Brown-Forman

ISIN US1156372096

WKN 856693

Market cap (in EUR)

12,008 m

Country

United States

Sector

Consumer Non-Cyclicals

Dividend yield

3.05%

Overview

Quote

Description

Brown-Forman Corp. engages in the production and distribution of alcoholic beverages. The firm offers whiskey, scotch, tequila, vodka, liquor, and wine. Its brands include Jack Daniel, Woodford Reserve, Old Forester, Early Times, Canadian Mist, Coopers' Craft, Slane Irish, Finlandia, Korbel, El Jimador, Sonoma Cutrer, and Chambord. The company was founded by George Garvin Brown III in 1870 and is headquartered in Louisville, KY.

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Consumer Non-Cyclicals Food and Tobacco Production Food and Beverage Production United States

Chart

Financials

Key metrics

Market capitalisation, EUR	12,008 m
EPS, EUR	1.54
P/B ratio	3.5
P/E ratio	17.3
Dividend yield	3.05%

Income statement (2024)

Revenue, EUR	3,679 m
Net income, EUR	807 m
Profit margin	21.93%

What ETF is Brown-Forman in?

There are 42 ETFs which contain Brown-Forman. All of these ETFs are listed in the table below. The ETF with the largest weighting of Brown-Forman is the Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	4,695
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,468
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	855
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	640
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.01%	Equity United States Fundamental/Quality	140
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.00%	Equity World	25,806
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	13,478
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	139
iShares MSCI North America UCITS ETF	0.01%	Equity North America	1,105
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,204
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.01%	Equity United States	25,263
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	819
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	131
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.01%	Equity World Dividend	1,345
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,695
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.01%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	91
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
UBS Core MSCI USA UCITS ETF USD dis	0.01%	Equity United States	1,192
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.00%	Equity World	18,590
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.04%	Equity North America Social/Environmental Climate Change	26
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	20,831
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	820
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	63
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	1,336
Amundi Core MSCI USA UCITS ETF Dist	0.00%	Equity United States	-
iShares MSCI World Consumer Staples Sector Advanced UCITS ETF USD (Dist)	0.07%	Equity World Consumer Staples	97
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.01%	Equity World Dividend	6,226
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	274
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.01%	Equity United States	326
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.01%	Equity United States	42,952
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.15%	Equity United States Multi-Factor Strategy	166
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,506
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	937
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.01%	Equity North America	2,430
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	755
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.01%	Equity North America	2,015
iShares Core S&P 500 UCITS ETF USD (Dist)	0.01%	Equity United States	17,422
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	86
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84

Performance

Returns overview

YTD	-30.12%
1 month	+10.78%
3 months	+5.75%
6 months	+9.34%
1 year	-39.16%
3 years	-62.94%
5 years	-60.15%
Since inception (MAX)	-54.38%
2024	-27.95%
2023	-16.39%
2022	-3.00%
2021	-0.79%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).