Brown-Forman

ISIN US1156372096

WKN 856693

Market cap (in EUR)

10,347 m

Country

United States

Sector

Consumer Non-Cyclicals

Dividend yield

3.53%

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

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Financials

Key metrics

Market capitalisation, EUR	10,347 m
EPS, EUR	1.51
P/B ratio	2.9
P/E ratio	15.1
Dividend yield	3.53%

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 110 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 VanEck Morningstar US Wide Moat UCITS ETF A.

ETF	Weight	Investment focus	Fund size (in m EUR)
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.07%	Equity United States Social/Environmental Climate Change	367
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Small Cap Climate Change	424
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.01%	Equity United States Multi-Factor Strategy	8
Xtrackers Portfolio UCITS ETF 1C	0.00%	Equity World Multi-Asset Strategy	739
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	44
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	8,907
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.21%	Equity United States Dividend	46
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	0.47%	Equity United States Sector Strategy Value Climate Change	10
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	0.21%	Equity United States Dividend	3,089
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	27
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.01%	Equity United States	15,093
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	38
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.01%	Equity United States	186
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.00%	Equity World Multi-Factor Strategy	941
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	460
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	41
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,381
L&G Global Quality Dividends UCITS ETF USD Acc	0.08%	Equity World Dividend	25
VanEck Morningstar US Wide Moat UCITS ETF A	2.62%	Equity United States Equal Weighted Moat	34
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C	0.08%	Equity United States Fundamental/Quality	5
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States	301
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.01%	Equity United States	17,756
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.04%	Equity United States Social/Environmental	1,044
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States Equal Weighted	182
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	110
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.22%	Equity United States Equal Weighted	358
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity United States Small Cap	2,161
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	613
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.04%	Equity United States Social/Environmental	50
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc	0.07%	Equity United States Small Cap	35
HSBC S&P 500 UCITS ETF USD	0.01%	Equity United States	8,104
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.23%	Equity United States Equal Weighted	65
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	1,277
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.03%	Equity United States Social/Environmental Multi-Asset Strategy	20
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.04%	Equity United States Social/Environmental	10,180
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.01%	Equity United States	437
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.01%	Equity United States	29,138
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.23%	Equity United States Equal Weighted	262
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.01%	Equity United States	56
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	328
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.01%	Equity United States Multi-Factor Strategy	110
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	223
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.01%	Equity United States	21
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.01%	Equity United States Value	481
Xtrackers S&P 500 UCITS ETF 4C	0.01%	Equity United States	1,367
UBS Core S&P 500 UCITS ETF hGBP dis	0.01%	Equity United States	66
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity United States Social/Environmental	1,109
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity World Small Cap	368
iShares Core S&P 500 UCITS ETF USD (Dist)	0.01%	Equity United States	18,864
First Trust US Equity Income UCITS ETF GBP Hedged Distributing	0.69%	Equity United States Dividend	0
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,011
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.12%	Equity United States Small Cap	66
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,099
iShares S&P 500 Consumer Staples Sector UCITS ETF	0.16%	Equity United States Consumer Staples	398
VanEck Morningstar US SMID Moat UCITS ETF A	0.70%	Equity United States Small Cap Moat	12
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.01%	Equity United States	1,371
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	26
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.01%	Equity United States	2,432
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.01%	Equity United States	8,739
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.01%	Equity United States Multi-Factor Strategy	27
UBS Core S&P 500 UCITS ETF hEUR acc	0.01%	Equity United States	223
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	203
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.04%	Equity United States Social/Environmental	66
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.01%	Equity United States	1
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.06%	Equity World Small Cap	33
VanEck Morningstar Global Wide Moat UCITS ETF	1.11%	Equity World Moat	149
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	79
HSBC S&P 500 UCITS ETF USD (Acc)	0.01%	Equity United States	611
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental Climate Change	321
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.01%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.01%	Equity United States	44,832
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	0.47%	Equity United States Sector Strategy Value Climate Change	10
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.22%	Equity United States Equal Weighted	3,548
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.22%	Equity United States Equal Weighted	23
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,195
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD	0.06%	Equity United States Small Cap	847
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States	84
First Trust US Equity Income UCITS ETF Acc	0.69%	Equity United States Dividend	33
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	98
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.04%	Equity United States Social/Environmental	23
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.01%	Equity United States	63
VanEck Morningstar US ESG Wide Moat UCITS ETF A	1.26%	Equity United States Moat	303
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	832
State Street SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD	0.15%	Equity United States Consumer Staples	230
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.12%	Equity United States Small Cap	219
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States	2,178
First Trust US Equity Income UCITS ETF Dist	0.69%	Equity United States Dividend	338
iShares MSCI World Small Cap UCITS ETF	0.07%	Equity World Small Cap	6,981
iShares Core S&P 500 UCITS ETF USD (Acc)	0.01%	Equity United States	127,750
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	94
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.01%	Equity United States	1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.01%	Equity United States	154
UBS Core S&P 500 UCITS ETF USD acc	0.01%	Equity United States	1,474
L&G Global Quality Dividends UCITS ETF USD Dist	0.08%	Equity World Dividend	145
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc	0.07%	Equity United States Small Cap	52
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.06%	Equity World Small Cap	1,611
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.00%	Equity World Multi-Factor Strategy	4
Xtrackers S&P 500 UCITS ETF 4D	0.01%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	0.01%	Equity United States	1,166
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.01%	Equity United States	639
UBS Core S&P 500 UCITS ETF hCHF acc	0.01%	Equity United States	677
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	106
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.01%	Equity United States	12

Performance

Returns overview

YTD	-1.39%
1 month	+3.57%
3 months	-10.52%
6 months	-12.69%
1 year	-24.24%
3 years	-62.01%
5 years	-66.20%
Since inception (MAX)	-61.79%
2025	-37.38%
2024	-31.23%
2023	-18.08%
2022	+2.50%

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).