Return on Equity (ROE)
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., ROE, long-term trends, calculation
| ROE | = | 100 | × | Net income (loss) attributable to CBI1 | ÷ | Total CBI stockholders’ equity1 | |
|---|---|---|---|---|---|---|---|
| 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
- Net Income (loss) attributable to CBI
- The net income figures demonstrate considerable volatility over the analyzed period. From 2005 to 2007, net income showed steady growth, peaking at 331.9 million USD in 2007. However, 2008 and 2009 saw significant losses, with net income plummeting to -613.3 million USD and -301.4 million USD respectively. A recovery phase followed, with net income returning to positive values in 2010 and generally increasing, reaching a peak of 3.436 billion USD in 2019. The year 2020 experienced a sharp decline to a slight loss of 11.8 million USD, likely reflecting unusual circumstances, before net income rebounded to nearly 2 billion USD in 2021. The latest figure in 2022 shows a return to a modest loss of 40.4 million USD.
- Total CBI Stockholders’ Equity
- Stockholders’ equity exhibited a general upward trend across the period, indicating overall growth in the company's net assets. Starting at approximately 2.78 billion USD in 2005, equity dipped in 2008 and 2009 to just below 2 billion USD, reflecting the negative net income reported in these years. Subsequently, equity progressively increased, surpassing 8 billion USD by 2018 and peaking at 12.55 billion USD in 2019. A slight contraction occurred in 2020, decreasing to around 12.13 billion USD, followed by continued growth to nearly 13.6 billion USD in 2021. The final year recorded a decline to approximately 11.73 billion USD, mirroring the net income downturn.
- Return on Equity (ROE)
- ROE fluctuated significantly in line with the net income volatility observed. Early years maintained a positive but moderate ROE ranging from around 9.7% to 10.9% until 2007. The negative net income in 2008 and 2009 resulted in persistently negative ROE values, reaching a low of -22.17% in 2008. From 2010 onwards, ROE values recovered robustly, peaking at 39.01% in 2014 which corresponds with a substantially increased net income. Despite some variability, ROE remained mostly strong and positive through 2019, reflecting enhanced profitability. However, in 2020 and 2022, ROE values again turned slightly negative or close to zero (-0.10% and -0.34% respectively), consistent with losses reported. The general pattern suggests sensitivity of ROE to profit fluctuations and underlying equity changes over time.
Comparison to Competitors
Constellation Brands Inc., ROE, 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., ROE, 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., ROE, 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).