BF-B vs. DEO
Compare and contrast key facts about Brown-Forman Corporation (BF-B) and Diageo plc (DEO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BF-B or DEO.
Correlation
The correlation between BF-B and DEO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BF-B vs. DEO - Performance Comparison
Key characteristics
BF-B:
-0.79
DEO:
-0.62
BF-B:
-1.04
DEO:
-0.62
BF-B:
0.88
DEO:
0.93
BF-B:
-0.41
DEO:
-0.26
BF-B:
-1.20
DEO:
-0.91
BF-B:
20.32%
DEO:
14.20%
BF-B:
32.09%
DEO:
24.92%
BF-B:
-59.87%
DEO:
-53.18%
BF-B:
-54.18%
DEO:
-43.22%
Fundamentals
BF-B:
$16.28B
DEO:
$62.93B
BF-B:
$2.09
DEO:
$6.46
BF-B:
16.51
DEO:
17.54
BF-B:
4.36
DEO:
1.87
BF-B:
4.02
DEO:
3.11
BF-B:
4.27
DEO:
6.12
BF-B:
$3.08B
DEO:
$16.06B
BF-B:
$1.83B
DEO:
$9.76B
BF-B:
$1.06B
DEO:
$5.22B
Returns By Period
The year-to-date returns for both investments are quite close, with BF-B having a -7.87% return and DEO slightly higher at -7.85%. Over the past 10 years, BF-B has underperformed DEO with an annualized return of 0.98%, while DEO has yielded a comparatively higher 3.03% annualized return.
BF-B
-7.87%
10.52%
-15.64%
-25.33%
-10.63%
0.98%
DEO
-7.85%
13.47%
-3.78%
-15.27%
-1.19%
3.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BF-B vs. DEO — Risk-Adjusted Performance Rank
BF-B
DEO
BF-B vs. DEO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-B) and Diageo plc (DEO). 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.
Dividends
BF-B vs. DEO - Dividend Comparison
BF-B's dividend yield for the trailing twelve months is around 2.56%, less than DEO's 3.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 2.56% | 2.32% | 1.46% | 1.18% | 2.37% | 0.88% | 0.99% | 3.45% | 1.09% | 1.54% | 1.29% | 1.35% |
DEO Diageo plc | 3.59% | 3.26% | 2.77% | 2.16% | 1.82% | 2.29% | 2.07% | 2.51% | 2.21% | 3.10% | 3.19% | 4.92% |
Drawdowns
BF-B vs. DEO - Drawdown Comparison
The maximum BF-B drawdown since its inception was -59.87%, which is greater than DEO's maximum drawdown of -53.18%. Use the drawdown chart below to compare losses from any high point for BF-B and DEO. For additional features, visit the drawdowns tool.
Volatility
BF-B vs. DEO - Volatility Comparison
Brown-Forman Corporation (BF-B) has a higher volatility of 10.19% compared to Diageo plc (DEO) at 7.70%. This indicates that BF-B's price experiences larger fluctuations and is considered to be riskier than DEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BF-B vs. DEO - Financials Comparison
This section allows you to compare key financial metrics between Brown-Forman Corporation and Diageo 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. DEO - Profitability Comparison
BF-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brown-Forman Corporation reported a gross profit of 619.00M and revenue of 1.04B. Therefore, the gross margin over that period was 59.8%.
DEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Diageo plc reported a gross profit of 5.38B and revenue of 8.71B. Therefore, the gross margin over that period was 61.8%.
BF-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brown-Forman Corporation reported an operating income of 280.00M and revenue of 1.04B, resulting in an operating margin of 27.1%.
DEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Diageo plc reported an operating income of 2.52B and revenue of 8.71B, resulting in an operating margin of 28.9%.
BF-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brown-Forman Corporation reported a net income of 270.00M and revenue of 1.04B, resulting in a net margin of 26.1%.
DEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Diageo plc reported a net income of 1.55B and revenue of 8.71B, resulting in a net margin of 17.8%.