Brown-Forman Corporation (BF-A)

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Brown-Forman Corporation (BF-A) is up 5.6% since the beginning of the year. At $27 per share, BF-A is trading 13.7% below its 52-week high of $32. Investors who bought $1,000 worth of BF-A shares 5 years ago would now be looking at an investment worth $445.

Brown-Forman Corporation (BF-A) has returned 5.56% so far this year and 7.09% over the past 12 months. Over the last ten years, BF-A has returned -2.08% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since May 3, 1973, BF-A's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jan 1975 with a return of +50.7%, while the worst month was Oct 1987 at -25.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BF-A closed higher 42% of trading days. The best single day was Jul 23, 1987 with a return of +200.4%, while the worst single day was Jul 22, 1987 at -66.7%.

Brown-Forman Corporation has an annualized alpha of 11.60%, beta of 0.50, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since May 03, 1973.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (87.49%) than losses (75.29%) - typical of diversified or defensive assets.
• Beta of 0.50 may look defensive, but with R2 of 0.05 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.05 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BF-A ranks 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Brown-Forman Corporation provided a 3.37% dividend yield over the last twelve months, with an annual payout of $0.92 per share. The company has been increasing its dividends for 3 consecutive years.

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.

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.

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 70.24%, occurring on Jul 22, 1987. Recovery took 223 trading sessions.

The current Brown-Forman Corporation drawdown is 62.42%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Brown-Forman Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Brown-Forman Corporation is priced in the market compared to other companies in the Beverages - Wineries & Distilleries industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.