Brown-Forman Corporation (BF-A)
Company Info
| ISIN | US1156371007 |
|---|---|
| CUSIP | 115637100 |
| Sector | Consumer Defensive |
| Industry | Beverages - Wineries & Distilleries |
Highlights
| Market Cap | $21.93B |
|---|---|
| EPS (TTM) | $2.07 |
| PE Ratio | 22.23 |
| PEG Ratio | 4.84 |
| Total Revenue (TTM) | $4.09B |
| Gross Profit (TTM) | $2.44B |
| EBITDA (TTM) | $1.41B |
| Year Range | $41.89 - $63.34 |
| Short % | 0.19% |
| Short Ratio | 5.45 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BF-A vs. BRO, BF-A vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Brown-Forman Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Brown-Forman Corporation had a return of -21.19% year-to-date (YTD) and -27.48% in the last 12 months. Over the past 10 years, Brown-Forman Corporation had an annualized return of 4.59%, while the S&P 500 had an annualized return of 10.88%, indicating that Brown-Forman Corporation did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -21.19% | 18.13% |
| 1 month | 2.18% | 1.45% |
| 6 months | -12.60% | 8.81% |
| 1 year | -27.48% | 26.52% |
| 5 years (annualized) | -4.10% | 13.43% |
| 10 years (annualized) | 4.59% | 10.88% |
Monthly Returns
The table below presents the monthly returns of BF-A, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.40% | 6.33% | -11.32% | -7.33% | -6.66% | -3.17% | 3.31% | 0.35% | -21.19% | ||||
| 2023 | 1.13% | -2.38% | 0.72% | 1.06% | -4.60% | 8.66% | 5.64% | -6.51% | -13.32% | -1.17% | 5.28% | -1.06% | -8.20% |
| 2022 | -7.60% | -2.55% | 3.08% | -0.51% | 1.14% | 7.47% | 7.04% | -2.53% | -4.01% | 1.79% | 6.14% | -9.65% | -1.88% |
| 2021 | -10.00% | 0.71% | -4.12% | 12.06% | 5.12% | -5.78% | -5.12% | -1.03% | -5.09% | 2.17% | 2.56% | 5.05% | -5.38% |
| 2020 | 2.39% | -8.68% | -12.20% | 10.39% | 4.64% | -2.72% | 9.85% | 5.12% | 3.56% | -8.63% | 17.50% | -0.11% | 18.29% |
| 2019 | -0.82% | 4.83% | 4.14% | 2.21% | -5.91% | 12.13% | -2.98% | 7.89% | 4.07% | 4.02% | 2.65% | -1.34% | 33.98% |
| 2018 | 2.62% | -1.45% | 7.85% | 0.08% | 2.90% | -10.78% | 9.03% | -1.18% | -3.21% | -8.72% | 4.83% | -2.11% | -2.11% |
| 2017 | 1.15% | 6.56% | -5.30% | 2.10% | 10.36% | -6.79% | 4.54% | 7.92% | 0.39% | 2.94% | 5.20% | 11.78% | 46.98% |
| 2016 | -3.47% | 0.28% | 0.35% | -2.79% | 1.28% | 3.11% | -2.19% | -1.82% | -3.85% | -2.51% | -2.30% | -2.10% | -15.09% |
| 2015 | 1.09% | 3.87% | -1.21% | 1.71% | 11.43% | 8.57% | 7.24% | -9.16% | -1.19% | 7.25% | -1.06% | -2.78% | 26.73% |
| 2014 | 4.41% | 7.36% | 7.85% | 0.23% | 2.47% | 1.36% | -6.65% | 6.88% | -2.95% | 1.91% | 6.27% | -8.90% | 20.23% |
| 2013 | 6.73% | 2.22% | 10.01% | -4.06% | 0.74% | -4.60% | 9.12% | -9.29% | -0.87% | 8.92% | 3.33% | -0.64% | 21.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BF-A is 9, indicating that it is in the bottom 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Brown-Forman Corporation (BF-A) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Brown-Forman Corporation granted a 1.88% dividend yield in the last twelve months. The annual payout for that period amounted to $0.87 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.87 | $0.83 | $0.77 | $1.72 | $0.69 | $0.66 | $1.63 | $0.45 | $0.41 | $0.38 | $0.35 | $0.32 |
Dividend yield | 1.88% | 1.40% | 1.17% | 2.53% | 0.94% | 1.06% | 3.43% | 0.89% | 1.20% | 0.94% | 1.09% | 1.15% |
Monthly Dividends
The table displays the monthly dividend distributions for Brown-Forman Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.65 | |||
| 2023 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.22 | $0.00 | $0.83 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.77 |
| 2021 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $1.19 | $1.72 |
| 2020 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.69 |
| 2019 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.66 |
| 2018 | $0.00 | $0.00 | $1.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $1.63 |
| 2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.45 |
| 2016 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.41 |
| 2015 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.38 |
| 2014 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.35 |
| 2013 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.32 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Brown-Forman Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Brown-Forman Corporation was 45.61%, occurring on Dec 4, 1987. Recovery took 58 trading sessions.
The current Brown-Forman Corporation drawdown is 39.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.61% | Aug 12, 1987 | 78 | Dec 4, 1987 | 58 | Mar 1, 1988 | 136 |
| -44.68% | Dec 16, 2020 | 894 | Jul 9, 2024 | — | — | — |
| -41.71% | Mar 20, 2006 | 749 | Mar 11, 2009 | 265 | Mar 30, 2010 | 1014 |
| -39.45% | Jan 7, 1999 | 297 | Mar 13, 2000 | 230 | Feb 9, 2001 | 527 |
| -36.98% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
Volatility
Volatility Chart
The current Brown-Forman Corporation volatility is 3.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Brown-Forman Corporation compared to its peers in the Beverages - Wineries & Distilleries industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BF-A in comparison to other companies of the Beverages - Wineries & Distilleries industry. Currently, BF-A has a PE value of 22.2. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BF-A in comparison to other companies of the Beverages - Wineries & Distilleries industry. Currently, BF-A has a PEG value of 4.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Brown-Forman Corporation.
Loading data...
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
| Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
| Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |