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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
10/09/2026: BF-B (1-star) is currently NOT-A-BUY. Pass it for now.
Brown-Forman is a prominent US-based spirits company known for its deep heritage, particularly its flagship Jack Daniel's whiskey brand. The company benefits from a strong premium brand portfolio and a family-controlled structure that supports long-term strategic decision-making. Its main growth opportunity lies in capitalizing on premiumization trends and expanding its tequila and ready-to-drink cocktail offerings globally. However, risks include heavy reliance on a single core whiskey brand, exposure to international trade tariffs, and intense competition. The stock is best suited for long-term investors seeking consistent dividend income and defensive portfolio characteristics, though investors should monitor changes in global consumer alcohol consumption patterns.
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 steady, long-term growth driven by premiumization rather than rapid, disruptive expansion. |
| Momentum investor | Mixed fit | The stock tends to exhibit lower volatility and more stable patterns, which may not satisfy aggressive momentum-seeking strategies. |
| Value investor | Mixed fit | The company's strong brand moat often results in a premium valuation that may not always meet strict value criteria. |
| Dividend investor | Strong fit | The company has a strong reputation for consistent and reliable dividend growth, making it attractive for income-focused portfolios. |
| Low-risk investor | Strong fit | Its established brands, high margins, and family-controlled stability provide a defensive profile suitable for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock is generally less volatile than high-growth sectors, offering relative stability. |
| Valuation risk | Medium | Investors often pay a premium for the company's high-quality brand portfolio, which can limit upside. |
| Competition risk (spirits market) | Medium / high | Intense competition from global peers and smaller craft brands necessitates continuous marketing and innovation. |
| Business quality | Strong | The company possesses a powerful franchise and strong, defensible margins. |
| Dividend income | Strong | A long history of dividend increases provides reliable income for shareholders. |
| Execution risk | Medium | Success depends on effectively navigating changing consumer preferences and global trade dynamics. |
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 -71.63% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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 12.11B USD | Price to earnings Ratio 17.14 | 1Y Target Price 28.26 |
Price to earnings Ratio 17.14 | 1Y Target Price 28.26 | ||
Volume (30-day avg) 2.5M shares | Beta 0.32 | 52 Weeks Range 22.23 - 30.85 | Updated Date 10/11/2026 |
52 Weeks Range 22.23 - 30.85 | Updated Date 10/11/2026 | ||
Dividends yield (FY) 3.47% | Basic EPS (TTM) 1.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Whiskey | Jack Daniel's family of brands, Woodford Reserve, and other American whiskies. | This is the primary engine of the company and drives the majority of profits. |
| Tequila | Herradura, el Jimador, and New Mix. | This is a key growth category as consumer interest in tequila continues to rise globally. |
| Geographic Sales | US Domestic vs. International distribution channels. | International expansion remains a critical lever for long-term growth beyond the US market. |
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 17.14 | Forward PE 15.55 | Enterprise Value 14.26B | Price to Sales(TTM) 3.09 |
Enterprise Value 14.26B | Price to Sales(TTM) 3.09 | ||
Enterprise Value to Revenue 3.64 | Enterprise Value to EBITDA 13.08 | Shares Outstanding 290.38M | Shares Floating 318.59M |
Shares Outstanding 290.38M | Shares Floating 318.59M | ||
Percent Insiders 2.8 | Percent Institutions 70.77 |
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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