Brown-Forman Corporation (BF-A) — Strategic Asset Allocation Index

Latest as of April 2025: 0.1%

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 Brown-Forman Corporation net asset quality index to measure how much of total assets are equity-financed.

SAAI

0.1%
Strategic Assets / Net Assets

Strategic Assets

$3.00 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$3.99 Billion
USD

Brown-Forman Corporation Strategic Asset Allocation Index (2014–2025)

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. For live market cap and overall valuation, see market value of Brown-Forman Corporation.

Annual Strategic Asset Allocation Index for Brown-Forman Corporation (2014–2025)

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. See Brown-Forman Corporation book value and equity for net asset value and shareholders' equity analysis.

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
pp = percentage points