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Compare Stocks › BRK-B vs STZ

Berkshire Hathaway Inc. (BRK-B) vs Constellation Brands, Inc. (STZ)

BRK-B
Berkshire Hathaway Inc.
$473.01
VS
STZ
Constellation Brands, Inc.
$152.82

Rewards

BRK-B
  • ★Each dollar of retained earnings has created $3.95 of earning power — management is an exceptional capital allocator.
  • ★PEG ratio of 0.13 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.
  • ★Net debt/EBITDA of -2.3x means the company holds more cash than debt — a net cash position.
STZ
  • ★Constellation Brands, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
  • ★Constellation Brands, Inc. scores 78/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
  • ★Each dollar of retained earnings has created $15.86 of earning power — management is an exceptional capital allocator.

Risks

BRK-B
  • ⚠FCF yield of 6.0% suggests reasonable valuation assuming continued moderate growth.
  • ⚠Trailing P/E of 15.2x is 72% above the historical average of 8.9x — the stock trades at a premium to its own history.
STZ
  • ⚠FCF yield of 7.8% suggests reasonable valuation assuming continued moderate growth.
  • ⚠PEG ratio of 2.83 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.

Key Valuation Metrics

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BRK-B
STZ
Valuation
$61.23B
Free Cash Flow
$2.05B
6.00%
FCF Yield
7.78%
15.24
Trailing P/E
15.90
21.95
Forward P/E
12.26
Quality & Moat
4.96%
ROIC
9.83%
9.18%
ROE
20.11%
27.78%
Gross Margin
51.65%
0.13
PEG Ratio
2.83
Balance Sheet Safety
0.18
Debt / Equity
1.34
N/A
Interest Coverage
N/A
-2.28
Net Debt / EBITDA
3.28
N/A
Dividend Yield
2.70%
BRK-B: 4Ties: 2STZ: 5
BRK-BSTZ

Historical Fundamentals

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BRK-B

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

STZ

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

$1 Retained Earnings Test

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BRK-B
$1.66
created per $1 retained over 3 years
Value Creator
Σ Retained
$252.19B
Δ Market Cap
+$417.89B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
STZ
$-14.53
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$1.23B
Δ Market Cap
$-17.89B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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BRK-B
31.0% Margin of Safety
Price is 31.0% below estimated fair value
Current Price: $473.01
Fair Value: $685.41
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
STZ
28.3% Overvalued
Price is 28.3% above estimated fair value
Current Price: $152.82
Fair Value: $119.07
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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BRK-B

What growth rate is the market pricing in at $473?

-0.3%
Market-Implied Owner Earnings Growth
Standard FCF implies +1.0%

The market implies -0.3% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +1.0%, reflecting heavy growth investment.

STZ

What growth rate is the market pricing in at $153?

+9.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +6.5%

The market implies +9.1% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +6.5%, reflecting heavy growth investment.

Economic Moat Score

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BRK-B
40/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None

Narrow moat with reinvestment efficiency as the key competitive advantage. Improving revenue predictability would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
STZ
78/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by margin stability. Reinvestment Efficiency is the area most vulnerable to competitive pressure.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

Forensic Accounting

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BRK-B
-2.41
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
STZ
-2.75
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

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BRK-B
Insiders 0.3%Institutions 66.2%Retail & Other 33.6%
No. of Institutional Holders5,818
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
STZ
Insiders 20.0%Institutions 79.6%Retail & Other 0.4%
No. of Institutional Holders1,412
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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BRK-B
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
STZ
0
Buys (3M)
1
Buys (12M)
Total value (12M): $340,886
BALDWIN CHRISTOPHER J.
Director
$340,886
@ $170.44 · 2025-07-08
GILES WILLIAM T
Director
$186,390
@ $186.39 · 2025-01-17
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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BRK-B
0
Sells (3M)
0
Sells (12M)
No open market insider sales found.
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
STZ
2
Sells (3M)
4
Sells (12M)
Total value (12M): $1.13M
HERNANDEZ ERNESTO M.
Director
$307,830
@ $153.91 · 2026-04-27
GLAETZER SAMUEL J
Officer
$85,345
@ $153.77 · 2026-02-17
BOURDEAU JAMES O
Officer
$138,749
@ $169.00 · 2025-07-21
GLAETZER SAMUEL J
Officer
$593,901
@ $188.54 · 2025-05-13
SER BUSINESS HOLDINGS LP
Beneficial Owner of more than 10% of a Class of Security
$159,060
@ $241.00 · 2024-11-20
SABIA JAMES ANTHONY JR.
President
$8.77M
@ $242.99 · 2024-11-14
NEWLANDS WILLIAM A
Chief Executive Officer
$6.09M
@ $243.58 · 2024-11-14
CAREY KANEENAT KRISTANN
Officer
$78,870
@ $239.00 · 2024-11-13
NEWLANDS WILLIAM A
Chief Executive Officer
$1.76M
@ $237.24 · 2024-10-29
GLAETZER SAMUEL J
Officer
$370,809
@ $245.57 · 2024-10-14
HANKINSON GARTH
Chief Financial Officer
$8.09M
@ $240.10 · 2024-08-09
MCCARTHY DANIEL J
Director
$468,009
@ $252.43 · 2024-07-26
CAREY KANEENAT KRISTANN
Officer
$254,997
@ $261.00 · 2024-07-12
NEWLANDS WILLIAM A
Chief Executive Officer
$6.54M
@ $261.54 · 2024-05-10
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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BRK-B
FearGreed
😐Neutral(52/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
STZ
FearGreed
😨Fear(40/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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BRK-B
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (52)
STZ
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Fear (40)
View BRK-B Full AnalysisView STZ Full Analysis