Constellation Brands (STZ) Return on Invested Capital [ROIC] (2010 - 2026)
Constellation Brands (STZ) reported Return on Invested Capital [ROIC] of 11.77% for fiscal Q2 2027 (quarter ended Aug 31, 2026), up 3.01 percentage points from 8.76% a year earlier and up 0.46 percentage points from the prior quarter.
Constellation Brands (STZ) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2026 (ended Feb 28, 2026), Constellation Brands posted Return on Invested Capital [ROIC] of 10.70%, up 10.04 percentage points from FY2025.
- Return on Invested Capital [ROIC] has a five-year change of +1.60 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Invested Capital [ROIC] came in at 0.66% in FY2025 (-11.02 pp), 11.68% in FY2024 (+11.68 pp), 0.00% in FY2023 (-0.03 pp) and 0.03% in FY2022 (-9.06 pp).
- The fiscal Q2 2027 figure ranks as the highest quarterly Return on Invested Capital [ROIC] since fiscal Q1 2025.
- Year over year, Return on Invested Capital [ROIC] has now increased in each of the last five quarters, with an average year-over-year change of +0.15 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was fiscal Q1 2025 (a gain of 13.04 percentage points); the low point was fiscal Q1 2026 (a drop of 12.37 percentage points).
- Per Business Quant data, the three fiscal quarters before Q2 2027 came in at 11.31% (Q1 2027), 10.69% (Q4 2026) and 7.94% (Q3 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 398.85 Bn | 387.48 Bn | 8.42 Bn | 15.41% |
| 2 | Coca Cola Femsa Sab De Cv | 198.64 Bn | 198.64 Bn | 2.06 Bn | - |
| 3 | Pepsico | 185.02 Bn | 142.98 Bn | 13.75 Bn | 16.05% |
| 4 | Monster Beverage | 90.49 Bn | 78.74 Bn | 1.42 Bn | - |
| 5 | Diageo | 58.34 Bn | 40.49 Bn | - | - |
| 6 | Ambev | 52.01 Bn | 37.41 Bn | 2.06 Bn | 25.34% |
| 7 | Coca-Cola Europacific Partners | 49.78 Bn | 43.00 Bn | - | - |
| 8 | Keurig Dr Pepper | 47.19 Bn | 47.43 Bn | 3.07 Bn | 4.33% |
| 9 | Constellation Brands | 23.46 Bn | 23.01 Bn | 1.39 Bn | 11.77% |
| 10 | Brown Forman | 13.49 Bn | 12.18 Bn | 549.00 Mn | 12.39% |
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 11.77% |
| May 31, 2026 | 11.31% |
| Feb 28, 2026 | 10.69% |
| Nov 30, 2025 | 7.94% |
| Aug 31, 2025 | 8.76% |
| May 31, 2025 | 0.67% |
| Feb 28, 2025 | 0.70% |
| Nov 30, 2024 | 5.69% |
| Aug 31, 2024 | 4.70% |
| May 31, 2024 | 13.04% |
| Feb 29, 2024 | 11.59% |
| Nov 30, 2023 | 11.18% |
| Aug 31, 2023 | 10.98% |
| May 31, 2023 | 0.00% |
| Feb 28, 2023 | 0.00% |
| Nov 30, 2022 | 3.38% |
| Aug 31, 2022 | 3.55% |
| May 31, 2022 | 10.15% |
| Feb 28, 2022 | 0.03% |
| Nov 30, 2021 | 0.00% |
Constellation Brands Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=STZ&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "STZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=STZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();