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Brown-Forman (BF-A)

Market Price (9/4/2025): $28.51 | Market Cap: $13.5 Bil
Sector: Consumer Staples | Industry: Distillers & Vintners

Brown-Forman (BF-A)

Market Price (9/4/2025): $28.51
Market Cap: $13.5 Bil
Sector: Consumer Staples
Industry: Distillers & Vintners

Investment Highlights

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Market Valuation

 9/4/25202420232022
Share Price CYE$28.51$36.86$57.21$62.32
Market Cap CYE ($ Bil)13.517.427.429.9
Total Debt ($ Bil)2.72.73.12.9
Total Cash ($ Bil)0.50.40.40.4
Enterprise Value ($ Bil)15.720.130.532.8
Valuation Ratios    
P/S TTM3.64.56.87.5
P/EBIT TTM12.314.819.928.5
P/E TTM17.020.527.740.2
Sector Ratios    
P/S TTM (Sector)1.11.21.21.3
P/EBIT TTM (Sector)14.013.814.314.7
P/E TTM (Sector)20.621.420.321.1
 9/4/252024
Share Price CYE$28.51$36.86
Market Cap CYE ($ Bil)13.517.4
Total Debt ($ Bil)2.72.7
Total Cash ($ Bil)0.50.4
Enterprise Value ($ Bil)15.720.1
Valuation Ratios  
P/S TTM3.64.5
P/EBIT TTM12.314.8
P/E TTM17.020.5
Sector Ratios  
P/S TTM (Sector)1.11.2
P/EBIT TTM (Sector)14.013.8
P/E TTM (Sector)20.621.4

Market Cap Chart

Business Description

Brown-Forman Corporation, together with its subsidiaries, manufactures, distills, bottles, imports, exports, markets, and sells various alcoholic beverages. It provides spirits, wines, whiskey spirits, whiskey-based flavored liqueurs, ready-to-drink and ready-to-pour products, ready-to-drink cocktails, vodkas, tequilas, champagnes, brandy, bourbons, and liqueurs. The company offers its products primarily under the Jack Daniel's, Woodford Reserve, Old Forester, GlenDronach, Benriach, Glenglassaugh, Slane Irish Whiskey, Coopers' Craft, el Jimador, Herradura, New Mix, Pepe Lopez, Antiguo, Korbel Champagne, Sonoma-Cutrer, and Finlandia brands. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
BF-A Return18%-5%-2%-8%-36%-23%-49%
Peers Return12%31%3%-4%-33%-26%-29%
S&P 500 Return16%27%-19%24%23%10%100%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: STZ, BF-B, MGPI.
[3] 2025 data is for the year up to 9/3/2025 (YTD)

Latest Trefis Analyses

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1EAFGrafTech International804.0%-47.2%
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4PSNYWPolestar Automotive UK96.2%141.5%
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6PHJMFPT Hanjaya Mandala Sampoerna66.7%34.8%
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8DTNOFDNO49.5%141.9%
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10MDBMongoDB46.0%34.4%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1COSGGrand Gallery-100.0%�
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10PTJSFPT Jasa Marga-50.9%-50.9%

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1 Month Top Losers

#TickerCompany1M RtnYTD Rtn
1COSGGrand Gallery-100.0%�
2PTLKFPT Lippo Karawaci-95.2%-94.7%
3TTOOT2 Biosystems-94.8%-99.0%
4NXTTNext Technology-86.5%-89.4%
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7PPCBPropanc Biopharma-72.1%-79.1%
8MGAWFMegaworld-71.0%-71.0%
9PTTMFPT Timah-62.8%-83.1%
10PIGEFPigeon-62.4%-62.4%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1EAFGrafTech International804.0%-47.2%
2RLMDRelmada Therapeutics122.3%182.7%
3XELAExela Technologies109.6%-95.5%
4PSNYWPolestar Automotive UK96.2%141.5%
5TKCMToken Communities82.8%-64.7%
6PHJMFPT Hanjaya Mandala Sampoerna66.7%34.8%
7ANGGFAngang Steel61.2%25.0%
8DTNOFDNO49.5%141.9%
9BWBabcock & Wilcox Enterprises48.5%54.9%
10MDBMongoDB46.0%34.4%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1COSGGrand Gallery-100.0%�
2PTLKFPT Lippo Karawaci-95.2%-94.7%
3NXTTNext Technology-74.5%-89.4%
4SCGYScientific Energy-72.7%-26.9%
5MGAWFMegaworld-71.0%-71.0%
6TTOOT2 Biosystems-67.7%-99.0%
7PTTMFPT Timah-62.8%-83.1%
8PIGEFPigeon-62.4%-62.4%
9NEGGNewegg Commerce-53.8%290.6%
10PTJSFPT Jasa Marga-50.9%-50.9%

