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Constellation Brands STZ

equity

Price History

$1.53$91.95$182.38$272.8
1992-03 · DCA start$1.69

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-60.8%-40.5%-20.3%0.0%
1992-032026-08 · -50.9%

Worst drawdown: −61%, peaking Jun 2005 and bottoming May 2009 — 86 months below the prior high before recovering.

DCA Backtest

Invested
$41,400
Value today
$497,093
Return
+1100.7%
Months invested
414

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $66,970 today, so the real (inflation-adjusted) return is +642.3%.

Lump sum instead — $41,400 all at once in Mar 1992: $3,286,486 (+7838.4%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jul 2023): $2,727 on $3,800 invested (-28.2%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1992-03: +1100.7%

About Constellation Brands

Constellation Brands, Inc. is an American producer and marketer of beer, wine, and spirits. A Fortune 500 company, Constellation is the largest beer import company in the US, measured by sales, and has the third-largest market share of all major beer suppliers. It also has sizable investments in medical and recreational cannabis through its association with Canopy Growth. Based in Rochester, New York, Constellation has about 40 facilities and approximately 9,000 employees. (Wikipedia)

It's a listed company categorised under consumer staples and distillers & vintners.

It rates Medium-Low Risk at 2.0/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: leverage / financial (2.5/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: earnings quality, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.0/5)65% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)2/524.0
  • Max drawdown from ATH3/560.8
  • Beta vs S&P 5002/50.72
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5302.7m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.5/5 · weight 20%
  • Debt / equity3/51.4
  • Interest coverage (EBIT / interest)2/57.5
Earnings Qualityunrated · weight 15%
  • 3yr EPS volatilitynot yet researched
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.