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STZ vs PFG

Comparison between Constellation Brands Inc - Class A (STZ, Company) and Principal Financial Group Inc (PFG, Company).

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

5-Year PerformancePFG has outperformed STZ, delivering a return of +16.9% compared to -8.7%

STZ vs PFG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
STZ
$24B
PFG
$24B
Max Drawdown
Winner
STZ
64.97%
PFG
91.69%
Sharpe Ratio
STZ
-0.76
Winner
PFG
1.58
5Y Beta
Winner
STZ
0.32
PFG
0.98
Industry
STZ
Beverages - Brewers
PFG
Asset Management
P/E Ratio
Winner
STZ
13.07
PFG
15.28
Forward P/E
STZ
11.78
Winner
PFG
9.39
PEG Ratio
STZ
2.61
Winner
PFG
0.31
Dividend Yield
Winner
STZ
2.98%
PFG
2.82%
5Y Dividends CAGR
STZ
11.24%
Winner
PFG
18.65%
5Y EPS CAGR
Winner
STZ
10.21%
PFG
3.72%
Debt to Equity
STZ
127.60%
Winner
PFG
33.40%
Free Cash Flow Yield
STZ
7.77%
Winner
PFG
15.89%
P/S Ratio
STZ
2.58
Winner
PFG
1.52
P/B Ratio
STZ
2.84
Winner
PFG
1.99

STZ vs PFG - Historical Returns

Returns include dividend reinvestment.

1M
STZ
-6.45%
Winner
PFG
+7.47%
3M
STZ
-13.76%
Winner
PFG
+24.95%
6M
STZ
-4.95%
Winner
PFG
+26.33%
1Y
STZ
-20.52%
Winner
PFG
+45.88%
5Y(CAGR)
STZ
-8.71%
Winner
PFG
+16.88%
10Y(CAGR)
STZ
-0.74%
Winner
PFG
+15.09%
Max(CAGR)
Winner
STZ
+12.14%
PFG
+9.98%

STZ vs PFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTZPFG
2026-5.41%+28.40%
2025-36.43%+18.35%
2024-7.92%+1.32%
2023+7.76%-2.65%
2022-7.14%+18.61%
2021+17.35%+55.49%
2020+18.30%-6.29%
2019+17.51%+29.23%
2018-28.09%-34.82%
2017+49.28%+23.96%
2016+10.03%+35.95%
2015+47.20%-10.53%
2014+41.78%+9.56%
2013+87.38%+73.71%
2012+70.72%+16.26%
2011-4.35%-24.66%
2010+37.41%+32.83%
2009-3.16%+3.84%
2008-32.84%-65.93%
2007-16.76%+17.59%
2006+11.66%+24.67%
2005+12.91%+18.46%
2004+41.37%+26.09%
2003+33.70%+9.71%
2002+10.92%+27.56%
2001+50.35%+14.29%
2000+17.95%N/A
1999-13.01%N/A

STZ vs PFG Drawdown Comparison

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

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

The current STZ drawdown is -49.03%.

RankSTZPFG
#1-64.97%
Jun 28, 2005 - Aug 15, 2012
-91.47%
Dec 24, 2007 - Nov 10, 2016
#2-53.52%
Apr 27, 2018 - Jan 7, 2021
-64.71%
Jan 26, 2018 - May 5, 2021
#3-51.28%
Mar 27, 2024 - Nov 7, 2025
-29.31%
Nov 11, 2022 - Oct 11, 2024
#4-31.25%
Jun 28, 2002 - Nov 5, 2003
-26.00%
Jun 28, 2002 - Dec 23, 2002
#5-28.92%
Nov 5, 1999 - Jan 11, 2001
-22.42%
Oct 17, 2024 - Dec 5, 2025
#6-21.59%
Jan 29, 2013 - Feb 14, 2013
-21.12%
Feb 9, 2022 - Aug 12, 2022
#7-21.32%
Aug 20, 2001 - Jan 8, 2002
-17.66%
Apr 27, 2007 - Oct 1, 2007
#8-20.06%
Dec 2, 2022 - Jul 19, 2023
-16.25%
Dec 23, 2002 - May 15, 2003
#9-16.31%
Jan 4, 2022 - Apr 19, 2022
-13.46%
Jan 28, 2002 - Apr 4, 2002
#10-16.00%
Jul 31, 2023 - Mar 25, 2024
-12.59%
Feb 17, 2004 - Oct 4, 2004
#11-15.07%
Apr 5, 2001 - May 17, 2001
-11.96%
Feb 26, 2026 - Apr 22, 2026
#12-15.02%
May 7, 2002 - Jun 27, 2002
-11.61%
Feb 7, 2005 - Jun 27, 2005
#13-14.91%
Oct 10, 2016 - Apr 6, 2017
-11.55%
Jun 16, 2003 - Dec 2, 2003
#14-14.16%
Aug 25, 2022 - Nov 25, 2022
-10.65%
May 17, 2021 - Aug 11, 2021
#15-13.93%
Apr 12, 2005 - Jun 28, 2005
-10.58%
Sep 12, 2022 - Oct 18, 2022

Correlation

Correlation between STZ and PFG is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2002 - 2026)

STZ vs PFG dividend yield comparison.

YearSTZPFG
20261.56%1.44%
20252.95%3.49%
20241.77%3.68%
20231.44%3.30%
20221.36%3.05%
20211.21%3.37%
20201.37%4.52%
20191.58%3.96%
20181.70%4.75%
20170.86%2.65%
20160.98%2.78%
20150.65%3.33%
20140.00%2.46%
20130.00%1.99%
20120.00%2.73%
20110.00%2.85%
20100.00%1.69%
20090.00%2.08%
20080.00%1.99%
20070.00%1.31%
20060.00%1.36%
20050.00%1.37%
20040.00%1.34%
20030.00%1.36%
20020.00%0.83%

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