Company Analysis

Constellation Brands, Inc. (STZ)

NYSE: STZ · Beverages · Rochester, NY · filing with the SEC since 1994
Grade5.1
◀ Past 4.3● Present 5.8▶ Future 4.8
1 est.

The grade of Constellation Brands, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.1/10
◀ Past4.330% of the headline
● Present5.840% of the headline
▶ Future4.830% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

4.3/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
3.6/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2022-11-10.

weight 33% of this tense · 36th percentile among 21 sector filers · read for itself

From the record

Constellation Brands, Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2022-11-10) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.5/10

What has it actually done, year after year?

+2.5% a year over 10 filed years; profitable in 6 of 10.

weight 45% of this tense · 45th percentile among 18 sector filers · read for its customers

From the record

Constellation Brands, Inc.'s 10 filed years say what it did: revenue went from $7.3 billion in fiscal 2017 to $9.1 billion in fiscal 2026, up 2.5% a year; it rose in 8 of 9 years; the deepest fall was 10% from fiscal 2025 to fiscal 2026; net income was positive in 6 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span2.5%bottom 31% of its family
  • the share of years revenue rosetop 33% of its family
  • the share of filed years with a profittop 47% of its family
  • the deepest fall from a revenue peak10.5%bottom 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
5.0/10

How has it treated the people who own it?

SI estimate 5.0/10, confidence 35 of 100 (one part).

weight 22% of this tense · 50th percentile among 18 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the top 50% of 18 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 18 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Constellation Brands, Inc.'s shareholder treatment is put at 5.0 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the top 50% of 18 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

5.8/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.5/10

Is it financially healthy right now?

ROE 21%: 21¢ of profit per shareholder dollar. Leverage 63%: owes 63¢ per asset dollar.

weight 45% of this tense · 56th percentile among 19 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-02-28, Constellation Brands, Inc. earned about 21 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 22 cents per dollar of everything the company owns. Leverage: it owed about 63 cents per dollar of assets (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 50% of its family
  • return on equitytop 28% of its family
  • gross profit against assetsbottom 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.5/10

How strong is its position in its industry?

top 35% of 19 in its family; net margin 18.5%.

weight 33% of this tense · 65th percentile among 19 sector filers · read for its customers

From the record

Constellation Brands, Inc.'s standing among 19 graded names in its industry family: revenue of $9.1 billion in fiscal 2026 ranks in the top 25% by size; a net margin of 18.5% ranks in the top 13%; revenue growth of -1.1% a year over the last 3 filed years ranks in the bottom 34% (its annual reports).

What it rests on

  • revenue against the family$9.14Btop 25% of its family
  • net margin18.5%top 13% of its family
  • three-year revenue growth-1.1%bottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.2/10

What are the people in charge doing?

top 48% of 13 in its family for leadership; chief executive since 2026.

weight 22% of this tense · 52nd percentile among 13 sector filers · read for its shareholders

From the record

Constellation Brands, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Fink, Nicholas I. (President & CEO, as filed), filing under that title since 2026-04-16, 7 months (bottom 14% of its family); the 21 officers and directors filing in the last fifteen months have been on the record a median of 7.1 years (top 21%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 21 people in charge now (top 36%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge8 in three years among 21 peopletop 36% of its family
  • the median years the people in charge have filed7.1 yearstop 21% of its family
  • the chief executive's years on the record7 monthsbottom 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.8/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.8/10

How much room does it have to grow?

bottom 48% of 19 in its family for room to expand.

weight 45% of this tense · 48th percentile among 19 sector filers · read for itself

From the record

Constellation Brands, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $102 million against debt of $9.7 billion leaves -43.8% of its assets as net cash, bottom 8% of its family; cash from operations less capital spending is 19.6% of revenue (top 24%); a gross margin of 51.6% (top 39%) (its annual report).

What it rests on

  • cash less debt against assets-43.8%bottom 8% of its family
  • cash from operations less capital spending against revenue19.6%top 24% of its family
  • gross margin51.6%top 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.6/10

What could actually drive growth from here?

bottom 36% of 18 in its family for growth drivers.

weight 33% of this tense · 36th percentile among 18 sector filers · read for its customers

From the record

Constellation Brands, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew -1.1% a year over the last three filed years against 2.5% over all 10, slowing (top 47% of its family); the newest year grew -10.5% (bottom 15%); capital spending grew -5.5% a year (bottom 41%) (its annual reports). Constellation Brands, Inc. reported 2 lines of business in fiscal 2025: Beer at $8.5 billion, Constellation Wines and Spirits at $1.7 billion. 1 of 2 grew in the latest filed year, and the largest line is 84% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-3.6 points a yeartop 47% of its family
  • the newest year's revenue growth-10.5%bottom 15% of its family
  • three-year growth of capital spending-5.5%bottom 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.8/10

Did its newest year beat what its own record pointed to?

top 32% of 15 in its family for expectations against reality.

weight 22% of this tense · 68th percentile among 15 sector filers · read for its shareholders

From the record

Constellation Brands, Inc.'s newest year against its own record: revenue of $9.1 billion in fiscal 2026 came in 13.9% below the $11 billion its prior three years' pace pointed to (bottom 17% of its family); net income of $1.7 billion against a prior three-year average of $525 million (top 10%); a net margin of 18.5% against 5.3% before (top 3%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-13.9%bottom 17% of its family
  • net income against the prior three years' average+221%top 10% of its family
  • net margin against its prior average+13.2 pointstop 3% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton STZ · research, not advice