Beverages - Wineries & Distilleries
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DEO vs WVVI vs STZ vs SAM
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Wineries & Distilleries
Beverages - Wineries & Distilleries
Beverages - Alcoholic
DEO vs WVVI vs STZ vs SAM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Beverages - Wineries & Distilleries | Beverages - Wineries & Distilleries | Beverages - Wineries & Distilleries | Beverages - Alcoholic |
| Market Cap | $46.38B | $14M | $26.05B | $2.18B |
| Revenue (TTM) | $37.37B | $37M | $9.38B | $2.09B |
| Net Income (TTM) | $5.49B | $-1M | $1.11B | $-61M |
| Gross Margin | 60.0% | 60.5% | 52.0% | 45.2% |
| Operating Margin | 27.9% | -2.4% | 34.5% | -3.8% |
| Forward P/E | 17.8x | — | 12.7x | 20.6x |
| Total Debt | $24.40B | $15.52B | $12.11B | $38M |
| Cash & Equiv. | $2.20B | $411M | $68M | $223M |
DEO vs WVVI vs STZ vs SAM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Diageo plc (DEO) | 100 | 59.3 | -40.7% |
| Willamette Valley V… (WVVI) | 100 | 47.9 | -52.1% |
| Constellation Brand… (STZ) | 100 | 87.0 | -13.0% |
| The Boston Beer Com… (SAM) | 100 | 35.9 | -64.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DEO vs WVVI vs STZ vs SAM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DEO has the current edge in this matchup, primarily because of its strength in income & stability.
- Dividend streak 12 yrs, beta 0.37, yield 4.9%
- 14.7% margin vs WVVI's -3.3%
- 14.7% ROA vs SAM's -5.0%, ROIC 9.6% vs 15.5%
WVVI is the clearest fit if your priority is defensive.
- Beta -0.25, yield 100.0%, current ratio 2.70x
- 100.0% yield, 4-year raise streak, vs DEO's 4.9%, (1 stock pays no dividend)
STZ is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 12.6% 10Y total return vs SAM's 32.0%
- Better valuation composite
- Beta 0.26 vs DEO's 0.37, lower leverage
SAM is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 3.7%, EPS growth 95.5%, 3Y rev CAGR -0.0%
- Lower volatility, beta 0.29, Low D/E 4.5%, current ratio 1.65x
- 3.7% revenue growth vs WVVI's -100.0%
- -15.9% vs WVVI's -49.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.7% revenue growth vs WVVI's -100.0% | |
| Value | Better valuation composite | |
| Quality / Margins | 14.7% margin vs WVVI's -3.3% | |
| Stability / Safety | Beta 0.26 vs DEO's 0.37, lower leverage | |
| Dividends | 100.0% yield, 4-year raise streak, vs DEO's 4.9%, (1 stock pays no dividend) | |
| Momentum (1Y) | -15.9% vs WVVI's -49.3% | |
| Efficiency (ROA) | 14.7% ROA vs SAM's -5.0%, ROIC 9.6% vs 15.5% |
DEO vs WVVI vs STZ vs SAM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
DEO vs WVVI vs STZ vs SAM — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SAM leads in 2 of 6 categories
STZ leads 1 • DEO leads 0 • WVVI leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — DEO and STZ each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DEO is the larger business by revenue, generating $37.4B annually — 1000.0x WVVI's $37M. DEO is the more profitable business, keeping 14.7% of every revenue dollar as net income compared to WVVI's -3.3%. On growth, SAM holds the edge at +1.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $37.4B | $37M | $9.4B | $2.1B |
| EBITDAEarnings before interest/tax | $11.6B | $2M | $3.7B | $14M |
| Net IncomeAfter-tax profit | $5.5B | -$1M | $1.1B | -$61M |
| Free Cash FlowCash after capex | $7.7B | -$3M | $1.8B | $191M |
| Gross MarginGross profit ÷ Revenue | +60.0% | +60.5% | +52.0% | +45.2% |
| Operating MarginEBIT ÷ Revenue | +27.9% | -2.4% | +34.5% | -3.8% |
| Net MarginNet income ÷ Revenue | +14.7% | -3.3% | +11.8% | -2.9% |
| FCF MarginFCF ÷ Revenue | +20.6% | -8.5% | +18.8% | +9.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -29.1% | -10.9% | -9.8% | +1.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -24.1% | -94.1% | -15.0% | -7.4% |
Valuation Metrics
SAM leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 19.7x trailing earnings, DEO trades at a 4% valuation discount to SAM's 20.5x P/E. On an enterprise value basis, SAM's 8.5x EV/EBITDA is more attractive than DEO's 11.3x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $46.4B | $14M | $26.1B | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $68.6B | $15.1B | $38.1B | $2.0B |
