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

NYSE:BF.B • US1156372096

Current stock price

27.19 USD
+1.45 (+5.63%)
At close:
27.36 USD
+0.17 (+0.63%)
After Hours:

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

7

1. BF.B Profitability Analysis

1.1 Basic Checks

  • In the past year BF.B was profitable.
  • In the past year BF.B had a positive cash flow from operations.
  • BF.B had positive earnings in each of the past 5 years.
  • BF.B had a positive operating cash flow in each of the past 5 years.
BF.B Yearly Net Income VS EBIT VS OCF VS FCFBF.B 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.B is in the better half of the industry, outperforming 79.41% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 19.77%, BF.B is in the better half of the industry, outperforming 70.59% of the companies in the same industry.
  • BF.B has a better Return On Invested Capital (13.34%) than 79.41% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for BF.B 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.B Yearly ROA, ROE, ROICBF.B Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

1.3 Margins

  • BF.B has a better Profit Margin (20.64%) than 91.18% of its industry peers.
  • In the last couple of years the Profit Margin of BF.B has declined.
  • With an excellent Operating Margin value of 30.31%, BF.B belongs to the best of the industry, outperforming 97.06% of the companies in the same industry.
  • In the last couple of years the Operating Margin of BF.B has declined.
  • Looking at the Gross Margin, with a value of 59.34%, BF.B belongs to the top of the industry, outperforming 82.35% of the companies in the same industry.
  • BF.B'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.B Yearly Profit, Operating, Gross MarginsBF.B 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.B Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so BF.B is still creating some value.
  • The number of shares outstanding for BF.B remains at a similar level compared to 1 year ago.
  • BF.B has less shares outstanding than it did 5 years ago.
  • BF.B has a better debt/assets ratio than last year.
BF.B Yearly Shares OutstandingBF.B Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M
BF.B Yearly Total Debt VS Total AssetsBF.B 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 3.86 indicates that BF.B is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 3.86, BF.B is in the better half of the industry, outperforming 76.47% of the companies in the same industry.
  • The Debt to FCF ratio of BF.B is 3.76, which is a good value as it means it would take BF.B, 3.76 years of fcf income to pay off all of its debts.
  • BF.B's Debt to FCF ratio of 3.76 is fine compared to the rest of the industry. BF.B outperforms 79.41% of its industry peers.
  • A Debt/Equity ratio of 0.59 indicates that BF.B is somewhat dependend on debt financing.
  • BF.B has a Debt to Equity ratio (0.59) which is in line with its industry peers.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 3.76
Altman-Z 3.86
ROIC/WACC1.68
WACC7.96%
BF.B Yearly LT Debt VS Equity VS FCFBF.B 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.B has a Current Ratio of 2.77. This indicates that BF.B is financially healthy and has no problem in meeting its short term obligations.
  • With an excellent Current ratio value of 2.77, BF.B belongs to the best of the industry, outperforming 85.29% of the companies in the same industry.
  • A Quick Ratio of 1.09 indicates that BF.B should not have too much problems paying its short term obligations.
  • BF.B has a Quick ratio of 1.09. This is in the better half of the industry: BF.B outperforms 76.47% of its industry peers.
Industry RankSector Rank
Current Ratio 2.77
Quick Ratio 1.09
BF.B Yearly Current Assets VS Current LiabilitesBF.B 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. BF.B Growth Analysis

3.1 Past

  • The earnings per share for BF.B have decreased strongly by -11.79% in the last year.
  • Measured over the past years, BF.B shows a decrease in Earnings Per Share. The EPS has been decreasing by -0.35% on average per year.
  • The Revenue has decreased by -3.34% in the past year.
  • 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

  • Based on estimates for the next years, BF.B will show a small growth in Earnings Per Share. The EPS will grow by 3.70% on average per year.
  • Based on estimates for the next years, BF.B will show a small growth in Revenue. The Revenue will grow by 0.01% on average per year.
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-1.34%
Revenue Next 3Y0.01%
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.B Yearly Revenue VS EstimatesBF.B 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.B Yearly EPS VS EstimatesBF.B 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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5

