BROWN-FORMAN CORP-CLASS A (BF.A) Fundamental Analysis & Valuation

NYSE:BF.A • US1156371007

Current stock price

29.73 USD
-0.05 (-0.17%)
At close:
29.7011 USD
-0.03 (-0.1%)
After Hours:

This BF.A fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. BF.A Profitability Analysis

1.1 Basic Checks

  • BF.A had positive earnings in the past year.
  • BF.A had a positive operating cash flow in the past year.
  • In the past 5 years BF.A has always been profitable.
  • BF.A had a positive operating cash flow in each of the past 5 years.
BF.A Yearly Net Income VS EBIT VS OCF VS FCFBF.A Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

1.2 Ratios

  • The Return On Assets of BF.A (9.72%) is better than 76.47% of its industry peers.
  • BF.A has a Return On Equity of 19.77%. This is in the better half of the industry: BF.A outperforms 64.71% of its industry peers.
  • The Return On Invested Capital of BF.A (13.34%) is better than 76.47% of its industry peers.
  • BF.A had an Average Return On Invested Capital over the past 3 years of 13.40%. This is in line with the industry average of 11.70%.
Industry RankSector Rank
ROA 9.72%
ROE 19.77%
ROIC 13.34%
ROA(3y)11.12%
ROA(5y)12.07%
ROE(3y)24.95%
ROE(5y)27.89%
ROIC(3y)13.4%
ROIC(5y)14.48%
BF.A Yearly ROA, ROE, ROICBF.A Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

1.3 Margins

  • The Profit Margin of BF.A (20.64%) is better than 88.24% of its industry peers.
  • In the last couple of years the Profit Margin of BF.A has declined.
  • Looking at the Operating Margin, with a value of 30.31%, BF.A belongs to the top of the industry, outperforming 94.12% of the companies in the same industry.
  • In the last couple of years the Operating Margin of BF.A has declined.
  • Looking at the Gross Margin, with a value of 59.34%, BF.A is in the better half of the industry, outperforming 79.41% of the companies in the same industry.
  • BF.A's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 30.31%
PM (TTM) 20.64%
GM 59.34%
OM growth 3Y-0.41%
OM growth 5Y-1.88%
PM growth 3Y0.86%
PM growth 5Y-2.33%
GM growth 3Y-1.02%
GM growth 5Y-1.4%
BF.A Yearly Profit, Operating, Gross MarginsBF.A Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

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7

2. BF.A Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), BF.A is creating some value.
  • Compared to 1 year ago, BF.A has about the same amount of shares outstanding.
  • Compared to 5 years ago, BF.A has less shares outstanding
  • The debt/assets ratio for BF.A has been reduced compared to a year ago.
BF.A Yearly Shares OutstandingBF.A Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M
BF.A Yearly Total Debt VS Total AssetsBF.A Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

2.2 Solvency

  • An Altman-Z score of 4.13 indicates that BF.A is not in any danger for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 4.13, BF.A belongs to the best of the industry, outperforming 82.35% of the companies in the same industry.
  • The Debt to FCF ratio of BF.A is 3.76, which is a good value as it means it would take BF.A, 3.76 years of fcf income to pay off all of its debts.
  • The Debt to FCF ratio of BF.A (3.76) is better than 76.47% of its industry peers.
  • A Debt/Equity ratio of 0.59 indicates that BF.A is somewhat dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.59, BF.A is in line with its industry, outperforming 50.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 3.76
Altman-Z 4.13
ROIC/WACC1.68
WACC7.95%
BF.A Yearly LT Debt VS Equity VS FCFBF.A Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

2.3 Liquidity

  • A Current Ratio of 2.77 indicates that BF.A has no problem at all paying its short term obligations.
  • The Current ratio of BF.A (2.77) is better than 88.24% of its industry peers.
  • A Quick Ratio of 1.09 indicates that BF.A should not have too much problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 1.09, BF.A is in the better half of the industry, outperforming 73.53% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.77
Quick Ratio 1.09
BF.A Yearly Current Assets VS Current LiabilitesBF.A Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B

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2

3. BF.A Growth Analysis

3.1 Past

  • BF.A shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -11.79%.
  • BF.A shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -0.35% yearly.
  • The Revenue has decreased by -3.34% in the past year.
  • Measured over the past years, BF.A shows a small growth in Revenue. The Revenue has been growing by 3.40% on average per year.
EPS 1Y (TTM)-11.79%
EPS 3Y-0.77%
EPS 5Y-0.35%
EPS Q2Q%34.88%
Revenue 1Y (TTM)-3.34%
Revenue growth 3Y0.35%
Revenue growth 5Y3.4%
Sales Q2Q%2.03%

