BF-B vs. AMCR
BF-B (Brown-Forman Corporation) and AMCR (Amcor plc) are both stocks. BF-B operates in Beverages - Wineries & Distilleries (Consumer Defensive), while AMCR operates in Packaging & Containers (Consumer Cyclical). Over the past 5 years, BF-B returned -17.21%/yr vs -4.35%/yr for AMCR. At a 0.42 correlation, their price movements are largely independent.
Performance
BF-B vs. AMCR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BF-B achieves a 2.39% return, which is significantly higher than AMCR's -6.58% return.
BF-B
- 1D
- 1.07%
- 1M
- -4.48%
- YTD
- 2.39%
- 6M
- -11.50%
- 1Y
- -2.80%
- 3Y*
- -24.03%
- 5Y*
- -17.21%
- 10Y*
- -2.17%
AMCR
- 1D
- -0.81%
- 1M
- -3.71%
- YTD
- -6.58%
- 6M
- -5.56%
- 1Y
- -11.82%
- 3Y*
- -3.84%
- 5Y*
- -4.35%
- 10Y*
- —
BF-B vs. AMCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 2.39% | -29.29% | -32.23% | -11.91% | -8.86% | -6.07% | 18.67% | 18.86% |
AMCR Amcor plc | -6.58% | -6.17% | 2.61% | -14.97% | 3.20% | 6.16% | 13.41% | -0.71% |
Correlation
The correlation between BF-B and AMCR is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2019 | 0.42 |
Fundamentals
BF-B:
$1.71
AMCR:
$1.59
BF-B:
15.49
AMCR:
23.84
BF-B:
3.20
AMCR:
0.73
BF-B:
$3.91B
AMCR:
$22.19B
BF-B:
$2.32B
AMCR:
$4.10B
BF-B:
$1.19B
AMCR:
$2.58B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BF-B vs. AMCR — Risk / Return Rank
BF-B
AMCR
BF-B vs. AMCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-B) and Amcor plc (AMCR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BF-B | AMCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.96 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | -0.45 | +0.34 |
| Martin ratioReturn relative to average drawdown | -0.25 | -0.81 | +0.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BF-B | AMCR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | -0.38 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.58 | -0.17 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.08 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | -0.03 | +0.51 |
Drawdowns
BF-B vs. AMCR - Drawdown Comparison
The maximum BF-B drawdown since its inception was -68.96%, which is greater than AMCR's maximum drawdown of -47.21%. Use the drawdown chart below to compare losses from any high point for BF-B and AMCR.
Loading charts...
Drawdown Indicators
| BF-B | AMCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.96% | -47.21% | -21.75% |
Max Drawdown (1Y)Largest decline over 1 year | -25.48% | -26.51% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -65.65% | -29.92% | -35.73% |
Max Drawdown (5Y)Largest decline over 5 years | -68.31% | -34.24% | -34.07% |
Max Drawdown (10Y)Largest decline over 10 years | -68.96% | — | — |
Current DrawdownCurrent decline from peak | -64.00% | -31.09% | -32.91% |
Average DrawdownAverage peak-to-trough decline | -11.60% | -14.54% | +2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.09% | 14.67% | -3.58% |
Volatility
BF-B vs. AMCR - Volatility Comparison
The current volatility for Brown-Forman Corporation (BF-B) is 7.86%, while Amcor plc (AMCR) has a volatility of 9.21%. This indicates that BF-B experiences smaller price fluctuations and is considered to be less risky than AMCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BF-B | AMCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.86% | 9.21% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 31.44% | 25.29% | +6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.33% | 31.26% | +7.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.94% | 25.00% | +4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.02% | 29.22% | -1.20% |
Dividends
BF-B vs. AMCR - Dividend Comparison
BF-B's dividend yield for the trailing twelve months is around 3.46%, less than AMCR's 6.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCR Amcor plc | 6.84% | 6.15% | 5.34% | 5.11% | 4.05% | 3.93% | 3.93% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% |
BF-B Brown-Forman Corporation | 3.46% | 3.49% | 2.32% | 1.46% | 1.17% | 2.37% | 0.88% | 0.99% | 3.10% | 1.09% | 1.54% | 1.29% |
Financials
BF-B vs. AMCR - Financials Comparison
This section allows you to compare key financial metrics between Brown-Forman Corporation and Amcor plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BF-B vs. AMCR - Profitability Comparison
BF-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported a gross profit of 640.00M and revenue of 1.06B. Therefore, the gross margin over that period was 60.6%.
AMCR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amcor plc reported a gross profit of 1.19B and revenue of 5.91B. Therefore, the gross margin over that period was 20.1%.
BF-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported an operating income of 343.00M and revenue of 1.06B, resulting in an operating margin of 32.5%.
AMCR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amcor plc reported an operating income of 461.00M and revenue of 5.91B, resulting in an operating margin of 7.8%.
BF-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.
AMCR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amcor plc reported a net income of 278.00M and revenue of 5.91B, resulting in a net margin of 4.7%.
Frequently Asked Questions
BF-B and AMCR have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMCR has higher volatility (9.21%) compared to BF-B (7.86%). In terms of maximum drawdown, BF-B dropped -68.96% vs AMCR's -47.21%.
BF-B currently has the higher Sharpe Ratio (-0.07 vs -0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BF-B and AMCR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer