Brown Forman (BF-B) Return on Assets [ROA] (2010 - 2026)
Brown Forman (BF-B) reported Return on Assets [ROA] of 9.17% for fiscal Q1 2027 (quarter ended Jul 31, 2026), down 1.21 percentage points from 10.38% a year earlier but up 0.34 percentage points from the prior quarter.
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Analysis
Brown Forman (BF-B) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2026 (ended Apr 30, 2026), Brown Forman posted Return on Assets [ROA] of 8.95%, down 1.75 percentage points from FY2025.
- Return on Assets [ROA] has a five-year change of -5.75 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Assets [ROA] came in at 10.69% in FY2025 (-2.15 pp), 12.85% in FY2024 (+1.78 pp), 11.07% in FY2023 (-1.93 pp) and 13.00% in FY2022 (-1.70 pp).
- Five-year quarterly Return on Assets [ROA] spans a low of 8.83% in fiscal Q4 2026 and a high of 13.88% in fiscal Q1 2023.
- Year over year, Return on Assets [ROA] has now declined in each of the last six quarters, with an average year-over-year change of -1.04 percentage points over the last eight quarters.
- The high point for year-over-year Return on Assets [ROA] in five years was fiscal Q2 2025 (a gain of 2.51 percentage points); the low point was fiscal Q1 2024 (a drop of 4.24 percentage points).
- Per Business Quant data, the three fiscal quarters before Q1 2027 came in at 8.83% (Q4 2026), 9.77% (Q3 2026) and 9.88% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 398.74 Bn | 385.21 Bn | 8.42 Bn | 13.58% |
| 2 | Coca Cola Femsa Sab De Cv | 198.57 Bn | 198.57 Bn | 2.06 Bn | - |
| 3 | Pepsico | 185.18 Bn | 142.94 Bn | 13.75 Bn | 9.78% |
| 4 | Monster Beverage | 90.24 Bn | 78.49 Bn | 1.42 Bn | 19.15% |
| 5 | Diageo | 53.29 Bn | 33.36 Bn | - | - |
| 6 | Ambev | 51.69 Bn | 36.98 Bn | 2.06 Bn | 11.74% |
| 7 | Coca-Cola Europacific Partners | 50.61 Bn | 43.28 Bn | - | - |
| 8 | Keurig Dr Pepper | 47.21 Bn | 43.25 Bn | 3.07 Bn | 1.86% |
| 9 | Constellation Brands | 23.52 Bn | 23.07 Bn | 1.39 Bn | 9.06% |
| 10 | Brown Forman | 13.48 Bn | 12.17 Bn | 549.00 Mn | 9.17% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 9.17% |
| Apr 30, 2026 | 8.83% |
| Jan 31, 2026 | 9.77% |
| Oct 31, 2025 | 9.88% |
| Jul 31, 2025 | 10.38% |
| Apr 30, 2025 | 10.76% |
| Jan 31, 2025 | 12.06% |
| Oct 31, 2024 | 12.14% |
| Jul 31, 2024 | 12.07% |
| Apr 30, 2024 | 12.49% |
| Jan 31, 2024 | 11.80% |
| Oct 31, 2023 | 9.63% |
| Jul 31, 2023 | 9.65% |
| Apr 30, 2023 | 10.08% |
| Jan 31, 2023 | 9.95% |
| Oct 31, 2022 | 13.25% |
| Jul 31, 2022 | 13.88% |
| Apr 30, 2022 | 13.30% |
| Jan 31, 2022 | 12.57% |
| Oct 31, 2021 | 11.63% |
API Access
Brown Forman Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=BF-B&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=BF-B&period=max&api_key=YOUR_API_KEY");
const data = await res.json();