A.G. BARR p.l.c., (BAG) Fair Value & Analysis
Consumer Defensive · GB · Market cap 727M GBX
Fair value as of: Aug 13, 2026
From 26 valuation models · updated yesterday
Fair value updated Aug 13, 2026, revised from £6.27 to £5.97 (−4.8%) since Jul 18, 2026. Share price −5.5% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range (£3.81 to £8.79) 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 £3.90 – £6.91 · fair‑value band £3.81 – £8.79 · the £6.04 price screens above the £5.97 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
A.G. BARR p.l.c., (BAG) currently trades at £6.04, while our model-based Fair Value estimate is £5.97, implying the stock looks roughly 1.2% fairly valued today. The Quality Score stands at 61/100 (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, A.G. BARR p.l.c., generated revenue of £437M at a net margin of 10.8%. Revenue grew 5.1% year over year. It earns a return on equity of 14.1%. The balance sheet holds a net cash position of £13.4M. Fundamentals as of Aug 13, 2026
Our scenario range runs from £3.81 (bear case) to £8.79 (bull case); at £6.04, the current price sits within 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. For context, the median of 10 Consumer Defensive peers we cover trades at -22% fair-value upside, at -1%, BAG screens cheaper 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 26 models by family
Widest divergence: Growth Earnings (£7.56) versus Dividend Discount (£1.98). Highest evidence: Residual Income (76).
Notify me when BAG 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 61 · Market factors (momentum, volatility) 49
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
A.G. BARR p.l.c., together with its subsidiaries, manufactures, distributes, and sells soft drinks and cocktail solutions in the United Kingdom and internationally. It operates in three segments: Soft Drinks, Cocktail Solutions, and Other.
Full company description
A.G. BARR p.l.c., together with its subsidiaries, manufactures, distributes, and sells soft drinks and cocktail solutions in the United Kingdom and internationally. It operates in three segments: Soft Drinks, Cocktail Solutions, and Other. The company provides mixers, various fruit purees, boost drinks, energy stimulation drinks, sport drinks, iced coffee, oat drinks, spring and sparkling water, fruit juices, and other non-alcoholic beverages. It also engages in the distribution of fruit based soft-drinks, as well as distribution and sale of oat drinks and cereals. The company sells its products under the IRN-BRU, Bundaberg, Barr Flavours, KA, D'N'B, OMJ!, Rubicon, Simply Fruity, Snapple, Sun Exotic, Tizer, and MOMA brands. A.G. BARR p.l.c. was founded in 1875 and is headquartered in Cumbernauld, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
A.G. BARR p.l.c., reported revenue of £437M in FY2026 versus £269M in FY2022, a compound +13.0%/yr. Reported net income was £47.1M in FY2026, compounding +14.1%/yr from FY2022.
of which total revenue +5.5 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).
Watch BAG: get an alert when its fair value changes →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- AG Barr expects sales growth despite distribution problems
- A.G. BARR H2 Earnings Call Highlights
- Irn-Bru maker AG Barr buys majority stake in The Turmeric Co
- With 75% ownership, A.G. BARR p.l.c. (LON:BAG) boasts of strong institutional backing
Peer Group
Beverages - Non-Alcoholic · 90 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 Beverages - Non-Alcoholic 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.
Insider activity: 40/100
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 Beverages - Non-Alcoholic stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| The Coca-Cola Company KO | $86.71 | $36.57 | -58% |
| PepsiCo, Inc PEP | $138.70 | $106.91 | -23% |
| Monster Beverage Corporation MNST | $45.98 | $35.82 | -22% |
| Nongfu Spring Co 9633 | HK$42.54 | HK$30.90 | -27% |
| Coca-Cola Europacific Partners PLC CCEP | €92.10 | €70.86 | -23% |
| Keurig Dr Pepper Inc KDP | $29.56 | $30.99 | +5% |
| Coca-Cola FEMSA, S.A. KOFUBL | 180.76 MXN | 159.53 MXN | -12% |
| Coca-Cola HBC AG EEE | €54.20 | €46.77 | -14% |
| Arca Continental, S.A. AC | 198.23 MXN | 242.13 MXN | +22% |
| Varun Beverages Limited VBL | ₹438.45 | ₹187.49 | -57% |
Compare A.G. BARR p.l.c., with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Defensive stocks →
Frequently asked questions
Is A.G. BARR p.l.c., (BAG) overvalued or undervalued?
What is the fair value of BAG?
What is the quality score of BAG?
What is the revenue of A.G. BARR p.l.c., (BAG)?
What is the net profit margin of BAG?
Does A.G. BARR p.l.c., 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 A.G. BARR p.l.c., 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.