Value
4.4/10data confidence 67%| Component | Sub-score |
|---|---|
| P/E | 7.3 |
| P/S | 8.2 |
| EV/EBITDA | 4.7 |
| PEG | 2.9 |
- ▸PEG: 4.34
BF-A · Why this verdict
Why Brown Forman (BF-A) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score4.7/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
7.9/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 5.9 |
| ROA | 5.9 |
| Gross margin | 8.1 |
| Op margin | 9.9 |
| Net margin | 9.1 |
| Current ratio | 9.8 |
| FCF quality | 6.8 |
| Moat | 6.5 |
| Piotroski F | 8.9 |
- ▸Strong margins: 18%
- ▸Strong Piotroski F-Score: 8/9
- ▸High-quality business
Growth
1.5/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 3.0 |
| EPS growth | 0.0 |
Momentum
5.0/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 6.7 |
| OBV | 10.0 |
| MA position | 4.0 |
| Volume | 0.0 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA, MA slope -1.2%/30d — confirmed downtrend
Sentiment
4.6/10data confidence 67%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| erm sentiment | 4.1 |
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
2.9/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 1.7 |
| quality rank | 1.7 |
| growth rank | 3.3 |
Technical
4.9/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 4.0 |
| support resistance | 5.3 |
| 52w position | 5.5 |
Risk (lower is worse)
7.6/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 9.1 |
| days to cover | 8.1 |
| volatility | 4.4 |
| put call | 7.4 |
| max pain risk | 7.0 |
| beta | 10.0 |
| debt equity | 7.3 |
- ▸Concentration risks: 1 HIGH, 1 MED (10-K Item 1A — sized via position_sizing, validated via buy_confidence)
Catalyst
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| erm | 3.5 |
| dividend safety | 6.5 |
- ▸Dividend: 346.0%
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (6)
- MOMENTUM:5.0>=4.5
- INSIDER:OK
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:NO_DATE
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (3)
- MOMENTUM:5.0<5.5 (soft — BUY_NOW allowed but watch)
- ASYMMETRY:UPSIDE_EXHAUSTED (upside=0.0%)
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
0.00
Upside
+0.0%
Downside
6.5%
Sizing output
AVOID
SetupRANGE_BOUND — RSI 48 mid-range, Bollinger mid-band
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:5.0>=4.5. Top dim: Quality at 7.9; weakest: Growth at 1.5. No conviction either direction.
The strongest dimensions are Quality at 7.9, Risk (lower is worse) at 7.6, and Momentum at 5.0; the weakest are Growth at 1.5, Peer rank at 2.9, and Value at 4.4. The V9 engine cleared all gates with 3 warnings, producing an asymmetric reward-to-risk of 0.00 and an engine sizing output of AVOID.