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

NYSE:BF.A • US1156371007

Current stock price

29.7 USD
-0.7 (-2.3%)
At close:
29.7 USD
0 (0%)
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

  • In the past year BF.A was profitable.
  • BF.A had a positive operating cash flow in the past year.
  • BF.A had positive earnings in each of the past 5 years.
  • Each year in the past 5 years BF.A had a positive operating cash flow.
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

  • Looking at the Return On Assets, with a value of 9.72%, BF.A is in the better half of the industry, outperforming 76.47% of the companies in the same industry.
  • BF.A's Return On Equity of 19.77% is fine compared to the rest of the industry. BF.A outperforms 67.65% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 13.34%, BF.A is in the better half of the industry, outperforming 76.47% 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 11.81%.
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.
  • BF.A's Profit Margin has declined in the last couple of years.
  • The Operating Margin of BF.A (30.31%) is better than 94.12% 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 59.34%, BF.A is in the better half of the industry, outperforming 79.41% 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 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

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so BF.A is still creating some value.
  • BF.A has about the same amout of shares outstanding than it did 1 year ago.
  • BF.A has less shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, BF.A has an improved debt to assets ratio.
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.
  • BF.A has a better Altman-Z score (4.17) than 82.35% of its industry peers.
  • 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.
  • With a decent Debt to FCF ratio value of 3.76, BF.A is doing good in the industry, outperforming 76.47% of the companies in the same industry.
  • A Debt/Equity ratio of 0.59 indicates that BF.A is somewhat dependend on debt financing.
  • BF.A's Debt to Equity ratio of 0.59 is in line compared to the rest of the industry. BF.A outperforms 50.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 3.76
Altman-Z 4.17
ROIC/WACC1.68
WACC7.93%
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.
  • BF.A's Current ratio of 2.77 is amongst the best of the industry. BF.A outperforms 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.
  • BF.A has a Quick ratio of 1.09. This is in the better half of the industry: BF.A outperforms 73.53% of its industry peers.
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%.
  • Measured over the past years, BF.A shows a decrease in Earnings Per Share. The EPS has been decreasing by -0.35% on average per year.
  • BF.A shows a decrease in Revenue. In the last year, the revenue decreased by -3.34%.
  • The Revenue has been growing slightly by 3.40% on average over the past years.
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 3.70% 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 Y-0.91%
EPS Next 2Y2.03%
EPS Next 3Y3.7%
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.
  • 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 17.27, 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 26.78, BF.A is valued a bit cheaper.
  • A Price/Forward Earnings ratio of 16.78 indicates a correct valuation of BF.A.
  • BF.A's Price/Forward Earnings is on the same level as the industry average.
  • BF.A's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.54.
Industry RankSector Rank
PE 17.27
Fwd PE 16.78
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of BF.A is on the same level as its industry peers.
  • 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 18.66
EV/EBITDA 12.56
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 2Y2.03%
EPS Next 3Y3.7%

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

5

5. BF.A Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.40%, BF.A has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 1.83, BF.A pays a bit more dividend than its industry peers.
  • BF.A's Dividend Yield is rather good when compared to the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 3.4%

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.
  • 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 2Y2.03%
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

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BF.A Fundamentals: All Metrics, Ratios and Statistics

BROWN-FORMAN CORP-CLASS A

NYSE:BF.A (4/10/2026, 8:07:39 PM)

After market: 29.7 0 (0%)

29.7

-0.7 (-2.3%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)03-04
Earnings (Next)06-03
Inst Owners75.82%
Inst Owner Change0%
Ins Owners1.95%
Ins Owner ChangeN/A
Market Cap13.62B
Revenue(TTM)3.91B
Net Income(TTM)807.00M
Analysts67.83
Price Target32.19 (8.38%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.4%
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)0%
PT rev (3m)1.49%
EPS NQ rev (1m)-3.04%
EPS NQ rev (3m)-2.43%
EPS NY rev (1m)0%
EPS NY rev (3m)-0.35%
Revenue NQ rev (1m)-0.92%
Revenue NQ rev (3m)-0.5%
Revenue NY rev (1m)1.25%
Revenue NY rev (3m)1.43%
Valuation
Industry RankSector Rank
PE 17.27
Fwd PE 16.78
P/S 3.48
P/FCF 18.66
P/OCF 15.82
P/B 3.34
P/tB 9.34
EV/EBITDA 12.56
EPS(TTM)1.72
EY5.79%
EPS(NY)1.77
Fwd EY5.96%
FCF(TTM)1.59
FCFY5.36%
OCF(TTM)1.88
OCFY6.32%
SpS8.52
BVpS8.9
TBVpS3.18
PEG (NY)N/A
PEG (5Y)N/A
Graham Number18.56
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 4.17
F-Score6
WACC7.93%
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 Y-0.91%
EPS Next 2Y2.03%
EPS Next 3Y3.7%
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 Year2.67%
EBIT Next 3Y3.57%
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 17.27 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.