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for Brown-Forman

Financials

BF-ASTZBF-BMGPIMedian
NameBrown-Fo.Constell.Brown-Fo.MGP Ingr. 
Mkt Price-146.4928.2029.1929.19
Mkt Cap-26.013.30.613.3
Rev LTM-10,0623,9486093,948
Op Inc LTM-3,1891,1561251,156
FCF LTM-2,06758459584
FCF 3Y Avg-1,68443234432
CFO LTM-3,099741129741
CFO 3Y Avg-2,85662496624

Growth & Margins

BF-ASTZBF-BMGPIMedian
NameBrown-Fo.Constell.Brown-Fo.MGP Ingr. 
Rev Chg LTM--0.5%-3.5%-22.7%-3.5%
Rev Chg 3Y Avg-3.2%-0.6%-5.0%-0.6%
Rev Chg Q--5.5%-2.8%-23.7%-5.5%
QoQ Delta Rev Chg LTM--1.4%-0.7%-6.9%-1.4%
Op Mgn LTM-31.7%29.3%20.5%29.3%
Op Mgn 3Y Avg-31.3%27.4%20.3%27.4%
QoQ Delta Op Mgn LTM--1.3%-0.0%-1.7%-1.3%
CFO/Rev LTM-30.8%18.8%21.2%21.2%
CFO/Rev 3Y Avg-28.8%15.3%13.7%15.3%
FCF/Rev LTM-20.5%14.8%9.7%14.8%
FCF/Rev 3Y Avg-17.0%10.6%5.1%10.6%

Valuation

BF-ASTZBF-BMGPIMedian
NameBrown-Fo.Constell.Brown-Fo.MGP Ingr. 
Mkt Cap-26.013.30.613.3
P/S-2.63.41.02.6
P/EBIT-1,532.111.526.226.2
P/E--58.915.8-93.7-58.9
P/CFO-8.418.04.88.4
Total Yield--0.3%9.5%-0.7%-0.3%
Dividend Yield-1.4%3.2%0.4%1.4%
FCF Yield 3Y Avg-4.5%2.5%3.9%3.9%
D/E-0.40.20.50.4
Net D/E-0.40.20.50.4

Returns

BF-ASTZBF-BMGPIMedian
NameBrown-Fo.Constell.Brown-Fo.MGP Ingr. 
1M Rtn--14.0%-4.1%2.7%-4.1%
3M Rtn--16.7%-13.7%-1.8%-13.7%
6M Rtn--14.9%-19.9%-11.7%-14.9%
12M Rtn--39.4%-36.8%-66.5%-39.4%
3Y Rtn--37.0%-58.3%-71.7%-58.3%
1M Excs Rtn--15.8%-6.0%0.8%-6.0%
3M Excs Rtn--24.6%-21.7%-8.9%-21.7%
6M Excs Rtn--25.7%-23.4%-20.3%-23.4%
12M Excs Rtn--52.4%-51.2%-82.6%-52.4%
3Y Excs Rtn--97.7%-119.4%-132.6%-119.4%

