STZ vs LPLA

Comparison between Constellation Brands Inc - Class A (STZ, Company) and LPL Financial Holdings Inc (LPLA, Company).

STZ is from the Consumer Defensive sector, while LPLA is from the Financial Services sector.

5-Year PerformanceLPLA has outperformed STZ, delivering a return of +18.1% compared to -8.7%

STZ vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STZ(COMPANY)	LPLA(COMPANY)
Market Cap	$24B	$23B
Max Drawdown	64.97%	70.50%
Sharpe Ratio	-0.76	-0.51
5Y Beta	0.32	1.07
Industry	Beverages - Brewers	Capital Markets
P/E Ratio	13.07	24.92
Forward P/E	11.78	11.86
PEG Ratio	2.61	0.44
Dividend Yield	2.98%	0.41%
5Y Dividends CAGR	11.24%	3.71%
5Y EPS CAGR	10.21%	13.86%
Debt to Equity	127.60%	126.32%
Free Cash Flow Yield	7.77%	-4.59%
P/S Ratio	2.58	1.31
P/B Ratio	2.84	4.12

Market Cap

Winner

STZ

$24B

LPLA

$23B

Max Drawdown

Winner

STZ

64.97%

LPLA

70.50%

Sharpe Ratio

STZ

-0.76

Winner

LPLA

-0.51

5Y Beta

Winner

STZ

0.32

LPLA

1.07

Industry

STZ

Beverages - Brewers

LPLA

Capital Markets

P/E Ratio

Winner

STZ

13.07

LPLA

24.92

Forward P/E

Winner

STZ

11.78

LPLA

11.86

PEG Ratio

STZ

2.61

Winner

LPLA

0.44

Dividend Yield

Winner

STZ

2.98%

LPLA

0.41%

5Y Dividends CAGR

Winner

STZ

11.24%

LPLA

3.71%

5Y EPS CAGR

STZ

10.21%

Winner

LPLA

13.86%

Debt to Equity

STZ

127.60%

Winner

LPLA

126.32%

Free Cash Flow Yield

Winner

STZ

7.77%

LPLA

-4.59%

P/S Ratio

STZ

2.58

Winner

LPLA

1.31

P/B Ratio

Winner

STZ

2.84

LPLA

4.12

STZ vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	STZ	LPLA
1 month	-6.45%	+8.41%
3 months	-13.76%	+3.52%
6 months	-4.95%	-14.24%
1 year	-20.52%	-18.92%
5 years(CAGR)	-8.71%	+18.10%
10 years(CAGR)	-0.74%	+31.36%
Max(CAGR)	+12.14%	+17.48%

STZ

-6.45%

Winner

LPLA

+8.41%

STZ

-13.76%

Winner

LPLA

+3.52%

Winner

STZ

-4.95%

LPLA

-14.24%

STZ

-20.52%

Winner

LPLA

-18.92%

5Y(CAGR)

STZ

-8.71%

Winner

LPLA

+18.10%

10Y(CAGR)

STZ

-0.74%

Winner

LPLA

+31.36%

Max(CAGR)

STZ

+12.14%

Winner

LPLA

+17.48%

STZ vs LPLA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STZ	LPLA
2026	-5.41%	-14.77%
2025	-36.43%	+9.26%
2024	-7.92%	+42.17%
2023	+7.76%	+5.39%
2022	-7.14%	+33.43%
2021	+17.35%	+55.94%
2020	+18.30%	+12.56%
2019	+17.51%	+51.80%
2018	-28.09%	+8.40%
2017	+49.28%	+64.14%
2016	+10.03%	-13.85%
2015	+47.20%	-2.51%
2014	+41.78%	-3.43%
2013	+87.38%	+65.69%
2012	+70.72%	-2.00%
2011	-4.35%	-12.66%
2010	+37.41%	+13.13%
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 LPLA Drawdown Comparison

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

The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.

The current STZ drawdown is -49.03%. The current LPLA drawdown is -22.63%.

Rank	STZ	LPLA
#1	-64.97% Jun 28, 2005 - Aug 15, 2012	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-53.52% Apr 27, 2018 - Jan 7, 2021	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-51.28% Mar 27, 2024 - Nov 7, 2025	-33.78% May 2, 2011 - Mar 15, 2012
#4	-31.25% Jun 28, 2002 - Nov 5, 2003	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-28.92% Nov 5, 1999 - Jan 11, 2001	-33.12% Jul 30, 2025 - May 28, 2026
#6	-21.59% Jan 29, 2013 - Feb 14, 2013	-32.61% Nov 8, 2022 - Feb 26, 2024
#7	-21.32% Aug 20, 2001 - Jan 8, 2002	-30.11% Apr 3, 2012 - May 9, 2013
#8	-20.06% Dec 2, 2022 - Jul 19, 2023	-26.06% May 22, 2018 - Feb 1, 2019
#9	-16.31% Jan 4, 2022 - Apr 19, 2022	-26.02% Feb 19, 2025 - May 13, 2025
#10	-16.00% Jul 31, 2023 - Mar 25, 2024	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-15.07% Apr 5, 2001 - May 17, 2001	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-15.02% May 7, 2002 - Jun 27, 2002	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-14.91% Oct 10, 2016 - Apr 6, 2017	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-14.16% Aug 25, 2022 - Nov 25, 2022	-14.36% Mar 16, 2018 - May 8, 2018
#15	-13.93% Apr 12, 2005 - Jun 28, 2005	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between STZ and LPLA is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2012 - 2026)

STZ vs LPLA dividend yield comparison.

Year	STZ	LPLA
2026	1.56%	0.20%
2025	2.95%	0.34%
2024	1.77%	0.37%
2023	1.44%	0.53%
2022	1.36%	0.46%
2021	1.21%	0.62%
2020	1.37%	0.96%
2019	1.58%	1.08%
2018	1.70%	1.64%
2017	0.86%	1.75%
2016	0.98%	2.84%
2015	0.65%	2.34%
2014	0.00%	2.15%
2013	0.00%	1.38%
2012	0.00%	7.95%