Brown Forman Stock Performance
| BF-B Stock | USD 49.01 0.38 0.77% |
The firm shows a Beta (market volatility) of 0.68, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Brown Forman's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brown Forman is expected to be smaller as well. Brown Forman has an expected return of -0.22%. Please make sure to confirm Brown Forman total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Brown Forman performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Brown Forman has generated negative risk-adjusted returns adding no value to investors with long positions. Despite conflicting performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in May 2024. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return (1.52) | Five Day Return (0.73) | Year To Date Return (14.44) | Ten Year Return 37.25 | All Time Return 10.9 K |
Forward Dividend Yield 0.0176 | Payout Ratio 0.4212 | Last Split Factor 5:4 | Forward Dividend Rate 0.87 | Dividend Date 2024-04-01 |
1 | Disposition of 1840 shares by Peterson Crystal L of Brown Forman at 70.242 subject to Rule 16b-3 | 03/05/2024 |
| Brown Forman dividend paid on 1st of April 2024 | 04/01/2024 |
3 | Rich Returns at a Discount 3 Dividend Aristocrats Trading at 52-Week Lows | 04/04/2024 |
4 | Brown-Forman Corporation Fell as It Posted Slow Revenue Growth | 04/18/2024 |
| Begin Period Cash Flow | 874 M | |
| Total Cashflows From Investing Activities | -1.4 B |
Brown |
Brown Forman Relative Risk vs. Return Landscape
If you would invest 5,647 in Brown Forman on January 26, 2024 and sell it today you would lose (746.00) from holding Brown Forman or give up 13.21% of portfolio value over 90 days. Brown Forman is currently does not generate positive expected returns and assumes 1.5583% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of stocks are less volatile than Brown, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Brown Forman Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brown Forman's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brown Forman, and traders can use it to determine the average amount a Brown Forman's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1387
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BF-B |
Estimated Market Risk
| 1.56 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Brown Forman is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brown Forman by adding Brown Forman to a well-diversified portfolio.
Brown Forman Fundamentals Growth
Brown Stock prices reflect investors' perceptions of the future prospects and financial health of Brown Forman, and Brown Forman fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brown Stock performance.
| Return On Equity | 0.31 | |||
| Return On Asset | 0.094 | |||
| Profit Margin | 0.23 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 26.15 B | |||
| Shares Outstanding | 303.42 M | |||
| Price To Earning | 38.67 X | |||
| Price To Book | 7.20 X | |||
| Price To Sales | 5.54 X | |||
| Revenue | 4.23 B | |||
| Gross Profit | 2.39 B | |||
| EBITDA | 1.1 B | |||
| Net Income | 783 M | |||
| Cash And Equivalents | 899 M | |||
| Cash Per Share | 1.88 X | |||
| Total Debt | 2.91 B | |||
| Debt To Equity | 0.80 % | |||
| Current Ratio | 3.53 X | |||
| Book Value Per Share | 6.87 X | |||
| Cash Flow From Operations | 640 M | |||
| Earnings Per Share | 2.01 X | |||
| Market Capitalization | 23.57 B | |||
| Total Asset | 7.78 B | |||
| Retained Earnings | 3.64 B | |||
| Working Capital | 2.72 B | |||
| Current Asset | 2.53 B | |||
| Current Liabilities | 904 M | |||
About Brown Forman Performance
To evaluate Brown Forman Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Brown Forman generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Brown Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Brown Forman market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Brown's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 432.51 | 246.86 | |
| Return On Tangible Assets | 0.15 | 0.14 | |
| Return On Capital Employed | 0.15 | 0.21 | |
| Return On Assets | 0.09 | 0.10 | |
| Return On Equity | 0.24 | 0.22 |
Things to note about Brown Forman performance evaluation
Checking the ongoing alerts about Brown Forman for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Brown Forman help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brown Forman generated a negative expected return over the last 90 days | |
| On 1st of April 2024 Brown Forman paid $ 0.2178 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Disposition of 1840 shares by Peterson Crystal L of Brown Forman at 70.242 subject to Rule 16b-3 |
- Analyzing Brown Forman's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brown Forman's stock is overvalued or undervalued compared to its peers.
- Examining Brown Forman's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brown Forman's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brown Forman's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Brown Forman's stock. These opinions can provide insight into Brown Forman's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brown Forman. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Complementary Tools for Brown Stock analysis
When running Brown Forman's price analysis, check to measure Brown Forman's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brown Forman is operating at the current time. Most of Brown Forman's value examination focuses on studying past and present price action to predict the probability of Brown Forman's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brown Forman's price. Additionally, you may evaluate how the addition of Brown Forman to your portfolios can decrease your overall portfolio volatility.
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