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Brown-Forman Corporation BF-B

Consumer Defensive · Beverages - Wineries & Distilleries · United States · S&P 500

57
Profitability
69
Growth
20
Valuation
84
Financial strength
91
Momentum
23

Based on the available data, Brown-Forman Corporation gets an algorithmic score of 57/100. It trades at 26.29 $, with a bearish technical trend (RSI 47.3) and 38.5% annual volatility.

Updated: 2026-09-30

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Strengths

  • Attractive free-cash-flow yield (7.4%).
  • Low beta (0.40): defensive profile.
  • Meaningful dividend (3.51%).

Weaknesses

  • Shrinking revenue (-2.4% per year).

Fundamentals

P/E16.85
Forward P/E15.34
PEG2.00
P/B3.04
EV/EBITDA11.98
P/S3.08
ROE %18.12
ROA %8.63
Gross margin %60.66
Operating margin %27.55
Net margin %18.42
Revenue growth % (y/y)-1.40
Earnings growth % (y/y)5.70
Revenue CAGR %-2.42
Earnings CAGR %-2.98
Debt/Equity %61.50
Current ratio3.26
FCF yield %7.40
Dividend yield %3.51
Payout %59.32

Returns

1 month-2.6 %
3 months-0.5 %
6 months+0.1 %
YTD+3.3 %
1 year+0.4 %
3 years-53.0 %
5 years-57.0 %

Risk

1-year volatility38.5 %
Beta0.40
5-year max drawdown-68.3 %
Sharpe 1A0.10

Macroeconomic context

Defensive sector: stable demand in recessions. Sensitive to agricultural commodity costs and input inflation; competes with bonds for its dividend. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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