BF-B vs. BG
BF-B (Brown-Forman Corporation) and BG (Bunge Limited) are both stocks. Both are in the Consumer Defensive sector — BF-B in Beverages - Wineries & Distilleries, BG in Farm Products. Over the past 10 years, BF-B returned -2.17%/yr vs 9.98%/yr for BG. At a 0.27 correlation, their price movements are largely independent.
Performance
BF-B vs. BG - Performance Comparison
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Returns By Period
In the year-to-date period, BF-B achieves a 2.39% return, which is significantly lower than BG's 42.55% return. Over the past 10 years, BF-B has underperformed BG with an annualized return of -2.17%, while BG has yielded a comparatively higher 9.98% annualized 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%
BG
- 1D
- -0.76%
- 1M
- 1.05%
- YTD
- 42.55%
- 6M
- 38.16%
- 1Y
- 73.08%
- 3Y*
- 13.50%
- 5Y*
- 10.23%
- 10Y*
- 9.98%
BF-B vs. BG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 2.39% | -29.29% | -32.23% | -11.91% | -8.86% | -6.07% | 18.67% | 43.78% | -10.98% | 55.01% |
BG Bunge Limited | 42.55% | 18.56% | -20.74% | 3.79% | 9.28% | 46.77% | 18.92% | 11.77% | -17.99% | -4.76% |
Correlation
The correlation between BF-B and BG is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2001 | 0.27 |
Fundamentals
BF-B:
$1.71
BG:
$4.12
BF-B:
15.49
BG:
30.46
BF-B:
3.20
BG:
0.26
BF-B:
$3.91B
BG:
$80.55B
BF-B:
$2.32B
BG:
$3.58B
BF-B:
$1.19B
BG:
$2.19B
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Return for Risk
BF-B vs. BG — Risk / Return Rank
BF-B
BG
BF-B vs. BG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-B) and Bunge Limited (BG). 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 | BG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.42 | ||
| Sortino ratioReturn per unit of downside risk | -3.30 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.40 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 4.77 | -4.88 |
| Martin ratioReturn relative to average drawdown | -0.25 | 13.31 | -13.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BF-B | BG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | 2.35 | -2.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.58 | 0.35 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.08 | 0.32 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.33 | +0.16 |
Drawdowns
BF-B vs. BG - Drawdown Comparison
The maximum BF-B drawdown since its inception was -68.96%, smaller than the maximum BG drawdown of -77.34%. Use the drawdown chart below to compare losses from any high point for BF-B and BG.
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Drawdown Indicators
| BF-B | BG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.96% | -77.34% | +8.38% |
Max Drawdown (1Y)Largest decline over 1 year | -25.48% | -15.39% | -10.09% |
Max Drawdown (3Y)Largest decline over 3 years | -65.65% | -38.82% | -26.83% |
Max Drawdown (5Y)Largest decline over 5 years | -68.31% | -41.49% | -26.82% |
Max Drawdown (10Y)Largest decline over 10 years | -68.96% | -60.49% | -8.47% |
Current DrawdownCurrent decline from peak | -64.00% | -4.50% | -59.50% |
Average DrawdownAverage peak-to-trough decline | -11.60% | -28.89% | +17.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.09% | 5.51% | +5.58% |
Volatility
BF-B vs. BG - Volatility Comparison
Brown-Forman Corporation (BF-B) and Bunge Limited (BG) have volatilities of 7.86% and 8.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BF-B | BG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.86% | 8.17% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 31.44% | 19.44% | +12.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.33% | 31.38% | +6.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.94% | 29.29% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.02% | 31.01% | -2.99% |
Dividends
BF-B vs. BG - Dividend Comparison
BF-B's dividend yield for the trailing twelve months is around 3.46%, more than BG's 2.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BG Bunge Limited | 2.25% | 3.12% | 3.48% | 2.55% | 2.31% | 2.76% | 3.05% | 3.48% | 3.59% | 2.62% | 2.21% | 2.11% |
Financials
BF-B vs. BG - Financials Comparison
This section allows you to compare key financial metrics between Brown-Forman Corporation and Bunge Limited. 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. BG - 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%.
BG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bunge Limited reported a gross profit of 766.00M and revenue of 21.86B. Therefore, the gross margin over that period was 3.5%.
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%.
BG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bunge Limited reported an operating income of 235.00M and revenue of 21.86B, resulting in an operating margin of 1.1%.
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%.
BG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bunge Limited reported a net income of 68.00M and revenue of 21.86B, resulting in a net margin of 0.3%.
Frequently Asked Questions
BF-B and BG have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BG has higher volatility (8.17%) compared to BF-B (7.86%). In terms of maximum drawdown, BF-B dropped -68.96% vs BG's -77.34%.
BG currently has the higher Sharpe Ratio (2.35 vs -0.07), 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.
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