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TRU vs BF-B

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

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

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

TRU vs BF-B - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
TRU
$12B
BF-B
$12B
Max Drawdown
Winner
TRU
65.28%
BF-B
72.13%
Sharpe Ratio
TRU
-0.57
Winner
BF-B
0.26
5Y Beta
TRU
1.46
Winner
BF-B
0.40
Industry
TRU
Financial Data & Stock Exchanges
BF-B
Beverages - Wineries & Distilleries
P/E Ratio
TRU
17.72
Winner
BF-B
17.44
Forward P/E
Winner
TRU
13.37
BF-B
14.75
PEG Ratio
TRU
0.19
BF-B
N/A
Dividend Yield
TRU
0.55%
Winner
BF-B
3.44%
5Y Dividends CAGR
TRU
3.97%
Winner
BF-B
5.22%
5Y EPS CAGR
Winner
TRU
16.36%
BF-B
-5.00%
Debt to Equity
TRU
117.96%
Winner
BF-B
60.55%
Free Cash Flow Yield
TRU
5.59%
Winner
BF-B
7.19%

TRU vs BF-B - Historical Returns

Returns include dividend reinvestment.

1M
TRU
-5.66%
Winner
BF-B
+2.37%
3M
TRU
-11.41%
Winner
BF-B
+17.14%
6M
TRU
-24.77%
Winner
BF-B
-6.02%
1Y
TRU
-23.39%
Winner
BF-B
+7.40%
5Y(CAGR)
Winner
TRU
-9.37%
BF-B
-16.45%
10Y(CAGR)
Winner
TRU
+7.60%
BF-B
-1.87%
Max(CAGR)
Winner
TRU
+9.26%
BF-B
+7.38%

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

Returns include dividend reinvestment.

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

TRU vs BF-B Drawdown Comparison

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. 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 TRU drawdown is -46.86%. The current BF-B drawdown is -63.40%.

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

Correlation

Correlation between TRU and BF-B 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)

TRU vs BF-B dividend yield comparison.

YearTRUBF-B
20260.39%1.73%
20250.54%3.49%
20240.45%2.32%
20230.61%1.46%
20220.70%1.17%
20210.30%2.37%
20200.30%0.88%
20190.35%0.99%
20180.40%3.10%
20170.00%1.09%
20160.00%1.54%
20150.00%1.29%
20140.00%1.35%
20130.00%1.40%
20120.00%7.83%
20110.00%1.63%
20100.00%3.19%
20090.00%2.17%
20080.00%2.14%
20070.00%3.92%
20060.00%1.72%
20050.00%1.46%
20040.00%1.81%
20030.00%1.66%
20020.00%2.18%
20010.00%2.14%
20000.00%2.36%
19990.00%0.54%

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