Oatly Group AB (OTLY)
Consumer Defensive · NMS
Fundamentals
Valuation and ratings
Oatly Group AB trades at USD13.37, which is 60% above the USD5.35 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 27 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
OTLY earnings and analyst estimates
Recommendation mix, 5 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Oatly Group AB
Oatly Group AB, an oatmilk company, provides a range of plant-based dairy products in the United States, United Kingdom, Germany, China, Sweden, The Netherlands, Finland, and Switzerland. Its oatmilk portfolio includes original, low-fat, full-fat, chocolate flavored, unsweetened, and Super Basic, which are offered in ambient and chilled packaging. The company offers Barista edition oatmilk; matcha; Oatgurts, which are oat-based yogurts; frozen desserts; cooking products, including regular and organic cooking cream, crème fraiche, whipping cream, vanilla custard, and spreads in a variety of flavors; and ready-to-go drinks. It sells its products through including foodservice, food retail, and e-commerce channels. The company was formerly known as Havre Global AB and changed its name to Oatly Group AB in March 2021. Oatly Group AB was founded in 1994 and is headquartered in Malmö, Sweden.
Super investor ownership
4 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Marshall Wace, MARSHALL WACE, LLP$725.3K · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$522.3K · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$247.7K · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$200.7K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Oatly Group AB (OTLY) undervalued?
Against our discounted cash flow estimate of USD5.35, OTLY at USD13.37 is 60% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own OTLY?
4 of the institutions we track reported a position in OTLY in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
The full research page for OTLY, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.