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STZ Constellation Brands, Inc.

NYSE, CIK 0000016918, fiscal year ends 02/28. Last price 138.68 on 2026-10-23.

Machine-readable: STZ.json, STZ.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

PhilosophyScoreStatusCurrent inputs as ofHistory usedPriceVerificationRules
Graham Defensive 22
partial, missing 5, 6, 7
partial: 5, 6, 7 2026-02-28
stale: Revenue
2017–2026 2026-10-23 0 verified, 16 unverified method
Magic Formula n/a insufficient data (no point-in-time SEC outstanding-share fact (weighted-average counts are not used for market value)) — — — — method
Momentum 33 ok 2026-10-23 — 2026-10-23 — method
Insider 0 no open-market transactions in window 2026-10-23 — — — method
Buffett Quality 35
partial, missing 7
partial: 7 2026-08-31 2017–2026 2026-10-23 0 verified, 48 unverified method
Lynch GARP 4
partial, missing 1, 2, 3, 5, 6
partial: 1, 2, 3, 5, 6 2026-08-31 — 2026-10-23 0 verified, 3 unverified method
Graham Enterprising 16
partial, missing 5, 6, 7
partial: 5, 6, 7 2026-08-31 2022–2026 2026-10-23 0 verified, 7 unverified method
Piotroski F-Score 67
partial, missing 7
partial: 7 — 2025–2026 — 0 verified, 25 unverified method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

InputValueUnitPeriod / dateSource
Traded price138.68USD per traded unit (share or ADS)2026-10-23Yahoo Finance
SEC shares outstanding— (no fresh share count)underlying shares—
Depositary ratio1.0underlying shares per traded unit domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported sharesunavailableUSD2026-10-23SEC cover page (10-Q 0000016918-26-000040, as of 2026-09-30): multiple classes on cover (Class A Stock: 169,198,487; Class 1 Common Stock: 25,733); economic equivalence not verified, total withheld

Graham Defensive

22 of 100. partial: 5, 6, 7. How this is scored.

Test or factorValueThresholdPoints
1 Adequate size9.14 revenue $B>= 15.0 / 5
2a Current ratio1.0>= 2.00.0 / 15
2b Long-term debt vs working capital working capital not positive— LTD / WC<= 1.00.0 / 15
3 Positive earnings each of 10 years6 of 1010 of 109.0 / 15
4 Dividends every year for 20 years11 of 20 missing 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014 XBRL check: 0 years agree, 20 unverified20 of 208.25 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago— missing 2023, 2024, 2025, 2014, 2015, 2016>= +33%None / 10
6 P/E on 3-year average EPS needs the last three fiscal years of EPS—<= 15None / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5 equity or share count not fresh—<= 1.5 or <= 22.5None / 10
Inputs, 17 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)138.682026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Revenue9139000000.02026-02-28 staleSEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-26-000011unverified
current_assets2959500000.02026-08-31SEC XBRL AssetsCurrent (companyfacts) 0000016918-26-000040unverified
current_liabilities2963800000.02026-08-31SEC XBRL LiabilitiesCurrent (companyfacts) 0000016918-26-000040unverified
lt_debt9096200000.02026-08-31SEC XBRL LongTermDebtNoncurrent (companyfacts) 0000016918-26-000040unverified
equity8586900000.02026-08-31SEC XBRL StockholdersEquity (companyfacts) 0000016918-26-000040unverified
Net income FY20161528600000.02017-02-28 historySEC XBRL NetIncomeLoss 0000016918-19-000024unverified
Net income FY20172303400000.02018-02-28 historySEC XBRL NetIncomeLoss 0000016918-20-000078unverified
Net income FY20183435900000.02019-02-28 historySEC XBRL NetIncomeLoss 0000016918-21-000060unverified
Net income FY2019-11800000.02020-02-29 historySEC XBRL NetIncomeLoss 0000016918-22-000069unverified
Net income FY20201998000000.02021-02-28 historySEC XBRL NetIncomeLoss 0000016918-23-000045unverified
Net income FY2021-40400000.02022-02-28 historySEC XBRL NetIncomeLoss 0000016918-24-000054unverified
Net income FY2022-71000000.02023-02-28 historySEC XBRL NetIncomeLoss 0000016918-25-000022unverified
Net income FY20231727400000.02024-02-29 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Net income FY2024-81400000.02025-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Net income FY20251686700000.02026-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Dividend years (Yahoo)[2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historyunverified

Magic Formula

insufficient data (no point-in-time SEC outstanding-share fact (weighted-average counts are not used for market value)). How this is scored.

insufficient data (no point-in-time SEC outstanding-share fact (weighted-average counts are not used for market value)).

