Brown Forman (BF-B) Invested Capital (2010 - 2026)
Brown Forman (BF-B) posted Invested Capital of $6.41 billion for fiscal Q1 2027 (quarter ended Jul 31, 2026), down 4.2% from $6.69 billion a year earlier and down 1.7% from the prior quarter.
Brown Forman (BF-B) Invested Capital (2010 - 2026) Analysis & Trends
For FY2026 (ended Apr 30, 2026), Brown Forman's Invested Capital came in at $6.52 billion, down 3.0% from FY2025.
- Annual Invested Capital shows a five-year compound annual growth rate of 4.6% (FY2021 to FY2026).
- In prior fiscal years, Brown Forman's Invested Capital was $6.73 billion in FY2025 (+1.6%), $6.62 billion in FY2024 (+7.1%), $6.18 billion in FY2023 (+23.5%) and $5.01 billion in FY2022 (-4.0%).
- The fiscal Q1 2027 figure stands as the lowest quarterly Invested Capital since fiscal Q4 2023.
- On a year-over-year basis, Invested Capital increased in five of the last eight quarters, with growth averaging 0.2%.
- The strongest year-over-year quarter for Invested Capital in the past five years was fiscal Q1 2024, with growth of 26.9%; the weakest was fiscal Q3 2022, with a decline of 5.5%.
- According to Business Quant data, Invested Capital for the three prior fiscal quarters was $6.52 billion (Q4 2026), $6.83 billion (Q3 2026) and $6.78 billion (Q2 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 370.32 Bn | 358.96 Bn | 8.42 Bn | 81.81 Bn |
| 2 | Diageo | 208.31 Bn | 200.71 Bn | - | -6.45 Bn |
| 3 | Coca Cola Femsa Sab De Cv | 181.53 Bn | 181.53 Bn | 2.06 Bn | - |
| 4 | Pepsico | 172.96 Bn | 133.40 Bn | 13.11 Bn | 75.48 Bn |
| 5 | Anheuser-Busch InBev | 132.06 Bn | 100.80 Bn | 9.58 Bn | 71.96 Bn |
| 6 | Monster Beverage | 81.53 Bn | 69.78 Bn | 1.42 Bn | - |
| 7 | Ambev | 46.02 Bn | 32.04 Bn | 2.06 Bn | 17.79 Bn |
| 8 | Coca-Cola Europacific Partners | 45.68 Bn | 38.92 Bn | - | 22.66 Bn |
| 9 | Keurig Dr Pepper | 41.29 Bn | 41.52 Bn | 3.07 Bn | 59.21 Bn |
| 10 | Brown Forman | 12.02 Bn | 10.71 Bn | 549.00 Mn | 6.41 Bn |
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 6.41 Bn |
| Apr 30, 2026 | 6.52 Bn |
| Jan 31, 2026 | 6.83 Bn |
| Oct 31, 2025 | 6.78 Bn |
| Jul 31, 2025 | 6.69 Bn |
| Apr 30, 2025 | 6.73 Bn |
| Jan 31, 2025 | 6.69 Bn |
| Oct 31, 2024 | 6.91 Bn |
| Jul 31, 2024 | 6.63 Bn |
| Apr 30, 2024 | 6.62 Bn |
| Jan 31, 2024 | 6.65 Bn |
| Oct 31, 2023 | 6.56 Bn |
| Jul 31, 2023 | 6.41 Bn |
| Apr 30, 2023 | 6.18 Bn |
| Jan 31, 2023 | 6.07 Bn |
| Oct 31, 2022 | 5.45 Bn |
| Jul 31, 2022 | 5.06 Bn |
| Apr 30, 2022 | 5.01 Bn |
| Jan 31, 2022 | 4.85 Bn |
| Oct 31, 2021 | 5.27 Bn |
Brown Forman Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=BF-B&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "BF-B", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=BF-B&period=max&api_key=YOUR_API_KEY");
const data = await res.json();