Glanbia PLC (GL9) Fair Value & Analysis
Consumer Defensive · IE · Market cap €5.2B · ISIN IE0000669501
What is Glanbia PLC really worth?
A solid business, but trading 62% above our fair value of €13.74.
Strengths
Risks
For context
Fair value as of: Aug 20, 2026
From 25 valuation models · updated 16 days ago
Fair value updated Aug 20, 2026, revised from €15.93 to €13.74 (−13.7%) since Aug 13, 2026.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (€17.18). 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 (€9.51 to €17.18) 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 20, 2026.
How to read this chart
60‑month range €9.31 – €23.22 · fair‑value band €9.51 – €17.18 · the €22.24 price screens above the €13.74 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 20, 2026.
Analysis
Glanbia PLC (GL9) currently trades at €22.24, while our model-based Fair Value estimate is €13.74, implying the stock looks roughly 61.9% overvalued today. The Quality Score stands at 69/100 (solid quality), in the Consumer Defensive sector. Bull case: the DCF Models group reads highest at a median of €15.45 per share, and 0 of the 25 models we run sit above the €22.24 price. Bear case: the Asset-Based group reads lowest at €5.34, and 25 of the 25 models stay below the price. Evidence for this calculation is 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 20, 2026
Our scenario range runs from €9.51 (bear case) to €17.18 (bull case); at €22.24, 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 2% below its 52-week high and 85% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at −27% fair-value upside, at −38%, GL9 screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €0.1246 per share, which is 0.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 25 models by family
Widest divergence: DCF Models (€15.45) versus Asset-Based (€5.34). Highest evidence: FCF DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 67 · Market factors (momentum, volatility) 92
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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 % · buybacks/dilution +0.4 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
GL9 screens 62% overvalued. Compare with Nestlé S.A →
Earlier 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 · 648 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
Strength profile in five axes (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.
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé S.A NESN | CHF 78.62 | CHF 57.26 | −27% |
| Danone S.A BN | €64.28 | €48.41 | −25% |
| Nestlé India Limited NESTLEIND | ₹1,478 | ₹251.94 | −83% |
| The Kraft Heinz Company KHC | $25.13 | $24.59 | −2% |
| Foshan Haitian Flavouring and Food Company 603288 | ¥35.05 | ¥21.93 | −37% |
| Inner Mongolia Yili Industrial Group 600887 | ¥25.51 | ¥32.50 | +27% |
| Yihai Kerry Arawana Holdings 300999 | ¥25.28 | ¥9.89 | −61% |
| General Mills, Inc GIS | $40.44 | $28.32 | −30% |
| Wilmar International Limited F34 | 3.64 SGD | 3.89 SGD | +7% |
| Britannia Industries Limited BRITANNIA | ₹5,511 | ₹1,765 | −68% |
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