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

NYSE:BF.A • US1156371007

29.36 USD
+0.3 (+1.03%)
At close: Feb 27, 2026
29.36 USD
0 (0%)
After Hours: 2/27/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to BF.A. BF.A was compared to 33 industry peers in the Beverages industry. BF.A is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. BF.A has a valuation in line with the averages, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • BF.A had positive earnings in the past year.
  • In the past year BF.A had a positive cash flow from operations.
  • 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 9.85% is fine compared to the rest of the industry. BF.A outperforms 75.76% of its industry peers.
  • BF.A has a better Return On Equity (19.59%) than 66.67% of its industry peers.
  • With a decent Return On Invested Capital value of 13.06%, BF.A is doing good in the industry, outperforming 75.76% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for BF.A is in line with the industry average of 11.71%.
Industry RankSector Rank
ROA 9.85%
ROE 19.59%
ROIC 13.06%
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

  • BF.A has a Profit Margin of 20.83%. This is amongst the best in the industry. BF.A outperforms 87.88% of its industry peers.
  • BF.A's Profit Margin has declined in the last couple of years.
  • The Operating Margin of BF.A (29.65%) is better than 90.91% of its industry peers.
  • BF.A's Operating Margin has declined in the last couple of years.
  • Looking at the Gross Margin, with a value of 59.12%, BF.A is in the better half of the industry, outperforming 78.79% of the companies in the same industry.
  • In the last couple of years the Gross Margin of BF.A has remained more or less at the same level.
Industry RankSector Rank
OM 29.65%
PM (TTM) 20.83%
GM 59.12%
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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ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so BF.A is still creating some value.
  • Compared to 1 year ago, BF.A has about the same amount of shares outstanding.
  • BF.A has less shares outstanding than it did 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 4.17 indicates that BF.A is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 4.17, BF.A is in the better half of the industry, outperforming 75.76% of the companies in the same industry.
  • BF.A has a debt to FCF ratio of 4.34. This is a neutral value as BF.A would need 4.34 years to pay back of all of its debts.
  • The Debt to FCF ratio of BF.A (4.34) is better than 75.76% of its industry peers.
  • BF.A has a Debt/Equity ratio of 0.56. This is a neutral value indicating BF.A is somewhat dependend on debt financing.
  • With a Debt to Equity ratio value of 0.56, BF.A perfoms like the industry average, outperforming 48.48% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.56
Debt/FCF 4.34
Altman-Z 4.17
ROIC/WACC1.7
WACC7.66%
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 2.97 indicates that BF.A has no problem at all paying its short term obligations.
  • BF.A's Current ratio of 2.97 is amongst the best of the industry. BF.A outperforms 81.82% of its industry peers.
  • A Quick Ratio of 1.17 indicates that BF.A should not have too much problems paying its short term obligations.
  • BF.A's Quick ratio of 1.17 is fine compared to the rest of the industry. BF.A outperforms 72.73% of its industry peers.
Industry RankSector Rank
Current Ratio 2.97
Quick Ratio 1.17
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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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. Growth

3.1 Past

  • BF.A shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -25.94%.
  • 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 -4.66% 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)-25.94%
EPS 3Y-0.77%
EPS 5Y-0.35%
EPS Q2Q%-14.55%
Revenue 1Y (TTM)-4.66%
Revenue growth 3Y0.35%
Revenue growth 5Y3.4%
Sales Q2Q%-5.39%

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 3.70% yearly.
  • The Revenue is expected to grow by 0.07% on average over the next years.
EPS Next Y-0.84%
EPS Next 2Y2.01%
EPS Next 3Y3.7%
EPS Next 5YN/A
Revenue Next Year-5.04%
Revenue Next 2Y-1.66%
Revenue Next 3Y0.07%
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.
  • 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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Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 18.70 indicates a rather expensive valuation of BF.A.
  • BF.A's Price/Earnings ratio is in line with the industry average.
  • When comparing the Price/Earnings ratio of BF.A to the average of the S&P500 Index (27.07), we can say BF.A is valued slightly cheaper.
  • A Price/Forward Earnings ratio of 16.60 indicates a correct valuation of BF.A.
  • BF.A's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. BF.A is cheaper than 63.64% of the companies in the same industry.
  • BF.A's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.05.
Industry RankSector Rank
PE 18.7
Fwd PE 16.6
BF.A Price Earnings VS Forward Price EarningsBF.A Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as BF.A.
  • BF.A's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. BF.A is cheaper than 60.61% of the companies in the same industry.
Industry RankSector Rank
P/FCF 22.29
EV/EBITDA 12.66
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

  • BF.A has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y2.01%
EPS Next 3Y3.7%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • BF.A has a Yearly Dividend Yield of 3.24%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 1.72, 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 3.24%

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 decreased its dividend in the last 3 years.
Dividend Growth(5Y)5.49%
Div Incr Years2
Div Non Decr Years2
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

  • 52.84% 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.
DP52.84%
EPS Next 2Y2.01%
EPS Next 3Y3.7%
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

