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 +13.3% compared to -7.6%
STZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
STZ
$26B
Winner
SPY
$652B
Expense Ratio
STZ
N/A
SPY
0.09%
Max Drawdown
STZ
64.97%
Winner
SPY
56.47%
Sharpe Ratio
STZ
-0.72
Winner
SPY
2.07
5Y Beta
Winner
STZ
0.36
SPY
1.00
Industry
STZ
Beverages - Brewers
SPY
N/A
P/E Ratio
Winner
STZ
15.88
SPY
28.24
Forward P/E
Winner
STZ
12.35
SPY
21.85
PEG Ratio
STZ
2.74
SPY
N/A
Dividend Yield
STZ
2.72%
SPY
N/A
5Y Dividends CAGR
Winner
STZ
11.24%
SPY
5.43%
5Y EPS CAGR
STZ
-1.25%
Winner
SPY
25.79%
Debt to Equity
STZ
138.60%
Winner
SPY
22.35%
Free Cash Flow Yield
STZ
6.78%
SPY
N/A
P/S Ratio
Winner
STZ
2.87
SPY
3.55
P/B Ratio
Winner
STZ
3.16
SPY
5.29
STZ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
STZ
-0.69%
Winner
SPY
+9.11%
3M
STZ
-8.79%
Winner
SPY
+6.59%
6M
Winner
STZ
+17.67%
SPY
+10.56%
1Y
STZ
-20.43%
Winner
SPY
+32.04%
5Y(CAGR)
STZ
-7.63%
Winner
SPY
+13.35%
10Y(CAGR)
STZ
+0.73%
Winner
SPY
+15.49%
Max(CAGR)
Winner
STZ
+12.72%
SPY
+8.50%
STZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | STZ | SPY |
|---|---|---|
| 2026 | +6.40% | +8.27% |
| 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 -42.67%.
| Rank | STZ | SPY |
|---|---|---|
| #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 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (1999 - 2026)
STZ vs SPY dividend yield comparison.
| Year | STZ | SPY |
|---|---|---|
| 2026 | 1.38% | 0.24% |
| 2025 | 2.95% | 1.07% |
| 2024 | 1.77% | 1.21% |
| 2023 | 1.44% | 1.40% |
| 2022 | 1.36% | 1.65% |
| 2021 | 1.21% | 1.20% |
| 2020 | 1.37% | 1.52% |
| 2019 | 1.58% | 1.75% |
| 2018 | 1.70% | 2.04% |
| 2017 | 0.86% | 1.80% |
| 2016 | 0.98% | 2.03% |
| 2015 | 0.65% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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