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STZ vs SOFI

Comparison between Constellation Brands Inc - Class A (STZ, Company) and SoFi Technologies Inc (SOFI, Company).

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

5-Year PerformanceSOFI has outperformed STZ, delivering a return of +0.9% compared to -8.7%

STZ vs SOFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
STZ
$24B
Winner
SOFI
$24B
Max Drawdown
Winner
STZ
64.97%
SOFI
83.32%
Sharpe Ratio
STZ
-0.76
Winner
SOFI
0.13
5Y Beta
Winner
STZ
0.32
SOFI
2.26
Industry
STZ
Beverages - Brewers
SOFI
Credit Services
P/E Ratio
Winner
STZ
13.07
SOFI
39.25
Forward P/E
Winner
STZ
11.78
SOFI
30.12
PEG Ratio
Winner
STZ
2.61
SOFI
5.86
Dividend Yield
STZ
2.98%
SOFI
N/A
5Y Dividends CAGR
STZ
11.24%
SOFI
N/A
5Y EPS CAGR
STZ
10.21%
SOFI
N/A
Debt to Equity
STZ
127.60%
Winner
SOFI
0.00%
Free Cash Flow Yield
Winner
STZ
7.77%
SOFI
-25.73%
P/S Ratio
Winner
STZ
2.58
SOFI
6.05
P/B Ratio
STZ
2.84
Winner
SOFI
2.19

STZ vs SOFI - Historical Returns

Returns include dividend reinvestment.

1M
STZ
-6.45%
Winner
SOFI
+7.58%
3M
STZ
-13.76%
Winner
SOFI
+10.18%
6M
Winner
STZ
-4.95%
SOFI
-34.26%
1Y
STZ
-20.52%
Winner
SOFI
-7.74%
5Y(CAGR)
STZ
-8.71%
Winner
SOFI
+0.94%
10Y(CAGR)
STZ
-0.74%
SOFI
N/A
Max(CAGR)
Winner
STZ
+12.14%
SOFI
+9.87%

STZ vs SOFI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTZSOFI
2026-5.41%-35.36%
2025-36.43%+85.28%
2024-7.92%+59.59%
2023+7.76%+121.11%
2022-7.14%-70.60%
2021+17.35%+29.59%
2020+18.30%+18.70%
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 SOFI Drawdown Comparison

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

The maximum drawdown for SOFI was -83.32%, occurring on Dec 7, 2022. Recovery took 1146 trading sessions.

The current STZ drawdown is -49.03%. The current SOFI drawdown is -44.89%.

RankSTZSOFI
#1-64.97%
Jun 28, 2005 - Aug 15, 2012
-83.32%
Feb 1, 2021 - Aug 25, 2025
#2-53.52%
Apr 27, 2018 - Jan 7, 2021
-52.96%
Nov 12, 2025 - Mar 30, 2026
#3-51.28%
Mar 27, 2024 - Nov 7, 2025
-19.52%
Jan 19, 2021 - Jan 29, 2021
#4-31.25%
Jun 28, 2002 - Nov 5, 2003
-15.33%
Sep 22, 2025 - Oct 27, 2025
#5-28.92%
Nov 5, 1999 - Jan 11, 2001
-14.21%
Oct 28, 2025 - Nov 12, 2025
#6-21.59%
Jan 29, 2013 - Feb 14, 2013
-6.35%
Aug 25, 2025 - Sep 12, 2025
#7-21.32%
Aug 20, 2001 - Jan 8, 2002
-4.27%
Dec 28, 2020 - Jan 7, 2021
#8-20.06%
Dec 2, 2022 - Jul 19, 2023
-3.61%
Jan 7, 2021 - Jan 14, 2021
#9-16.31%
Jan 4, 2022 - Apr 19, 2022
-1.92%
Sep 15, 2025 - Sep 18, 2025
#10-16.00%
Jul 31, 2023 - Mar 25, 2024
-1.79%
Dec 1, 2020 - Dec 7, 2020
#11-15.07%
Apr 5, 2001 - May 17, 2001
-1.08%
Dec 14, 2020 - Dec 18, 2020
#12-15.02%
May 7, 2002 - Jun 27, 2002
-0.73%
Dec 9, 2020 - Dec 11, 2020
#13-14.91%
Oct 10, 2016 - Apr 6, 2017
N/A
#14-14.16%
Aug 25, 2022 - Nov 25, 2022
N/A
#15-13.93%
Apr 12, 2005 - Jun 28, 2005
N/A

Correlation

Correlation between STZ and SOFI is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.76
-101

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