Constellation Brands Class Stock Buy Hold or Sell Recommendation
| STZ Stock | USD 260.70 2.02 0.78% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Constellation Brands Class is 'Strong Hold'. Macroaxis provides Constellation Brands buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding STZ positions. The advice algorithm takes into account all of Constellation Brands' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Constellation Brands' buy or sell advice are summarized below:
Real Value 217.56 | Target Price 292.8 | Hype Value 260.7 | Market Value 260.7 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Constellation Brands Class given historical horizon and risk tolerance towards Constellation Brands. When Macroaxis issues a 'buy' or 'sell' recommendation for Constellation Brands Class, the advice is generated through an automated system that utilizes algorithms and statistical models.
Constellation |
Execute Constellation Brands Buy or Sell Advice
The Constellation recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Constellation Brands Class. Macroaxis does not own or have any residual interests in Constellation Brands Class or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Constellation Brands' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost neglects market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Constellation Brands Trading Alerts and Improvement Suggestions
| Over 79.0% of the company shares are owned by institutional investors | |
| On 22nd of February 2024 Constellation Brands paid $ 0.89 per share dividend to its current shareholders | |
| Latest headline from benzinga.com: Disposition of 955 shares by Glaetzer Samuel J of Constellation Brands subject to Rule 16b-3 |
Constellation Brands Returns Distribution Density
The distribution of Constellation Brands' historical returns is an attempt to chart the uncertainty of Constellation Brands' future price movements. The chart of the probability distribution of Constellation Brands daily returns describes the distribution of returns around its average expected value. We use Constellation Brands Class price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Constellation Brands returns is essential to provide solid investment advice for Constellation Brands.
| Mean Return | 0.06 | Value At Risk | -1.42 | Potential Upside | 1.87 | Standard Deviation | 1.06 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Constellation Brands historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Constellation Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Constellation Brands is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Constellation Brands Class backward and forwards among themselves. Constellation Brands' institutional investor refers to the entity that pools money to purchase Constellation Brands' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | T. Rowe Price Associates, Inc. | 2023-12-31 | 2.5 M | Hhg Plc | 2023-12-31 | 2.3 M | Capital Research Global Investors | 2023-12-31 | 2.2 M | Fmr Inc | 2023-12-31 | 1.9 M | Norges Bank | 2023-12-31 | 1.8 M | Bank Of America Corp | 2023-12-31 | 1.8 M | Wellington Management Company Llp | 2023-12-31 | 1.6 M | Royal Bank Of Canada | 2023-12-31 | 1.6 M | Northern Trust Corp | 2023-12-31 | 1.5 M | Vanguard Group Inc | 2023-12-31 | 13.2 M | Blackrock Inc | 2023-12-31 | 10.8 M |
Constellation Brands Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Constellation Brands or Beverages sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Constellation Brands' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Constellation stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.01 | |
β | Beta against NYSE Composite | 0.78 | |
σ | Overall volatility | 1.07 | |
Ir | Information ratio | -0.03 |
Constellation Brands Volatility Alert
Constellation Brands Class has relatively low volatility with skewness of 0.36 and kurtosis of 1.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Constellation Brands' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Constellation Brands' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Constellation Brands Implied Volatility
Constellation Brands' implied volatility exposes the market's sentiment of Constellation Brands Class stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Constellation Brands' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Constellation Brands stock will not fluctuate a lot when Constellation Brands' options are near their expiration.
Constellation Brands Fundamentals Vs Peers
Comparing Constellation Brands' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Constellation Brands' direct or indirect competition across all of the common fundamentals between Constellation Brands and the related equities. This way, we can detect undervalued stocks with similar characteristics as Constellation Brands or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Constellation Brands' fundamental indicators could also be used in its relative valuation, which is a method of valuing Constellation Brands by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Constellation Brands to competition |
| Fundamentals | Constellation Brands | Peer Average |
| Return On Equity | 0.19 | -0.31 |
| Return On Asset | 0.0803 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.28 % | (5.51) % |
| Current Valuation | 59.37 B | 16.62 B |
| Shares Outstanding | 182.8 M | 571.82 M |
| Shares Owned By Insiders | 11.80 % | 10.09 % |
| Shares Owned By Institutions | 79.42 % | 39.21 % |
| Number Of Shares Shorted | 2.59 M | 4.71 M |
| Price To Earning | 608.93 X | 28.72 X |
| Price To Book | 4.92 X | 9.51 X |
| Price To Sales | 4.81 X | 11.42 X |
| Revenue | 9.96 B | 9.43 B |
| Gross Profit | 4.71 B | 27.38 B |
| EBITDA | 3.6 B | 3.9 B |
| Net Income | 1.73 B | 570.98 M |
| Cash And Equivalents | 133.5 M | 2.7 B |
| Cash Per Share | 0.89 X | 5.01 X |
| Total Debt | 11.88 B | 5.32 B |
| Debt To Equity | 1.13 % | 48.70 % |
| Current Ratio | 1.40 X | 2.16 X |
| Book Value Per Share | 53.27 X | 1.93 K |
| Cash Flow From Operations | 2.78 B | 971.22 M |
| Short Ratio | 2.12 X | 4.00 X |
| Earnings Per Share | 9.39 X | 3.12 X |
| Price To Earnings To Growth | 2.21 X | 4.89 X |
| Target Price | 301.28 | |
| Beta | 0.94 | -0.15 |
| Market Capitalization | 47.29 B | 19.03 B |
| Total Asset | 25.69 B | 29.47 B |
| Retained Earnings | 12.34 B | 9.33 B |
| Working Capital | 527.8 M | 1.48 B |
| Current Asset | 2.98 B | 9.34 B |
Note: Disposition of 955 shares by Glaetzer Samuel J of Constellation Brands subject to Rule 16b-3 [view details]
Constellation Brands Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Constellation . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Constellation Brands Buy or Sell Advice
When is the right time to buy or sell Constellation Brands Class? Buying financial instruments such as Constellation Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 10.4B | 12.5B | 11.9B | 12.5B | Total Assets | 25.9B | 24.7B | 25.7B | 27.0B |
Use Investing Ideas to Build Portfolios
In addition to having Constellation Brands in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Gold and Gold Mining Thematic Idea Now
Gold and Gold Mining
Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. The Gold and Gold Mining theme has 100 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Gold and Gold Mining Theme or any other thematic opportunities.
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Check out Constellation Brands Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Complementary Tools for Constellation Stock analysis
When running Constellation Brands' price analysis, check to measure Constellation Brands' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Constellation Brands is operating at the current time. Most of Constellation Brands' value examination focuses on studying past and present price action to predict the probability of Constellation Brands' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Constellation Brands' price. Additionally, you may evaluate how the addition of Constellation Brands to your portfolios can decrease your overall portfolio volatility.
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Is Constellation Brands' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Constellation Brands. If investors know Constellation will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Constellation Brands listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.771 | Dividend Share 3.56 | Earnings Share 9.39 | Revenue Per Share 54.345 | Quarterly Revenue Growth 0.071 |
The market value of Constellation Brands is measured differently than its book value, which is the value of Constellation that is recorded on the company's balance sheet. Investors also form their own opinion of Constellation Brands' value that differs from its market value or its book value, called intrinsic value, which is Constellation Brands' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Constellation Brands' market value can be influenced by many factors that don't directly affect Constellation Brands' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Constellation Brands' value and its price as these two are different measures arrived at by different means. Investors typically determine if Constellation Brands is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Constellation Brands' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.