ADM vs Constellation Brands

ADM and Constellation Brands are compared on business models, financial performance, and market context. This page presents neutral, accessible information to help readers understand the similarities and differences between the two companies. The aim is to inform your awareness without offering guidance. Educational content, not financial advice.

ADM and Constellation Brands are compared on business models, financial performance, and market context. This page presents neutral, accessible information to help readers understand the similarities ...

Comparison Snapshot

Key Financial Metrics

ADM

Metric

STZ

$33.40B

Market Cap

$25.89B

-16.14%

Potential Profit

18.04%

Hold

Analyst Rating

Buy

Why It's Moving

ADM Stock Warning: Why Analysts See -16% Downside Risk

Ag Services operating profit dropped 11% year-over-year, hit by lower North American soybean exports and reduced trading opportunities from muted pricing.
Refined Products margins fell 4% due to softer food and fuel demand, exacerbated by U.S. biofuel policy uncertainty deferring growth.
2026 adjusted EPS guidance of $3.60-$4.25 signals flat-to-modest gains in a challenging environment, fueling analyst concerns over valuation.

Sentiment:

🐻Bearish

Constellation Brands Beats Q2 Estimates Yet Sticks to Cautious Full-Year Outlook Amid Economic Headwinds

Q2 revenue and EPS surpassed analyst forecasts, highlighting robust underlying demand despite softer trends.
Maintained reduced fiscal 2026 outlook due to inventory rebalancing and economic challenges impacting beer shipments.
Warren Buffett's Berkshire Hathaway recently boosted its stake, signaling long-term confidence in the beverage giant.

Sentiment:

⚖️Neutral

ADM Stock Warning: Why Analysts See -16% Downside Risk

Ag Services operating profit dropped 11% year-over-year, hit by lower North American soybean exports and reduced trading opportunities from muted pricing.
Refined Products margins fell 4% due to softer food and fuel demand, exacerbated by U.S. biofuel policy uncertainty deferring growth.
2026 adjusted EPS guidance of $3.60-$4.25 signals flat-to-modest gains in a challenging environment, fueling analyst concerns over valuation.

Sentiment:

🐻Bearish

Constellation Brands Beats Q2 Estimates Yet Sticks to Cautious Full-Year Outlook Amid Economic Headwinds

Q2 revenue and EPS surpassed analyst forecasts, highlighting robust underlying demand despite softer trends.
Maintained reduced fiscal 2026 outlook due to inventory rebalancing and economic challenges impacting beer shipments.
Warren Buffett's Berkshire Hathaway recently boosted its stake, signaling long-term confidence in the beverage giant.

Sentiment:

⚖️Neutral

Investment Analysis

ADM

Pros

ADM maintains a diversified global agricultural supply chain, providing resilience across commodity cycles.
The company has delivered robust cash flow supported by portfolio optimization and working capital improvements.
ADM benefits from a strong asset network and skilled workforce, enhancing its ability to adapt to market changes.

Considerations

ADM's full-year 2025 guidance has been revised downward due to lower crush margins and uncertain biofuel demand.
Segment profitability declined year-on-year, reflecting ongoing challenges in global trade and commodity pricing.
ADM faces exposure to volatile agricultural commodity markets, which can impact earnings unpredictability.

Constellation Brands

STZ

Pros

Constellation Brands holds leading positions in premium beer, wine, and spirits, supporting strong brand loyalty.
The company has a history of strategic acquisitions that have expanded its product portfolio and market reach.
Constellation Brands maintains a solid balance sheet with consistent cash generation from core operations.

Considerations

Constellation Brands faces regulatory and tax risks, particularly in the alcohol sector, which could affect profitability.
The company is exposed to shifting consumer preferences and potential declines in alcohol consumption trends.
Recent market performance has been pressured by competitive intensity and margin pressures in the beverage industry.

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