Brown Forman Stock Performance
| BF-A Stock | USD 40.15 0.39 0.98% |
The firm shows a Beta (market volatility) of -0.0246, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Brown Forman are expected to decrease at a much lower rate. During the bear market, Brown Forman is likely to outperform the market. At this point, Brown Forman has a negative expected return of -0.19%. Please make sure to confirm Brown Forman's 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 latest inconsistent performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Forward Dividend Yield 0.0219 | Payout Ratio 0.4205 | Last Split Factor 5:4 | Forward Dividend Rate 0.87 | Dividend Date 2024-10-01 |
1 | Acquisition by Brown Stuart R of 3299 shares of Brown Forman subject to Rule 16b-3 | 09/04/2024 |
2 | Brown-Forman upgraded to Overweight from Equal Weight at Barclays - TipRanks | 09/30/2024 |
| Brown Forman dividend paid on 1st of October 2024 | 10/01/2024 |
3 | Disposition of 49500 shares by Brown Stuart R of Brown Forman subject to Rule 16b-3 | 11/13/2024 |
4 | Brown-Forman price target lowered to 45 from 48 at BofA - TipRanks | 11/19/2024 |
| Begin Period Cash Flow | 384 M |
Brown |
Brown Forman Relative Risk vs. Return Landscape
If you would invest 4,562 in Brown Forman on August 24, 2024 and sell it today you would lose (547.00) from holding Brown Forman or give up 11.99% of portfolio value over 90 days. Brown Forman is currently does not generate positive expected returns and assumes 1.5304% 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 = -0.1247
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| Negative Returns | BF-A |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 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 | 0.29 | ||||
| Return On Asset | 0.0852 | ||||
| Profit Margin | 0.24 % | ||||
| Operating Margin | 0.30 % | ||||
| Current Valuation | 21.71 B | ||||
| Shares Outstanding | 169.12 M | ||||
| Price To Earning | 35.39 X | ||||
| Price To Book | 5.42 X | ||||
| Price To Sales | 4.63 X | ||||
| Revenue | 4.18 B | ||||
| Gross Profit | 2.39 B | ||||
| EBITDA | 1.23 B | ||||
| Net Income | 1.02 B | ||||
| Cash And Equivalents | 307 M | ||||
| Cash Per Share | 0.64 X | ||||
| Total Debt | 3.1 B | ||||
| Debt To Equity | 152.50 % | ||||
| Current Ratio | 3.27 X | ||||
| Book Value Per Share | 7.33 X | ||||
| Cash Flow From Operations | 647 M | ||||
| Earnings Per Share | 2.07 X | ||||
| Market Capitalization | 18.96 B | ||||
| Total Asset | 8.17 B | ||||
| Retained Earnings | 4.26 B | ||||
| Working Capital | 2.48 B | ||||
About Brown Forman Performance
By analyzing Brown Forman's fundamental ratios, stakeholders can gain valuable insights into Brown Forman's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Brown Forman has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Brown Forman has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 564.73 | 592.97 | |
| Return On Tangible Assets | 0.18 | 0.14 | |
| Return On Capital Employed | 0.21 | 0.21 | |
| Return On Assets | 0.13 | 0.10 | |
| Return On Equity | 0.29 | 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 | |
| Brown Forman has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Brown Forman has a poor financial position based on the latest SEC disclosures | |
| About 74.0% of the company shares are held by company insiders | |
| On 1st of October 2024 Brown Forman paid $ 0.2178 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Brown-Forman price target lowered to 45 from 48 at BofA - TipRanks |
- 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.
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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