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Upturn AI SWOT - About
BF-B 
Brown-Forman Corporation (BF-B)
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Upturn Advisory Summary
10/30/2025: 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 $30.8
1 Year Target Price $30.8
| 2 | Strong Buy |
| 3 | Buy |
| 10 | Hold |
| 3 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -33.02% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.60B USD | Price to earnings Ratio 14.9 | 1Y Target Price 30.8 |
Price to earnings Ratio 14.9 | 1Y Target Price 30.8 | ||
Volume (30-day avg) 20 | Beta 0.53 | 52 Weeks Range 25.33 - 44.97 | Updated Date 10/31/2025 |
52 Weeks Range 25.33 - 44.97 | Updated Date 10/31/2025 | ||
Dividends yield (FY) 3.35% | Basic EPS (TTM) 1.79 |
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 21.38% | Operating Margin (TTM) 27.17% |
Management Effectiveness
Return on Assets (TTM) 8.6% | Return on Equity (TTM) 22.65% |
Valuation
Trailing PE 14.9 | Forward PE 16.89 | Enterprise Value 15290422694 | Price to Sales(TTM) 3.19 |
Enterprise Value 15290422694 | Price to Sales(TTM) 3.19 | ||
Enterprise Value to Revenue 3.87 | Enterprise Value to EBITDA 12.23 | Shares Outstanding 303608875 | Shares Floating 335134377 |
Shares Outstanding 303608875 | Shares Floating 335134377 | ||
Percent Insiders 2.88 | Percent Institutions 67.15 |
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 focused on selling bottled whiskey, the company grew through acquisitions and product diversification, becoming a major player in the global spirits and wine market.
Core Business Areas
- Premium American Whiskey: Includes brands like Jack Daniel's, Woodford Reserve, and Old Forester. Focuses on high-end and super-premium American whiskey.
- Tequila: Includes brands like Herradura and el Jimador. Caters to the growing tequila market with premium and value-oriented options.
- Scotch Whisky: Includes The GlenDronach, Benriach and Glenglassaugh. They expand Brown-Forman's portfolio with premium Scotch whiskies.
- Vodka: Includes Finlandia Vodka. Broadens the company's offerings beyond whiskeys and tequilas.
- Ready-to-Drink (RTD): Growing category with Jack Daniel's RTD. Caters to the convenience market with pre-mixed cocktails.
Leadership and Structure
Lawson E. Whiting is the President and CEO. The company has a hierarchical structure with various business units and corporate functions, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Jack Daniel's: A globally recognized Tennessee whiskey, a flagship product. Competitors include Jim Beam (Beam Suntory), and other major whiskey brands. Accounts for a significant portion of Brown-Forman's revenue. Market share in whiskey category is substantial, but specific figures fluctuate. Competitors include Beam Suntory and Diageo
- Woodford Reserve: A premium bourbon whiskey. Competitors include Maker's Mark (Beam Suntory) and Knob Creek (Beam Suntory). It drives growth in the premium spirits segment. A smaller market share than Jack Daniel's, but significant within the premium bourbon category. Competitors include Maker's Mark and Knob Creek.
- Herradura: An ultra-premium tequila brand. Competitors include Don Julio (Diageo) and Patron (Bacardi). A smaller market share than Don Julio. Competitors include Don Julio and Patron.
Market Dynamics
Industry Overview
The global alcoholic beverage industry is experiencing growth in premium spirits, driven by consumer demand for higher-quality products. The industry is also impacted by changing consumer preferences, such as the growing popularity of RTD cocktails and the increasing demand for tequila.
Positioning
Brown-Forman is a leading player in the premium spirits market, known for its strong portfolio of iconic brands. The company leverages its brand equity and distribution network to maintain a competitive advantage.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated to be hundreds of billions of dollars. Brown-Forman is positioned to capture a significant share of the premium spirits segment, which is a high-growth area within the overall market.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Focus on premium spirits
- Financial stability
- Experienced management team
Weaknesses
- Dependence on the US market
- Exposure to currency fluctuations
- Limited presence in some emerging markets
- Potential impact of changing consumer preferences
Opportunities
- Expansion into new markets
- Acquisitions of complementary brands
- Development of new products and innovations
- Growth in the RTD cocktail market
- Capitalizing on e-commerce channels
Threats
- Increased competition
- Changes in regulations and taxes
- Economic downturns
- Shifting consumer preferences
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- DEO
- BF.B
- SAM
Competitive Landscape
Brown-Forman competes with other major spirits companies, such as Diageo and Pernod Ricard. Brown-Forman's advantages include its strong brand portfolio and focus on premium spirits. Disadvantages include limited presence in some emerging markets and exposure to currency fluctuations.
Major Acquisitions
Diplomu00e1tico Rum
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Expands Brown-Forman's portfolio into the growing premium rum category.
Growth Trajectory and Initiatives
Historical Growth: Brown-Forman has demonstrated steady growth over the past decade, driven by its strong brand portfolio and strategic acquisitions.
Future Projections: Analysts project continued growth for Brown-Forman, driven by the premiumization trend in the spirits market and the company's expansion into new markets. Revenue growth is expected in the mid-single digits.
Recent Initiatives: Recent initiatives include investments in new product development, expansion of the RTD cocktail portfolio, and strategic acquisitions.
Summary
Brown-Forman is a strong company with a solid brand portfolio and global distribution network, positioned well in the growing premium spirits market. Its consistent dividend payouts and strategic acquisitions demonstrate a commitment to shareholder value. However, the company faces increased competition and potential economic headwinds, requiring continued innovation and adaptation.
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Sources and Disclaimers
Data Sources:
- Company SEC filings, Analyst reports, Market research reports, Corporate website, Statista, Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. Market share percentages are approximate and may vary depending on the source and definition used. Actual data and metrics may differ.
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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