More info and screens

Find the best dividend stocksShow peers with best dividend

BROWN-FORMAN CORP-CLASS A

NYSE:BF.A (2/27/2026, 8:04:00 PM)

After market: 29.36 0 (0%)

29.36

+0.3 (+1.03%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)12-04
Earnings (Next)03-04
Inst Owners75.1%
Inst Owner Change-0.03%
Ins Owners1.95%
Ins Owner ChangeN/A
Market Cap13.60B
Revenue(TTM)3.89B
Net Income(TTM)810.00M
Analysts53.33
Price Target32.19 (9.64%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.24%
Yearly Dividend0.89
Dividend Growth(5Y)5.49%
DP52.84%
Div Incr Years2
Div Non Decr Years2
Ex-Date03-09
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-2.95%
Min EPS beat(2)-3.08%
Max EPS beat(2)-2.83%
EPS beat(4)0
Avg EPS beat(4)-6.42%
Min EPS beat(4)-11.43%
Max EPS beat(4)-2.83%
EPS beat(8)3
Avg EPS beat(8)0.78%
EPS beat(12)3
Avg EPS beat(12)-4.8%
EPS beat(16)6
Avg EPS beat(16)-2.57%
Revenue beat(2)0
Avg Revenue beat(2)-0.38%
Min Revenue beat(2)-0.38%
Max Revenue beat(2)-0.37%
Revenue beat(4)0
Avg Revenue beat(4)-3.91%
Min Revenue beat(4)-9.4%
Max Revenue beat(4)-0.37%
Revenue beat(8)0
Avg Revenue beat(8)-4.59%
Revenue beat(12)2
Avg Revenue beat(12)-3.15%
Revenue beat(16)5
Avg Revenue beat(16)-1.08%
PT rev (1m)-0.22%
PT rev (3m)0.62%
EPS NQ rev (1m)0.11%
EPS NQ rev (3m)-2.21%
EPS NY rev (1m)-0.18%
EPS NY rev (3m)0.3%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.49%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)0.15%
Valuation
Industry RankSector Rank
PE 18.7
Fwd PE 16.6
P/S 3.5
P/FCF 22.29
P/OCF 17.87
P/B 3.29
P/tB 8.78
EV/EBITDA 12.66
EPS(TTM)1.57
EY5.35%
EPS(NY)1.77
Fwd EY6.03%
FCF(TTM)1.32
FCFY4.49%
OCF(TTM)1.64
OCFY5.6%
SpS8.4
BVpS8.92
TBVpS3.34
PEG (NY)N/A
PEG (5Y)N/A
Graham Number17.76
Profitability
Industry RankSector Rank
ROA 9.85%
ROE 19.59%
ROCE 16.94%
ROIC 13.06%
ROICexc 13.68%
ROICexgc 22.24%
OM 29.65%
PM (TTM) 20.83%
GM 59.12%
FCFM 15.69%
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-Score5
Asset Turnover0.47
Health
Industry RankSector Rank
Debt/Equity 0.56
Debt/FCF 4.34
Debt/EBITDA 1.85
Cap/Depr 173.56%
Cap/Sales 3.88%
Interest Coverage 250
Cash Conversion 61.37%
Profit Quality 75.31%
Current Ratio 2.97
Quick Ratio 1.17
Altman-Z 4.17
F-Score5
WACC7.66%
ROIC/WACC1.7
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)-25.94%
EPS 3Y-0.77%
EPS 5Y-0.35%
EPS Q2Q%-14.55%
EPS Next Y-0.84%
EPS Next 2Y2.01%
EPS Next 3Y3.7%
EPS Next 5YN/A
Revenue 1Y (TTM)-4.66%
Revenue growth 3Y0.35%
Revenue growth 5Y3.4%
Sales Q2Q%-5.39%
Revenue Next Year-5.04%
Revenue Next 2Y-1.66%
Revenue Next 3Y0.07%
Revenue Next 5YN/A
EBIT growth 1Y2.76%
EBIT growth 3Y-0.06%
EBIT growth 5Y1.46%
EBIT Next Year2.75%
EBIT Next 3Y3.6%
EBIT Next 5YN/A
FCF growth 1Y177.27%
FCF growth 3Y-18.93%
FCF growth 5Y-6.56%
OCF growth 1Y80.76%
OCF growth 3Y-13.87%
OCF growth 5Y-3.75%

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

What is the fundamental rating for BF.A stock?

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


What is the valuation status for BF.A stock?

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


Can you provide the profitability details for BROWN-FORMAN CORP-CLASS A?

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


What is the earnings growth outlook for BROWN-FORMAN CORP-CLASS A?

The Earnings per Share (EPS) of BROWN-FORMAN CORP-CLASS A (BF.A) is expected to decline by -0.84% in the next year.


Is the dividend of BROWN-FORMAN CORP-CLASS A sustainable?

The dividend rating of BROWN-FORMAN CORP-CLASS A (BF.A) is 5 / 10 and the dividend payout ratio is 52.84%.