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.
  • BF.A had positive earnings in each of the past 5 years.
  • 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

  • BF.A's Return On Assets of 9.72% is fine compared to the rest of the industry. BF.A outperforms 76.47% of its industry peers.
  • BF.A has a better Return On Equity (19.77%) than 64.71% of its industry peers.
  • BF.A's Return On Invested Capital of 13.34% is fine compared to the rest of the industry. BF.A outperforms 76.47% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for BF.A 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

  • Looking at the Profit Margin, with a value of 20.64%, BF.A belongs to the top of the industry, outperforming 88.24% of the companies in the same industry.
  • 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.
  • BF.A's Operating Margin has declined in the last couple of years.
  • The Gross Margin of BF.A (59.34%) is better than 79.41% of its industry peers.
  • 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

  • BF.A has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, BF.A has about the same amount of shares outstanding.
  • The number of shares outstanding for BF.A has been reduced compared to 5 years ago.
  • 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 4.12 indicates that BF.A is not in any danger for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 4.12, BF.A belongs to the best of the industry, outperforming 82.35% of the companies in the same industry.
  • BF.A has a debt to FCF ratio of 3.76. This is a good value and a sign of high solvency as BF.A would need 3.76 years to pay back of all of its debts.
  • The Debt to FCF ratio of BF.A (3.76) is better than 76.47% of its industry peers.
  • BF.A has a Debt/Equity ratio of 0.59. This is a neutral value indicating BF.A is somewhat dependend on debt financing.
  • BF.A has a Debt to Equity ratio (0.59) which is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 3.76
Altman-Z 4.12
ROIC/WACC1.69
WACC7.9%
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

  • BF.A has a Current Ratio of 2.77. This indicates that BF.A is financially healthy and has no problem in meeting 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.
  • Looking at the last year, BF.A shows a decrease in Revenue. The Revenue has decreased by -3.34% in the last year.
  • BF.A shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.40% yearly.
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

  • The Earnings Per Share is expected to grow by 1.46% on average over the next years.
  • 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

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
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.
  • BF.A's Price/Earnings ratio is in line with the industry average.
  • BF.A's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.87.
  • Based on the Price/Forward Earnings ratio of 17.11, the valuation of BF.A can be described as rather expensive.
  • 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 is on the same level as the industry average.
  • Based on the Price/Free Cash Flow ratio, BF.A is valued a bit cheaper than 76.47% of the companies in the same industry.
Industry RankSector Rank
P/FCF 18.68
EV/EBITDA 12.32
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.
  • BF.A has a very decent profitability rating, which 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

  • With a Yearly Dividend Yield of 3.14%, BF.A has a reasonable but not impressive dividend return.
  • BF.A's Dividend Yield is a higher than the industry average which is at 1.75.
  • BF.A's Dividend Yield is rather good when compared to the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 3.14%

5.2 History

  • The dividend of BF.A has a limited annual growth rate of 5.49%.
  • BF.A has paid a dividend for at least 10 years, which is 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.
  • BF.A's earnings are growing slower than its dividend. 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-0.35%
Ins Owners1.98%
Ins Owner ChangeN/A
Market Cap13.64B
Revenue(TTM)3.91B
Net Income(TTM)807.00M
Analysts67.83
Price Target30.41 (2.29%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.14%
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)-5.54%
PT rev (3m)-5.75%
EPS NQ rev (1m)-0.39%
EPS NQ rev (3m)-2.43%
EPS NY rev (1m)5.29%
EPS NY rev (3m)4.92%
Revenue NQ rev (1m)-0.25%
Revenue NQ rev (3m)-0.5%
Revenue NY rev (1m)0%
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 12.32
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 4.12
F-Score6
WACC7.9%
ROIC/WACC1.69
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.