Added to YB: 2026-01-19
Pitch date: 2026-01-15
STZ [neutral]
Constellation Brands, Inc.
+0.04%
current return
Author Info
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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
$27.2B
Pitch Price
$156.58
Price Target
N/A
Dividend
2.60%
EV/EBITDA
12.68
P/E
24.99
EV/Sales
4.05
Sector
Beverages
Category
value
Constellation Brands: Understanding the Factory
STZ (update): Premium beer platform (Corona/Modelo) w/ $2B Mexican capacity expansion thru 2028 generating 17.2-17.5% IRR. Post-expansion FCF to jump 42-53% to $2.55-2.75B annually as growth capex drops from $1B+ to $256M maintenance. Currently 77% utilization, $55.30/hectoliter after-tax cash generation.
Read full article (12 min)