Momentum

33 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
12-1 month return-14.1 % (percentile 20.8)10.4 / 50
6 month return-11.7 % (percentile 18.1)3.6 / 20
Price / 52-week high0.84412.7 / 15
Volatility penalty (60d annualised)29.8 %6.4 / 15
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Adjusted close series (14 months)138.682026-10-23Yahoo Finance / Alpaca Market Data daily historynot cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factorValueThresholdPoints
Open-market buy value / market cap (percentile among buyers)— bp0.0 / 35
Distinct buyers00.0 / 25
Buyer seniority0.00.0 / 20
Recency (half-life 30d)0.00.0 / 10
Sales penalty (excludes 10b5-1 plan sales)— bp-0.0 / 0
Inputs, 0 numbers with their sources
InputValuePeriodSourceCheck

Buffett Quality

35 of 100. partial: 7. How this is scored.

Test or factorValueThresholdPoints
1 Average return on equity (net income / year-end equity)9.8% over 8 yrs>= 15%6.3 / 25
2 Profitable every year6 of 10all years9.0 / 15
3 Net income growth, 3-yr average now vs start of window-10.5% a year>= +10%0.0 / 10
4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities) + short-term borrowings9.3 years<= 40.0 / 15
5 Operating margin, 5-yr average24.3%>= 20%10.0 / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex)2.68>= 1.010.0 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap) SEC cover page (10-Q 0000016918-26-000040, as of 2026-09-30): multiple classes on cover (Class A Stock: 169,198,487; Class 1 Common Stock: 25,733); economic equivalence not verified, total withheld—>= 7%None / 15
Inputs, 49 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)138.682026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY20183435900000.02019-02-28 historySEC XBRL NetIncomeLoss 0000016918-21-000060unverified
Equity at FY2018 end12551000000.02019-02-28 historySEC XBRL StockholdersEquity 0000016918-20-000078unverified
Net income FY2019-11800000.02020-02-29 historySEC XBRL NetIncomeLoss 0000016918-22-000069unverified
Equity at FY2019 end12131800000.02020-02-29 historySEC XBRL StockholdersEquity 0000016918-21-000060unverified
Net income FY20201998000000.02021-02-28 historySEC XBRL NetIncomeLoss 0000016918-23-000045unverified
Equity at FY2020 end13598900000.02021-02-28 historySEC XBRL StockholdersEquity 0000016918-22-000069unverified
Net income FY2021-40400000.02022-02-28 historySEC XBRL NetIncomeLoss 0000016918-24-000054unverified
Equity at FY2021 end11731900000.02022-02-28 historySEC XBRL StockholdersEquity 0000016918-23-000045unverified
Net income FY2022-71000000.02023-02-28 historySEC XBRL NetIncomeLoss 0000016918-25-000022unverified
Equity at FY2022 end8413600000.02023-02-28 historySEC XBRL StockholdersEquity 0000016918-24-000054unverified
Net income FY20231727400000.02024-02-29 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Equity at FY2023 end9743100000.02024-02-29 historySEC XBRL StockholdersEquity 0000016918-25-000022unverified
Net income FY2024-81400000.02025-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Equity at FY2024 end6882000000.02025-02-28 historySEC XBRL StockholdersEquity 0000016918-26-000011unverified
Net income FY20251686700000.02026-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Equity at FY2025 end8082400000.02026-02-28 historySEC XBRL StockholdersEquity 0000016918-26-000040unverified
Net income FY20161528600000.02017-02-28 historySEC XBRL NetIncomeLoss 0000016918-19-000024unverified
Net income FY20172303400000.02018-02-28 historySEC XBRL NetIncomeLoss 0000016918-20-000078unverified
Net income FY20183435900000.02019-02-28 historySEC XBRL NetIncomeLoss 0000016918-21-000060unverified
Net income FY2019-11800000.02020-02-29 historySEC XBRL NetIncomeLoss 0000016918-22-000069unverified
Net income FY20201998000000.02021-02-28 historySEC XBRL NetIncomeLoss 0000016918-23-000045unverified
Net income FY2021-40400000.02022-02-28 historySEC XBRL NetIncomeLoss 0000016918-24-000054unverified
Net income FY2022-71000000.02023-02-28 historySEC XBRL NetIncomeLoss 0000016918-25-000022unverified
Net income FY20231727400000.02024-02-29 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Net income FY2024-81400000.02025-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Net income FY20251686700000.02026-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
debt_incl_current10199200000.02026-08-31SEC XBRL LongTermDebt 0000016918-26-000040unverified
debt_short116500000.02026-08-31SEC XBRL ShortTermBorrowings 0000016918-26-000040unverified
Operating income FY20212331700000.02022-02-28 historySEC XBRL OperatingIncomeLoss 0000016918-24-000054unverified
Revenue FY20218820700000.02022-02-28 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-24-000054unverified
Operating income FY20222842900000.02023-02-28 historySEC XBRL OperatingIncomeLoss 0000016918-25-000022unverified
Revenue FY20229452600000.02023-02-28 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-25-000022unverified
Operating income FY20233169700000.02024-02-29 historySEC XBRL OperatingIncomeLoss 0000016918-26-000011unverified
Revenue FY20239961800000.02024-02-29 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-26-000011unverified
Operating income FY2024354900000.02025-02-28 historySEC XBRL OperatingIncomeLoss 0000016918-26-000011unverified
Revenue FY202410208700000.02025-02-28 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-26-000011unverified
Operating income FY20252721400000.02026-02-28 historySEC XBRL OperatingIncomeLoss 0000016918-26-000011unverified
Revenue FY20259139000000.02026-02-28 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-26-000011unverified
Operating cash flow FY20212705400000.02022-02-28 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000016918-24-000054unverified
Capital expenditure FY20211026800000.02022-02-28 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000016918-24-000054unverified
Operating cash flow FY20222756900000.02023-02-28 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000016918-25-000022unverified
Capital expenditure FY20221035400000.02023-02-28 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000016918-25-000022unverified
Operating cash flow FY20232780000000.02024-02-29 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000016918-26-000011unverified
Capital expenditure FY20231269100000.02024-02-29 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000016918-26-000011unverified
Operating cash flow FY20243152200000.02025-02-28 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000016918-26-000011unverified
Capital expenditure FY20241214100000.02025-02-28 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000016918-26-000011unverified
Operating cash flow FY20252669000000.02026-02-28 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000016918-26-000011unverified
Capital expenditure FY2025875000000.02026-02-28 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000016918-26-000011unverified

