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DEO vs WVVI vs STZ vs SAM

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
DEO
Diageo plc

Beverages - Wineries & Distilleries

Consumer DefensiveNYSE • GB
Market Cap$46.38B
5Y Perf.-40.7%
WVVI
Willamette Valley Vineyards, Inc.

Beverages - Wineries & Distilleries

Consumer DefensiveNASDAQ • US
Market Cap$14M
5Y Perf.-52.1%
STZ
Constellation Brands, Inc.

Beverages - Wineries & Distilleries

Consumer DefensiveNYSE • US
Market Cap$26.05B
5Y Perf.-13.0%
SAM
The Boston Beer Company, Inc.

Beverages - Alcoholic

Consumer DefensiveNYSE • US
Market Cap$2.18B
5Y Perf.-64.1%

DEO vs WVVI vs STZ vs SAM — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
DEO logoDEO
WVVI logoWVVI
STZ logoSTZ
SAM logoSAM
IndustryBeverages - Wineries & DistilleriesBeverages - Wineries & DistilleriesBeverages - Wineries & DistilleriesBeverages - 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 Margin60.0%60.5%52.0%45.2%
Operating Margin27.9%-2.4%34.5%-3.8%
Forward P/E17.8x12.7x20.6x
Total Debt$24.40B$15.52B$12.11B$38M
Cash & Equiv.$2.20B$411M$68M$223M

DEO vs WVVI vs STZ vs SAMLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

DEO
WVVI
STZ
SAM
StockMay 20May 26Return
Diageo plc (DEO)10059.3-40.7%
Willamette Valley V… (WVVI)10047.9-52.1%
Constellation Brand… (STZ)10087.0-13.0%
The Boston Beer Com… (SAM)10035.9-64.1%

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.

Bottom line: DEO and STZ are tied at the top with 2 categories each — the right choice depends on your priorities. Constellation Brands, Inc. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. SAM and WVVI also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
DEO
Diageo plc
The Income Pick

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%
Best for: income & stability
WVVI
Willamette Valley Vineyards, Inc.
The Defensive Pick

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)
Best for: defensive
STZ
Constellation Brands, Inc.
The Long-Run Compounder

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
Best for: long-term compounding
SAM
The Boston Beer Company, Inc.
The Growth Play

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%
Best for: growth exposure and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthSAM logoSAM3.7% revenue growth vs WVVI's -100.0%
ValueSTZ logoSTZBetter valuation composite
Quality / MarginsDEO logoDEO14.7% margin vs WVVI's -3.3%
Stability / SafetySTZ logoSTZBeta 0.26 vs DEO's 0.37, lower leverage
DividendsWVVI logoWVVI100.0% yield, 4-year raise streak, vs DEO's 4.9%, (1 stock pays no dividend)
Momentum (1Y)SAM logoSAM-15.9% vs WVVI's -49.3%
Efficiency (ROA)DEO logoDEO14.7% 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

DEODiageo plc
FY 2025
Spirits
79.3%$22.2B
Beer
16.1%$4.5B
Ready To Drink
3.5%$989M
Other Product
1.1%$316M
WVVIWillamette Valley Vineyards, Inc.

Segment breakdown not available.

STZConstellation Brands, Inc.
FY 2025
Beer
83.7%$8.5B
ConstellationWinesAndSpirits
16.3%$1.7B
SAMThe Boston Beer Company, Inc.

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.

BEST OVERALLSAMLAGGINGWVVI

Income & Cash Flow (Last 12 Months)

Evenly matched — DEO and STZ each lead in 2 of 6 comparable metrics.

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.

MetricDEO logoDEODiageo plcWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…SAM logoSAMThe Boston Beer C…
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%
Evenly matched — DEO and STZ each lead in 2 of 6 comparable metrics.

Valuation Metrics

SAM leads this category, winning 3 of 6 comparable 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.

MetricDEO logoDEODiageo plcWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…SAM logoSAMThe Boston Beer C…
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 EPS19.68x-4.53x-333.89x20.50x
Forward P/EPrice ÷ next-FY EPS est.17.82x12.70x20.56x
PEG RatioP/E ÷ EPS growth rate2.64x
EV / EBITDAEnterprise value multiple11.33x9.37x8.45x
Price / SalesMarket cap ÷ Revenue2.29x2.55x1.04x
Price / BookPrice ÷ Book value/share3.53x0.00x3.82x2.54x
Price / FCFMarket cap ÷ FCF17.27x13.44x10.09x
SAM leads this category, winning 3 of 6 comparable metrics.

Profitability & Efficiency

SAM leads this category, winning 5 of 9 comparable metrics.

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.

MetricDEO logoDEODiageo plcWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…SAM logoSAMThe Boston Beer C…
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 0–95157
Debt / EquityFinancial leverage1.85x0.23x1.70x0.04x
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 expense5.71x-0.69x5.47x
SAM leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

STZ leads this category, winning 4 of 6 comparable metrics.

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.

MetricDEO logoDEODiageo plcWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…SAM logoSAMThe Boston Beer C…
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%
STZ leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — WVVI and SAM each lead in 1 of 2 comparable metrics.

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.

MetricDEO logoDEODiageo plcWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…SAM logoSAMThe Boston Beer C…
Beta (5Y)Sensitivity to S&P 5000.37x-0.25x0.26x0.29x
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 0–10063.553.545.928.7
Avg Volume (50D)Average daily shares traded1.8M3K1.8M199K
Evenly matched — WVVI and SAM each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — DEO and WVVI each lead in 1 of 2 comparable metrics.

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%.

MetricDEO logoDEODiageo plcWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…SAM logoSAMThe Boston Beer C…
Analyst RatingConsensus buy/hold/sellHoldBuyHold
Price TargetConsensus 12-month target$124.00$175.70$246.86
# AnalystsCovering analysts354631
Dividend YieldAnnual dividend ÷ price+4.9%+100.0%+2.7%
Dividend StreakConsecutive years of raises12440
Dividend / ShareAnnual DPS$4.13$194.20$4.03
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%+4.3%+9.4%
Evenly matched — DEO and WVVI each lead in 1 of 2 comparable metrics.
Key Takeaway

SAM leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). STZ leads in 1 (Total Returns). 3 tied.

Best OverallThe Boston Beer Company, In… (SAM)Leads 2 of 6 categories
Loading custom metrics...

DEO vs WVVI vs STZ vs SAM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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.

09

Is 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.

10

What 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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DEO

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  • Market Cap > $100B
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WVVI

Income & Dividend Stock

  • Sector: Consumer Defensive
  • Market Cap > $100B
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  • Dividend Yield > 40.0%
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STZ

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  • Sector: Consumer Defensive
  • Market Cap > $100B
  • Net Margin > 7%
  • Dividend Yield > 1.0%
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SAM

Quality Business

  • Sector: Consumer Defensive
  • Market Cap > $100B
  • Gross Margin > 27%
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Beat Both

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Revenue Growth>
%
(DEO: -29.1% · WVVI: -10.9%)

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