3.2 Future

  • BF.A is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 1.46% yearly.
  • BF.A is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -0.02% yearly.
EPS Next Y4.33%
EPS Next 2Y1.09%
EPS Next 3Y1.46%
EPS Next 5YN/A
Revenue Next Year-3.83%
Revenue Next 2Y-1.37%
Revenue Next 3Y-0.02%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
BF.A Yearly Revenue VS EstimatesBF.A Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1B 2B 3B 4B
BF.A Yearly EPS VS EstimatesBF.A Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0.5 1 1.5 2

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4

4. BF.A Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 17.28, the valuation of BF.A can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Earnings ratio of BF.A is on the same level as its industry peers.
  • Compared to an average S&P500 Price/Earnings ratio of 27.87, BF.A is valued a bit cheaper.
  • The Price/Forward Earnings ratio is 17.11, which indicates a rather expensive current valuation of BF.A.
  • BF.A's Price/Forward Earnings ratio is in line with the industry average.
  • BF.A is valuated cheaply when we compare the Price/Forward Earnings ratio to 38.51, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 17.28
Fwd PE 17.11
BF.A Price Earnings VS Forward Price EarningsBF.A Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • BF.A's Enterprise Value to EBITDA ratio is in line with the industry average.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of BF.A indicates a somewhat cheap valuation: BF.A is cheaper than 73.53% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 18.68
EV/EBITDA 12.34
BF.A Per share dataBF.A EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates BF.A does not grow enough to justify the current Price/Earnings ratio.
  • The decent profitability rating of BF.A may justify a higher PE ratio.
PEG (NY)3.99
PEG (5Y)N/A
EPS Next 2Y1.09%
EPS Next 3Y1.46%

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5

5. BF.A Dividend Analysis

5.1 Amount

  • BF.A has a Yearly Dividend Yield of 3.05%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 1.75, BF.A pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, BF.A pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.05%

5.2 History

  • The dividend of BF.A has a limited annual growth rate of 5.49%.
  • BF.A has been paying a dividend for at least 10 years, so it has a reliable track record.
  • BF.A has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)5.49%
Div Incr Years3
Div Non Decr Years3
BF.A Yearly Dividends per shareBF.A Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • 53.04% of the earnings are spent on dividend by BF.A. This is a bit on the high side, but may be sustainable.
  • The dividend of BF.A is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP53.04%
EPS Next 2Y1.09%
EPS Next 3Y1.46%
BF.A Yearly Income VS Free CF VS DividendBF.A Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
BF.A Dividend Payout.BF.A Dividend Payout, showing the Payout Ratio.BF.A Dividend Payout.PayoutRetained Earnings

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BF.A Fundamentals: All Metrics, Ratios and Statistics

BROWN-FORMAN CORP-CLASS A

NYSE:BF.A (4/17/2026, 8:04:00 PM)

After market: 29.7011 -0.03 (-0.1%)