Lynch GARP

4 of 100. partial: 1, 2, 3, 5, 6. How this is scored.

Test or factorValueThresholdPoints
1 PEG: P/E divided by 5-yr EPS growth (in % points) needs diluted EPS for the last fiscal year and five years earlier—<= 1.0None / 30
2 EPS growth, 5-yr compound rate needs diluted EPS for the last fiscal year and five years earlier—12% to 35% a yearNone / 20
3 P/E on latest annual EPS no usable diluted EPS for the latest fiscal year—<= 25None / 10
4 Borrowings / equity LongTermDebt (incl. current maturities) + short-term borrowings1.2<= 0.54.5 / 15
5 Years of the last 5 in which EPS rose needs six consecutive fiscal years of diluted EPS—5 of 5None / 15
6 Net cash (cash minus borrowings) / market cap SEC cover page (10-Q 0000016918-26-000040, as of 2026-09-30): multiple classes on cover (Class A Stock: 169,198,487; Class 1 Common Stock: 25,733); economic equivalence not verified, total withheld—>= +10%None / 10
Inputs, 4 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)138.682026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
debt_incl_current10199200000.02026-08-31SEC XBRL LongTermDebt 0000016918-26-000040unverified
debt_short116500000.02026-08-31SEC XBRL ShortTermBorrowings 0000016918-26-000040unverified
equity8586900000.02026-08-31SEC XBRL StockholdersEquity (companyfacts) 0000016918-26-000040unverified

Graham Enterprising

16 of 100. partial: 5, 6, 7. How this is scored.

Test or factorValueThresholdPoints
1 Current ratio1.0>= 1.50.0 / 15
2 Borrowings vs working capital working capital not positive—<= 1.1x0.0 / 15
3 No earnings deficit in the last 5 years2 of 5 profitable5 of 56.0 / 15
4 Pays a current dividendyesyes10.0 / 10
5 EPS higher than five years earlier needs diluted EPS for the last fiscal year and five years earlier—higherNone / 10
6 Price / book value per share equity or share count not fresh—<= 1.2None / 20
7 Price / net current asset value per share (current assets minus all liabilities) needs fresh current assets, total liabilities (or assets and equity of the same date) and share count—<= 0.67None / 15
Inputs, 9 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)138.682026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
current_assets2959500000.02026-08-31SEC XBRL AssetsCurrent (companyfacts) 0000016918-26-000040unverified
current_liabilities2963800000.02026-08-31SEC XBRL LiabilitiesCurrent (companyfacts) 0000016918-26-000040unverified
Net income FY2021-40400000.02022-02-28 historySEC XBRL NetIncomeLoss 0000016918-24-000054unverified
Net income FY2022-71000000.02023-02-28 historySEC XBRL NetIncomeLoss 0000016918-25-000022unverified
Net income FY20231727400000.02024-02-29 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Net income FY2024-81400000.02025-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Net income FY20251686700000.02026-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
Dividend years (Yahoo)[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historynot cross-checked

Piotroski F-Score

67 of 100. partial: 7. How this is scored.

