BF-B Brown-Forman Corporation - Fundamental Analysis
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BF-B Stock | Fundamental Analysis & Investment Insights
NYSE
Consumer Defensive
Beverages - Wineries & Distilleries
Current Price
Live
$27.57
Analyst Target
$30.26
+9.8%
Upside
52W High
$38.85
52W Low
$25.32
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$12.77B
P/E
16.31
ROE
20.7%
Profit margin
20.8%
Debt/Equity
0.64
Dividend yield
3.26%
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
68%
Analysis Accuracy
The Advanced Deterministic Scorecard shows a Piotroski F-Score of 6/9, indicating stable financial health, but the absence of an Altman Z-Score limits distress risk assessment. Despite solid profitability metrics like a 29.44% operating margin and 20.67% ROE, the company faces declining revenue and earnings, with YoY revenue down 5.40% and earnings down 13.90%. The stock trades above the Graham Number of $18.30 at $27.57, supported by a 3.26% dividend yield and analyst target of $30.26, but weak recent earnings surprises and insider selling temper optimism.
Key Strengths
Strong profitability with operating margin of 29.44% and ROE of 20.67%, well above sector averages
Healthy balance sheet with a current ratio of 2.97 and moderate debt/equity of 0.64
Piotroski F-Score of 6 indicates stable financial condition
Dividend yield of 3.26% is attractive relative to sector and market
Trading below analyst target price of $30.26, implying 9.7% upside
Key Risks
Revenue and earnings declining YoY by 5.40% and 13.90% respectively, signaling operational headwinds
Recent earnings misses: 0 out of last 4 quarters beat estimates, with an average surprise of -4.36%
Insider selling activity: CEO sold $0.15M in shares, indicating bearish sentiment
Technical trend score of 0/100 suggests strong bearish momentum
Long-term price performance weak: 5Y return of -57.8%, underperforming peers significantly
AI Fair Value Estimate
Based on comprehensive analysis
$24.5
-11.1% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
57
Moderate
58
42
50
70
65
AI Verdict
Neutral with caution due to mixed profitability and growth signals
Key drivers: Stable Piotroski score and strong margins support stability, Declining growth and weak earnings surprises drag down future outlook, Dividend provides floor, but insider selling raises concerns
Confidence
70%
Value
58/100
Ref P/E, PEG, Graham Number
Positives
- P/E of 16.31 below sector average of 30.43
- Price below analyst target of $30.26
Watchpoints
- Current price ($27.57) significantly above Graham Number ($18.30)
- No PEG ratio due to negative growth, limiting growth-adjusted valuation
Future
42/100
Ref Growth rates
Positives
- Most recent Q/Q EPS growth of +30.6% shows potential rebound
Watchpoints
- Revenue Growth (YoY): -5.40%
- Earnings Growth (YoY): -13.90%
- Q/Q Earnings Growth: -13.20%
- Last 4 quarters missed earnings estimates
Past
50/100
Ref Historical trends
Positives
- Historical ROE consistently strong at 20.67%
- Profit margin of 20.83% well above sector average
Watchpoints
- 5Y price return of -57.8% indicates prolonged underperformance
- Inconsistent earnings surprises with multiple large misses
Health
70/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 6/9 indicates stable financial health
- Current ratio of 2.97 shows strong liquidity
- Debt/Equity of 0.64 is conservative
Watchpoints
- Altman Z-Score not available, limiting distress risk analysis
- Quick ratio of 0.96 is below 1, indicating potential short-term liquidity pressure
Dividend
65/100
Ref Yield, Payout
Positives
- Dividend yield of 3.26% is attractive
- Payout ratio of 52.98% is sustainable
Watchpoints
- Dividend Strength score of 50/100 suggests uncertainty in long-term growth
- No 5-year average yield data to assess consistency
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$27.57
Analyst Target
$30.26
Upside/Downside
+9.8%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BF-B and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BF-B
Brown-Forman Corporation
Primary
|
-57.8% | -56.3% | -14.3% | -9.6% | +2.5% | +4.4% |
|
BJ
BJ's Wholesale Club Holdings, Inc.
