Return on Assets (ROA)
since 2005
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Constellation Brands Inc. pages available for free this week:
- Income Statement
- Statement of Comprehensive Income
- Balance Sheet: Liabilities and Stockholders’ Equity
- Analysis of Profitability Ratios
- Analysis of Long-term (Investment) Activity Ratios
- Analysis of Reportable Segments
- Enterprise Value (EV)
- Price to FCFE (P/FCFE)
- Capital Asset Pricing Model (CAPM)
- Selected Financial Data since 2005
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Calculation
Constellation Brands Inc., ROA, long-term trends, calculation
| ROA | = | 100 | × | Net income (loss) attributable to CBI1 | ÷ | Total assets1 | |
|---|---|---|---|---|---|---|---|
| Feb 28, 2022 | = | 100 | × | ÷ | |||
| Feb 28, 2021 | = | 100 | × | ÷ | |||
| Feb 29, 2020 | = | 100 | × | ÷ | |||
| Feb 28, 2019 | = | 100 | × | ÷ | |||
| Feb 28, 2018 | = | 100 | × | ÷ | |||
| Feb 28, 2017 | = | 100 | × | ÷ | |||
| Feb 29, 2016 | = | 100 | × | ÷ | |||
| Feb 28, 2015 | = | 100 | × | ÷ | |||
| Feb 28, 2014 | = | 100 | × | ÷ | |||
| Feb 28, 2013 | = | 100 | × | ÷ | |||
| Feb 29, 2012 | = | 100 | × | ÷ | |||
| Feb 28, 2011 | = | 100 | × | ÷ | |||
| Feb 28, 2010 | = | 100 | × | ÷ | |||
| Feb 28, 2009 | = | 100 | × | ÷ | |||
| Feb 29, 2008 | = | 100 | × | ÷ | |||
| Feb 28, 2007 | = | 100 | × | ÷ | |||
| Feb 28, 2006 | = | 100 | × | ÷ | |||
| Feb 28, 2005 | = | 100 | × | ÷ |
Based on: 10-K (reporting date: 2022-02-28), 10-K (reporting date: 2021-02-28), 10-K (reporting date: 2020-02-29), 10-K (reporting date: 2019-02-28), 10-K (reporting date: 2018-02-28), 10-K (reporting date: 2017-02-28), 10-K (reporting date: 2016-02-29), 10-K (reporting date: 2015-02-28), 10-K (reporting date: 2014-02-28), 10-K (reporting date: 2013-02-28), 10-K (reporting date: 2012-02-29), 10-K (reporting date: 2011-02-28), 10-K (reporting date: 2010-02-28), 10-K (reporting date: 2009-02-28), 10-K (reporting date: 2008-02-29), 10-K (reporting date: 2007-02-28), 10-K (reporting date: 2006-02-28), 10-K (reporting date: 2005-02-28).
1 US$ in thousands
The analysis of the financial performance over the given periods reveals several significant trends in profitability and asset utilization.
- Net Income (Loss) Attributable
- Net income displayed considerable volatility throughout the years. From 2005 to 2007, there was a steady increase, peaking at roughly 332 million in 2007. However, in 2008 and 2009, the company experienced substantial net losses, reaching a low of approximately -613 million in 2008, indicating serious financial distress likely due to adverse market or operational factors.
- After 2009, net income recovered significantly, surpassing 1.9 billion in 2014 and sustaining strong profitability through 2019, with a peak near 3.44 billion. The year 2020 saw a dramatic decline to a slight loss, possibly influenced by extraordinary circumstances. The following years showed a rebound in 2021 but another loss in 2022, highlighting continued earnings instability.
- Total Assets
- Total assets fluctuated over the period but generally showed a strong upward trend from approximately 7.8 billion in 2005 to nearly 29.2 billion in 2019. Post-2019, assets decreased slightly, settling around 25.9 billion by 2022, indicating some asset divestiture, depreciation, or revaluation during recent years.
- Return on Assets (ROA)
- ROA mirrored the net income trend, starting modestly in the mid-single digits, but plunging to negative values during the 2008-2009 downturn, reaching a low of -6.1% in 2008. Subsequently, there was a strong recovery and improvement in ROA, peaking at 13.59% in 2014 and maintaining high single-digit to low double-digit percentages until 2019.
- The years 2020 and 2022 again reflected near-zero or negative returns, consistent with corresponding net losses during these years, while 2021 showed a moderate recovery to 7.37%. These fluctuations highlight cyclical profitability challenges and indicate that asset returns are strongly influenced by external and internal conditions.
Overall, the data indicates a company that has experienced periods of significant financial stress and recovery. The general increase in asset base supports long-term growth, but profitability has been sensitive to market conditions, leading to considerable variability in net income and asset returns over the analyzed timeline.
