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

NYSE:BF.B • US1156372096

Current stock price

26.73 USD
-0.02 (-0.07%)
At close:
26.7 USD
-0.03 (-0.11%)
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

  • BF.B had positive earnings in the past year.
  • In the past year BF.B had a positive cash flow from operations.
  • In the past 5 years BF.B has always been profitable.
  • 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

  • BF.B has a Return On Assets of 9.72%. This is in the better half of the industry: BF.B outperforms 79.41% of its industry peers.
  • BF.B has a better Return On Equity (19.77%) than 70.59% of its industry peers.
  • BF.B has a better Return On Invested Capital (13.34%) than 79.41% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years 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

  • With an excellent Profit Margin value of 20.64%, BF.B belongs to the best of the industry, outperforming 91.18% of the companies in the same industry.
  • BF.B's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 30.31%, BF.B belongs to the top 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.
  • In the last couple of years the Gross Margin of BF.B 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.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

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), BF.B is creating some value.
  • BF.B has about the same amout of shares outstanding than it did 1 year ago.
  • The number of shares outstanding for BF.B has been reduced compared to 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

  • BF.B has an Altman-Z score of 3.93. This indicates that BF.B is financially healthy and has little risk of bankruptcy at the moment.
  • BF.B has a better Altman-Z score (3.93) than 76.47% of its industry peers.
  • BF.B has a debt to FCF ratio of 3.76. This is a good value and a sign of high solvency as BF.B would need 3.76 years to pay back of all of its debts.
  • BF.B has a better Debt to FCF ratio (3.76) than 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 comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.59
Debt/FCF 3.76
Altman-Z 3.93
ROIC/WACC1.69
WACC7.89%
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.
  • The Current ratio of BF.B (2.77) is better than 91.18% of its industry peers.
  • A Quick Ratio of 1.09 indicates that BF.B should not have too much problems paying its short term obligations.
  • BF.B's Quick ratio of 1.09 is fine compared to the rest 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

2

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.
  • Looking at the last year, BF.B shows a decrease in Revenue. The Revenue has decreased by -3.34% in the last year.
  • Measured over the past years, BF.B shows a small growth in Revenue. The Revenue has been growing by 3.40% on average per year.
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.
  • BF.B 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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
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

  • The Price/Earnings ratio is 15.54, which indicates a correct valuation of BF.B.
  • 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.
  • When comparing the Price/Earnings ratio of BF.B to the average of the S&P500 Index (26.21), we can say BF.B is valued slightly cheaper.
  • A Price/Forward Earnings ratio of 15.10 indicates a correct valuation of BF.B.
  • Based on the Price/Forward Earnings ratio, BF.B is valued a bit cheaper than 67.65% of the companies in the same industry.
  • BF.B is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 23.13, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 15.54
Fwd PE 15.1
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 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, BF.B is valued a bit cheaper than 64.71% of the companies in the same industry.
  • BF.B's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. BF.B is cheaper than 79.41% of the companies in the same industry.
Industry RankSector Rank
P/FCF 16.8
EV/EBITDA 11.24
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

  • BF.B 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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5

5. BF.B Dividend Analysis

5.1 Amount

  • BF.B has a Yearly Dividend Yield of 3.40%. Purely for dividend investing, there may be better candidates out there.
  • BF.B's Dividend Yield is a higher than the industry average which is at 1.83.
  • Compared to an average S&P500 Dividend Yield of 1.89, BF.B pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.4%

5.2 History

  • The dividend of BF.B has a limited annual growth rate of 5.49%.
  • BF.B has paid a dividend for at least 10 years, which is a reliable track record.
  • BF.B has decreased its dividend in the last 3 years.
Dividend Growth(5Y)5.49%
Div Incr Years2
Div Non Decr Years2
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.
  • The dividend of BF.B 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.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 (4/6/2026, 8:22:31 PM)

After market: 26.7 -0.03 (-0.11%)

26.73

-0.02 (-0.07%)

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 Cap12.26B
Revenue(TTM)3.91B
Net Income(TTM)807.00M
Analysts67.83
Price Target29.38 (9.91%)
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 Years2
Div Non Decr Years2
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)-7.23%
PT rev (3m)-8.15%
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 15.54
Fwd PE 15.1
P/S 3.14
P/FCF 16.8
P/OCF 14.24
P/B 3
P/tB 8.41
EV/EBITDA 11.24
EPS(TTM)1.72
EY6.43%
EPS(NY)1.77
Fwd EY6.62%
FCF(TTM)1.59
FCFY5.95%
OCF(TTM)1.88
OCFY7.02%
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 3.93
F-Score6
WACC7.89%
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 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 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.


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

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


How profitable is BROWN-FORMAN CORP-CLASS B (BF.B) stock?

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


Can you provide the financial health for BF.B stock?

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


What is the expected EPS growth for BROWN-FORMAN CORP-CLASS B (BF.B) stock?

The Earnings per Share (EPS) of BROWN-FORMAN CORP-CLASS B (BF.B) is expected to decline by -0.91% in the next year.