Professional
Added to YB: 2025-01-09
Pitch date: 2025-01-04
BF-B [bullish]
Brown-Forman Corporation
-16.62%
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
$13.9B
Pitch Price
$35.28
Price Target
55.00 (+87%)
Dividend
3.09%
EV/EBITDA
12.46
P/E
17.51
EV/Sales
4.17
Sector
Beverages
Category
growth
Wide-Moat Brown-Forman Invests to Grow Beyond Whiskey Stronghold
BF-B: Q2 beat. FY25 sales/profits +2-4%. $55 FVE. Risks: tariffs on whiskey/tequila. Jack Daniel's global appeal, super-premium gains. US sales weak, int'l growth expected. Wide moat: strong brands, cost advantages. 5.4% 10yr rev CAGR. Margins to 34.6%. Medium uncertainty. Exemplary capital allocation.
Read full article (13 min)