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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
09/25/2026: BF-A (1-star) is currently NOT-A-BUY. Pass it for now.
Brown-Forman Corporation is a long-standing, globally recognized producer of premium spirits, anchored by the iconic Jack Daniel's brand. The company is known for its strong operating margins, consistent dividend growth, and a disciplined approach to managing a portfolio of high-equity brands. Its primary investment story centers on the premiumization of spirits and successful expansion into categories like tequila and ready-to-drink cocktails. However, investors must consider risks such as its high concentration in whiskey, sensitivity to raw material costs, and global trade headwinds. The stock is best suited for conservative or dividend-focused investors seeking steady, defensive exposure to the global beverage industry.
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 | Growth is steady and reliable rather than exponential. |
| Momentum investor | Weak fit | The stock tends to show low volatility and long-term steady compounding rather than rapid price momentum. |
| Value investor | Mixed fit | Valuation is often premium due to the company's long-term quality and defensive status. |
| Dividend investor | Strong fit | Long history of dividend increases makes this a staple for income-focused portfolios. |
| Low-risk investor | Strong fit | The company's established brands and consistent performance provide a defensive quality. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock is generally less volatile than the broader market due to its defensive nature. |
| Valuation risk | Medium | Investors often pay a premium for this stock, which can lead to valuation compression if growth targets are missed. |
| Competition risk | Medium / high | Competition from global spirits conglomerates like Diageo puts constant pressure on market share. |
| Business quality | Strong | The company possesses high-quality, recognizable brands with strong customer loyalty. |
| Dividend income | Strong | The company's track record of consistent dividend growth is a primary pillar of the investment case. |
| Execution risk | Medium | Successfully managing the transition to RTD products and maintaining growth in tequila requires ongoing operational execution. |
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 -62.15% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
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 12.25B USD | Price to earnings Ratio 17.22 | 1Y Target Price - |
Price to earnings Ratio 17.22 | 1Y Target Price - | ||
Volume (30-day avg) 154.5K shares | Beta 0.33 | 52 Weeks Range 22.63 - 30.62 | Updated Date 09/26/2026 |
52 Weeks Range 22.63 - 30.62 | Updated Date 09/26/2026 | ||
Dividends yield (FY) 3.48% | Basic EPS (TTM) 1.55 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Whiskey | Jack Daniel's Tennessee Whiskey, Woodford Reserve, and other American whiskies. | This is the primary engine of the company, providing stable, high-margin revenue. |
| Tequila | Herradura and El Jimador brands. | A key growth segment as consumers increasingly shift toward premium tequila. |
| Geography | Sales across North America, Europe, and emerging markets. | The company is globally diversified, helping to mitigate localized economic downturns. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-08-27 | When Before Market | Estimate - | Actual 0.383 |
Profitability
Profit Margin 18.42% | Operating Margin (TTM) 27.55% |
Management Effectiveness
Return on Assets (TTM) 8.63% | Return on Equity (TTM) 18.12% |
Valuation
Trailing PE 17.22 | Forward PE 15.95 | Enterprise Value 14.26B | Price to Sales(TTM) 3.13 |
Enterprise Value 14.26B | Price to Sales(TTM) 3.13 | ||
Enterprise Value to Revenue 3.64 | Enterprise Value to EBITDA 13.08 | Shares Outstanding 168.48M | Shares Floating 318.59M |
Shares Outstanding 168.48M | Shares Floating 318.59M | ||
Percent Insiders 77.05 | Percent Institutions 11.94 |
Upturn AI Summary
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.
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.
About Brown-Forman Corporation
Exchange NYSE | Headquarters 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 4900 | Website https://www.brown-forman.com |
Full time employees 4900 | 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. The company 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, Chambord, Coopers' Craft, Diplomático, 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, Spain, France, Mexico, Poland, Brazil, Türkiye, and internationally. Brown-Forman Corporation was founded in 1870 and is headquartered in Louisville, Kentucky.
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