Value
4.9/10data confidence 67%| Component | Sub-score |
|---|---|
| P/E | 6.5 |
| P/S | 7.8 |
| EV/EBITDA | 3.7 |
| PEG | 4.1 |
- ▸PEG: 2.42
BF-A · Why this verdict
Why Brown Forman (BF-A) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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VerdictHOLD
Overall score5.2/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
7.8/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 6.0 |
| ROA | 5.8 |
| Gross margin | 8.1 |
| Op margin | 10.0 |
| Net margin | 9.2 |
| Current ratio | 9.7 |
| FCF quality | 6.8 |
| Moat | 5.9 |
| Piotroski F | 8.9 |
- ▸Strong margins: 18%
- ▸Strong Piotroski F-Score: 8/9
- ▸High-quality business
Growth
2.6/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 2.1 |
| EPS growth | 3.1 |
- ▸Declining revenue: -1%
Momentum
5.6/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.5 |
| MACD | 8.4 |
| OBV | 1.0 |
| MA position | 9.0 |
| Volume | 4.3 |
- ▸Volume distribution (falling OBV)
- ▸Above 200-day MA
Sentiment
5.0/10data confidence 67%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| erm sentiment | 5.0 |
Insider
5.6/10data confidence 75%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 4.7 |
| notable moves | 7.0 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
4.1/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.8 |
| quality rank | 5.0 |
| growth rank | 2.5 |
Technical
5.4/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 3.0 |
| support resistance | 3.3 |
| 52w position | 9.2 |
| gap | 6.0 |
Risk (lower is worse)
5.9/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 9.3 |
| days to cover | 7.4 |
| volatility | 4.1 |
| put call | 0.0 |
| max pain risk | 3.0 |
| beta | 10.0 |
| debt equity | 7.3 |
- ▸Elevated put/call: 2.33
- ▸Above max pain $25
Catalyst
6.2/10data confidence 50%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| dividend safety | 7.5 |
- ▸Dividend aristocrat: 3.0% yield
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (7)
- MOMENTUM:5.6>=5.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:NO_DATE
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (1)
- ASYMMETRY:UPSIDE_EXHAUSTED (upside=0.0%)
Reward-to-Risk
0.00
Upside
+2.3%
Downside
8.9%
Sizing output
AVOID
SetupBreakout — Golden cross, above all MAs, RSI 50, MACD bullish
EdgeNo clear edge — No clear edge identified
SuitabilityModerate — Balanced profile
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:5.6>=5.5. Top dim: Quality at 7.8; weakest: Growth at 2.6. No conviction either direction.
The strongest dimensions are Quality at 7.8, Catalyst at 6.2, and Risk (lower is worse) at 5.9; the weakest are Growth at 2.6, Peer rank at 4.1, and Value at 4.9. The V9 engine cleared all gates with 1 warning, producing an asymmetric reward-to-risk of 0.00 and an engine sizing output of AVOID.