Comparison to Competitors
Constellation Brands Inc., ROA, long-term trends, comparison to competitors
| Constellation Brands Inc. | Coca-Cola Co. | Mondelēz International Inc. | PepsiCo Inc. | Philip Morris International Inc. | |
|---|---|---|---|---|---|
| Feb 28, 2022 | |||||
| Feb 28, 2021 | |||||
| Feb 29, 2020 | |||||
| Feb 28, 2019 | |||||
| Feb 28, 2018 | |||||
| Feb 28, 2017 | |||||
| Feb 29, 2016 | |||||
| Feb 28, 2015 | |||||
| Feb 28, 2014 | |||||
| Feb 28, 2013 | |||||
| Feb 29, 2012 | |||||
| Feb 28, 2011 | |||||
| Feb 28, 2010 | |||||
| Feb 28, 2009 | |||||
| Feb 29, 2008 | |||||
| Feb 28, 2007 | |||||
| Feb 28, 2006 | |||||
| Feb 28, 2005 |
Based on: 10-K (reporting date: 2022-02-28), 10-K (reporting date: 2021-02-28), 10-K (reporting date: 2020-02-29), 10-K (reporting date: 2019-02-28), 10-K (reporting date: 2018-02-28), 10-K (reporting date: 2017-02-28), 10-K (reporting date: 2016-02-29), 10-K (reporting date: 2015-02-28), 10-K (reporting date: 2014-02-28), 10-K (reporting date: 2013-02-28), 10-K (reporting date: 2012-02-29), 10-K (reporting date: 2011-02-28), 10-K (reporting date: 2010-02-28), 10-K (reporting date: 2009-02-28), 10-K (reporting date: 2008-02-29), 10-K (reporting date: 2007-02-28), 10-K (reporting date: 2006-02-28), 10-K (reporting date: 2005-02-28).
Comparison to Sector (Food, Beverage & Tobacco)
Constellation Brands Inc., ROA, long-term trends, comparison to sector (food, beverage & tobacco)
| Constellation Brands Inc. | Food, Beverage & Tobacco | |
|---|---|---|
| Feb 28, 2022 | ||
| Feb 28, 2021 | ||
| Feb 29, 2020 | ||
| Feb 28, 2019 | ||
| Feb 28, 2018 | ||
| Feb 28, 2017 | ||
| Feb 29, 2016 | ||
| Feb 28, 2015 | ||
| Feb 28, 2014 | ||
| Feb 28, 2013 | ||
| Feb 29, 2012 | ||
| Feb 28, 2011 | ||
| Feb 28, 2010 | ||
| Feb 28, 2009 | ||
| Feb 29, 2008 | ||
| Feb 28, 2007 | ||
| Feb 28, 2006 | ||
| Feb 28, 2005 |
Based on: 10-K (reporting date: 2022-02-28), 10-K (reporting date: 2021-02-28), 10-K (reporting date: 2020-02-29), 10-K (reporting date: 2019-02-28), 10-K (reporting date: 2018-02-28), 10-K (reporting date: 2017-02-28), 10-K (reporting date: 2016-02-29), 10-K (reporting date: 2015-02-28), 10-K (reporting date: 2014-02-28), 10-K (reporting date: 2013-02-28), 10-K (reporting date: 2012-02-29), 10-K (reporting date: 2011-02-28), 10-K (reporting date: 2010-02-28), 10-K (reporting date: 2009-02-28), 10-K (reporting date: 2008-02-29), 10-K (reporting date: 2007-02-28), 10-K (reporting date: 2006-02-28), 10-K (reporting date: 2005-02-28).
Comparison to Industry (Consumer Staples)
Constellation Brands Inc., ROA, long-term trends, comparison to industry (consumer staples)
| Constellation Brands Inc. | Consumer Staples | |
|---|---|---|
| Feb 28, 2022 | ||
| Feb 28, 2021 | ||
| Feb 29, 2020 | ||
| Feb 28, 2019 | ||
| Feb 28, 2018 | ||
| Feb 28, 2017 | ||
| Feb 29, 2016 | ||
| Feb 28, 2015 | ||
| Feb 28, 2014 | ||
| Feb 28, 2013 | ||
| Feb 29, 2012 | ||
| Feb 28, 2011 | ||
| Feb 28, 2010 | ||
| Feb 28, 2009 | ||
| Feb 29, 2008 | ||
| Feb 28, 2007 | ||
| Feb 28, 2006 | ||
| Feb 28, 2005 |
Based on: 10-K (reporting date: 2022-02-28), 10-K (reporting date: 2021-02-28), 10-K (reporting date: 2020-02-29), 10-K (reporting date: 2019-02-28), 10-K (reporting date: 2018-02-28), 10-K (reporting date: 2017-02-28), 10-K (reporting date: 2016-02-29), 10-K (reporting date: 2015-02-28), 10-K (reporting date: 2014-02-28), 10-K (reporting date: 2013-02-28), 10-K (reporting date: 2012-02-29), 10-K (reporting date: 2011-02-28), 10-K (reporting date: 2010-02-28), 10-K (reporting date: 2009-02-28), 10-K (reporting date: 2008-02-29), 10-K (reporting date: 2007-02-28), 10-K (reporting date: 2006-02-28), 10-K (reporting date: 2005-02-28).