Financials

$ Mil | FY: 4/302026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2
Period End7/31/20254/30/20251/31/202510/31/20247/31/20244/30/20241/31/202410/31/20237/31/20234/30/20231/31/202310/31/2022
Filing Date8/28/20256/13/20253/5/202512/5/20248/29/20246/14/20243/6/202412/6/20238/30/20236/16/20233/8/202312/7/2022
Key Financials Quarterly            
Total Revenue9248941,0351,0959519641,0691,1071,0381,0461,0811,094
Ebitda267231385367307402400361349319168335
Operating Income272232311341281198283339327298173313
Net Income170146270258195266285242231207100227
EPS0.360.310.570.550.410.560.600.500.480.430.210.47
Key Financials TTM            
Total Revenue TTM3,9483,9754,0454,0794,0914,1784,2604,2724,2594,2284,1784,134
Ebitda TTM1,2501,2901,4611,4761,4701,5121,4291,1971,1711,1871,1241,324
Operating Income TTM1,1561,1651,1311,1031,1011,1471,2471,1371,1111,1271,0751,249
Net Income TTM8448699891,0049881,024965780765783727886
Growth Rates Quarterly            
Total Revenue Growth-2.8%-7.3%-3.2%-1.1%-8.4%-7.8%-1.1%1.2%3.1%5.0%4.2%10.1%
EBITDA Growth-13.0%-42.5%-3.8%1.7%-12.0%26.0%138.1%7.8%-4.4%24.6%-54.3%-2.0%
Operating Income Growth-3.2%17.2%9.9%0.6%-14.1%-33.6%63.6%8.3%-4.7%21.1%-50.1%-2.8%
Net Income Growth-12.8%-45.1%-5.3%6.6%-15.6%28.5%185.0%6.6%-7.2%37.1%-61.4%-3.8%
Margins Quarterly            
EBITDA Margin28.9%25.8%37.2%33.5%32.3%41.7%37.4%32.6%33.6%30.5%15.5%30.6%
Operating Income Margin29.4%26.0%30.0%31.1%29.5%20.5%26.5%30.6%31.5%28.5%16.0%28.6%
Net Income Margin18.4%16.3%26.1%23.6%20.5%27.6%26.7%21.9%22.3%19.8%9.3%20.7%
Cash & Debt            
Total Cash4714445994164164465893734263744281,087
Total Debt2,7012,7332,8633,2033,1683,1003,4063,1103,0762,9133,0282,410
Net Debt / (Cash)2,2302,2892,2642,7872,7522,6542,8172,7372,6502,5392,6001,323
Cash Flows Quarterly            
FCF from Operations16015231711217285265593823094143
Cash Flows TTM            
FCF from Operations TTM741598731679626647592421505640663917
Returns to Shareholders Quarterly            
Dividends1071071071031031041039899999990
Share Repurchases-0-0-0-0-0-0358-0-0-0-0-0
Return on Invested Capital (ROIC) Quarterly            
ROIC37.7%32.3%44.7%40.3%31.5%22.9%33.5%38.7%38.1%36.1%21.5%72.1%
Return on Invested Capital (ROIC) TTM            
ROIC TTM41.7%40.9%39.7%31.7%31.6%34.1%35.0%32.3%32.4%34.2%31.2%71.6%

Segment Financials

Revenue by Segment

$ Mil20252024202320222021
Whiskey2,8322,9152,7562,4102,671
Ready-to-Drink520509431406 
Rest of portfolio433396676247
Tequila306320290229275
Non-branded and bulk8788615875
Vodka  10990109
Wine  219206186
Total4,1784,2283,9333,4613,363


Price Behavior

BF-A Betas & Captures as of 8/31/2025

 1M2M3M6M1Y3Y
Beta0.110.651.330.620.500.58
Up Beta2.251.461.390.700.570.63
Down Beta0.39-0.381.480.300.430.47
Up Capture-20%83%76%60%16%12%
Bmk +ve Days10223571142415
Stock +ve Days12213158110351
Down Capture-174%0%199%91%79%94%
Bmk -ve Days11192754106334
Stock -ve Days8203164133391

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/28/2025-4.7%  
6/5/2025-17.3%-15.4%-13.0%
3/5/202510.2%10.7%4.8%
12/5/202411.7%10.0%-9.5%
8/29/20241.1%0.1%5.1%
6/5/2024-5.3%-5.4%-5.1%
3/6/2024-7.2%-8.5%-13.2%
12/6/2023-10.1%-5.2%-7.3%
...
SUMMARY STATS   
# Positive1186
# Negative131618
Median Positive3.8%5.0%5.2%
Median Negative-4.8%-5.4%-6.2%
Max Positive11.7%11.8%8.9%
Max Negative-17.3%-15.4%-17.5%

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value		Value of
Held Shares		Form
0Whiting Lawson EPresident & CEO7252025Sell31.0023,641732,871148,397Form

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