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Upturn AI SWOT - About
BF-A 
Brown-Forman Corporation (BF-A)
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Upturn Advisory Summary
03/11/2025: BF-A (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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -19.09% | Avg. Invested days 31 | 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 03/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.15B USD | Price to earnings Ratio 16.12 | 1Y Target Price - |
Price to earnings Ratio 16.12 | 1Y Target Price - | ||
Volume (30-day avg) 161918 | Beta 0.73 | 52 Weeks Range 30.62 - 52.27 | Updated Date 03/30/2025 |
52 Weeks Range 30.62 - 52.27 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 2.69% | Basic EPS (TTM) 2.09 |
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 2025-03-04 | When Before Market | Estimate - | Actual 0.571 |
Profitability
Profit Margin 24.45% | Operating Margin (TTM) 29.86% |
Management Effectiveness
Return on Assets (TTM) 8.96% | Return on Equity (TTM) 27.99% |
Valuation
Trailing PE 16.12 | Forward PE 17.48 | Enterprise Value 18409807667 | Price to Sales(TTM) 3.99 |
Enterprise Value 18409807667 | Price to Sales(TTM) 3.99 | ||
Enterprise Value to Revenue 4.55 | Enterprise Value to EBITDA 12.6 | Shares Outstanding 169128992 | Shares Floating 335032617 |
Shares Outstanding 169128992 | Shares Floating 335032617 | ||
Percent Insiders 74.29 | Percent Institutions 10.97 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Brown-Forman Corporation
Company Overview
History and Background
Founded in 1870, Brown-Forman Corporation is one of the largest American-owned spirits and wine companies. It began with the creation of Old Forester Kentucky Straight Bourbon Whisky and has since grown through organic expansion and acquisitions.
Core Business Areas
- Spirits: The primary business segment, encompassing the production, bottling, and marketing of a wide range of distilled spirits, including bourbon, scotch, tequila, vodka, and liqueurs.
- Wines: Involves the production and marketing of wines, though it represents a smaller portion of overall revenue compared to spirits.
Leadership and Structure
The company operates under a corporate structure led by a CEO and a board of directors. Key leaders include Lawson Whiting (CEO). Brown-Forman is a family-controlled company.
Top Products and Market Share
Key Offerings
- Jack Daniel's: A globally recognized Tennessee whiskey, one of the best-selling whiskey brands worldwide. Competitors include Jim Beam (Beam Suntory), Maker's Mark (Beam Suntory), and Jameson (Pernod Ricard). Jack Daniel's holds a significant market share in the American whiskey category. (Revenue numbers are not publicly broken down per brand).
- Woodford Reserve: A premium bourbon brand. Competitors include Basil Hayden's (Beam Suntory), Knob Creek (Beam Suntory) and Blanton's (Sazerac). It contributes to Brown-Forman's premium spirits portfolio. (Revenue numbers are not publicly broken down per brand).
- Herradura Tequila: A high-end tequila. Competitors include Don Julio (Diageo) and Patron (Bacardi). It expands Brown-Forman's presence in the tequila market. (Revenue numbers are not publicly broken down per brand).
Market Dynamics
Industry Overview
The alcoholic beverage industry is characterized by a mix of global players and smaller craft producers. Trends include premiumization, increased demand for ready-to-drink cocktails, and evolving consumer preferences.
Positioning
Brown-Forman is well-positioned in the premium spirits segment with a strong portfolio of iconic brands. Its competitive advantages include a robust distribution network, brand equity, and consistent marketing strategies.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated to be worth hundreds of billions of dollars annually. Brown-Forman is positioned to capture a significant portion of this TAM through its premium brands and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio (Jack Daniel's, Woodford Reserve, Herradura)
- Extensive distribution network
- Global presence
- Family-controlled stability
- Focus on premiumization
Weaknesses
- Reliance on a few key brands
- Exposure to changing consumer tastes
- Limited presence in some emerging markets
- Potential impact of tariffs and trade restrictions
Opportunities
- Expanding into new geographic markets
- Acquiring or developing new brands
- Capitalizing on the ready-to-drink cocktail trend
- Innovating with new product offerings
- Expanding e-commerce channels
Threats
- Increased competition from other alcoholic beverage companies
- Changing consumer preferences and health trends
- Economic downturns affecting consumer spending
- Government regulations and excise taxes
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Diageo (DEO)
- Pernod Ricard (RI)
- Beam Suntory (private)
- Remy Cointreau (RCO.PA)
Competitive Landscape
Brown-Forman competes with global beverage giants. Its strengths lie in its iconic brands and distribution network, while its disadvantages include reliance on specific brands and potential regulatory challenges.
Major Acquisitions
Diplomu00e1tico Rum
- Year: 2023
- Acquisition Price (USD millions): Rumored around 0.8b
- Strategic Rationale: Expands Brown-Forman's portfolio into the growing premium rum category and enhances its presence in international markets.
Growth Trajectory and Initiatives
Historical Growth: Brown-Forman has historically grown through a combination of organic sales growth, acquisitions, and international expansion.
Future Projections: Future growth projections depend on analyst estimates, which factor in market trends, competition, and the company's strategic initiatives. Analyst targets should be consulted for specific projections.
Recent Initiatives: Recent strategic initiatives include expanding into new markets, focusing on premiumization, and developing new product innovations.
Summary
Brown-Forman possesses a robust portfolio of renowned brands and a wide-reaching distribution network, contributing to its solid position within the spirits sector. A focus on premium offerings and strategic acquisitions strengthens the company's prospects. However, competition and changing consumer tastes necessitate ongoing innovation and adaptation to sustain long-term success. External factors, such as regulations and economic shifts, require careful navigation to maintain growth. Overall, Brown-Forman demonstrates stability but must proactively manage competitive pressures.
Similar Companies
- DEO
- RI
- SAM
- STZ
Sources and Disclaimers
Data Sources:
- Brown-Forman Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for general informational purposes only and should not be construed as financial advice. Market data and analysis are subject to change and may not be entirely accurate. Investors should conduct their own due diligence before making any investment decisions.
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 1973-05-03 | CEO, President & Director Mr. Lawson E. Whiting | ||
Sector Consumer Defensive | Industry Beverages - Wineries & Distilleries | Full time employees 5700 | Website https://www.brown-forman.com |
Full time employees 5700 | Website https://www.brown-forman.com | ||
Brown-Forman Corporation, together with its subsidiaries, manufactures, distills, bottles, imports, exports, markets, and sells various alcoholic beverages. It provides 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, Coopers' Craft, Gentleman Jack, Herradura, el Jimador, Korbel, Sonoma-Cutrer, Finlandia, Chambord, Gin Mare, Diplomático, 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 or state governments; and retailers, wholesalers, and provincial governments directly. It has operations in the United States, Germany, Australia, the United Kingdom, Spain, Canada, France, Mexico, Poland, Brazil, Japan, and internationally. The company was founded in 1870 and is headquartered in Louisville, Kentucky.
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