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STZ Stock Analysis — Constellation Brands

Sector: Consumer Staples

AI Verdict

STZ trades at 10.8x next year's earnings while analysts expect 15.8% EPS growth — that's cheap for the growth you're getting, and the moat around its beer brands makes the numbers more credible than most in staples.

Competitive Moat

Constellation Brands owns exclusive U.S. rights to top imported beer brands like Corona and Modelo, giving it pricing power and shelf space leverage in a market with high regulatory barriers. Its distribution agreements and entrenched brand recognition make it hard for new entrants to compete at scale.

Summary

STZ trades at just 10.8x forward earnings with 15.8% EPS growth expected, making it a rare value in consumer staples.

Where It Stands

The stock is down -20.80% over the past year, with an RSI of 52.7 signaling neutral momentum and a forward P/E of 10.8x versus the sector median of 20x.

Key Metrics

Analyst Consensus

18 Buy · 9 Hold · 2 Sell (29 analysts)

Bull Case

With forward EPS growth forecast at 15.8% and a forward P/E of only 10.8x, you're paying a low price for double-digit earnings growth in a defensive sector.

Bear Case

If the P/E reverts to the sector median of 20x, the current 12.5x trailing P/E implies the market doesn't trust the growth, and a further derating could erase another 15–20% if sentiment sours.

Catalyst to Watch

Watch for quarterly earnings updates — if EPS beats the 15.8% growth expectation, the multiple could rerate upward.

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