BF-A vs TRU

Comparison between Brown-Forman Corp - Class A (BF-A, Company) and TransUnion (TRU, Company).

BF-A is from the Consumer Defensive sector, while TRU is from the Financial Services sector.

5-Year PerformanceTRU has outperformed BF-A, delivering a return of -9.4% compared to -15.5%

BF-A vs TRU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BF-A(COMPANY)	TRU(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	71.55%	65.28%
Sharpe Ratio	0.21	-0.57
5Y Beta	0.39	1.46
Industry	Beverages - Wineries & Distilleries	Financial Data & Stock Exchanges
P/E Ratio	17.44	17.72
Forward P/E	14.75	13.37
PEG Ratio	N/A	0.19
Dividend Yield	3.43%	0.55%
5Y Dividends CAGR	5.22%	3.97%
5Y EPS CAGR	-5.00%	16.36%
Debt to Equity	60.55%	117.96%
Free Cash Flow Yield	7.19%	5.59%

Market Cap

BF-A

$12B

Winner

TRU

$12B

Max Drawdown

BF-A

71.55%

Winner

TRU

65.28%

Sharpe Ratio

Winner

BF-A

0.21

TRU

-0.57

5Y Beta

Winner

BF-A

0.39

TRU

1.46

Industry

BF-A

Beverages - Wineries & Distilleries

TRU

Financial Data & Stock Exchanges

P/E Ratio

Winner

BF-A

17.44

TRU

17.72

Forward P/E

BF-A

14.75

Winner

TRU

13.37

PEG Ratio

BF-A

N/A

TRU

0.19

Dividend Yield

Winner

BF-A

3.43%

TRU

0.55%

5Y Dividends CAGR

Winner

BF-A

5.22%

TRU

3.97%

5Y EPS CAGR

BF-A

-5.00%

Winner

TRU

16.36%

Debt to Equity

Winner

BF-A

60.55%

TRU

117.96%

Free Cash Flow Yield

Winner

BF-A

7.19%

TRU

5.59%

BF-A vs TRU - Historical Returns

Returns include dividend reinvestment.

Period	BF-A	TRU
1 month	-0.92%	-5.66%
3 months	+15.72%	-11.41%
6 months	-4.70%	-24.77%
1 year	+4.31%	-23.39%
5 years(CAGR)	-15.53%	-9.37%
10 years(CAGR)	-2.53%	+7.60%
Max(CAGR)	+7.65%	+9.26%

Winner

BF-A

-0.92%

TRU

-5.66%

Winner

BF-A

+15.72%

TRU

-11.41%

Winner

BF-A

-4.70%

TRU

-24.77%

Winner

BF-A

+4.31%

TRU

-23.39%

5Y(CAGR)

BF-A

-15.53%

Winner

TRU

-9.37%

10Y(CAGR)

BF-A

-2.53%

Winner

TRU

+7.60%

Max(CAGR)

BF-A

+7.65%

Winner

TRU

+9.26%

BF-A vs TRU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BF-A	TRU
2026	+3.41%	-22.22%
2025	-26.36%	-6.15%
2024	-35.13%	+39.96%
2023	-7.30%	+17.18%
2022	-0.29%	-51.19%
2021	-4.25%	+24.13%
2020	+18.08%	+13.40%
2019	+35.86%	+53.50%
2018	-9.71%	+3.91%
2017	+46.63%	+77.52%
2016	-12.48%	+12.43%
2015	+27.43%	+8.54%
2014	+20.96%	N/A
2013	+18.50%	N/A
2012	+25.82%	N/A
2011	+16.85%	N/A
2010	+26.72%	N/A
2009	+9.96%	N/A
2008	-12.20%	N/A
2007	+14.28%	N/A
2006	-5.66%	N/A
2005	+43.70%	N/A
2004	+7.42%	N/A
2003	+44.98%	N/A
2002	+7.24%	N/A
2001	-1.06%	N/A
2000	+27.78%	N/A
1999	-14.26%	N/A

BF-A vs TRU Drawdown Comparison

The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current BF-A drawdown is -63.31%. The current TRU drawdown is -46.86%.

Rank	BF-A	TRU
#1	-68.32% Dec 15, 2020 - Mar 24, 2026	-64.92% Sep 8, 2021 - Oct 30, 2023
#2	-41.16% Jun 5, 2008 - Mar 22, 2010	-45.16% Feb 20, 2020 - Dec 23, 2020
#3	-36.98% Feb 20, 2020 - Sep 2, 2020	-31.27% Sep 13, 2018 - Jul 23, 2019
#4	-33.54% Nov 8, 1999 - Nov 10, 2000	-25.02% Dec 24, 2015 - Apr 27, 2016
#5	-24.74% May 1, 2002 - Apr 2, 2003	-17.33% Jul 22, 2016 - Feb 14, 2017
#6	-23.94% Aug 5, 2015 - Nov 27, 2017	-16.60% Dec 24, 2020 - Apr 22, 2021
#7	-20.22% May 21, 2018 - Jun 13, 2019	-15.75% Sep 7, 2017 - Oct 5, 2017
#8	-19.48% Mar 17, 2006 - Jun 5, 2008	-13.63% Aug 14, 2015 - Dec 17, 2015
#9	-17.31% Jul 5, 2011 - Oct 18, 2011	-10.43% Jan 26, 2018 - Apr 20, 2018
#10	-15.01% Feb 13, 2001 - Jul 25, 2001	-8.26% Jun 23, 2016 - Jul 1, 2016
#11	-14.29% Sep 9, 2020 - Nov 16, 2020	-7.86% Sep 6, 2019 - Nov 14, 2019
#12	-13.45% Jun 20, 2014 - Nov 28, 2014	-6.76% Jul 20, 2018 - Sep 4, 2018
#13	-13.29% Mar 5, 2004 - Dec 13, 2004	-5.69% Aug 8, 2019 - Sep 6, 2019
#14	-12.66% Apr 5, 2010 - Jul 23, 2010	-5.68% Jul 26, 2019 - Aug 8, 2019
#15	-12.30% Jul 25, 2001 - Feb 22, 2002	-5.05% Jun 1, 2017 - Jun 19, 2017

Correlation

Correlation between BF-A and TRU is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (1999 - 2026)

BF-A vs TRU dividend yield comparison.

Year	BF-A	TRU
2026	1.73%	0.39%
2025	3.46%	0.54%
2024	2.33%	0.45%
2023	1.40%	0.61%
2022	1.17%	0.70%
2021	2.55%	0.30%
2020	0.96%	0.30%
2019	1.07%	0.35%
2018	3.11%	0.40%
2017	1.11%	0.00%
2016	1.50%	0.00%
2015	1.17%	0.00%
2014	1.35%	0.00%
2013	1.43%	0.00%
2012	8.06%	0.00%
2011	1.65%	0.00%
2010	3.20%	0.00%
2009	2.08%	0.00%
2008	2.21%	0.00%
2007	3.86%	0.00%
2006	1.69%	0.00%
2005	1.44%	0.00%
2004	1.74%	0.00%
2003	1.60%	0.00%
2002	2.13%	0.00%
2001	2.09%	0.00%
2000	1.89%	0.00%
1999	0.58%	0.00%