| Trailing P/EPrice ÷ TTM EPS | 19.68x | -4.53x | -333.89x | 20.50x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.82x | — | 12.70x | 20.56x |
| PEG RatioP/E ÷ EPS growth rate | 2.64x | — | — | — |
| EV / EBITDAEnterprise value multiple | 11.33x | — | 9.37x | 8.45x |
| Price / SalesMarket cap ÷ Revenue | 2.29x | — | 2.55x | 1.04x |
| Price / BookPrice ÷ Book value/share | 3.53x | 0.00x | 3.82x | 2.54x |
| Price / FCFMarket cap ÷ FCF | 17.27x | — | 13.44x | 10.09x |
Profitability & Efficiency
SAM leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
DEO delivers a 54.0% return on equity — every $100 of shareholder capital generates $54 in annual profit, vs $-7 for SAM. SAM carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to DEO's 1.85x. On the Piotroski fundamental quality scale (0–9), SAM scores 7/9 vs WVVI's 1/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +54.0% | -1.8% | +13.9% | -7.3% |
| ROA (TTM)Return on assets | +14.7% | -1.1% | +5.1% | -5.0% |
| ROICReturn on invested capital | +9.6% | -2.6% | +13.0% | +15.5% |
| ROCEReturn on capital employed | +11.7% | -3.1% | +18.0% | +14.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 1 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.85x | 0.23x | 1.70x | 0.04x |
| Net DebtTotal debt minus cash | $22.2B | $15.1B | $12.0B | -$186M |
| Cash & Equiv.Liquid assets | $2.2B | $411M | $68M | $223M |
| Total DebtShort + long-term debt | $24.4B | $15.5B | $12.1B | $38M |
| Interest CoverageEBIT ÷ Interest expense | 5.71x | -0.69x | 5.47x | — |
Total Returns (Dividends Reinvested)
STZ leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in STZ five years ago would be worth $6,992 today (with dividends reinvested), compared to $1,818 for SAM. Over the past 12 months, SAM leads with a -15.9% total return vs WVVI's -49.3%. The 3-year compound annual growth rate (CAGR) favors STZ at -10.8% vs WVVI's -21.2% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -3.3% | -8.6% | +7.9% | +1.5% |
| 1-Year ReturnPast 12 months | -25.1% | -49.3% | -18.7% | -15.9% |
| 3-Year ReturnCumulative with dividends | -49.3% | -51.0% | -29.0% | -35.0% |
| 5-Year ReturnCumulative with dividends | -43.9% | -80.8% | -30.1% | -81.8% |
| 10-Year ReturnCumulative with dividends | +10.0% | -59.3% | +12.6% | +32.0% |
| CAGR (3Y)Annualised 3-year return | -20.3% | -21.2% | -10.8% | -13.4% |
Risk & Volatility
Evenly matched — WVVI and SAM each lead in 1 of 2 comparable metrics.
Risk & Volatility
WVVI is the less volatile stock with a -0.25 beta — it tends to amplify market swings less than DEO's 0.37 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SAM currently trades 76.7% from its 52-week high vs WVVI's 40.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.37x | -0.25x | 0.26x | 0.29x |
| 52-Week HighHighest price in past year | $116.69 | $7.18 | $196.91 | $264.46 |
| 52-Week LowLowest price in past year | $72.46 | $2.49 | $126.45 | $185.34 |
| % of 52W HighCurrent price vs 52-week peak | +71.5% | +40.3% | +76.3% | +76.7% |
| RSI (14)Momentum oscillator 0–100 | 63.5 | 53.5 | 45.9 | 28.7 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 3K | 1.8M | 199K |
Analyst Outlook
Evenly matched — DEO and WVVI each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: DEO as "Hold", STZ as "Buy", SAM as "Hold". Consensus price targets imply 48.6% upside for DEO (target: $124) vs 16.9% for STZ (target: $176). For income investors, WVVI offers the higher dividend yield at 100.00% vs STZ's 2.68%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — | Buy | Hold |
| Price TargetConsensus 12-month target | $124.00 | — | $175.70 | $246.86 |
| # AnalystsCovering analysts | 35 | — | 46 | 31 |
| Dividend YieldAnnual dividend ÷ price | +4.9% | +100.0% | +2.7% | — |
| Dividend StreakConsecutive years of raises | 12 | 4 | 4 | 0 |
| Dividend / ShareAnnual DPS | $4.13 | $194.20 | $4.03 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +4.3% | +9.4% |
SAM leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). STZ leads in 1 (Total Returns). 3 tied.
