Glanbia plc (GL9) Fair Value & Analysis
Consumer Defensive · IE · Market cap €5.2B
Fair value as of: Aug 13, 2026
From 25 valuation models · updated yesterday
Share price +2.9% over the past month.
A solid business, but screening 25% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (€19.91). The favourable scenario is already priced in.
- Solid but not exceptional quality (69/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (€11.02 to €19.91) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range €9.31 – €22.60 · fair‑value band €11.02 – €19.91 · the €21.34 price screens above the €15.93 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Glanbia plc (GL9) currently trades at €21.34, while our model-based Fair Value estimate is €15.93, implying the stock looks roughly 25.4% overvalued today. The Quality Score stands at 69/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Glanbia plc generated revenue of €3.9B at a net margin of 4.7%. Revenue declined 0.2% year over year. It earns a return on equity of 9.2%. Net debt stands at €526M. Fundamentals as of Aug 13, 2026
Our scenario range runs from €11.02 (bear case) to €19.91 (bull case); at €21.34, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 6% below its 52-week high and 78% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -14% fair-value upside, at -25%, GL9 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: DCF Models (€15.45) versus Asset-Based (€5.34). Highest evidence: Growth DCF (80).
Notify me when GL9 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 67 · Market factors (momentum, volatility) 91
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Glanbia plc, together with its subsidiaries, operates as a nutrition company worldwide. The company offers sports nutrition and lifestyle nutrition products in various formats, such as powders, capsules, tablets, ready-to-eat bars, and ready-to-drink beverage.
Full company description
Glanbia plc, together with its subsidiaries, operates as a nutrition company worldwide. The company offers sports nutrition and lifestyle nutrition products in various formats, such as powders, capsules, tablets, ready-to-eat bars, and ready-to-drink beverage. It also manufactures and sells cheese, dairy, and non-dairy nutritional and functional ingredients; and vitamin and mineral premixes products. In addition, the company engages in the financing business; property and land dealing business; property leasing; provision of business services and management solutions; and bioactive solutions. It offers its products under the Optimum Nutrition, BSN, Isopure, Nutramino, think!, Amazing Grass brands. The company sells its products through specialty retail, online, gym, and food, drug, mass, and club channels. Glanbia plc was founded in 1964 and is headquartered in Kilkenny, Ireland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Glanbia plc reported revenue of €3.9B in FY2025 versus €4.2B in FY2021, a compound −1.5%/yr. Reported net income was €183M in FY2025, compounding +2.4%/yr from FY2021.
of which total revenue +9.1 pp · buybacks/dilution +0.4 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
GL9 screens 25% overvalued. Compare with Nestlé India Limited →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Glanbia PLC (GLAPF) (H1 2026) Earnings Call Highlights: EPS Soars 30% as Optimum Nutrition ...
- Glanbia H1 Earnings Call Highlights
- Glanbia Stock More Than Doubles as Protein Demand May Rise 37%
- Is Glanbia (GLAPY) Stock Outpacing Its Consumer Staples Peers This Year?
Peer Group
Packaged Foods · 652 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Packaged Foods median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé India Limited NESTLEIND | ₹1,507 | ₹362.37 | -76% |
| Britannia Industries Limited BRITANNIA | ₹5,646 | ₹1,870 | -67% |
| Tata Consumer Products Limited TATACONSUM | ₹1,062 | ₹327.27 | -69% |
| PT Indofood CBP Sukses Makmur Tbk ICBP | 7,550 IDR | 12,864 IDR | +70% |
| Samyang Foods Co 003230 | 1,219,000 KRW | 1,010,543 KRW | -17% |
| Vietnam Dairy Products Joint Stock Company VNM | 61,600 VND | 52,858 VND | -14% |
| Patanjali Foods Limited PATANJALI | ₹352.60 | ₹144.77 | -59% |
| PT Mayora Indah Tbk, MYOR | 1,665 IDR | 2,699 IDR | +62% |
| PT Cisarua Mountain Dairy Tbk CMRY | 4,630 IDR | 4,350 IDR | -6% |
| Nongshim Co 004370 | 389,500 KRW | 530,619 KRW | +36% |
Compare Glanbia plc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Defensive stocks →
Frequently asked questions
Is Glanbia plc (GL9) overvalued or undervalued?
What is the fair value of GL9?
What is the quality score of GL9?
What is the revenue of Glanbia plc (GL9)?
What is the net profit margin of GL9?
Does Glanbia plc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Glanbia plc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.