BF-B
Brown–Forman
Consumer Staples · Distillers & Vintners · US
$27.68
✗ ETHICAL FAIL

STRONG MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$12.7B
Trailing P/E
16.10
Forward P/E
16.30
Rev Growth
+2.0%
Profit Margin
20.6%
ROE
20.4%
Analyst Target
$28.63
Recommendation
HOLD
About Brown–Forman

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.

Opportunity Summary
Trading at $28 against a fair value of $34, a 19% discount. Strong competitive moat. Fails ethical screen (Business activity screen). Ranks better than 17% of screened stocks.
Ethical Screen
Business ActivityFAIL
Debt Ratio
Cash Ratio
Receivables Ratio
Revenue Ratio
OverallFAIL
Score Ethical: 10.0
Score Valuation: 73.0
Score Quality: 49.0
Score Combined: 43.0
Fair Value Est: $34.00 · Margin of Safety: +22.8% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality48.8
Cash Flow58.8
Moat100.0
Balance Sheet79.6
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: GOLD · Score: 73.1 · Rank: #208
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-06-040.32Pending--
2026-03-040.470.58+24.7%
2025-12-040.480.47-1.5%
2025-08-280.370.36-1.9%
2025-06-050.340.31-9.8%
2025-03-050.460.57+23.4%
2024-12-050.490.55+12.2%
2024-08-290.460.41-10.2%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-01-31$1.1B$267.0M$365.0M$640.0M$343.0M0.58
2025-10-31$1.0B$224.0M$327.0M$615.0M$309.0M0.47
2025-07-31$924.0M$170.0M$267.0M$552.0M$272.0M0.36
2025-04-30$894.0M$146.0M$231.0M$513.0M$232.0M0.31
2025-01-31$1.0B$270.0M$385.0M$619.0M$311.0M0.57
2024-10-31
Insider Transactions
DateNameRoleSharesValue
2026-04-30ENYARD ANGELA S.Officer884--
2025-12-04WHITING LAWSON EChief Executive Officer4,785$148.3K
2025-10-08FARRER MARSHALL BDirector2,720--
2025-07-23WHITING LAWSON EChief Executive Officer23,641$732.9K
2025-07-09BROWN CAMPBELL PDirector390,000--
2025-06-02MASICK MICHAEL ANDREWOfficer286--
2025-06-02PAFILIS YIANNISOfficer164--
2025-06-02CARR MICHAEL E JRGeneral Counsel225--
2025-06-02NGUYEN DIANE FOfficer552--
2025-06-02GRAVEN CHRISTINA MOfficer552--
Top Institutional Holders
HolderSharesValue% Held
Vanguard Capital Management LLC14.7M$384.4M0.1%
Vanguard Portfolio Management LLC13.3M$349.1M0.0%
FMR, LLC12.8M$334.8M0.0%
Van Eck Associates Corporation12.4M$323.8M0.0%
Blackrock Inc.12.1M$316.1M0.0%
State Street Corporation10.0M$261.9M0.0%
Invesco Ltd.9.0M$235.0M0.0%
Goldman Sachs Group Inc6.4M$167.9M0.0%
ProShare Advisors, LLC6.0M$156.8M0.0%
Geode Capital Management, LLC5.5M$142.9M0.0%
Analyst Recommendations
3 Months Ago
2
1
11
3
17 analysts
2 Months Ago
2
1
12
2
17 analysts
Last Month
2
2
9
3
3
19 analysts
Current
2
1
11
3
17 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$14.4B
Price/Book
2.94
Beta
0.346
Analysts
15
Total Revenue (TTM)
$3.9B
Total Debt
$2.7B
Earnings Growth
+1.3%
Dividend Yield
331.0%
Rec. Mean
2.94
Short Ratio
4.55
Short % Float
0.1%
Employees
5,000

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Trade Consideration
The Opportunity
Score 43.0 (P53 — top 47.2% of scored tickers). Strong Moat. Ethical FAIL. 15 analysts at Hold.
Price: $27.68 | Target: $28.16 (+2%) | Fair Value: $34.00 (+23%)
Score
43
Moat
STRONG
Conviction
Standard
Upside
+2%
The Fundamentals
Revenue Growth+2.0%
Profit Margin0.0%
ROE20.4%
Forward P/E16.3
Market Cap$12.7B
Earnings Track Record
DateEstimateReportedSurprise
2026-06-04$0.32Pending
2026-03-04$0.47$0.58+24.7%
2025-12-04$0.48$0.47-1.5%
2025-08-28$0.37$0.36-1.9%
2025-06-05$0.34$0.31-9.8%
2025-03-05$0.46$0.57+23.4%
Position Sizing Scenarios
Stop: $23.53 (-15%) | Entry: $27.68
SharesCostProfit to TargetR:R
To Consensus ($28.16, 15 analysts)
10$276.80+$4.80 (2%)0.1R
50$1,384.00+$24.00 (2%)0.1R
100$2,768.00+$48.00 (2%)0.1R
To Fair Value ($34.00)
10$276.80+$63.20 (23%)1.5R
50$1,384.00+$316.00 (23%)1.5R
100$2,768.00+$632.00 (23%)1.5R
Risk Factors
  • Elevated short interest (4.55 days to cover)
The Verdict
Brown–Forman holds a strong competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
32.0
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.4%
worst expected daily loss, 19 in 20 days
CVaR 95%
-5.7%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.88
above 1.0 is good
Max Drawdown
-51.9%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
1.0x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
50.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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STZ0.541
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DGE.L0.464
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Inverse Correlated
TickerCorrelation
4326.SR-0.162
CLEANING.KW-0.153
4142.SR-0.150
LIANY-0.135
CRWD-0.134
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Wednesday
Best Month
Jul
Worst Month
Jun
Fri-Mon Effect
0.31898754248929884
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-5.3%
Beat Drift Positive %
25.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-10.3%
3M Return
-15.8%
6M Return
-7.5%
12M Return
-23.4%
Momentum Rank
#3897
Momentum Signal
DOWN

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