Correlation
The correlation between BF-B and TROW is 0.48, 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.
BF-B vs. TROW
Compare and contrast key facts about Brown-Forman Corporation (BF-B) and T. Rowe Price Group, Inc. (TROW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BF-B or TROW.
Performance
BF-B vs. TROW - Performance Comparison
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Key characteristics
BF-B:
-0.79
TROW:
-0.58
BF-B:
-1.20
TROW:
-0.73
BF-B:
0.86
TROW:
0.91
BF-B:
-0.45
TROW:
-0.29
BF-B:
-1.29
TROW:
-1.24
BF-B:
20.74%
TROW:
13.85%
BF-B:
31.99%
TROW:
28.92%
BF-B:
-59.87%
TROW:
-67.43%
BF-B:
-55.28%
TROW:
-51.52%
Fundamentals
BF-B:
$16.03B
TROW:
$20.49B
BF-B:
$2.09
TROW:
$8.81
BF-B:
16.24
TROW:
10.56
BF-B:
4.33
TROW:
2.94
BF-B:
3.96
TROW:
2.88
BF-B:
4.23
TROW:
2.00
BF-B:
$3.08B
TROW:
$7.11B
BF-B:
$1.83B
TROW:
$3.72B
BF-B:
$1.06B
TROW:
$2.71B
Returns By Period
In the year-to-date period, BF-B achieves a -10.07% return, which is significantly higher than TROW's -16.60% return. Over the past 10 years, BF-B has underperformed TROW with an annualized return of 0.59%, while TROW has yielded a comparatively higher 4.98% annualized return.
BF-B
-10.07%
-1.94%
-17.02%
-24.25%
-17.81%
-10.71%
0.59%
TROW
-16.60%
3.91%
-20.48%
-17.53%
-4.01%
-0.21%
4.98%
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Risk-Adjusted Performance
BF-B vs. TROW — Risk-Adjusted Performance Rank
BF-B
TROW
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.
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Dividends
BF-B vs. TROW - Dividend Comparison
BF-B's dividend yield for the trailing twelve months is around 2.62%, less than TROW's 5.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 2.62% | 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. | 5.36% | 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.
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Volatility
BF-B vs. TROW - Volatility Comparison
The current volatility for Brown-Forman Corporation (BF-B) is 5.72%, while T. Rowe Price Group, Inc. (TROW) has a volatility of 7.37%. 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.
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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.
Total Revenue: Total amount of money received from sales and other business activities
BF-B vs. TROW - 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%.
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%.