undamentalytics Newsletter

Brown–Forman vs BBB Foods

Brown–Forman and BBB Foods are similar in size: $3.93bn and $4.08bn of revenue in their latest fiscal years. BBB Foods grew faster (29.2% against -1.2%). Brown–Forman kept more of each dollar of sales as profit: a net margin of 18.2% against -3.6%. BBB Foods carries less debt relative to equity (54.5% against 62.2%).

Latest fiscal yearBrown–FormanBF.B, 2026BBB FoodsTBBB, 2025
Revenue $3.93bn $4.08bn
Revenue growth -1.2% 29.2%
Net income $715m −$148m
Operating margin 25.5% -0.9%
Net margin 18.2% -3.6%
Return on equity 17.8% -70.1%
Free cash flow $893m $59.1m
Cash $308m $79.3m
Total debt $2.50bn $125m
Debt to equity 62.2% 54.5%
Dividend per share $0.92 —
Dividend yield 3.1% —
Share buybacks $400m —
Employees — —
Market value $13.31bn $7.25bn
Price vs our value range Above our value range Above our value range
Moat score 95 (Strong) —
Insider trades, 12 months 0 buys, 4 sales 0 buys, 2 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.