선택적 제품 분석
허용하는 경우 개인정보 보호를 고려한 제한적 분석을 사용해 어떤 리서치 여정이 효과적인지 파악합니다. 광고 추적기나 세션 녹화는 사용하지 않습니다. 환경설정에서 이 선택을 변경할 수 있습니다. 자세한 내용은 개인정보 처리방침.
Brown-Forman Corporation Class B's published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $11.9B | |
|---|---|---|
| P/E (forward) | 15.1x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-04-30 | 2023-04-30 | 2024-04-30 | 2025-04-30 | 2026-04-30 | Trend |
| Revenue | $3.93B | $4.23B | $4.18B | $3.98B | $3.93B | -0.0% |
| Gross profit | $2.39B | $2.49B | $2.53B | $2.34B | $2.38B | -0.1% |
| Operating income | $1.20B | $1.13B | $1.41B | $1.11B | $1.00B | -4.5% |
| Net income | $838.0M | $783.0M | $1.02B | $869.0M | $715.0M | -3.9% |
| EPS (diluted) | $1.74 | $1.63 | $2.14 | $1.84 | $1.53 | -3.2% |
| EBITDA | $1.28B | $1.19B | $1.51B | $1.29B | $1.08B | -4.2% |
| R&D | — | — | — | — | — | — |
| SG&A | $690.0M | $742.0M | $826.0M | $744.0M | $807.0M | +4.0% |
Recent company headlines from major financial publishers.
Under the modal base case, wholesale distributor inventory levels normalize gradually while core brand equity sustains pricing discipline and high gross margins. Modest top-line growth combined with steady cash conversion supports our Fair value of $30.17, targeting $30.17 with an expected return of 16.3% over the forecast horizon.
In the bull case, rapid global adoption of ready-to-drink premixes and accelerating super-premium tequila growth across international markets drive revenue expansion toward Potential value $53.74. Operating leverage on gross profit expands operating margins, lifting the shares to $53.74 representing a return of 107.2%.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 4.8% | $37.8 | $41.7 | $47.1 | $55.5 | $69.9 |
| 5.8% | $31.5 | $33.6 | $36.3 | $40.0 | $45.2 |
| 6.8% | $27.4 | $28.7 | $30.2 | $32.4 | $35.0 |
| 7.8% | $24.5 | $25.4 | $26.5 | $27.7 | $29.2 |
| 8.8% | $22.4 | $23.0 | $23.7 | $24.6 | $25.6 |
Upcoming earnings date and setup when available.
매월 발행된 리서치 판이 부여한 등급입니다. 등급은 분석 시점의 가격을 공정 가치와 비교한 것이며, 판단이 맞았는지에 대한 기록이 아닙니다.
| 연도 | 1월 | 2월 | 3월 | 4월 | 5월 | 6월 | 7월 | 8월 | 9월 | 10월 | 11월 | 12월 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
