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Upturn AI SWOT - About
BF-A 
Brown-Forman Corporation (BF-A)
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Upturn Advisory Summary
10/23/2025: BF-A (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -36.38% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.66B USD | Price to earnings Ratio 14.86 | 1Y Target Price - |
Price to earnings Ratio 14.86 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.61 | 52 Weeks Range 26.11 - 47.65 | Updated Date 06/29/2025 |
52 Weeks Range 26.11 - 47.65 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.31% | Basic EPS (TTM) 1.84 |
Earnings Date
Report Date 2025-06-05 | When Before Market | Estimate - | Actual 0.3087 |
Profitability
Profit Margin 21.86% | Operating Margin (TTM) 25.62% |
Management Effectiveness
Return on Assets (TTM) 8.91% | Return on Equity (TTM) 23.14% |
Valuation
Trailing PE 14.86 | Forward PE 16.98 | Enterprise Value 14948573980 | Price to Sales(TTM) 3.18 |
Enterprise Value 14948573980 | Price to Sales(TTM) 3.18 | ||
Enterprise Value to Revenue 3.76 | Enterprise Value to EBITDA 11.59 | Shares Outstanding 169144000 | Shares Floating 335101284 |
Shares Outstanding 169144000 | Shares Floating 335101284 | ||
Percent Insiders 74.27 | Percent Institutions 11.65 |
Upturn AI SWOT
Brown-Forman Corporation
Company Overview
History and Background
Founded in 1870 by George Garvin Brown in Louisville, Kentucky, Brown-Forman started with Old Forester Bourbon. It has evolved into a global spirits and wine company through organic growth and acquisitions.
Core Business Areas
- American Whiskey: Production and distribution of American whiskey brands, including Jack Daniel's, Woodford Reserve, and Old Forester.
- Scotch Whiskey: Production and distribution of Scotch whiskey brands, including Benriach, Glenglassaugh, and The GlenDronach.
- Tequila: Production and distribution of tequila brands, including Herradura and el Jimador.
- Vodka: Production and distribution of Vodka brands, including Finlandia.
- Wine: Production and distribution of wine brands, including Korbel California Champagne.
Leadership and Structure
Lawson E. Whiting is the President and CEO. The company operates with a decentralized structure, with brand teams responsible for marketing and sales.
Top Products and Market Share
Key Offerings
- Jack Daniel's: A globally recognized Tennessee whiskey. Market share data fluctuates, but it consistently ranks among the top-selling whiskey brands worldwide. Competitors include Jim Beam, Maker's Mark, and other American whiskeys. Revenue data is not publicly broken down by specific brand.
- Woodford Reserve: A premium bourbon whiskey. It holds a significant share in the super-premium bourbon category. Competitors include Knob Creek, Basil Hayden's, and other high-end bourbons. Revenue data is not publicly broken down by specific brand.
- Herradura: A premium tequila brand. It competes with other high-end tequilas like Patron, Don Julio, and Casamigos. Market share data is not publicly broken down by specific brand.
Market Dynamics
Industry Overview
The alcoholic beverage industry is characterized by intense competition, evolving consumer preferences, and regulatory complexities. Trends include premiumization, craft spirits, and increased demand in emerging markets.
Positioning
Brown-Forman is a leading player in the global spirits market, particularly strong in American whiskey and tequila. Its competitive advantages include strong brand equity, a well-established distribution network, and a focus on premium products.
Total Addressable Market (TAM)
The global alcoholic beverages market is projected to reach $2.2 trillion by 2028. Brown-Forman, with its premium brands, is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Focus on premium products
- Consistent profitability
- Experienced management team
Weaknesses
- Dependence on Jack Daniel's
- Exposure to regulatory risks
- Susceptibility to consumer trends
- Higher price points compared to competitors
Opportunities
- Expansion in emerging markets
- Acquisition of complementary brands
- Innovation in product development
- Growth in the ready-to-drink (RTD) market
Threats
- Increased competition
- Changing consumer preferences
- Economic downturns
- Fluctuations in raw material costs
Competitors and Market Share
Key Competitors
- DEO
- BF.B
- STZ
- SAM
Competitive Landscape
Brown-Forman competes with larger companies like Diageo and Pernod Ricard, but its focus on premium brands and strong distribution network gives it a competitive edge. However, competitors may have more diversified portfolios.
Major Acquisitions
The 86 Co.
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Brown-Forman's portfolio with brands like Fords Gin and Arak. Acquisition price was not publicly disclosed.
Diplomu00e1tico Rum
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Brown-Forman's portfolio with a Super-Premium and Ultra-Premium Rum Brand. Acquisition price was not publicly disclosed.
Growth Trajectory and Initiatives
Historical Growth: Examine Brown-Forman's revenue and earnings growth over the past decade. Identify key growth drivers and challenges.
Future Projections: Consult analyst estimates for revenue and earnings growth over the next few years. Look at consensus targets and potential upside.
Recent Initiatives: Highlight recent acquisitions, product launches, and marketing campaigns that are expected to drive future growth. The Benriach Distillery was acquired in recent times.
Summary
Brown-Forman is a strong company with a portfolio of premium brands and an extensive distribution network. Its dependence on Jack Daniel's could be a risk, but expanding into emerging markets and making strategic acquisitions presents solid opportunities for growth. The company needs to pay attention to changing consumer preferences to retain its market share. Overall, it's a well-managed company with a history of success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Brown-Forman Corporation Investor Relations
- SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance can change, affecting the accuracy of this analysis.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Brown-Forman Corporation
Exchange NYSE | Headquaters Louisville, KY, United States | ||
IPO Launch date 1973-05-03 | CEO, President & Director Mr. Lawson E. Whiting | ||
Sector Consumer Defensive | Industry Beverages - Wineries & Distilleries | Full time employees 5000 | Website https://www.brown-forman.com |
Full time employees 5000 | Website https://www.brown-forman.com | ||
Brown-Forman Corporation, together with its subsidiaries, manufactures, distills, bottles, imports, exports, markets, and sells a variety of alcohol beverages. It provides spirits, wines, whiskey spirits, whiskey-based flavored liqueurs, ready-to-drink cocktails, ready-to-pour products, vodkas, tequilas, gin, brandy, rum, bourbons, and liqueurs. The company offers its products primarily under the Jack Daniel's, Woodford Reserve, Old Forester, Gentleman Jack, Herradura, el Jimador, Fords Gin, The Glendronach, Benriach, Glenglassaugh, and Slane brands. It is also involved in the sale of used barrels, and bulk whiskey and wine; and provision of contract bottling services. The company serves retail customers and consumers through distributors and state governments; and retailers, wholesalers, and provincial governments directly. It operates in the United States, Germany, Australia, the United Kingdom, Canada, France, Mexico, Poland, Brazil, Türkiye, and internationally. Brown-Forman Corporation was founded in 1870 and is headquartered in Louisville, Kentucky.
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