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Upturn AI Summary - About
Brown-Forman Corporation(BF-A)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BF-A
10/23/2026: BF-A (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Brown-Forman is a long-standing, family-controlled producer of premium spirits, best known for its flagship Jack Daniel's brand. The company possesses a leading position in the American whiskey category, supported by strong brand loyalty and consistently high operating margins. Its primary growth opportunity lies in expanding its portfolio of premium tequilas and ready-to-drink cocktails to reach a broader, younger demographic. Risks include concentration in the whiskey segment, vulnerability to international trade policies, and shifts in consumer drinking habits. As a stable, dividend-paying company, it is well-suited for income-focused investors looking for defensive, long-term exposure to the global premium spirits market.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady, predictable growth rather than rapid, disruptive expansion. |
| Momentum investor | Weak fit | The stock tends to trade based on long-term fundamentals rather than short-term momentum. |
| Value investor | Mixed fit | Quality brands often command a premium valuation, leaving little margin of safety. |
| Dividend investor | Strong fit | Long history of dividend increases makes it a reliable income-oriented holding. |
| Low-risk investor | Strong fit | Stable business model and strong brand loyalty provide defensive characteristics. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Broader market conditions can affect stock price despite operational stability. |
| Valuation risk | Medium | High-quality consumer brands often trade at multiples that can contract in higher interest rate environments. |
| Competition risk (spirits and RTD) | Medium | Aggressive marketing by global competitors can threaten market share. |
| Business quality | Strong | High brand equity provides a durable competitive advantage. |
| Dividend income | Low | Reliable payout history minimizes income risk. |
| Execution risk | Medium | Global supply chain management for premium spirits remains complex. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -60.85% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.83B USD | Price to earnings Ratio 19.44 | 1Y Target Price - |
Price to earnings Ratio 19.44 | 1Y Target Price - | ||
Volume (30-day avg) 157.6K shares | Beta 0.32 | 52 Weeks Range 22.63 - 30.93 | Updated Date 10/24/2026 |
52 Weeks Range 22.63 - 30.93 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 2.98% | Basic EPS (TTM) 1.55 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Whiskey | Jack Daniel's, Woodford Reserve, Old Forester. | The primary engine of the company, focusing on premium American whiskey sales. |
| Agave & Other Spirits | Herradura, El Jimador, Diplomático Rum. | Secondary growth area leveraging trends in tequila and specialty spirits. |
| Geography | North America, Europe, Emerging Markets. | Heavy exposure to North American markets with growing opportunities in international regions. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 19.44 | Forward PE 15.95 | Enterprise Value 14.39B | Price to Sales(TTM) 3.53 |
Enterprise Value 14.39B | Price to Sales(TTM) 3.53 | ||
Enterprise Value to Revenue 3.68 | Enterprise Value to EBITDA 13.2 | Shares Outstanding 168.48M | Shares Floating 318.59M |
Shares Outstanding 168.48M | Shares Floating 318.59M | ||
Percent Insiders 77.05 | Percent Institutions 11.88 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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