COMP <GO>
STZ vs PEP // EV/EBITDA & P/E VALUATION
Constellation Brands Inc. (NYSE) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: STZ 8
— PEP 7
▲ EV/EBITDA & P/E VALUATION LEADER: STZ
LAST: $135.33 (+3.82%) • MKT CAP: $22.06B
valuation
9.3x
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
valuation
14.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STZ VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STZ | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 51.60% | 54.10% | -2.50 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.00% | 17.00% | -5.00 | PEP | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 9.3x | 14.3x | -5.00 | STZ | /valuation <GO> |
| Free Cash Flow Yield | 8.13% | 4.31% | +3.82 | STZ | /fcf-yield <GO> |
| Operating Margin | 29.80% | 12.20% | +17.60 | STZ | /operating-margins <GO> |
| Net Profit Margin | 18.50% | 8.80% | +9.70 | STZ | /net-margins <GO> |
| Revenue Growth (YoY) | -10.50% | 2.30% | -12.80 | PEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.25% | 4.19% | -0.94 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.72 | 3.38 | -0.66 | PEP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | STZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.50% | +0.70 | PEP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.9 | 61.1 | +1.80 | STZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 0.89 | +0.20 | STZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.2x | 20.6x | -8.40 | STZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.06B | $182.32B | -$160.27B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STZ REV | PEP REV | STZ GROSS % | PEP GROSS % | STZ FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.14B | $93.92B | 51.6% | 54.1% | $1.79B | $7.86B |
| FY 2024 | $10.21B | $91.85B | 52.1% | 54.6% | $1.94B | $8.37B |
| FY 2023 | $9.96B | $91.47B | 44.0% | 44.0% | $2.33B | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STZ // BETA 1.09
PEP // BETA 0.89