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Upturn AI Summary - About
Brown-Forman Corporation(BF-B)
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-B
11/09/2026: BF-B (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Brown-Forman is a longstanding, family-controlled producer of premium spirits, best known for its iconic Jack Daniel's Tennessee Whiskey. The company benefits from strong pricing power, high brand loyalty, and a consistent history of dividend payments, making it a stable choice for income-oriented investors. Its primary growth opportunity lies in the continued premiumization of the tequila market and expanding its ready-to-drink cocktail portfolio. However, the business faces risks related to heavy reliance on a single core brand, potential shifts in health-conscious consumer preferences, and exposure to inflationary costs. Investors should monitor the company's ability to maintain brand relevance globally while managing macroeconomic pressures on consumer discretionary spending.
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 moderate growth potential through premiumization rather than rapid expansion. |
| Momentum investor | Weak fit | The stock typically exhibits low beta and steady performance rather than high-momentum swings. |
| Value investor | Mixed fit | The company often trades at a premium multiple due to brand strength and stability. |
| Dividend investor | Strong fit | Long history of consecutive dividend increases makes it attractive for income-focused portfolios. |
| Low-risk investor | Strong fit | Established brands and stable cash flows provide a defensive profile for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock typically moves in line with consumer staples, exhibiting less volatility than high-growth tech. |
| Valuation risk | Medium | Investors often pay a premium for brand strength, which can limit upside in expensive market conditions. |
| Competition risk (spirits industry) | Medium / high | Intense competition from global peers and local craft distillers requires heavy marketing spend. |
| Business quality | Strong | The company possesses a world-class brand portfolio with strong pricing power and high barriers to entry. |
| Dividend income | Strong | Reliable dividend growth provides a steady income stream for long-term investors. |
| Execution risk | Medium | Success depends on maintaining brand relevance in a shifting consumer landscape. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -69.85% | Avg. Invested days 18 | 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 11/09/2026 |
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 14.03B USD | Price to earnings Ratio 19.73 | 1Y Target Price 28.26 |
Price to earnings Ratio 19.73 | 1Y Target Price 28.26 | ||
Volume (30-day avg) 2.6M shares | Beta 0.31 | 52 Weeks Range 22.23 - 31.64 | Updated Date 11/08/2026 |
52 Weeks Range 22.23 - 31.64 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 2.97% | Basic EPS (TTM) 1.55 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Whiskey | Jack Daniel's and Woodford Reserve sales. | The primary engine of revenue, relying on brand loyalty and premium pricing. |
| Tequila | Herradura and el Jimador portfolios. | A high-growth category representing an increasingly important part of the company's product mix. |
| Geography | Global sales, with heavy concentration in the U.S. | International expansion remains key to diversifying away from domestic market dependence. |
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 19.73 | Forward PE 18.08 | Enterprise Value 16.32B | Price to Sales(TTM) 3.58 |
Enterprise Value 16.32B | Price to Sales(TTM) 3.58 | ||
Enterprise Value to Revenue 4.17 | Enterprise Value to EBITDA 14.98 | Shares Outstanding 290.38M | Shares Floating 318.59M |
Shares Outstanding 290.38M | Shares Floating 318.59M | ||
Percent Insiders 2.8 | Percent Institutions 72.33 |
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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