STZNEUTRAL

STZ Return on Equity (ROE) Analysis

23.7%

Updated 57h ago·SEC filings & market data

Key Takeaway

A return on equity (ROE) of 23.7% means that for every dollar of shareholder equity, the company generated about 24 cents of profit in the most recent period — a measure of how efficiently management turns invested capital into earnings.

Sector Performance

75th percentile

STZ

23.7%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

20.9%(Apr 2026)

↑ Improving

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Deep Analysis

This level sits well above the sector median of 13.8%, placing the company in the 73rd percentile among its sector peers, so its profitability is stronger than most. The trend direction is not available, as both the year-over-year and quarter-over-quarter changes are listed as N/A, which means there is no historical data to assess momentum. The combination of a high ROE with no trend information suggests the company has a current profitability advantage, but without direction, you cannot tell whether that advantage is widening or narrowing. For investment risk, the strong level reduces concern about capital efficiency, yet the missing trend leaves uncertainty about future performance. This metric supports the overall NEUTRAL verdict: the superior ROE is a positive, but the absence of trend data prevents a more bullish or bearish stance.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about STZ?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are STZ's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.