29.73

-0.05 (-0.17%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)03-04
Earnings (Next)06-03
Inst Owners77.01%
Inst Owner Change-0.03%
Ins Owners1.98%
Ins Owner ChangeN/A
Market Cap13.64B
Revenue(TTM)3.91B
Net Income(TTM)807.00M
Analysts67.83
Price Target30.44 (2.39%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.05%
Yearly Dividend0.89
Dividend Growth(5Y)5.49%
DP53.04%
Div Incr Years3
Div Non Decr Years3
Ex-Date03-09
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)9.89%
Min EPS beat(2)-2.83%
Max EPS beat(2)22.62%
EPS beat(4)1
Avg EPS beat(4)1.32%
Min EPS beat(4)-11.43%
Max EPS beat(4)22.62%
EPS beat(8)3
Avg EPS beat(8)3.1%
EPS beat(12)4
Avg EPS beat(12)1.05%
EPS beat(16)6
Avg EPS beat(16)-1.86%
Revenue beat(2)1
Avg Revenue beat(2)1.62%
Min Revenue beat(2)-0.38%
Max Revenue beat(2)3.63%
Revenue beat(4)1
Avg Revenue beat(4)-1.63%
Min Revenue beat(4)-9.4%
Max Revenue beat(4)3.63%
Revenue beat(8)1
Avg Revenue beat(8)-3.35%
Revenue beat(12)2
Avg Revenue beat(12)-3.23%
Revenue beat(16)5
Avg Revenue beat(16)-1.06%
PT rev (1m)-5.43%
PT rev (3m)-4.02%
EPS NQ rev (1m)-0.47%
EPS NQ rev (3m)-2.43%
EPS NY rev (1m)5.29%
EPS NY rev (3m)4.92%
Revenue NQ rev (1m)-0.33%
Revenue NQ rev (3m)-0.5%
Revenue NY rev (1m)1.25%
Revenue NY rev (3m)1.43%
Valuation
Industry RankSector Rank
PE 17.28
Fwd PE 17.11
P/S 3.49
P/FCF 18.68
P/OCF 15.84
P/B 3.34
P/tB 9.35
EV/EBITDA 12.34
EPS(TTM)1.72
EY5.79%
EPS(NY)1.74
Fwd EY5.84%
FCF(TTM)1.59
FCFY5.35%
OCF(TTM)1.88
OCFY6.31%
SpS8.52
BVpS8.9
TBVpS3.18
PEG (NY)3.99
PEG (5Y)N/A
Graham Number18.5578 (-37.58%)
Profitability
Industry RankSector Rank
ROA 9.72%
ROE 19.77%
ROCE 17.5%
ROIC 13.34%
ROICexc 14.11%
ROICexgc 23.22%
OM 30.31%
PM (TTM) 20.64%
GM 59.34%
FCFM 18.67%
ROA(3y)11.12%
ROA(5y)12.07%
ROE(3y)24.95%
ROE(5y)27.89%
ROIC(3y)13.4%
ROIC(5y)14.48%
ROICexc(3y)14.25%
ROICexc(5y)16.39%
ROICexgc(3y)22.92%
ROICexgc(5y)25.06%
ROCE(3y)17.63%
ROCE(5y)18.8%
ROICexgc growth 3Y-10.76%
ROICexgc growth 5Y-5.03%
ROICexc growth 3Y-13.41%
ROICexc growth 5Y-6.6%
OM growth 3Y-0.41%
OM growth 5Y-1.88%
PM growth 3Y0.86%
PM growth 5Y-2.33%
GM growth 3Y-1.02%
GM growth 5Y-1.4%
F-Score6
Asset Turnover0.47
Health
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 3.76
Debt/EBITDA 1.88
Cap/Depr 147.19%
Cap/Sales 3.35%
Interest Coverage 250
Cash Conversion 67.58%
Profit Quality 90.46%
Current Ratio 2.77
Quick Ratio 1.09
Altman-Z 4.13
F-Score6
WACC7.95%
ROIC/WACC1.68
Cap/Depr(3y)227.59%
Cap/Depr(5y)185.59%
Cap/Sales(3y)4.66%
Cap/Sales(5y)3.82%
Profit Quality(3y)49.63%
Profit Quality(5y)65.74%
High Growth Momentum
Growth
EPS 1Y (TTM)-11.79%
EPS 3Y-0.77%
EPS 5Y-0.35%
EPS Q2Q%34.88%
EPS Next Y4.33%
EPS Next 2Y1.09%
EPS Next 3Y1.46%
EPS Next 5YN/A
Revenue 1Y (TTM)-3.34%
Revenue growth 3Y0.35%
Revenue growth 5Y3.4%
Sales Q2Q%2.03%
Revenue Next Year-3.83%
Revenue Next 2Y-1.37%
Revenue Next 3Y-0.02%
Revenue Next 5YN/A
EBIT growth 1Y3.04%
EBIT growth 3Y-0.06%
EBIT growth 5Y1.46%
EBIT Next Year4.99%
EBIT Next 3Y1.41%
EBIT Next 5YN/A
FCF growth 1Y93.63%
FCF growth 3Y-18.93%
FCF growth 5Y-6.56%
OCF growth 1Y45.44%
OCF growth 3Y-13.87%
OCF growth 5Y-3.75%

BROWN-FORMAN CORP-CLASS A / BF.A Fundamental Analysis FAQ

What is the fundamental rating for BF.A stock?

ChartMill assigns a fundamental rating of 5 / 10 to BF.A.


Can you provide the valuation status for BROWN-FORMAN CORP-CLASS A?

ChartMill assigns a valuation rating of 4 / 10 to BROWN-FORMAN CORP-CLASS A (BF.A). This can be considered as Fairly Valued.


What is the profitability of BF.A stock?

BROWN-FORMAN CORP-CLASS A (BF.A) has a profitability rating of 6 / 10.


What are the PE and PB ratios of BROWN-FORMAN CORP-CLASS A (BF.A) stock?

The Price/Earnings (PE) ratio for BROWN-FORMAN CORP-CLASS A (BF.A) is 17.28 and the Price/Book (PB) ratio is 3.34.


Can you provide the financial health for BF.A stock?

The financial health rating of BROWN-FORMAN CORP-CLASS A (BF.A) is 7 / 10.