Constellation Brands Sees Mixed Ratings Under Guru Strategies

Constellation Brands Inc (STZ) has received a mixed review through Validea's guru fundamental report. The analysis highlights the stock's overall 56% rating, based on its fundamentals and valuation, following the Multi-Factor Investor model.

Date: 03-01-2025

AI Rating: 5

Rating Overview
Constellation Brands Inc (STZ) currently holds a rating of 56% based on the Multi-Factor Investor model by Pim van Vliet, indicating a mixed view on the stock's performance. This rating reflects the firm’s underlying fundamentals and its valuation metrics. A score of 80% or higher typically indicates strong interest in the stock.

Market Cap and Risk Profile
According to the report, the stock has passed the market cap and standard deviation tests, which implies that it has a solid market presence and operates with lower volatility. This is favorable for investors looking for stability in their investments.

Momentum and Yield
However, the stock's twelve minus one momentum and net payout yield are rated as neutral. This suggests that while the stock is not showing negative momentum, it is not significantly performing better than its peers either. Neutral ratings on these factors could imply potential concerns regarding the stock's ability to attract more aggressive momentum investors.

Final Rating Assessment
The final rank for the stock is marked as fail, signaling that, despite passing other criteria, STZ did not meet the overall expectations of this specific strategy. This fail rating could raise concerns for potential investors as it points towards factors that are not aligning with the desired investment strategies outlined in the guru model.

Stocks: STZ