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

NYSE:BF.B • US1156372096

Current stock price

27.8525 USD
+0.26 (+0.95%)
Last:

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.
  • In the past 5 years BF.B has always been profitable.
  • In the past 5 years BF.B always reported a positive cash flow from operatings.
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 better Return On Assets (9.72%) than 78.79% of its industry peers.
  • BF.B's Return On Equity of 19.77% is fine compared to the rest of the industry. BF.B outperforms 66.67% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 13.34%, BF.B is in the better half of the industry, outperforming 78.79% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for BF.B is in line with the industry average of 11.83%.
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

  • The Profit Margin of BF.B (20.64%) is better than 90.91% of its industry peers.
  • In the last couple of years the Profit Margin of BF.B has declined.
  • BF.B's Operating Margin of 30.31% is amongst the best of the industry. BF.B outperforms 96.97% of its industry peers.
  • In the last couple of years the Operating Margin of BF.B has declined.
  • BF.B's Gross Margin of 59.34% is amongst the best of the industry. BF.B outperforms 81.82% of its industry peers.
  • 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

  • BF.B has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, BF.B has about the same amount of shares outstanding.
  • Compared to 5 years ago, BF.B has less shares outstanding
  • Compared to 1 year ago, BF.B has an improved debt to assets ratio.
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 3.98 indicates that BF.B is not in any danger for bankruptcy at the moment.
  • BF.B's Altman-Z score of 3.98 is fine compared to the rest of the industry. BF.B outperforms 75.76% of its industry peers.
  • 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 78.79% 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 3.98
ROIC/WACC1.69
WACC7.88%
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.
  • Looking at the Current ratio, with a value of 2.77, BF.B belongs to the top of the industry, outperforming 90.91% 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.
  • Looking at the Quick ratio, with a value of 1.09, BF.B is in the better half of the industry, outperforming 72.73% of the companies in the same industry.
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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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.
  • BF.B shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -0.35% yearly.
  • BF.B shows a decrease in Revenue. In the last year, the revenue decreased by -3.34%.
  • BF.B shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.40% yearly.
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.B is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 1.46% yearly.
  • BF.B is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -0.02% yearly.
EPS Next Y4.33%
EPS Next 2Y1.09%
EPS Next 3Y1.46%
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

  • Based on the Price/Earnings ratio of 16.19, the valuation of BF.B can be described as correct.
  • Compared to the rest of the industry, the Price/Earnings ratio of BF.B indicates a somewhat cheap valuation: BF.B is cheaper than 66.67% of the companies listed in the same industry.
  • BF.B's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.15.
  • BF.B is valuated correctly with a Price/Forward Earnings ratio of 16.03.
  • Based on the Price/Forward Earnings ratio, BF.B is valued a bit cheaper than the industry average as 66.67% of the companies are valued more expensively.
  • The average S&P500 Price/Forward Earnings ratio is at 22.12. BF.B is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 16.19
Fwd PE 16.03
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of BF.B indicates a somewhat cheap valuation: BF.B is cheaper than 66.67% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, BF.B is valued cheaply inside the industry as 81.82% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 17.5
EV/EBITDA 11.55
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 high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The decent profitability rating of BF.B may justify a higher PE ratio.
PEG (NY)3.74
PEG (5Y)N/A
EPS Next 2Y1.09%
EPS Next 3Y1.46%

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5

5. BF.B Dividend Analysis

5.1 Amount

  • BF.B has a Yearly Dividend Yield of 3.25%.
  • Compared to an average industry Dividend Yield of 1.70, BF.B pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, BF.B pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.25%

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.
  • The dividend of BF.B decreased 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

  • BF.B pays out 53.04% of its income as dividend. 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 2Y1.09%
EPS Next 3Y1.46%
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 (4/28/2026, 12:45:19 PM)

27.8525

+0.26 (+0.95%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Earnings (Last)03-04
Earnings (Next)06-03
Inst Owners77.01%
Inst Owner Change-0.62%
Ins Owners1.98%
Ins Owner ChangeN/A
Market Cap12.78B
Revenue(TTM)3.91B
Net Income(TTM)807.00M
Analysts67.83
Price Target30.08 (8%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.25%
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)-5.02%
PT rev (3m)-5.97%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-2.69%
EPS NY rev (1m)5.29%
EPS NY rev (3m)5.02%
Revenue NQ rev (1m)-0.04%
Revenue NQ rev (3m)-0.69%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.3%
Valuation
Industry RankSector Rank
PE 16.19
Fwd PE 16.03
P/S 3.27
P/FCF 17.5
P/OCF 14.84
P/B 3.13
P/tB 8.76
EV/EBITDA 11.55
EPS(TTM)1.72
EY6.18%
EPS(NY)1.74
Fwd EY6.24%
FCF(TTM)1.59
FCFY5.71%
OCF(TTM)1.88
OCFY6.74%
SpS8.52
BVpS8.9
TBVpS3.18
PEG (NY)3.74
PEG (5Y)N/A
Graham Number18.5578 (-33.37%)
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 3.98
F-Score6
WACC7.88%
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 Y4.33%
EPS Next 2Y1.09%
EPS Next 3Y1.46%
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 Year4.99%
EBIT Next 3Y1.41%
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 grow by 4.33% in the next year.