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BF-B vs ERIE

Comparison between Brown-Forman Corp - Class B (BF-B, Company) and Erie Indemnity Co. - Class A (ERIE, Company).

BF-B is from the Consumer Defensive sector, while ERIE is from the Financial Services sector.

5-Year PerformanceERIE has outperformed BF-B, delivering a return of +5.1% compared to -16.9%

BF-B vs ERIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BF-B
$12B
ERIE
$12B
Max Drawdown
BF-B
72.13%
Winner
ERIE
61.96%
Sharpe Ratio
Winner
BF-B
0.13
ERIE
-1.38
5Y Beta
BF-B
0.38
Winner
ERIE
0.30
Industry
BF-B
Beverages - Wineries & Distilleries
ERIE
Insurance Brokers
P/E Ratio
Winner
BF-B
13.38
ERIE
21.34
Forward P/E
Winner
BF-B
15.60
ERIE
26.74
PEG Ratio
BF-B
4.29
Winner
ERIE
2.67
Dividend Yield
Winner
BF-B
3.43%
ERIE
2.50%
5Y Dividends CAGR
Winner
BF-B
5.22%
ERIE
3.19%
5Y EPS CAGR
BF-B
1.96%
Winner
ERIE
13.73%
Debt to Equity
BF-B
59.90%
Winner
ERIE
0.00%
Free Cash Flow Yield
Winner
BF-B
5.95%
ERIE
4.39%
P/S Ratio
BF-B
3.12
Winner
ERIE
2.92
P/B Ratio
Winner
BF-B
3.05
ERIE
5.04

BF-B vs ERIE - Historical Returns

Returns include dividend reinvestment.

1M
BF-B
+3.05%
Winner
ERIE
+5.16%
3M
Winner
BF-B
+17.78%
ERIE
-8.85%
6M
Winner
BF-B
-9.66%
ERIE
-21.09%
1Y
Winner
BF-B
+7.51%
ERIE
-36.17%
5Y(CAGR)
BF-B
-16.89%
Winner
ERIE
+5.10%
10Y(CAGR)
BF-B
-1.88%
Winner
ERIE
+11.40%
Max(CAGR)
BF-B
+7.43%
Winner
ERIE
+10.56%

BF-B vs ERIE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBF-BERIE
2026+4.96%-18.46%
2025-27.79%-28.92%
2024-31.93%+24.67%
2023-10.99%+39.75%
2022-7.24%+31.76%
2021-4.36%-18.76%
2020+19.62%+53.13%
2019+48.46%+30.09%
2018-9.76%+14.91%
2017+54.41%+10.96%
2016-6.24%+21.90%
2015+14.02%+10.52%
2014+19.19%+29.89%
2013+20.04%+8.06%
2012+26.85%-4.19%
2011+18.34%+21.00%
2010+33.99%+71.55%
2009+4.06%+8.54%
2008-8.38%-23.30%
2007+16.68%-7.83%
2006-5.66%+11.45%
2005+46.75%+4.58%
2004+6.49%+27.59%
2003+42.63%+18.16%
2002+6.38%-2.49%
2001-2.01%+30.77%
2000+18.91%-1.93%
1999-15.55%+1.57%

BF-B vs ERIE Drawdown Comparison

The maximum drawdown for BF-B was -68.95%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for ERIE was -60.86%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

The current BF-B drawdown is -62.98%. The current ERIE drawdown is -57.68%.

RankBF-BERIE
#1-68.95%
Nov 24, 2020 - Mar 20, 2026
-60.86%
Sep 24, 2024 - Jun 3, 2026
#2-39.98%
Jun 5, 2008 - Jun 15, 2010
-50.77%
Sep 18, 2007 - Sep 1, 2010
#3-37.33%
Nov 8, 1999 - Nov 21, 2000
-49.12%
Jul 25, 2019 - Jan 8, 2021
#4-35.17%
Jan 23, 2020 - Aug 17, 2020
-36.75%
Feb 9, 2021 - Oct 31, 2022
#5-25.58%
May 2, 2002 - Apr 2, 2003
-27.64%
Nov 30, 2022 - Aug 9, 2023
#6-22.98%
May 18, 2018 - Aug 26, 2019
-27.08%
Nov 30, 1999 - May 16, 2001
#7-20.76%
Mar 17, 2006 - Jun 5, 2008
-24.03%
May 6, 2002 - Feb 9, 2004
#8-18.98%
Aug 6, 2015 - May 22, 2017
-20.26%
Oct 27, 2011 - Mar 15, 2013
#9-18.65%
Jul 7, 2011 - Oct 21, 2011
-17.94%
Jul 22, 2013 - Oct 17, 2014
#10-16.67%
May 22, 2017 - Oct 31, 2017
-17.64%
May 31, 2001 - Jul 30, 2001
#11-15.91%
Feb 13, 2001 - Feb 22, 2002
-15.91%
Mar 7, 2024 - Jul 26, 2024
#12-14.20%
Sep 9, 2020 - Nov 16, 2020
-15.67%
Jul 21, 2011 - Oct 10, 2011
#13-13.22%
Jun 19, 2014 - Nov 28, 2014
-13.29%
Feb 23, 2015 - Nov 18, 2015
#14-12.77%
Dec 19, 2000 - Feb 8, 2001
-12.66%
Jul 28, 2017 - Aug 1, 2018
#15-12.77%
Sep 7, 2004 - Dec 13, 2004
-12.36%
Oct 17, 2023 - Dec 11, 2023

Correlation

Correlation between BF-B and ERIE is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

Dividend Comparison (1999 - 2026)

BF-B vs ERIE dividend yield comparison.

YearBF-BERIE
20261.71%1.31%
20253.49%1.90%
20242.32%1.24%
20231.46%1.42%
20221.17%1.79%
20212.37%2.15%
20200.88%2.39%
20190.99%2.17%
20183.10%2.52%
20171.09%2.57%
20161.54%1.95%
20151.29%3.61%
20141.35%2.80%
20131.40%2.43%
20127.83%6.94%
20111.63%2.64%
20103.19%2.20%
20092.17%4.69%
20082.14%5.87%
20073.92%3.08%
20061.72%2.48%
20051.46%2.44%
20041.81%1.23%
20031.66%2.30%
20022.18%1.88%
20012.14%1.58%
20002.36%1.81%
19990.54%0.00%

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