Professional
Added to YB: 2025-04-15
Pitch date: 2025-03-31
STZ [bullish]
Constellation Brands, Inc.
-18.6%
current return
Author Info
No bio for this author
Company Info
Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy.
Market Cap
$22.7B
Pitch Price
$181.10
Price Target
N/A
Dividend
3.13%
EV/EBITDA
11.05
P/E
19.08
EV/Sales
3.48
Sector
Beverages
Category
value
Oakmark Fund New Position: Constellation Brands, Inc.
STZ (new position): Leading US imported beer co. w/ iconic brands (Modelo, Corona, Pacifico). Consistent above-industry growth. Tailwinds: demographics, distribution, pricing. Stock pressured by transient challenges. Trades at discount to peers despite strong growth outlook. Initiated position at significant discount to intrinsic value.
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