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Barry Callebaut AG (BARN) Fair Value & Analysis

Consumer Defensive · CH · Market cap CHF 6.0B

BC Barry Callebaut AG BARN · SW
PriceCHF 1,126
Fair ValueCHF 1,281
Upside+13.8%
Quality48/100
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Expensive Growth
Thin margins · 1.7% net margin
High debt · negative free cash flow
2.56% dividend yield
Trails peers (4/14)
Narrow moat 34/100
Evidence: High Range CHF 825.05 – CHF 1,602 Share as image

Fair value as of: Jul 13, 2026

From 17 valuation models · updated 28 days ago

Fair value updated Jul 13, 2026, revised from CHF 721.36 to CHF 1,281 (+77.6%) since Jun 24, 2026. Share price −4.9% over the past month.

Below-average quality, screening 14% undervalued on our models.

What matters now

  • A fairly wide model range (CHF 825.05 to CHF 1,602) leaves room in how you read the outcome.
  • Our model range runs from CHF 825.05 (bear) to CHF 1,602 (bull), base CHF 1,281. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 48/100 (below-average quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

CHF 2,157 CHF 709.68 Fair Value CHF 1,281 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

60‑month range CHF 709.68 – CHF 2,157 · fair‑value band CHF 825.05 – CHF 1,602 · the CHF 1,126 price screens below the CHF 1,281 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

Barry Callebaut AG (BARN) currently trades at CHF 1,126, while our model-based Fair Value estimate is CHF 1,281, implying the stock looks roughly 13.8% undervalued today. The Quality Score stands at 48/100 (below-average quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Barry Callebaut AG generated revenue of CHF 14.3B at a net margin of 1.7%. Revenue declined 7.3% year over year. It earns a return on equity of 9.4%. Net debt stands at CHF 4.3B. Fundamentals as of Jul 13, 2026

Our scenario range runs from CHF 825.05 (bear case) to CHF 1,602 (bull case); at CHF 1,126, 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. The share trades about 27% below its 52-week high and 47% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -45% fair-value upside, at 14%, BARN 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income CHF 387.03 CHF 408.50 CHF 431.46 76
ROIC Compounder CHF 520.06 CHF 766.49 CHF 1,083 72
Gordon GGM CHF 254.78 CHF 507.68 CHF 768.77 70
All 17 models by family
DCF Models
Owner Earnings CHF 6.89 CHF 246.37 31
Earnings-Based
Graham-Dodd CHF 230.52 CHF 796.86 CHF 1,070 54
Lynch FV CHF 184.39 CHF 263.41 CHF 342.43 50
PEG = 1.0 CHF 184.39 CHF 263.41 CHF 342.43 46
EPV CHF 510.20 CHF 658.20 CHF 785.88 59
Dividend Discount
Gordon GGM CHF 254.78 CHF 507.68 CHF 768.77 70
DDM Multi-Stage CHF 254.78 CHF 434.68 CHF 535.89 61
Multiples
P/E Multiple CHF 533.93 CHF 711.91 CHF 889.89 63
P/S Multiple CHF 432.23 CHF 576.31 CHF 720.39 58
P/B Multiple CHF 432.23 CHF 576.31 CHF 720.39 55
EV/EBIT CHF 1,050 CHF 1,542 CHF 2,034 53
EV/EBITDA CHF 1,138 CHF 1,660 CHF 2,182 54
EV/Revenue CHF 627.00 CHF 1,079 CHF 1,531 43
Asset-Based
NCAV (Graham) CHF 239.14 CHF 320.45 CHF 478.28 50
Economic Profit
Residual Income CHF 387.03 CHF 408.50 CHF 431.46 76
ROIC Compounder CHF 520.06 CHF 766.49 CHF 1,083 72
Growth Earnings
Growth-Adj P/E CHF 458.36 CHF 654.80 CHF 851.24 68

