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BF-B 
Brown-Forman Corporation (BF-B)
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Upturn Advisory Summary
12/05/2025: BF-B (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $30.97
1 Year Target Price $30.97
| 2 | Strong Buy |
| 3 | Buy |
| 10 | Hold |
| 3 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -44.38% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.39B USD | Price to earnings Ratio 17.78 | 1Y Target Price 30.97 |
Price to earnings Ratio 17.78 | 1Y Target Price 30.97 | ||
Volume (30-day avg) 20 | Beta 0.41 | 52 Weeks Range 25.13 - 44.47 | Updated Date 12/6/2025 |
52 Weeks Range 25.13 - 44.47 | Updated Date 12/6/2025 | ||
Dividends yield (FY) 1.54% | Basic EPS (TTM) 1.71 |
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 2025-12-04 | When Before Market | Estimate 0.47 | Actual 0.47 |
Profitability
Profit Margin 20.83% | Operating Margin (TTM) 29.54% |
Management Effectiveness
Return on Assets (TTM) 8.27% | Return on Equity (TTM) 20.67% |
Valuation
Trailing PE 17.78 | Forward PE 18.38 | Enterprise Value 16360407698 | Price to Sales(TTM) 3.7 |
Enterprise Value 16360407698 | Price to Sales(TTM) 3.7 | ||
Enterprise Value to Revenue 4.14 | Enterprise Value to EBITDA 13.09 | Shares Outstanding 303608875 | Shares Floating 334510770 |
Shares Outstanding 303608875 | Shares Floating 334510770 | ||
Percent Insiders 2.82 | Percent Institutions 72.95 |
Upturn AI SWOT
Brown-Forman Corporation
Company Overview
History and Background
Founded in 1870 by George Garvin Brown, Brown-Forman started with Old Forester bourbon. It has grown through acquisitions and brand development, evolving into a global leader in the spirits and wine industry.
Core Business Areas
- American Whiskey: Production and distribution of American whiskeys, including bourbon, Tennessee whiskey, and rye whiskey.
- Scotch Whisky: Production and distribution of Scotch whisky brands.
- Tequila: Production and distribution of tequila brands.
- Vodka: Production and distribution of vodka brands.
- Wine: Production and distribution of wine brands.
Leadership and Structure
Lawson E. Whiting is the current President and CEO. The company operates with a decentralized structure, empowering brand teams with significant autonomy.
Top Products and Market Share
Key Offerings
- Jack Daniel's Tennessee Whiskey: A top-selling American whiskey globally, with a significant market share in the whiskey category. Competitors include Jim Beam (Beam Suntory), Maker's Mark (Beam Suntory), and Wild Turkey (Campari Group).
- Woodford Reserve Bourbon: A premium bourbon known for its craftsmanship and quality, competing with brands like Knob Creek (Beam Suntory) and Basil Hayden's (Beam Suntory).
- Herradura Tequila: A leading premium tequila brand, competing with Don Julio (Diageo) and Patron (Bacardi).
- el Jimador Tequila: A popular tequila brand, competing with Jose Cuervo (Becle) and Sauza (Beam Suntory).
- Finlandia Vodka: A well-known vodka brand. The competitors include Smirnoff (Diageo), Absolut (Pernod Ricard), Grey Goose (Bacardi).
Market Dynamics
Industry Overview
The global alcoholic beverage industry is characterized by intense competition, evolving consumer preferences, and regulatory complexities. Premiumization and craft spirits are significant trends.
Positioning
Brown-Forman is positioned as a leading player in the premium spirits segment, leveraging its iconic brands and distribution network. Its competitive advantage lies in its brand equity and strong distribution channels.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated to be around $1.6 trillion. Brown-Forman is positioned to capture a significant share through premium brands and strategic market expansion.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Established brand equity
- Focus on premium spirits
- Solid financial performance
Weaknesses
- Reliance on a few key brands
- Exposure to regulatory risks
- Potential impact of consumer trends (e.g., health consciousness)
- Vulnerable to supply chain disruption
Opportunities
- Expansion into emerging markets
- Acquisition of complementary brands
- Innovation in product offerings
- Growth of e-commerce channels
- Capitalize on the trend of premiumization
Threats
- Increased competition
- Changes in consumer preferences
- Economic downturns
- Fluctuations in currency exchange rates
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Diageo (DGE.L)
- Pernod Ricard (RI.PA)
- Beam Suntory (Private)
- Remy Cointreau (RCO.PA)
Competitive Landscape
Brown-Forman competes effectively in the premium spirits segment due to its strong brand portfolio and distribution network. However, it faces challenges from larger players with broader portfolios.
Major Acquisitions
Partake Foods
- Year: 2024
- Acquisition Price (USD millions):
- Strategic Rationale: Addition of non-alcoholic craft brewed beer to portfolio
Diplomu00e1tico Rum
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Expansion into the Premium Rum Category
Growth Trajectory and Initiatives
Historical Growth: Brown-Forman has experienced steady growth driven by its premium brands and international expansion.
Future Projections: Analysts project continued growth for Brown-Forman, driven by premiumization trends and emerging market opportunities. Requires specific analyst estimates.
Recent Initiatives: Recent initiatives include investments in brand building, expansion of distribution networks, and acquisitions of complementary brands.
Summary
Brown-Forman's strength lies in its iconic brands and global distribution, however it needs to diversify its portfolio further and manage regulatory risks. Premiumization trends and emerging markets provide growth opportunities. The company must watch for changing consumer preferences and supply chain disruptions to maintain its competitive edge.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Reports
- Analyst Reports
- Industry Publications
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered investment advice.
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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