12%	3.34%
5Y Dividends CAGR	11.21%	61.38%
5Y EPS CAGR	10.21%	N/A
Debt to Equity	127.60%	25.62%
Free Cash Flow Yield	7.94%	12.99%
P/S Ratio	2.63	1.73
P/B Ratio	2.76	1.16

Market Cap

STZ

$23B

Winner

EXE

$23B

Max Drawdown

STZ

64.97%

Winner

EXE

32.88%

Sharpe Ratio

STZ

-0.56

Winner

EXE

0.21

5Y Beta

Winner

STZ

0.31

EXE

0.42

Industry

STZ

Beverages - Brewers

EXE

Oil & Gas E&p

P/E Ratio

STZ

12.78

Winner

EXE

9.50

Forward P/E

STZ

11.16

Winner

EXE

10.21

PEG Ratio

STZ

1.70

Winner

EXE

1.08

Dividend Yield

STZ

3.12%

Winner

EXE

3.34%

5Y Dividends CAGR

STZ

11.21%

Winner

EXE

61.38%

5Y EPS CAGR

STZ

10.21%

EXE

N/A

Debt to Equity

STZ

127.60%

Winner

EXE

25.62%

Free Cash Flow Yield

STZ

7.94%

Winner

EXE

12.99%

P/S Ratio

STZ

2.63

Winner

EXE

1.73

P/B Ratio

STZ

2.76

Winner

EXE

1.16

STZ vs EXE - Historical Returns

Returns include dividend reinvestment.

Period	STZ	EXE
1 month	+0.62%	+11.16%
3 months	-10.57%	-2.22%
6 months	-12.97%	-9.54%
1 year	-16.95%	+4.50%
5 years(CAGR)	-7.19%	+18.26%
10 years(CAGR)	-0.48%	N/A
Max(CAGR)	+12.19%	+19.91%

STZ

+0.62%

Winner

EXE

+11.16%

STZ

-10.57%

Winner

EXE

-2.22%

STZ

-12.97%

Winner

EXE

-9.54%

STZ

-16.95%

Winner

EXE

+4.50%

5Y(CAGR)

STZ

-7.19%

Winner

EXE

+18.26%

10Y(CAGR)

STZ

-0.48%

EXE

N/A

Max(CAGR)

STZ

+12.19%

Winner

EXE

+19.91%

STZ vs EXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STZ	EXE
2026	-2.94%	-10.95%
2025	-36.43%	+12.45%
2024	-7.92%	+33.06%
2023	+7.76%	-6.57%
2022	-7.14%	+57.07%
2021	+17.35%	+46.33%
2020	+18.30%	N/A
2019	+17.51%	N/A
2018	-28.09%	N/A
2017	+49.28%	N/A
2016	+10.03%	N/A
2015	+47.20%	N/A
2014	+41.78%	N/A
2013	+87.38%	N/A
2012	+70.72%	N/A
2011	-4.35%	N/A
2010	+37.41%	N/A
2009	-3.16%	N/A
2008	-32.84%	N/A
2007	-16.76%	N/A
2006	+11.66%	N/A
2005	+12.91%	N/A
2004	+41.37%	N/A
2003	+33.70%	N/A
2002	+10.92%	N/A
2001	+50.35%	N/A
2000	+17.95%	N/A
1999	-13.01%	N/A

STZ vs EXE Drawdown Comparison

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

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

The current STZ drawdown is -47.70%. The current EXE drawdown is -20.46%.

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

Correlation

Correlation between STZ and EXE 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)

STZ vs EXE dividend yield comparison.

Year	STZ	EXE
2026	2.30%	1.80%
2025	2.95%	2.89%
2024	1.77%	2.45%
2023	1.44%	4.70%
2022	1.36%	10.16%
2021	1.21%	1.74%
2020	1.37%	0.00%
2019	1.58%	0.00%
2018	1.70%	0.00%
2017	0.86%	0.00%
2016	0.98%	0.00%
2015	0.65%	0.00%