Constellation Brands Inc Class A (STZ)

Return on assets (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
Net income (ttm) US$ in thousands -81,400 686,300 579,500 2,468,500 1,727,400 1,558,000 1,516,600 -314,100 -60,500 111,900 115,000 1,257,200 -40,400 -52,900 757,200 1,267,800 1,998,000 2,013,500 1,093,000 55,700
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
ROA -0.38% 3.01% 2.51% 9.47% 6.72% 6.22% 6.08% -1.27% -0.25% 0.46% 0.47% 4.87% -0.16% -0.21% 2.99% 4.84% 7.37% 7.29% 4.13% 0.21%

February 28, 2025 calculation

ROA = Net income (ttm) ÷ Total assets
= $-81,400K ÷ $21,652,300K
= -0.38%

The return on assets (ROA) of Constellation Brands Inc Class A has shown fluctuating performance over the past few years based on the provided data.

From May 31, 2020, to May 31, 2021, the ROA increased steadily from 0.21% to 4.84%, indicating an improvement in the company's ability to generate profit from its assets. However, the ROA started to decrease, reaching a low of -1.27% on May 31, 2023, before showing a recovery to 9.47% on May 31, 2024.

The performance remained somewhat volatile afterwards, with the ROA fluctuating between negative and positive values until February 28, 2025, where it declined to -0.38%.

Overall, the company experienced periods of both growth and decline in its ability to generate profit from its assets during the period analyzed. It will be essential for stakeholders to closely monitor the company's asset utilization and profitability moving forward to assess its financial health and performance.


Peer comparison

Feb 28, 2025

Company name
Symbol
ROA
Constellation Brands Inc Class A
STZ
-0.38%
Keurig Dr Pepper Inc
KDP
2.70%
PepsiCo Inc
PEP
9.63%
The Coca-Cola Company
KO
10.57%

See also:

Constellation Brands Inc Class A Return on Assets (ROA) (Quarterly Data)