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Upturn AI SWOT - About
BF-A 
Brown-Forman Corporation (BF-A)
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Upturn Advisory Summary
08/13/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -32.02% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/13/2025 |
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
Brown-Forman Corporation was founded in 1870 by George Garvin Brown in Louisville, Kentucky. Initially, it focused on selling bottled whiskey, a novel concept at the time. Over the years, it expanded its portfolio through acquisitions and organic growth, becoming a leading global spirits and wine company.
Core Business Areas
- Whiskey: Production, marketing, and sale of American whiskey brands, including Jack Daniel's, Woodford Reserve, and Old Forester.
- Tequila: Production, marketing, and sale of tequila brands, including Herradura and el Jimador.
- Vodka: Production, marketing, and sale of vodka brands, including Finlandia.
- Other Spirits and Wine: Includes brands like Chambord liqueur, Korbel California Champagne, and Sonoma-Cutrer wines.
Leadership and Structure
Lawson Whiting serves as the President and CEO. The company is structured with global brand teams and regional operating units, reporting to the executive leadership team.
Top Products and Market Share
Key Offerings
- Jack Daniel's: A Tennessee whiskey and the company's flagship product. Holds a significant global market share in the whiskey category. Competitors include Jim Beam (Beam Suntory) and Jameson (Pernod Ricard).
- Woodford Reserve: A premium Kentucky bourbon. Competitors include Maker's Mark (Beam Suntory) and Knob Creek (Beam Suntory).
- Herradura: A premium tequila brand. Competitors include Patron (Bacardi) and Don Julio (Diageo).
- el Jimador: A popular tequila brand. Competitors include Jose Cuervo (Becle).
- Finlandia: A premium vodka brand. Competitors include Absolut (Pernod Ricard) and Smirnoff (Diageo).
Market Dynamics
Industry Overview
The global alcoholic beverage industry is characterized by increasing premiumization, evolving consumer preferences, and regulatory complexities. Growth is driven by emerging markets and innovation in product offerings.
Positioning
Brown-Forman is a leading player in the premium spirits segment, with a strong portfolio of iconic brands and a global distribution network. Its competitive advantages include brand equity, strong financial performance, and a focus on innovation.
Total Addressable Market (TAM)
The global alcoholic beverages market is estimated to be worth over $1.6 trillion, with Brown-Forman positioned to capture a significant portion through its diversified brand portfolio and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Financial strength
- Premium product positioning
- Focus on innovation
Weaknesses
- Dependence on key brands (Jack Daniel's)
- Exposure to currency fluctuations
- Geographic concentration (high reliance on US market)
- Higher price point than some competitors impacting price-sensitive markets
Opportunities
- Expansion into emerging markets
- Acquisition of complementary brands
- Development of new product categories
- Increased focus on e-commerce
Threats
- Intense competition
- Changing consumer preferences
- Regulatory restrictions on advertising and distribution
- Economic downturns impacting consumer spending
Competitors and Market Share
Key Competitors
- DEO
- BF.B
- SAM
- STZ
Competitive Landscape
Brown-Forman competes with large multinational companies and smaller, niche players. Its strengths lie in its brand equity and distribution network. Weaknesses include dependence on certain brands.
Major Acquisitions
Slane Irish Whiskey
- Year: 2015
- Acquisition Price (USD millions):
- Strategic Rationale: To expand its whiskey portfolio and presence in the Irish whiskey market.
Growth Trajectory and Initiatives
Historical Growth: Brown-Forman's growth has been driven by a combination of organic growth from its core brands and strategic acquisitions.
Future Projections: Future growth projections are dependent on analyst estimates.
Recent Initiatives: Recent strategic initiatives include expansion into new markets, investment in digital marketing, and innovation in product development.
Summary
Brown-Forman's strong brand portfolio, especially Jack Daniel's, provides a solid foundation, but dependence on a few key brands remains a risk. Expansion into emerging markets and digital platforms are crucial for future growth, while competition and regulatory changes pose ongoing challenges. The company's consistent dividend payouts make it an attractive investment. Focusing on innovation and diversifying its product offerings are crucial for maintaining its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change.
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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