WallStSmart

Brown-Forman Corporation (BF-B)vsDiageo PLC ADR (DEO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Diageo PLC ADR generates 406% more annual revenue ($19.80B vs $3.91B). BF-B leads profitability with a 20.6% profit margin vs 12.2%. DEO appears more attractively valued with a PEG of 0.51. BF-B earns a higher WallStSmart Score of 64/100 (C+).

BF-B

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 4.7Quality: 7.5
Piotroski: 3/9Altman Z: 2.85

DEO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 7.5Value: 7.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BF-BSignificantly Overvalued (-98.3%)

Margin of Safety

-98.3%

Fair Value

$15.27

Current Price

$22.80

$7.53 premium

UndervaluedFair: $15.27Overvalued
DEOSignificantly Overvalued (-103.5%)

Margin of Safety

-103.5%

Fair Value

$49.54

Current Price

$72.47

$22.93 premium

UndervaluedFair: $49.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BF-B5 strengths · Avg: 8.8/10
Operating MarginProfitability
31.9%10/10

Strong operational efficiency at 31.9%

Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

Profit MarginProfitability
20.6%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

DEO4 strengths · Avg: 8.5/10
Operating MarginProfitability
31.3%10/10

Strong operational efficiency at 31.3%

PEG RatioValuation
0.518/10

Growing faster than its price suggests

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.12B8/10

Generating 1.1B in free cash flow

Areas to Watch

BF-B4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

EPS GrowthGrowth
1.3%4/10

1.3% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.702/10

Expensive relative to growth rate

DEO4 concerns · Avg: 3.3/10
Price/BookValuation
13.9x4/10

Trading at 13.9x book value

EPS GrowthGrowth
2.9%4/10

2.9% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : BF-B

The strongest argument for BF-B centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 20.6% and operating margin at 31.9%.

Bull Case : DEO

The strongest argument for DEO centers on Operating Margin, PEG Ratio, P/E Ratio. PEG of 0.51 suggests the stock is reasonably priced for its growth.

Bear Case : BF-B

The primary concerns for BF-B are Revenue Growth, EPS Growth, Piotroski F-Score.

Bear Case : DEO

The primary concerns for DEO are Price/Book, EPS Growth, Piotroski F-Score. Debt-to-equity of 2.20 is elevated, increasing financial risk.

Key Dynamics to Monitor

BF-B profiles as a value stock while DEO is a declining play — different risk/reward profiles.

BF-B carries more volatility with a beta of 0.40 — expect wider price swings.

BF-B is growing revenue faster at 2.0% — sustainability is the question.

DEO generates stronger free cash flow (1.1B), providing more financial flexibility.

Bottom Line

BF-B scores higher overall (64/100 vs 56/100), backed by strong 20.6% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brown-Forman Corporation

CONSUMER DEFENSIVE · BEVERAGES - WINERIES & DISTILLERIES · USA

The Brown Forman Corporation is one of the largest American-owned companies in the spirits and wine business. Based in Louisville, Kentucky, it manufactures several well known brands throughout the world, including Jack Daniel's, Early Times, Old Forester, Woodford Reserve, GlenDronach, BenRiach, Glenglassaugh, Finlandia, Herradura, Korbel, and Chambord.

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Diageo PLC ADR

CONSUMER DEFENSIVE · BEVERAGES - WINERIES & DISTILLERIES · USA

Diageo plc produces, markets and sells alcoholic beverages. The company is headquartered in London, the United Kingdom.

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