Constellation Brands Inc Class A (STZ)

Operating return on assets (Operating ROA)

Feb 28, 2025 Nov 30, 2024 Aug 31, 2024 May 31, 2024 Feb 29, 2024 Nov 30, 2023 Aug 31, 2023 May 31, 2023 Feb 28, 2023 Nov 30, 2022 Aug 31, 2022 May 31, 2022 Feb 28, 2022 Nov 30, 2021 Aug 31, 2021 May 31, 2021 Feb 28, 2021 Nov 30, 2020 Aug 31, 2020 May 31, 2020
Operating income (ttm) US$ in thousands 339,500 1,120,700 1,124,600 3,332,700 3,171,200 3,007,000 2,956,800 2,141,700 2,027,900 2,238,700 2,331,900 2,907,500 2,331,700 2,213,500 2,156,700 2,256,200 2,791,100 2,776,900 2,261,000 2,141,800
Total assets US$ in thousands 21,652,300 22,806,200 23,079,100 26,060,100 25,691,700 25,057,400 24,930,000 24,759,200 24,662,300 24,463,000 24,280,900 25,841,100 25,855,800 25,527,300 25,340,300 26,192,400 27,104,800 27,630,600 26,462,500 26,149,800
Operating ROA 1.57% 4.91% 4.87% 12.79% 12.34% 12.00% 11.86% 8.65% 8.22% 9.15% 9.60% 11.25% 9.02% 8.67% 8.51% 8.61% 10.30% 10.05% 8.54% 8.19%

February 28, 2025 calculation

Operating ROA = Operating income (ttm) ÷ Total assets
= $339,500K ÷ $21,652,300K
= 1.57%

The operating return on assets (ROA) of Constellation Brands Inc Class A has exhibited fluctuations over the periods indicated in the data provided.

Starting at 8.19% as of May 31, 2020, the operating ROA increased to 10.30% by February 28, 2021, before experiencing a slight decline to 8.61% by May 31, 2021. Subsequently, the operating ROA rose again to 11.25% by May 31, 2022, and reached its highest level of 12.79% by May 31, 2024.

However, the operating ROA showed a significant drop to 1.57% by February 28, 2025. This decline may indicate challenges in generating operating profits in relation to the company's assets during that period.

It is essential for stakeholders to further investigate the factors contributing to the fluctuation in operating ROA to understand the company's operational efficiency and profitability trends accurately.


Peer comparison

Feb 28, 2025

Company name
Symbol
Operating ROA
Constellation Brands Inc Class A
STZ
1.57%
Keurig Dr Pepper Inc
KDP
4.85%
PepsiCo Inc
PEP
12.96%
The Coca-Cola Company
KO
9.94%