Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 18.17% is 28% below its 5-year average of 25.27%, near the low end of its 5-year range (17.79%–32.04%).
As of the fiscal period ended Friday, July 31, 2026. 5.86% below its 12-month average of 19.30%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q1 FY2027 (2026-07-31): 18.17%.
RETURN ON EQUITY (ROE)
18.17%
RETURN ON EQUITY (ROE) AVG TTM
19.30%
RETURN ON EQUITY (ROE) AVG 3Y
23.39%
RETURN ON EQUITY (ROE) AVG 5Y
25.27%
RETURN ON EQUITY (ROE) AVG 10Y
37.30%
RETURN ON EQUITY (ROE) AVG 15Y
35.16%
RETURN ON EQUITY (ROE) AVG 20Y
32.92%
CURRENT VS TTM AVG
-5.86%
CURRENT VS 3Y AVG
-22.34%
CURRENT VS 5Y AVG
-28.11%
CURRENT VS 10Y AVG
-51.29%
CURRENT VS 15Y AVG
-48.34%
CURRENT VS 20Y AVG
-44.82%
SECTOR MEDIAN · CONSUMER DEFENSIVE
15.89%
median of 49 covered companies
CURRENT VS SECTOR MEDIAN
+14.32%
vs the sector median at left
Brown-Forman Corporation
Market Cap
$12.19B
Return on Equity (ROE)
18.17%
TTM Avg
19.30%
3Y Avg
23.39%
5Y Avg
25.27%
Market Cap
$11.47B
Return on Equity (ROE)
4.37%
TTM Avg
8.06%
3Y Avg
9.91%
5Y Avg
11.13%
Market Cap
$13.08B
Return on Equity (ROE)
3.99%
TTM Avg
-11.37%
3Y Avg
-3.58%
5Y Avg
0.71%
Market Cap
$10.76B
Return on Equity (ROE)
652.22%
TTM Avg
452.28%
3Y Avg
264.42%
5Y Avg
218.92%
Market Cap
$13.79B
Return on Equity (ROE)
23.28%
TTM Avg
14.33%
3Y Avg
14.17%
5Y Avg
15.47%
Market Cap
$8.19B
Return on Equity (ROE)
15.11%
TTM Avg
15.43%
3Y Avg
10.72%
5Y Avg
8.58%
Market Cap
$7.12B
Return on Equity (ROE)
-22.79%
TTM Avg
-6.17%
3Y Avg
-1.63%
5Y Avg
-1.11%
Market Cap
$7.10B
Return on Equity (ROE)
-30.14%
TTM Avg
-30.14%
3Y Avg
-4.38%
5Y Avg
0.96%
Market Cap
$6.92B
Return on Equity (ROE)
3.73%
TTM Avg
7.76%
3Y Avg
3.67%
5Y Avg
4.11%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brown-Forman Corporation (BF-B) | $12.19B | 18.17% | 19.30% | 23.39% | 25.27% |
| Hormel Foods Corporation (HRL)vs › | $11.47B | 4.37% | 8.06% | 9.91% | 11.13% |
| The J. M. Smucker Company (SJM)vs › | $13.08B | 3.99% | -11.37% | -3.58% | 0.71% |
| The Clorox Company (CLX)vs › | $10.76B | 652.22% | 452.28% | 264.42% | 218.92% |
| McCormick & Company, Incorporated (MKC)vs › | $13.79B | 23.28% | 14.33% | 14.17% | 15.47% |
| Smithfield Foods, Inc. (SFD)vs › | $8.19B | 15.11% | 15.43% | 10.72% | 8.58% |
| Molson Coors Beverage Company (TAP)vs › | $7.12B | -22.79% | -6.17% | -1.63% | -1.11% |
| Conagra Brands, Inc. (CAG)vs › | $7.10B | -30.14% | -30.14% | -4.38% | 0.96% |
