PortfoliosLab logoPortfoliosLab logo
BF-B vs. BF-A
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BF-B vs. BF-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brown-Forman Corporation (BF-B) and Brown-Forman Corporation (BF-A). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

BF-B vs. BF-A - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BF-B
Brown-Forman Corporation
2.67%-29.29%-32.23%-11.91%-8.86%-6.07%18.67%43.78%-10.98%55.01%
BF-A
Brown-Forman Corporation
3.01%-28.07%-35.56%-8.20%-1.88%-5.36%18.31%34.00%-9.34%47.37%

Fundamentals

EPS

BF-B:

$2.28

BF-A:

$2.28

PE Ratio

BF-B:

11.65

BF-A:

11.80

PEG Ratio

BF-B:

14.48

BF-A:

14.67

PS Ratio

BF-B:

2.40

BF-A:

2.43

Total Revenue (TTM)

BF-B:

$3.92B

BF-A:

$3.92B

Gross Profit (TTM)

BF-B:

$2.33B

BF-A:

$2.33B

EBITDA (TTM)

BF-B:

$1.17B

BF-A:

$1.17B

Returns By Period

In the year-to-date period, BF-B achieves a 2.67% return, which is significantly lower than BF-A's 3.01% return. Over the past 10 years, BF-B has outperformed BF-A with an annualized return of -2.21%, while BF-A has yielded a comparatively lower -2.82% annualized return.


BF-B

1D
0.26%
1M
-7.26%
YTD
2.67%
6M
-2.13%
1Y
-18.22%
3Y*
-23.85%
5Y*
-15.85%
10Y*
-2.21%

BF-A

1D
0.26%
1M
-7.47%
YTD
3.01%
6M
0.06%
1Y
-15.96%
3Y*
-23.89%
5Y*
-14.33%
10Y*
-2.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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. BF-A — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BF-B
BF-B Risk / Return Rank: 2121
Overall Rank
BF-B Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BF-B Sortino Ratio Rank: 2020
Sortino Ratio Rank
BF-B Omega Ratio Rank: 2020
Omega Ratio Rank
BF-B Calmar Ratio Rank: 2222
Calmar Ratio Rank
BF-B Martin Ratio Rank: 2424
Martin Ratio Rank

BF-A
BF-A Risk / Return Rank: 2323
Overall Rank
BF-A Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
BF-A Sortino Ratio Rank: 2121
Sortino Ratio Rank
BF-A Omega Ratio Rank: 2121
Omega Ratio Rank
BF-A Calmar Ratio Rank: 2424
Calmar Ratio Rank
BF-A Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BF-B vs. BF-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-B) and Brown-Forman Corporation (BF-A). 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-BBF-ADifference

Sharpe ratio

Return per unit of total volatility

-0.46

-0.43

-0.03

Sortino ratio

Return per unit of downside risk

-0.40

-0.36

-0.04

Omega ratio

Gain probability vs. loss probability

0.95

0.95

0.00

Calmar ratio

Return relative to maximum drawdown

-0.56

-0.52

-0.04

Martin ratio

Return relative to average drawdown

-0.97

-0.89

-0.08

BF-B vs. BF-A - Sharpe Ratio Comparison

The current BF-B Sharpe Ratio is -0.46, which is comparable to the BF-A Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of BF-B and BF-A, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


BF-BBF-ADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.46

-0.43

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.56

-0.51

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.08

-0.10

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.28

+0.21

Correlation

The correlation between BF-B and BF-A is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BF-B vs. BF-A - Dividend Comparison

BF-B's dividend yield for the trailing twelve months is around 3.45%, more than BF-A's 3.41% yield.


TTM20252024202320222021202020192018201720162015
BF-B
Brown-Forman Corporation
3.45%3.49%2.32%1.46%1.17%2.37%0.88%0.99%3.10%1.09%1.54%1.29%
BF-A
Brown-Forman Corporation
3.41%3.46%2.33%1.40%1.17%2.55%0.96%1.07%3.11%1.11%1.50%1.17%

Drawdowns

BF-B vs. BF-A - Drawdown Comparison

The maximum BF-B drawdown since its inception was -68.96%, roughly equal to the maximum BF-A drawdown of -70.24%. Use the drawdown chart below to compare losses from any high point for BF-B and BF-A.


Loading graphics...

Drawdown Indicators


BF-BBF-ADifference

Max Drawdown

Largest peak-to-trough decline

-68.96%

-70.24%

+1.28%

Max Drawdown (1Y)

Largest decline over 1 year

-34.71%

-33.18%

-1.53%

Max Drawdown (5Y)

Largest decline over 5 years

-68.83%

-67.09%

-1.74%

Max Drawdown (10Y)

Largest decline over 10 years

-68.96%

-68.32%

-0.64%

Current Drawdown

Current decline from peak

-63.90%

-63.32%

-0.58%

Average Drawdown

Average peak-to-trough decline

-11.37%

-14.63%

+3.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.96%

19.24%

+0.72%

Volatility

BF-B vs. BF-A - Volatility Comparison

Brown-Forman Corporation (BF-B) has a higher volatility of 16.23% compared to Brown-Forman Corporation (BF-A) at 14.57%. This indicates that BF-B's price experiences larger fluctuations and is considered to be riskier than BF-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


BF-BBF-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

16.23%

14.57%

+1.66%

Volatility (6M)

Calculated over the trailing 6-month period

26.42%

24.57%

+1.85%

Volatility (1Y)

Calculated over the trailing 1-year period

39.54%

37.05%

+2.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.64%

28.06%

+0.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.35%

27.52%

-0.17%

Financials

BF-B vs. BF-A - Financials Comparison

This section allows you to compare key financial metrics between Brown-Forman Corporation and Brown-Forman Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


800.00M850.00M900.00M950.00M1.00B1.05B1.10B1.15B20222023202420252026
1.06B
1.06B
(BF-B) Total Revenue
(BF-A) Total Revenue
Values in USD except per share items

BF-B vs. BF-A - Profitability Comparison

The chart below illustrates the profitability comparison between Brown-Forman Corporation and Brown-Forman Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

56.0%57.0%58.0%59.0%60.0%61.0%62.0%63.0%20222023202420252026
60.6%
60.6%
Portfolio components
BF-B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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%.

BF-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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%.

BF-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Brown-Forman Corporation reported an operating income of 340.00M and revenue of 1.06B, resulting in an operating margin of 32.2%.

BF-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Brown-Forman Corporation reported an operating income of 340.00M and revenue of 1.06B, resulting in an operating margin of 32.2%.

BF-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.

BF-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.