Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$12.0B
459M shares
52-week range
$22.61 – $31.92
38% from low
Sector
BEVERAGES
Exchange
NYSE
CS
P/S (TTM)
3.1
EV / FCF (TTM)
15.3
Brown-Forman is a US-based manufacturer of premium distilled spirits. It generates over 70% of its revenue in the whiskey category, under well-known Tennessee whiskey brand Jack Daniel's and bourbon brands Woodford Reserve and Old Forester. It also manufactures and distributes tequila, vodka, rum, gin, and premium wines. The company generated 44% of fiscal 2025 sales from the US, while the bulk of international revenue comes from Europe, Australia, and Latin America. The Brown family controls over 50% of the economic interests and 67% of the voting power in the company.
www.brown-forman.comNo one on the platform currently holds BF.B.
No tracked institution reports a position in BF.B as of their last filing.
| Execution date | Ratio |
|---|---|
| 2008-10-28 | 5-for-4 |
| 2004-01-21 | 2-for-1 |
No one on the platform has traded BF.B yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 15.3% | 16.3% | 19.5% | — | — | — |
| Rev. Growth % | -1.2% | 2.6% | ||||
| Profit Margin % | 18.2% | 20.9% | 22.5% | |||
| Free Cash Flow Margin % | 22.7% | 14.9% | 16.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +1.0% on the P/E track.
At today's price, your expected annual return is +5.6% on the P/E track.
At today's price, your expected annual return is +9.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $3.9B | +1.0% | $1.71 | $1.46–$1.81 | 15.3× | 18 |
| 2028 | $4.0B | +1.7% | $1.71 | $1.62–$1.84 | 15.3× | 17 |
| 2029 | $4.1B | +2.9% | $1.77 | $1.71–$1.81 | 14.8× | 10 |
| 2030 | $4.3B | +5.1% | $1.91 | $1.84–$1.95 | 13.7× | 14 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-09-02 | $0.38 | $0.38 | +0.0% |
| 2026-06-04 | $0.31 | $0.12 | -61.2% |
| 2026-03-04 | $0.47 | $0.58 | +24.5% |
| 2025-12-04 | $0.47 | $0.47 | -1.1% |
| 2025-08-28 | $0.47 | $0.36 | -24.3% |
| 2025-06-03 | $0.34 | $0.31 | -8.8% |
| 2025-03-04 | $0.46 | $0.43 | -6.5% |
| 2024-12-05 | $0.49 |
| $0.55 |
| +12.2% |
| $15.6B |
| — |
| CPBCampbell Soup Company | $21.36 | +0.52% | $6.4B | — |
| HRLHormel Foods Corporation | $20.80 | -0.76% | $11.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$BF.B This company's board is at sleep at the wheel. Don't miss a chance to take this sub $20. No catalyst in sight!!!💩💩💩
View on StockTwits ↗$BF.B Easy short. This should retrace to $22 or lower.
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$BF.B what did people think of earnings report and call?
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$BF.B https://investors.brown-forman.com/investors/news-releases/press-release/2026/Brown-Forman-Reports-First-Quarter-Fiscal-2027-Results-Reaffirms-Full-Year-Outlook/default.aspx
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$BF.A $BF.B owner of jack Daniels has found a bottom. Who doesn’t love a MOAT with a solid value, dividend, and great FCF. No brainer buy here. $SPY $QQQ
View on StockTwits ↗$BF.B monthly chart about to cross about 20SMA for the first time in awhile. This stock is bottoming out. No sellers, lots of short interest needing to close out. This is ready for a pop.
View on StockTwits ↗$SPY $QQQ $BF.B ~900M in FCF this year. This is a cash cow value play with a MOAT. It’s a buy and accumulate here. Bearish news regarding tariffs + younger generations not drinking has been priced in.
View on StockTwits ↗
$BF.B call buyer into the close. Earnings on 9/2 and there have also been buyout talks for a while for this name
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.