| Celsius Holdings, Inc. (CELH)vs › | $6.92B | 3.73% | 7.76% | 3.67% | 4.11% |
| Sprouts Farmers Market, Inc. (SFM)vs › | $6.84B | 33.50% | 33.05% | 28.40% | 28.61% |
ROE
18.2%
ROA
9.2%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-07-31 | 18.17% |
| 2026-04-30 | 17.79% |
| 2026-01-31 | 19.77% |
| 2025-10-31 | 19.59% |
| 2025-07-31 | 21.16% |
| 2025-04-30 | 21.76% |
| 2025-01-31 | 25.87% |
| 2024-10-31 | 27.10% |
| 2024-07-31 | 28.51% |
| 2024-04-30 | 29.12% |
| 2024-01-31 | 29.74% |
| 2023-10-31 | 22.58% |
| 2023-07-31 | 22.92% |
| 2023-04-30 | 23.96% |
| 2023-01-31 | 23.93% |
| 2022-10-31 | 29.14% |
| 2022-07-31 | 31.88% |
| 2022-04-30 | 30.62% |
| 2022-01-31 | 32.04% |
| 2021-10-31 | 26.24% |
| 2021-07-31 | 28.74% |
| 2021-04-30 | 34.00% |
| 2021-01-31 | 36.91% |
| 2020-10-31 | 38.41% |
| 2020-07-31 | 44.88% |
| 2020-04-30 | 41.87% |
| 2020-01-31 | 42.79% |
| 2019-10-31 | 43.98% |
| 2019-07-31 | 49.37% |
| 2019-04-30 | 50.70% |
| 2019-01-31 | 52.65% |
| 2018-10-31 | 50.03% |
| 2018-07-31 | 54.02% |
| 2018-04-30 | 54.48% |
| 2018-01-31 | 62.53% |
| 2017-10-31 | 45.11% |
| 2017-07-31 | 49.37% |
| 2017-04-30 | 48.69% |
| 2017-01-31 | 88.26% |
| 2016-10-31 | 82.07% |
| 2016-07-31 | 79.40% |
| 2016-04-30 | 68.37% |
| 2016-01-31 | 48.41% |
| 2015-10-31 | 48.68% |
| 2015-07-31 | 40.42% |
| 2015-04-30 | 35.91% |
| 2015-01-31 | 33.12% |
| 2014-10-31 | 32.14% |
| 2014-07-31 | 32.38% |
| 2014-04-30 | 32.38% |
| 2014-01-31 | 33.83% |
| 2013-10-31 | 33.71% |
| 2013-07-31 | 35.21% |
| 2013-04-30 | 36.31% |
| 2013-01-31 | 38.35% |
| 2012-10-31 | 24.21% |
| 2012-07-31 | 25.57% |
| 2012-04-30 | 24.80% |
| 2012-01-31 | 28.24% |
| 2011-10-31 | 29.03% |
| 2011-07-31 | 27.95% |
| 2011-04-30 | 27.77% |
| 2011-01-31 | 25.26% |
| 2010-10-31 | 22.57% |
| 2010-07-31 | 23.52% |
| 2010-04-30 | 23.70% |
| 2010-01-31 | 24.27% |
| 2009-10-31 | 25.20% |
| 2009-07-31 | 25.97% |
| 2009-04-30 | 33.66% |
| 2009-01-31 | 34.79% |
| 2008-10-31 | 34.37% |
| 2008-07-31 | 34.79% |
| 2008-04-30 | 34.32% |
| 2008-01-31 | 32.99% |
| 2007-10-31 | 31.32% |
| 2007-07-31 | 33.76% |
| 2007-04-30 | 24.72% |
| 2007-01-31 | 22.38% |
| 2006-10-31 | 23.77% |
| 2006-07-31 | 24.84% |
| 2006-04-30 | 20.49% |
| 2006-01-31 | 20.50% |
| 2005-10-31 | 19.66% |
| 2005-07-31 | 21.32% |
| 2005-04-30 | 23.51% |
| 2005-01-31 | 24.87% |
| 2004-10-31 | 24.37% |
| 2004-07-31 | 25.49% |
| 2004-04-30 | 23.77% |
| 2004-01-31 | 26.47% |
| 2003-10-31 | 26.61% |
| 2003-07-31 | 28.78% |
