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BF-B vs. TROW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BF-B and TROW is 0.47, 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. TROW - Performance Comparison

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

5,000.00%10,000.00%15,000.00%20,000.00%December2025FebruaryMarchAprilMay
2,859.21%
14,833.03%
BF-B
TROW

Key characteristics

Sharpe Ratio

BF-B:

-0.83

TROW:

-0.50

Sortino Ratio

BF-B:

-1.17

TROW:

-0.56

Omega Ratio

BF-B:

0.87

TROW:

0.93

Calmar Ratio

BF-B:

-0.44

TROW:

-0.24

Martin Ratio

BF-B:

-1.31

TROW:

-1.08

Ulcer Index

BF-B:

20.24%

TROW:

13.04%

Daily Std Dev

BF-B:

32.10%

TROW:

28.46%

Max Drawdown

BF-B:

-59.87%

TROW:

-67.43%

Current Drawdown

BF-B:

-54.59%

TROW:

-52.35%

Fundamentals

Market Cap

BF-B:

$16.28B

TROW:

$20.14B

EPS

BF-B:

$2.09

TROW:

$8.81

PE Ratio

BF-B:

16.51

TROW:

10.38

PEG Ratio

BF-B:

4.36

TROW:

2.03

PS Ratio

BF-B:

4.02

TROW:

2.85

PB Ratio

BF-B:

4.27

TROW:

1.95

Total Revenue (TTM)

BF-B:

$3.08B

TROW:

$7.11B

Gross Profit (TTM)

BF-B:

$1.83B

TROW:

$3.72B

EBITDA (TTM)

BF-B:

$1.06B

TROW:

$2.71B

Returns By Period

In the year-to-date period, BF-B achieves a -8.69% return, which is significantly higher than TROW's -18.03% return. Over the past 10 years, BF-B has underperformed TROW with an annualized return of 0.94%, while TROW has yielded a comparatively higher 4.68% annualized return.


BF-B

YTD

-8.69%

1M

5.19%

6M

-16.32%

1Y

-25.92%

5Y*

-10.80%

10Y*

0.94%

TROW

YTD

-18.03%

1M

11.95%

6M

-22.79%

1Y

-13.89%

5Y*

-0.38%

10Y*

4.68%

*Annualized

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Risk-Adjusted Performance

BF-B vs. TROW — Risk-Adjusted Performance Rank

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

BF-B
The Risk-Adjusted Performance Rank of BF-B is 1414
Overall Rank
The Sharpe Ratio Rank of BF-B is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of BF-B is 1111
Sortino Ratio Rank
The Omega Ratio Rank of BF-B is 1313
Omega Ratio Rank
The Calmar Ratio Rank of BF-B is 2424
Calmar Ratio Rank
The Martin Ratio Rank of BF-B is 1414
Martin Ratio Rank

TROW
The Risk-Adjusted Performance Rank of TROW is 2626
Overall Rank
The Sharpe Ratio Rank of TROW is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of TROW is 2222
Sortino Ratio Rank
The Omega Ratio Rank of TROW is 2323
Omega Ratio Rank
The Calmar Ratio Rank of TROW is 3737
Calmar Ratio Rank
The Martin Ratio Rank of TROW is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BF-B vs. TROW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-B) and T. Rowe Price Group, Inc. (TROW). 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.


The current BF-B Sharpe Ratio is -0.83, which is lower than the TROW Sharpe Ratio of -0.50. The chart below compares the historical Sharpe Ratios of BF-B and TROW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.00December2025FebruaryMarchAprilMay
-0.83
-0.50
BF-B
TROW

Dividends

BF-B vs. TROW - Dividend Comparison

BF-B's dividend yield for the trailing twelve months is around 2.58%, less than TROW's 5.46% yield.


TTM20242023202220212020201920182017201620152014
BF-B
Brown-Forman Corporation
2.58%2.32%1.46%1.18%2.37%0.88%0.99%3.45%1.09%1.54%1.29%1.35%
TROW
T. Rowe Price Group, Inc.
5.46%4.39%4.53%4.40%3.72%2.38%2.50%3.03%2.17%2.87%5.71%2.05%

Drawdowns

BF-B vs. TROW - Drawdown Comparison

The maximum BF-B drawdown since its inception was -59.87%, smaller than the maximum TROW drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for BF-B and TROW. For additional features, visit the drawdowns tool.


-60.00%-55.00%-50.00%-45.00%-40.00%December2025FebruaryMarchAprilMay
-54.59%
-52.35%
BF-B
TROW

Volatility

BF-B vs. TROW - Volatility Comparison

The current volatility for Brown-Forman Corporation (BF-B) is 11.13%, while T. Rowe Price Group, Inc. (TROW) has a volatility of 15.45%. This indicates that BF-B experiences smaller price fluctuations and is considered to be less risky than TROW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
11.13%
15.45%
BF-B
TROW

Financials

BF-B vs. TROW - Financials Comparison

This section allows you to compare key financial metrics between Brown-Forman Corporation and T. Rowe Price Group, Inc.. 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


800.00M1.00B1.20B1.40B1.60B1.80B2.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
1.04B
1.76B
(BF-B) Total Revenue
(TROW) Total Revenue
Values in USD except per share items

BF-B vs. TROW - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

45.0%50.0%55.0%60.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
59.8%
52.3%
(BF-B) Gross Margin
(TROW) Gross Margin
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%.

TROW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported a gross profit of 922.00M and revenue of 1.76B. Therefore, the gross margin over that period was 52.3%.

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%.

TROW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported an operating income of 596.30M and revenue of 1.76B, resulting in an operating margin of 33.8%.

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%.

TROW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, T. Rowe Price Group, Inc. reported a net income of 490.50M and revenue of 1.76B, resulting in a net margin of 27.8%.