WallStSmart

Ambev SA ADR (ABEV)vsConstellation Brands Inc Class A (STZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ambev SA ADR generates 865% more annual revenue ($88.21B vs $9.14B). STZ leads profitability with a 18.5% profit margin vs 17.7%. ABEV appears more attractively valued with a PEG of 2.23. ABEV earns a higher WallStSmart Score of 57/100 (C).

ABEV

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 8.5Value: 7.3Quality: 7.5
Piotroski: 6/9Altman Z: 2.14

STZ

Buy

56

out of 100

Grade: C

Growth: 2.0Profit: 8.5Value: 5.0Quality: 5.5
Piotroski: 5/9Altman Z: 2.10
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ABEVUndervalued (+71.1%)

Margin of Safety

+71.1%

Fair Value

$10.57

Current Price

$3.12

$7.45 discount

UndervaluedFair: $10.57Overvalued

Intrinsic value data unavailable for STZ.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ABEV5 strengths · Avg: 8.4/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.2%8/10

Strong operational efficiency at 26.2%

Free Cash FlowQuality
$2.69B8/10

Generating 2.7B in free cash flow

STZ3 strengths · Avg: 8.3/10
Return on EquityProfitability
20.9%9/10

Every $100 of equity generates 21 in profit

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

Operating MarginProfitability
26.7%8/10

Strong operational efficiency at 26.7%

Areas to Watch

ABEV3 concerns · Avg: 3.3/10
PEG RatioValuation
2.234/10

Expensive relative to growth rate

EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Revenue GrowthGrowth
-0.1%2/10

Revenue declined 0.1%

STZ4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.393/10

Elevated debt levels

PEG RatioValuation
2.752/10

Expensive relative to growth rate

Revenue GrowthGrowth
-11.3%2/10

Revenue declined 11.3%

EPS GrowthGrowth
-15.0%2/10

Earnings declined 15.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : ABEV

The strongest argument for ABEV centers on Debt/Equity, P/E Ratio, Price/Book. Profitability is solid with margins at 17.7% and operating margin at 26.2%.

Bull Case : STZ

The strongest argument for STZ centers on Return on Equity, P/E Ratio, Operating Margin. Profitability is solid with margins at 18.5% and operating margin at 26.7%.

Bear Case : ABEV

The primary concerns for ABEV are PEG Ratio, EPS Growth, Revenue Growth.

Bear Case : STZ

The primary concerns for STZ are Debt/Equity, PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

STZ carries more volatility with a beta of 0.38 — expect wider price swings.

ABEV is growing revenue faster at -0.1% — sustainability is the question.

ABEV generates stronger free cash flow (2.7B), providing more financial flexibility.

Monitor BEVERAGES - BREWERS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ABEV scores higher overall (57/100 vs 56/100), backed by strong 17.7% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ambev SA ADR

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Ambev SA produces, distributes and sells beer, draft beer, carbonated soft drinks (CSD), other non-alcoholic beverages, malt and food products in the Americas. The company is headquartered in So Paulo, Brazil.

Constellation Brands Inc Class A

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Constellation Brands, Inc., headquartered in Victor, New York, is an American producer and marketer of beer, wine, and spirits.

Visit Website →

Want to dig deeper into these stocks?