Constellation Brands, Inc. - $STZ
3 months ago
slo capital
"STZ: Trading at lowest EV/EBIT multiple in history at 10.5x (vs 2008/09 crisis levels). Modelo overtook Bud Light as top US beer, strong distribution moat, premiumization trends. $2.3B FCF base w/ 5% growth assumptions suggests fair value, but crisis-level multiples create 20-25% upside if growth hits 6-7%."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Constellation Brands, Inc. - $STZ
Source:
slo capital
Published:
September 19, 2025
Idea Type:
Stock Idea