Peer
|
+124.1% | +40.4% | +0.4% | -6.5% | +3.1% | +4.3% |
|
BF-A
Brown-Forman Corporation
Peer
|
-53.5% | -55.7% | -13.0% | -8.0% | +4.2% | +4.7% |
|
ACI
Albertsons Companies, Inc.
Peer
|
+36.2% | -13.2% | -11.2% | -14.0% | -1.3% | -1.5% |
|
AKO-B
Embotelladora Andina S.A.
Peer
|
+198.5% | +156.0% | +67.2% | +38.1% | +12.6% | +2.4% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
16.31
Forward P/E
15.94
PEG Ratio
N/A
P/B Ratio
3.13
P/S Ratio
3.28
EV/Revenue
3.88
EV/EBITDA
12.86
Market Cap
$12.77B
Profitability
Profit margins and return metrics
Profit Margin
20.83%
Operating Margin
29.44%
Gross Margin
59.11%
ROE
20.67%
ROA
8.21%
Growth
Revenue and earnings growth rates
Revenue Growth
-5.4%
Earnings Growth
-13.9%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
-13.2%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.64
Moderate
Current Ratio
2.97
Strong
Quick Ratio
0.96
Poor
Cash/Share
$0.69
Quarterly Earnings History
EPS performance vs analyst estimates
2026-03-04
$N/A
2025-12-04
$0.47
-1.5% surprise
2025-08-28
$0.36
-1.9% surprise
2025-06-05
$0.31
-9.8% surprise
Consumer Defensive Sector Comparison
Comparing BF-B against 48 companies in the Consumer Defensive sector
(2 bullish, 27 neutral, 19 bearish)
P/E Ratio
16.31
This Stock
vs
33.4
Sector Avg
-51.2%
(Discount)
Return on Equity (ROE)
20.67%
This Stock
vs
4.7%
Sector Avg
+339.5%
(Excellent)
Profit Margin
20.83%
This Stock
vs
-1.11%
Sector Avg
-1976.6%
(Weaker)
Debt to Equity
0.64
This Stock
vs
1.71
Sector Avg
-62.6%
(Less Debt)
Revenue Growth
-5.4%
This Stock
vs
8.8%
Sector Avg
-161.4%
(Slower)
Current Ratio
2.97
This Stock
vs
1.98
Sector Avg
+49.9%
(Stronger)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BF-B
Brown-Forman Corporation
|
NEUTRAL | $12.77B | 16.31 | 20.7% | 20.8% | $27.57 | |
|
BJ
BJ's Wholesale Club Holdings, Inc.
|
NEUTRAL | $12.84B | 22.45 | 29.2% | 2.7% | $97.45 | |
|
BF-A
Brown-Forman Corporation
|
BEARISH | $12.91B | 16.49 | 20.7% | 20.8% | $27.86 | |
|
ACI
Albertsons Companies, Inc.
|
NEUTRAL | $9.37B | 11.15 | 29.7% | 1.1% | $17.06 | |
|
AKO-B
Embotelladora Andina S.A.
|
NEUTRAL | $4.85B | 16.44 | 24.7% | 7.9% | $30.75 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-04 | WHITING LAWSON E | Chief Executive Officer | Sale | 4,785 | $148,335 |
| 2025-10-08 | FARRER MARSHALL B | Director | Gift | 2,720 | - |
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
HOLD
17 analysts
Citigroup
2026-01-14
Sell
Sell
Citigroup
2025-12-17
Neutral
Sell
Evercore ISI Group
2025-12-05
In-Line
In-Line
JP Morgan
2025-12-05
Underweight
Underweight
Barclays
2025-11-28
Overweight
Overweight
Needham
2025-10-16
Hold
Hold
Barclays
2025-10-07
Overweight
Overweight
JP Morgan
2025-09-02
Underweight
Underweight
Barclays
2025-09-02
Overweight
Overweight
UBS
2025-08-29
Neutral
Neutral
Past News Coverage
Recent headlines mentioning BF-B from our newsroom.
Newest → oldest
No matching news yet.