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STZ vs SPY

Comparison between Constellation Brands Inc - Class A (STZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed STZ, delivering a return of +13.2% compared to -6.9%

STZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
STZ
$25B
Winner
SPY
$784B
Expense Ratio
STZ
N/A
SPY
0.09%
Max Drawdown
STZ
64.97%
Winner
SPY
56.47%
Sharpe Ratio
STZ
-0.29
Winner
SPY
1.54
5Y Beta
Winner
STZ
0.34
SPY
1.00
Industry
STZ
Beverages - Brewers
SPY
N/A
P/E Ratio
Winner
STZ
14.72
SPY
27.62
Forward P/E
Winner
STZ
11.79
SPY
21.11
PEG Ratio
STZ
2.61
SPY
N/A
Dividend Yield
STZ
2.89%
SPY
N/A
5Y Dividends CAGR
Winner
STZ
11.24%
SPY
6.00%
5Y EPS CAGR
STZ
-1.25%
Winner
SPY
25.30%
Debt to Equity
STZ
138.60%
Winner
SPY
31.11%
Free Cash Flow Yield
STZ
7.32%
SPY
N/A
P/S Ratio
Winner
STZ
2.65
SPY
3.49
P/B Ratio
Winner
STZ
3.00
SPY
5.30

STZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
STZ
-4.09%
Winner
SPY
-1.37%
3M
STZ
-5.31%
Winner
SPY
+12.22%
6M
STZ
+4.37%
Winner
SPY
+7.20%
1Y
STZ
-9.78%
Winner
SPY
+23.58%
5Y(CAGR)
STZ
-6.92%
Winner
SPY
+13.19%
10Y(CAGR)
STZ
+0.72%
Winner
SPY
+15.12%
Max(CAGR)
Winner
STZ
+12.52%
SPY
+8.44%

STZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTZSPY
2026+2.94%+7.95%
2025-36.43%+18.00%
2024-7.92%+25.59%
2023+7.76%+26.72%
2022-7.14%-18.64%
2021+17.35%+30.52%
2020+18.30%+17.28%
2019+17.51%+31.09%
2018-28.09%-5.24%
2017+49.28%+20.78%
2016+10.03%+13.59%
2015+47.20%+1.31%
2014+41.78%+14.56%
2013+87.38%+29.00%
2012+70.72%+14.17%
2011-4.35%+0.85%
2010+37.41%+13.14%
2009-3.16%+22.67%
2008-32.84%-36.25%
2007-16.76%+5.32%
2006+11.66%+13.85%
2005+12.91%+5.32%
2004+41.37%+10.75%
2003+33.70%+24.18%
2002+10.92%-22.42%
2001+50.35%-10.13%
2000+17.95%-8.84%
1999-13.01%+8.61%

STZ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current STZ drawdown is -44.54%. The current SPY drawdown is -3.18%.

RankSTZSPY
#1-64.97%
Jun 28, 2005 - Aug 15, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-53.52%
Apr 27, 2018 - Jan 7, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-51.28%
Mar 27, 2024 - Nov 7, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.25%
Jun 28, 2002 - Nov 5, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.92%
Nov 5, 1999 - Jan 11, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.59%
Jan 29, 2013 - Feb 14, 2013		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.32%
Aug 20, 2001 - Jan 8, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.06%
Dec 2, 2022 - Jul 19, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.31%
Jan 4, 2022 - Apr 19, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.00%
Jul 31, 2023 - Mar 25, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.07%
Apr 5, 2001 - May 17, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.02%
May 7, 2002 - Jun 27, 2002		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.91%
Oct 10, 2016 - Apr 6, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.16%
Aug 25, 2022 - Nov 25, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.93%
Apr 12, 2005 - Jun 28, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between STZ and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

STZ vs SPY dividend yield comparison.

YearSTZSPY
20261.43%0.50%
20252.95%1.07%
20241.77%1.21%
20231.44%1.40%
20221.36%1.65%
20211.21%1.20%
20201.37%1.52%
20191.58%1.75%
20181.70%2.04%
20170.86%1.80%
20160.98%2.03%
20150.65%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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