BF-B vs TRU

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

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

5-Year PerformanceTRU has outperformed BF-B, delivering a return of -9.4% compared to -16.4%

BF-B vs TRU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BF-B(COMPANY)	TRU(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	72.13%	65.28%
Sharpe Ratio	0.26	-0.57
5Y Beta	0.40	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	3.44%	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-B

$12B

Winner

TRU

$12B

Max Drawdown

BF-B

72.13%

Winner

TRU

65.28%

Sharpe Ratio

Winner

BF-B

0.26

TRU

-0.57

5Y Beta

Winner

BF-B

0.40

TRU

1.46

Industry

BF-B

Beverages - Wineries & Distilleries

TRU

Financial Data & Stock Exchanges

P/E Ratio

Winner

BF-B

17.44

TRU

17.72

Forward P/E

BF-B

14.75

Winner

TRU

13.37

PEG Ratio

BF-B

N/A

TRU

0.19

Dividend Yield

Winner

BF-B

3.44%

TRU

0.55%

5Y Dividends CAGR

Winner

BF-B

5.22%

TRU

3.97%

5Y EPS CAGR

BF-B

-5.00%

Winner

TRU

16.36%

Debt to Equity

Winner

BF-B

60.55%

TRU

117.96%

Free Cash Flow Yield

Winner

BF-B

7.19%

TRU

5.59%

BF-B vs TRU - Historical Returns

Returns include dividend reinvestment.

Period	BF-B	TRU
1 month	+2.37%	-5.66%
3 months	+17.14%	-11.41%
6 months	-6.02%	-24.77%
1 year	+7.40%	-23.39%
5 years(CAGR)	-16.45%	-9.37%
10 years(CAGR)	-1.87%	+7.60%
Max(CAGR)	+7.38%	+9.26%

Winner

BF-B

+2.37%

TRU

-5.66%

Winner

BF-B

+17.14%

TRU

-11.41%

Winner

BF-B

-6.02%

TRU

-24.77%

Winner

BF-B

+7.40%

TRU

-23.39%

5Y(CAGR)

BF-B

-16.45%

Winner

TRU

-9.37%

10Y(CAGR)

BF-B

-1.87%

Winner

TRU

+7.60%

Max(CAGR)

BF-B

+7.38%

Winner

TRU

+9.26%

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

Returns include dividend reinvestment.

Year	BF-B	TRU
2026	+3.75%	-22.22%
2025	-27.79%	-6.15%
2024	-31.93%	+39.96%
2023	-10.99%	+17.18%
2022	-7.24%	-51.19%
2021	-4.36%	+24.13%
2020	+19.62%	+13.40%
2019	+48.46%	+53.50%
2018	-9.76%	+3.91%
2017	+54.41%	+77.52%
2016	-6.24%	+12.43%
2015	+14.02%	+8.54%
2014	+19.19%	N/A
2013	+20.04%	N/A
2012	+26.85%	N/A
2011	+18.34%	N/A
2010	+33.99%	N/A
2009	+4.06%	N/A
2008	-8.38%	N/A
2007	+16.68%	N/A
2006	-5.66%	N/A
2005	+46.75%	N/A
2004	+6.49%	N/A
2003	+42.63%	N/A
2002	+6.38%	N/A
2001	-2.01%	N/A
2000	+18.91%	N/A
1999	-15.55%	N/A

BF-B vs TRU 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 TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current BF-B drawdown is -63.40%. The current TRU drawdown is -46.86%.

Rank	BF-B	TRU
#1	-68.95% Nov 24, 2020 - Mar 20, 2026	-64.92% Sep 8, 2021 - Oct 30, 2023
#2	-39.98% Jun 5, 2008 - Jun 15, 2010	-45.16% Feb 20, 2020 - Dec 23, 2020
#3	-37.33% Nov 8, 1999 - Nov 21, 2000	-31.27% Sep 13, 2018 - Jul 23, 2019
#4	-35.17% Jan 23, 2020 - Aug 17, 2020	-25.02% Dec 24, 2015 - Apr 27, 2016
#5	-25.58% May 2, 2002 - Apr 2, 2003	-17.33% Jul 22, 2016 - Feb 14, 2017
#6	-22.98% May 18, 2018 - Aug 26, 2019	-16.60% Dec 24, 2020 - Apr 22, 2021
#7	-20.76% Mar 17, 2006 - Jun 5, 2008	-15.75% Sep 7, 2017 - Oct 5, 2017
#8	-18.98% Aug 6, 2015 - May 22, 2017	-13.63% Aug 14, 2015 - Dec 17, 2015
#9	-18.65% Jul 7, 2011 - Oct 21, 2011	-10.43% Jan 26, 2018 - Apr 20, 2018
#10	-16.67% May 22, 2017 - Oct 31, 2017	-8.26% Jun 23, 2016 - Jul 1, 2016
#11	-15.91% Feb 13, 2001 - Feb 22, 2002	-7.86% Sep 6, 2019 - Nov 14, 2019
#12	-14.20% Sep 9, 2020 - Nov 16, 2020	-6.76% Jul 20, 2018 - Sep 4, 2018
#13	-13.22% Jun 19, 2014 - Nov 28, 2014	-5.69% Aug 8, 2019 - Sep 6, 2019
#14	-12.77% Dec 19, 2000 - Feb 8, 2001	-5.68% Jul 26, 2019 - Aug 8, 2019
#15	-12.77% Sep 7, 2004 - Dec 13, 2004	-5.05% Jun 1, 2017 - Jun 19, 2017

Correlation

Correlation between BF-B and TRU is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (1999 - 2026)

BF-B vs TRU dividend yield comparison.

Year	BF-B	TRU
2026	1.73%	0.39%
2025	3.49%	0.54%
2024	2.32%	0.45%
2023	1.46%	0.61%
2022	1.17%	0.70%
2021	2.37%	0.30%
2020	0.88%	0.30%
2019	0.99%	0.35%
2018	3.10%	0.40%
2017	1.09%	0.00%
2016	1.54%	0.00%
2015	1.29%	0.00%
2014	1.35%	0.00%
2013	1.40%	0.00%
2012	7.83%	0.00%
2011	1.63%	0.00%
2010	3.19%	0.00%
2009	2.17%	0.00%
2008	2.14%	0.00%
2007	3.92%	0.00%
2006	1.72%	0.00%
2005	1.46%	0.00%
2004	1.81%	0.00%
2003	1.66%	0.00%
2002	2.18%	0.00%
2001	2.14%	0.00%
2000	2.36%	0.00%
1999	0.54%	0.00%