DEO vs WVVI vs STZ vs SAM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is DEO or WVVI or STZ or SAM a better buy right now?
For growth investors, The Boston Beer Company, Inc.
(SAM) is the stronger pick with 3. 7% revenue growth year-over-year, versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). Diageo plc (DEO) offers the better valuation at 19. 7x trailing P/E (17. 8x forward), making it the more compelling value choice. Analysts rate Constellation Brands, Inc. (STZ) a "Buy" — based on 46 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — DEO or WVVI or STZ or SAM?
On trailing P/E, Diageo plc (DEO) is the cheapest at 19.
7x versus The Boston Beer Company, Inc. at 20. 5x. On forward P/E, Constellation Brands, Inc. is actually cheaper at 12. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — DEO or WVVI or STZ or SAM?
Over the past 5 years, Constellation Brands, Inc.
(STZ) delivered a total return of -30. 1%, compared to -81. 8% for The Boston Beer Company, Inc. (SAM). Over 10 years, the gap is even starker: SAM returned +32. 0% versus WVVI's -59. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DEO or WVVI or STZ or SAM?
By beta (market sensitivity over 5 years), Willamette Valley Vineyards, Inc.
(WVVI) is the lower-risk stock at -0. 25β versus Diageo plc's 0. 37β — meaning DEO is approximately -246% more volatile than WVVI relative to the S&P 500. On balance sheet safety, The Boston Beer Company, Inc. (SAM) carries a lower debt/equity ratio of 4% versus 185% for Diageo plc — giving it more financial flexibility in a downturn.
05Which is growing faster — DEO or WVVI or STZ or SAM?
By revenue growth (latest reported year), The Boston Beer Company, Inc.
(SAM) is pulling ahead at 3. 7% versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). On earnings-per-share growth, the picture is similar: The Boston Beer Company, Inc. grew EPS 95. 5% year-over-year, compared to -104. 8% for Constellation Brands, Inc.. Over a 3-year CAGR, DEO leads at 9. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — DEO or WVVI or STZ or SAM?
Diageo plc (DEO) is the more profitable company, earning 11.
6% net margin versus -3. 3% for Willamette Valley Vineyards, Inc. — meaning it keeps 11. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: STZ leads at 35. 5% versus -2. 4% for WVVI. At the gross margin level — before operating expenses — WVVI leads at 60. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is DEO or WVVI or STZ or SAM more undervalued right now?
On forward earnings alone, Constellation Brands, Inc.
(STZ) trades at 12. 7x forward P/E versus 20. 6x for The Boston Beer Company, Inc. — 7. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DEO: 48. 6% to $124. 00.
08Which pays a better dividend — DEO or WVVI or STZ or SAM?
In this comparison, WVVI (100.
0% yield), DEO (4. 9% yield), STZ (2. 7% yield) pay a dividend. SAM does not pay a meaningful dividend and should not be held primarily for income.
09Is DEO or WVVI or STZ or SAM better for a retirement portfolio?
For long-horizon retirement investors, Willamette Valley Vineyards, Inc.
(WVVI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 25), 100. 0% yield). Both have compounded well over 10 years (WVVI: -59. 3%, SAM: +32. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between DEO and WVVI and STZ and SAM?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: DEO is a mid-cap income-oriented stock; WVVI is a small-cap income-oriented stock; STZ is a mid-cap quality compounder stock; SAM is a small-cap quality compounder stock. DEO, WVVI, STZ pay a dividend while SAM does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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