Added to YB: 2025-06-09
Pitch date: 2025-06-09
BF-A [bullish]
Brown-Forman Corporation
+3.92%
current return
Author Info
No bio for this author
Company Info
Brown-Forman Corporation, together with its subsidiaries, manufactures, distills, bottles, imports, exports, markets, and sells a variety of alcohol beverages.
Market Cap
$13.0B
Pitch Price
$26.97
Price Target
N/A
Dividend
3.25%
EV/EBITDA
12.45
P/E
18.58
EV/Sales
3.91
Sector
Beverages
Category
value
Brown-Forman: Sellers Capitulate. Time To Rotate To 'A' Class Shares & Add To Position
BF-A (added to position): Swap from BF-B to voting BF-A (trading at identical price, zero premium). Stock -18% on FY25 earnings misread—organic sales +1%, op income +3%; EPS drop just prior-yr wine gain, revenue decline from divested brands. Now 16x trough fwd EPS vs 30yr ~2x avg, A- rating. Down $80→$28; M&A optionality (Berkshire/PE) makes voting rights valuable. Sees low-risk double.
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