Test or factorValueThresholdPoints
1 Return on assets is positive7.7%pass = 111.11111111111111 / 11.11111111111111
2 Operating cash flow is positive2,669Mpass = 111.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year-0.4% -> 7.7%pass = 111.11111111111111 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)2,669M vs 1,687Mpass = 111.11111111111111 / 11.11111111111111
5 Long-term debt / assets fell42.9% -> 44.3%pass = 10.0 / 11.11111111111111
6 Current ratio improved0.92 -> 1.08pass = 111.11111111111111 / 11.11111111111111
7 No new shares issued (share count did not rise) an input is not reported for one of the two years—pass = 1None / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry)3.5% -> 29.8%pass = 111.11111111111111 / 11.11111111111111
9 Asset turnover (revenue / assets) improved0.47 -> 0.42pass = 10.0 / 11.11111111111111
Inputs, 25 numbers with their sources
InputValuePeriodSourceCheck
net_income 2026-02-281686700000.02026-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
total_assets 2026-02-2821900500000.02026-02-28 historySEC XBRL Assets 0000016918-26-000040unverified
cfo 2026-02-282669000000.02026-02-28 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000016918-26-000011unverified
net_income 2026-02-281686700000.02026-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
net_income 2025-02-28-81400000.02025-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
total_assets 2026-02-2821900500000.02026-02-28 historySEC XBRL Assets 0000016918-26-000040unverified
total_assets 2025-02-2821652300000.02025-02-28 historySEC XBRL Assets 0000016918-26-000011unverified
cfo 2026-02-282669000000.02026-02-28 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000016918-26-000011unverified
net_income 2026-02-281686700000.02026-02-28 historySEC XBRL NetIncomeLoss 0000016918-26-000011unverified
lt_debt 2026-02-289692900000.02026-02-28 historySEC XBRL LongTermDebtNoncurrent 0000016918-26-000040unverified
lt_debt 2025-02-289289000000.02025-02-28 historySEC XBRL LongTermDebtNoncurrent 0000016918-26-000011unverified
total_assets 2026-02-2821900500000.02026-02-28 historySEC XBRL Assets 0000016918-26-000040unverified
total_assets 2025-02-2821652300000.02025-02-28 historySEC XBRL Assets 0000016918-26-000011unverified
current_assets 2026-02-282906300000.02026-02-28 historySEC XBRL AssetsCurrent 0000016918-26-000040unverified
current_assets 2025-02-283716400000.02025-02-28 historySEC XBRL AssetsCurrent 0000016918-26-000011unverified
current_liabilities 2026-02-282689800000.02026-02-28 historySEC XBRL LiabilitiesCurrent 0000016918-26-000040unverified
current_liabilities 2025-02-284035200000.02025-02-28 historySEC XBRL LiabilitiesCurrent 0000016918-26-000011unverified
operating_income 2026-02-282721400000.02026-02-28 historySEC XBRL OperatingIncomeLoss 0000016918-26-000011unverified
operating_income 2025-02-28354900000.02025-02-28 historySEC XBRL OperatingIncomeLoss 0000016918-26-000011unverified
revenue 2026-02-289139000000.02026-02-28 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-26-000011unverified
revenue 2025-02-2810208700000.02025-02-28 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-26-000011unverified
revenue 2026-02-289139000000.02026-02-28 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-26-000011unverified
revenue 2025-02-2810208700000.02025-02-28 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000016918-26-000011unverified
total_assets 2026-02-2821900500000.02026-02-28 historySEC XBRL Assets 0000016918-26-000040unverified
total_assets 2025-02-2821652300000.02025-02-28 historySEC XBRL Assets 0000016918-26-000011unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FYEndedRevenue, $MNet income, $MEPS dilutedDividendFiling
20142014-02-281,943none0000016918-16-000075
20152015-02-28839paid0000016918-17-000064
20162016-02-291,055paid0000016918-18-000033
20172017-02-287,3211,529paid0000016918-19-000024
20182018-02-287,5802,303paid0000016918-20-000078
20192019-02-288,1163,436paid0000016918-21-000060
20202020-02-298,344-12paid0000016918-22-000069
20212021-02-288,6151,998paid0000016918-23-000045
20222022-02-288,821-40paid0000016918-24-000054
20232023-02-289,453-71paid0000016918-25-000022
20242024-02-299,9621,727paid0000016918-26-000011
20252025-02-2810,209-81paid0000016918-26-000011
20262026-02-289,1391,687paid0000016918-26-000011

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

DateInsiderRoleTypeSharesPriceValue
2026-05-12Bourdeau James O.officersale4,407143.24631,259
2026-04-27Hernandez Ernesto Mdirectorsale2,000153.92307,840