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ERIE vs BF-B

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

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

5-Year PerformanceERIE has outperformed BF-B, delivering a return of +8.9% compared to -14.8%

ERIE vs BF-B - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ERIE
$13B
Winner
BF-B
$13B
Max Drawdown
Winner
ERIE
61.96%
BF-B
72.13%
Sharpe Ratio
ERIE
-0.78
Winner
BF-B
-0.00
5Y Beta
Winner
ERIE
0.22
BF-B
0.37
Industry
ERIE
Insurance Brokers
BF-B
Beverages - Wineries & Distilleries
P/E Ratio
ERIE
22.90
Winner
BF-B
18.60
Forward P/E
ERIE
26.74
Winner
BF-B
16.81
PEG Ratio
ERIE
2.67
Winner
BF-B
2.17
Dividend Yield
ERIE
2.29%
Winner
BF-B
3.21%
5Y Dividends CAGR
ERIE
3.24%
Winner
BF-B
5.22%
5Y EPS CAGR
Winner
ERIE
14.73%
BF-B
-5.00%
Debt to Equity
Winner
ERIE
2.56%
BF-B
60.55%
Free Cash Flow Yield
ERIE
4.19%
Winner
BF-B
6.74%
P/S Ratio
Winner
ERIE
3.23
BF-B
3.31
P/B Ratio
ERIE
5.18
Winner
BF-B
3.28

ERIE vs BF-B - Historical Returns

Returns include dividend reinvestment.

1M
ERIE
-0.63%
Winner
BF-B
+9.79%
3M
Winner
ERIE
+19.64%
BF-B
+5.69%
6M
ERIE
-10.67%
Winner
BF-B
-2.27%
1Y
ERIE
-27.71%
Winner
BF-B
-4.19%
5Y(CAGR)
Winner
ERIE
+8.92%
BF-B
-14.82%
10Y(CAGR)
Winner
ERIE
+12.27%
BF-B
-1.37%
Max(CAGR)
Winner
ERIE
+11.05%
BF-B
+7.58%

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

Returns include dividend reinvestment.

YearERIEBF-B
2026-7.01%+10.10%
2025-28.92%-27.79%
2024+24.67%-31.93%
2023+39.75%-10.99%
2022+31.76%-7.24%
2021-18.76%-4.36%
2020+53.13%+19.62%
2019+30.09%+48.46%
2018+14.91%-9.76%
2017+10.96%+54.41%
2016+21.90%-6.24%
2015+10.52%+14.02%
2014+29.89%+19.19%
2013+8.06%+20.04%
2012-4.19%+26.85%
2011+21.00%+18.34%
2010+71.55%+33.99%
2009+8.54%+4.06%
2008-23.30%-8.38%
2007-7.83%+16.68%
2006+11.45%-5.66%
2005+4.58%+46.75%
2004+27.59%+6.49%
2003+18.16%+42.63%
2002-2.49%+6.38%
2001+30.77%-2.01%
2000-1.93%+18.91%
1999+1.57%-15.55%

ERIE vs BF-B Drawdown Comparison

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

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

The current ERIE drawdown is -51.74%. The current BF-B drawdown is -61.17%.

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

Correlation

Correlation between ERIE and BF-B is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (1999 - 2026)

ERIE vs BF-B dividend yield comparison.

YearERIEBF-B
20261.73%1.63%
20251.90%3.49%
20241.24%2.32%
20231.42%1.46%
20221.79%1.17%
20212.15%2.37%
20202.39%0.88%
20192.17%0.99%
20182.52%3.10%
20172.57%1.09%
20161.95%1.54%
20153.61%1.29%
20142.80%1.35%
20132.43%1.40%
20126.94%7.83%
20112.64%1.63%
20102.20%3.19%
20094.69%2.17%
20085.87%2.14%
20073.08%3.92%
20062.48%1.72%
20052.44%1.46%
20041.23%1.81%
20032.30%1.66%
20021.88%2.18%
20011.58%2.14%
20001.81%2.36%
19990.00%0.54%

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