4. BF.B Valuation Analysis

4.1 Price/Earnings Ratio

  • BF.B is valuated correctly with a Price/Earnings ratio of 15.81.
  • Compared to the rest of the industry, the Price/Earnings ratio of BF.B indicates a somewhat cheap valuation: BF.B is cheaper than 70.59% of the companies listed in the same industry.
  • BF.B is valuated rather cheaply when we compare the Price/Earnings ratio to 24.88, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 15.36, BF.B is valued correctly.
  • 61.76% of the companies in the same industry are more expensive than BF.B, based on the Price/Forward Earnings ratio.
  • BF.B is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.19, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 15.81
Fwd PE 15.36
BF.B Price Earnings VS Forward Price EarningsBF.B Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, BF.B is valued a bit cheaper than the industry average as 64.71% of the companies are valued more expensively.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of BF.B indicates a somewhat cheap valuation: BF.B is cheaper than 79.41% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 17.09
EV/EBITDA 10.89
BF.B Per share dataBF.B EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8

4.3 Compensation for Growth

  • The decent profitability rating of BF.B 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.B Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.96%, BF.B has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 1.85, BF.B pays a better dividend. On top of this BF.B pays more dividend than 85.29% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.90, BF.B pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.96%

5.2 History

  • The dividend of BF.B has a limited annual growth rate of 5.49%.
  • BF.B has been paying a dividend for at least 10 years, so it has a reliable track record.
  • The dividend of BF.B decreased recently.
Dividend Growth(5Y)5.49%
Div Incr Years1
Div Non Decr Years1
BF.B Yearly Dividends per shareBF.B 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.B. This is a bit on the high side, but may be sustainable.
  • BF.B's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP53.04%
EPS Next 2Y2.03%
EPS Next 3Y3.7%
BF.B Yearly Income VS Free CF VS DividendBF.B 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.B Dividend Payout.BF.B Dividend Payout, showing the Payout Ratio.BF.B Dividend Payout.PayoutRetained Earnings

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BF.B Fundamentals: All Metrics, Ratios and Statistics

BROWN-FORMAN CORP-CLASS B

NYSE:BF.B (3/27/2026, 8:04:00 PM)

After market: 27.36 +0.17 (+0.63%)

27.19

+1.45 (+5.63%)

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 Change4.44%
Ins Owners1.95%
Ins Owner ChangeN/A
Market Cap12.47B
Revenue(TTM)3.91B
Net Income(TTM)807.00M
Analysts53.33
Price Target31.67 (16.48%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.96%
Yearly Dividend0.89
Dividend Growth(5Y)5.49%
DP53.04%
Div Incr Years1
Div Non Decr Years1
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)-1.17%
EPS NQ rev (1m)-2.31%
EPS NQ rev (3m)-2.04%
EPS NY rev (1m)-0.08%
EPS NY rev (3m)0.09%
Revenue NQ rev (1m)-0.45%
Revenue NQ rev (3m)-0.34%
Revenue NY rev (1m)1.28%
Revenue NY rev (3m)1.43%
Valuation
Industry RankSector Rank
PE 15.81
Fwd PE 15.36
P/S 3.19
P/FCF 17.09
P/OCF 14.49
P/B 3.06
P/tB 8.55
EV/EBITDA 10.89
EPS(TTM)1.72
EY6.33%
EPS(NY)1.77
Fwd EY6.51%
FCF(TTM)1.59
FCFY5.85%
OCF(TTM)1.88
OCFY6.9%
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 3.86
F-Score6
WACC7.96%
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-1.34%
Revenue Next 3Y0.01%
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 B / BF.B Fundamental Analysis FAQ

What is the fundamental rating for BF.B stock?

ChartMill assigns a fundamental rating of 6 / 10 to BF.B.


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

ChartMill assigns a valuation rating of 5 / 10 to BROWN-FORMAN CORP-CLASS B (BF.B). This can be considered as Fairly Valued.


What is the profitability of BF.B stock?

BROWN-FORMAN CORP-CLASS B (BF.B) has a profitability rating of 7 / 10.


What is the financial health of BROWN-FORMAN CORP-CLASS B (BF.B) stock?

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


Can you provide the dividend sustainability for BF.B stock?

The dividend rating of BROWN-FORMAN CORP-CLASS B (BF.B) is 5 / 10 and the dividend payout ratio is 53.04%.