Company / Return on Assets (ROA)
Brown–Forman Return on Assets (ROA) History
FY2015-FY2024 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
10.6%
FY2024
5-year range
10.6% / 15.7%
FY2020-FY2024
Trend
-19.2%
vs FY2023
Sector context
#19 of 83
Consumer Staples
What the data says
Brown–Forman's return on assets (roa) of 10.6% is higher than 77% of companies in the Consumer Staples sector (FY2024). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 10.6% in FY2024 to 25.5% in FY2015.
Based on SEC 10-K filings.
10.6% in FY2024 with a 5-year CAGR of -5.4%. Top quartile in the Consumer Staples sector.
Declined from 12.3% to 10.6% over the past 2 years.
Consumer Staples sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -2.2pp
- 5-Year Change
- -5.4pp
- 10-Year Change
- -
Sector benchmark
+89.1% above sector average
Key checks
Key Insights
- In FY2024, return on assets (roa) decreased 19.2% year-over-year.
- Currently 5.0pp above the Consumer Staples sector average.
- Peak return on assets (roa) was recorded in FY2015.
Company context
Key Data Points
- Strong profit margin: 21.9%
- Low earnings quality (accrual-heavy earnings)
- Strong return on equity: 21.8%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2024 | 10.6% | -19.2% |
| FY2023 | 13.2% | +7.2% |
| FY2022 | 12.3% | -4.4% |
| FY2021 | 12.8% | -17.9% |
| FY2020 | 15.7% | -2.7% |
| FY2019 | 16.1% | -4.1% |
| FY2018 | 16.8% | +16.0% |
| FY2017 | 14.5% | -9.6% |
| FY2016 | 16.0% | -37.2% |
| FY2015 | 25.5% | +52.8% |
As of FY2024 · SEC 10-K · Updated Jan 26, 2026