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Upturn AI SWOT - About
BF-B 
Brown-Forman Corporation (BF-B)
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Upturn Advisory Summary
08/13/2025: BF-B (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
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $31.44
1 Year Target Price $31.44
| 2 | Strong Buy |
| 3 | Buy |
| 10 | Hold |
| 3 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -28.28% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.42B USD | Price to earnings Ratio 16.59 | 1Y Target Price 31.44 |
Price to earnings Ratio 16.59 | 1Y Target Price 31.44 | ||
Volume (30-day avg) 20 | Beta 0.53 | 52 Weeks Range 25.53 - 48.93 | Updated Date 08/13/2025 |
52 Weeks Range 25.53 - 48.93 | Updated Date 08/13/2025 | ||
Dividends yield (FY) 2.89% | Basic EPS (TTM) 1.84 |
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 - | When - | Estimate - | Actual - |
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 16.59 | Forward PE 18.94 | Enterprise Value 16711990782 | Price to Sales(TTM) 3.63 |
Enterprise Value 16711990782 | Price to Sales(TTM) 3.63 | ||
Enterprise Value to Revenue 4.2 | Enterprise Value to EBITDA 12.96 | Shares Outstanding 303608992 | Shares Floating 335115467 |
Shares Outstanding 303608992 | Shares Floating 335115467 | ||
Percent Insiders 2.88 | Percent Institutions 68.21 |
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 produced Old Forester Kentucky Bourbon. Over time, the company expanded its portfolio through acquisitions and internal development, becoming a leading global producer of alcoholic beverages.
Core Business Areas
- American Whiskey: Produces and markets a range of American whiskeys, including Jack Daniel's, Woodford Reserve, and Old Forester.
- Scotch Whisky: Produces and markets Scotch whiskies such as BenRiach, The GlenDronach, and Glenglassaugh.
- Tequila: Produces and markets tequilas, including Herradura and el Jimador.
- Vodka: Produces and markets vodka brands, including Finlandia.
- Wine: Produces and markets wine brands, including Korbel California Champagne.
Leadership and Structure
The company is led by President and CEO Lawson E. Whiting. Brown-Forman operates with a global organizational structure, with regional divisions responsible for sales and marketing. The Brown family maintains significant ownership and influence.
Top Products and Market Share
Key Offerings
- Jack Daniel's: A top-selling American whiskey globally, known for its charcoal mellowing process. Competitors include Jim Beam (Beam Suntory), Wild Turkey (Campari Group), and Maker's Mark (Beam Suntory). In 2023, Jack Daniel's generated approximately $4.5 billion in net sales revenue for Brown-Forman, having about 4-5% market share of global spirits.
- Woodford Reserve: A premium bourbon known for its rich flavor profile. Competitors include Basil Hayden's (Beam Suntory), Knob Creek (Beam Suntory), and Maker's Mark (Beam Suntory). Woodford Reserve had approximately 15% YoY growth in 2023.
- Herradura: A premium tequila brand. Competitors include Don Julio (Diageo), Patru00f3n (Bacardi), and Casamigos (Diageo). Herradura has around 3% market share in the premium tequila market.
- el Jimador: A popular tequila brand. Competitors include Jose Cuervo (Becle), Sauza (Beam Suntory), and 1800 Tequila (Becle). el Jimador has around 5% market share in the popular tequila market.
Market Dynamics
Industry Overview
The global alcoholic beverage industry is characterized by increasing premiumization, changing consumer preferences, and growing demand in emerging markets. Consolidation among major players continues.
Positioning
Brown-Forman is a leading player in the premium and super-premium spirits categories, with a strong brand portfolio and global distribution network. Its competitive advantages include brand recognition, product quality, and strategic acquisitions.
Total Addressable Market (TAM)
The global alcoholic beverage market is expected to reach approximately $2 trillion by 2030. Brown-Forman is positioned to capture a significant portion of this market through premium brands and global expansion.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Focus on premium and super-premium spirits
- Consistent innovation
- Family Ownership provides Stability
Weaknesses
- Reliance on the American whiskey market
- Exposure to regulatory risks
- Sensitivity to economic downturns
- Higher priced items limits target market
Opportunities
- Expansion into emerging markets
- Further premiumization of product offerings
- Acquisitions of complementary brands
- Growing demand for ready-to-drink cocktails
Threats
- Increased competition from other spirits companies
- Changing consumer preferences
- Economic downturns impacting consumer spending
- Regulatory changes and tax increases
Competitors and Market Share
Key Competitors
- DEO
- BF.B
- SAM
Competitive Landscape
Brown-Forman competes with other major spirits companies on the basis of brand recognition, product quality, and price. Its competitive advantages include its strong brand portfolio and global distribution network. While competitors have broader selections across all forms of alcohol.
Major Acquisitions
Diplomu00e1tico Rum
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Strengthen Brown-Forman's position in the super-premium rum market.
Gin Mare
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Strengthen Brown-Forman's position in the super-premium gin market.
Growth Trajectory and Initiatives
Historical Growth: Brown-Forman has experienced consistent growth in revenue and earnings over the past decade, driven by the popularity of its premium brands and strategic acquisitions.
Future Projections: Analysts project continued growth for Brown-Forman, with revenue expected to increase by 5-7% annually over the next few years. EPS is expected to grow at a similar rate.
Recent Initiatives: Recent initiatives include expanding into new markets, launching new product innovations, and investing in digital marketing.
Summary
Brown-Forman possesses a robust brand portfolio which allows the company to experience consistent financial gains. The company continues to expand into emerging markets and make strategic acquisitions. Future threats include intense competition, changes in consumer preferences, and economic downturns which could impact Brown-Forman's progress and revenue.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Brown-Forman Corporation Investor Relations, SEC Filings, MarketWatch, Yahoo Finance, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance 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 1984-09-07 | 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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