Brown-Forman Corporation Strategic Asset Allocation Index
Brown-Forman Corporation strategic asset allocation index. Brown-Forman Corporation (BF-A) has a Strategic Asset Allocation Index of 0.1% as of April 2025. Strategic assets (PP&E of $- plus long-term investments of $3.00 Million) total $3.00 Million, measured against net assets of $3.99 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Brown-Forman Corporation's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Brown-Forman Corporation (2014–2025)
Strategic asset allocation index of Brown-Forman Corporation from 2014 to 2025. This chart shows how Brown-Forman Corporation's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of April 2025, the index stands at 0.1%, representing strategic assets of $3.00 Million against net assets of $3.99 Billion USD. Check BF-A tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Brown-Forman Corporation Strategic Asset Allocation Index by Year (2014–2025)
Brown-Forman Corporation strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Brown-Forman Corporation from 2014 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see how much is Brown-Forman Corporation worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 0.1% | $3.00 Million | $- | $3.00 Million | $3.99 Billion | ▼ -7.6 pp |
| 2024 | 7.7% | $270.00 Million | $- | $270.00 Million | $3.52 Billion | ▼ -24.0 pp |
| 2023 | 31.6% | $1.03 Billion | $1.03 Billion | $3.00 Million | $3.27 Billion | ▼ -0.3 pp |
| 2022 | 32.0% | $875.00 Million | $875.00 Million | $- | $2.74 Billion | ▼ -1.9 pp |
| 2021 | 33.8% | $899.00 Million | $899.00 Million | $- | $2.66 Billion | ▼ -11.7 pp |
| 2020 | 45.5% | $899.00 Million | $899.00 Million | $- | $1.98 Billion | ▼ -4.0 pp |
| 2019 | 49.5% | $816.00 Million | $816.00 Million | $- | $1.65 Billion | ▼ -9.7 pp |
| 2018 | 59.3% | $780.00 Million | $780.00 Million | $- | $1.32 Billion | ▲ +7.2 pp |
| 2017 | 52.0% | $713.00 Million | $713.00 Million | $- | $1.37 Billion | ▲ +11.8 pp |
| 2016 | 40.3% | $629.00 Million | $629.00 Million | $- | $1.56 Billion | ▲ +9.5 pp |
| 2015 | 30.8% | $586.00 Million | $586.00 Million | $- | $1.91 Billion | ▲ +4.9 pp |
| 2014 | 25.9% | $526.00 Million | $526.00 Million | $- | $2.03 Billion | — |