Constellation Brands, Inc. (STZ)
Constellation Brands produces and imports beer, wine, and spirits including Corona and Modelo in the US.
STZ vs TSN: how the two businesses compare
- Bigger business: TSN, with $54.4B of yearly revenue, about 6.0× STZ's $9.1B.
- More profitable: STZ keeps 18 cents of each sales dollar as profit, against 1 cents at TSN.
- More cash from each sale: STZ turns 29 cents of each sales dollar into operating cash flow, against 4 cents at TSN.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Tyson Foods (TSN) is the larger business by reported revenue: $54.4B in its fiscal year ended Sep 2025, about 6.0× STZ's $9.1B (fiscal year ended Feb 2026). STZ's net margin was 18.5% and TSN's 0.9%. The SEC places them in related industries (Beverages; Poultry Slaughtering and Processing), and both map to the Tariffs & trade research theme.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Consumer Staples
- Different
- Separate classifications
- Different
- STZ February 28 · TSN October 3
- Apr 22, 2026
STZ vs TSN: quick comparison
| Company fact | STZ | TSN |
|---|---|---|
| Company | Constellation Brands, Inc. | Tyson Foods, Inc. |
| Exchange | NYSE | NYSE |
| SEC industry | Beverages | Poultry Slaughtering and Processing |
| Fiscal year-end | February 28 | October 3 |
| Latest annual filing | 10-K · 2026-04-22 | 10-K · 2025-11-10 |
STZ vs TSN: audited financials
- Scale: TSN's $54.4B of revenue is about 6.0× STZ's $9.1B.
- Net margin: STZ kept 18.5% of revenue as net income versus 0.9% at TSN.
- Cash conversion: operating cash flow equalled STZ 29.2% of revenue, or 1.58× net income; TSN 4.0% of revenue, or 4.55× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end about 5 months apart (2026-02-28 for STZ, 2025-09-27 for TSN), so each figure reflects somewhat different demand and cost conditions.
| Metric | STZ | TSN |
|---|---|---|
| Revenue | $9.1B2025-03-01 to 2026-02-28 · SEC filing | $54.4B2024-09-29 to 2025-09-27 · SEC filing |
| Net income | $1.7B2025-03-01 to 2026-02-28 · SEC filing | $474M2024-09-29 to 2025-09-27 · SEC filing |
| Operating cash flow | $2.7B2025-03-01 to 2026-02-28 · SEC filing | $2.2B2024-09-29 to 2025-09-27 · SEC filing |
| Diluted EPS | — | $1.332024-09-29 to 2025-09-27 · SEC filing |
| Net margin | 18.5%2025-03-01 to 2026-02-28 · SEC filing | 0.9%2024-09-29 to 2025-09-27 · SEC filing |
STZ: FY ending 2026-02-28 · TSN: FY ending 2025-09-27. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where STZ and TSN overlap, and where they don't
Overlap
- Related SEC industries: both sit in SIC major group 20.
- Shared research theme: Tariffs & trade.
Differences
- Different four-digit SIC codes: STZ is 2080 (Beverages); TSN is 2015 (Poultry Slaughtering and Processing).
- Offset fiscal calendars: STZ's year ends February 28 and TSN's October 3, about 5 months apart.
- Only TSN maps to Economic trends.
- Scale: TSN reported about 6.0× the annual revenue of STZ.
- Profitability: net margin of 18.5% for STZ versus 0.9% for TSN.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Tyson Foods, Inc. (TSN)
Tyson Foods is a leading processor of chicken, beef, and pork and packaged protein products.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves STZ
We have not yet published a company-specific driver list for STZ. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-04-22.
What moves TSN
We have not yet published a company-specific driver list for TSN. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2025-11-10.
The investment question
You now know TSN reports about 6.0× STZ's revenue, and STZ keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to tariffs & trade, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. STZ's fiscal year ends February 28, while TSN's ends October 3. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 13 matched transaction rows for STZ and 2 matched transaction rows for TSN. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
STZ primary filings
TSN primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
STZ vs TSN FAQs
Are STZ and TSN direct competitors?
Not necessarily. Constellation Brands files as Beverages and Tyson Foods as Poultry Slaughtering and Processing. The pair is compared because both map to the Tariffs & trade research theme, not because the filings show head-to-head competition.
Is STZ or TSN the bigger company by revenue?
Tyson Foods (TSN) is the larger business by reported revenue: $54.4B in its fiscal year ended Sep 2025, about 6.0× STZ's $9.1B (fiscal year ended Feb 2026). STZ's net margin was 18.5% and TSN's 0.9%. The SEC places them in related industries (Beverages; Poultry Slaughtering and Processing), and both map to the Tariffs & trade research theme. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, STZ or TSN?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this STZ vs TSN comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Constellation Brands, Inc. and Tyson Foods, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
STZ vs TSN compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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