Widest divergence: Multiples (CHF 711.91) versus DCF Models (CHF 6.89). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) CHF 14.3B
Revenue growth (YoY) -7.3%
Net margin 1.7%
Return on equity 9.4%
Free cash flow −CHF 337M FY2025
P/E ratio 24.9
More key figures
Operating margin 4.6%
EPS (TTM) CHF 44.22
Dividend yield 2.6%
EPS growth (YoY) +179%
Net debt CHF 4.3B FY2025

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 48/100

Of which business quality 44 · Market factors (momentum, volatility) 52

Profitability 37
Margins and returns on capital today
Quality Growth 61
Are margins and returns improving?
Cashflow 11
Earnings quality: real cash, not paper profit
Fin. Strength 33
Balance sheet, leverage, solvency risk
Investment 72
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 46
Distance to the 52-week high (market factor)
Net Issuance 81
Buybacks instead of dilution

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

Barry Callebaut AG, together with its subsidiaries, engages in the manufacture and sale of chocolate and cocoa products in Western Europe, North America, Central and Eastern Europe, Latin America, and internationally. It operates in two segments, Global Chocolate and Global Cocoa.

Full company description

Barry Callebaut AG, together with its subsidiaries, engages in the manufacture and sale of chocolate and cocoa products in Western Europe, North America, Central and Eastern Europe, Latin America, and internationally. It operates in two segments, Global Chocolate and Global Cocoa. It offers chocolates, chips and chunks, cocoa, cacao fruit, fillings, coatings, nuts, decorations and inclusions, and food colorants, as well as beverage products for vending machines. The company is also involved in the sourcing of ingredients for chocolate production and cocoa-processing business. In addition, it provides centralized treasury and management services, captive reinsurance, research and development services, and conference and training services through CHOCOLATE ACADEMY centers. The company markets its products under the American Almond, Barry Callebaut, Cacao Barry, Cacaofruit, Callebaut, Caprimo, Carma, Dings Décor, Gertrude Hawk Ingredients, Mona Lisa, Van Houten, and Van Leer Chocolates brands. It serves food manufacturers and artisans, as well as professional users of chocolate, including chocolatiers, pastry chefs, and bakers. Barry Callebaut AG was founded in 1996 and is headquartered in Zurich, Switzerland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Barry Callebaut AG reported revenue of CHF 14.8B in FY2025 versus CHF 7.2B in FY2021, a compound +19.7%/yr. Reported net income was CHF 186M in FY2025, compounding −16.6%/yr from FY2021.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
CHF 14.8B
Latest YoY
+42.4%
Avg. growth/yr (3Y)
+22.3%
Avg. growth/yr (5Y)
+16.5%
Avg. growth/yr (23Y)
+7.8%
Revenue +19.7%/yr
FY21 CHF 7.2B
FY22 CHF 8.1B
FY23 CHF 8.5B
FY24 CHF 10.4B
FY25 CHF 14.8B
Net income −16.6%/yr
FY21 CHF 384M
FY22 CHF 361M
FY23 CHF 444M
FY24 CHF 190M
FY25 CHF 186M

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Cite: Fair Value Calculator (2026). "Barry Callebaut AG Fair Value". https://www.fairvalue-calculator.com/stock/BARN

Peer Group

Confectioners · 76 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.

Quality Score 48 · Below median
Fair Value upside +14% · Above median
Return on equity (TTM) 9% · Above median
Return on assets 3% · Above median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 5% · Below median
Revenue growth -7% · Below median
Dividend yield (TTM) 2.6% · Below median
Debt / equity 1.62× · Higher than 75% of peers

Valuation Multiples vs Confectioners median · lower = cheaper

P/E (TTM) 24.9× · Pricier than median
P/B 2.84× · Pricier than 75% of peers
P/S (TTM) 0.52× · Pricier than median
EV/EBITDA 11.2× · Pricier than median
PEG 0.48× · Cheaper than 75% of peers

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 52 · sector 26
FUTURE 0 · sector 0
PAST 38 · sector 26
HEALTH 19 · sector 91
DIVIDEND 51 · sector 56

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Confectioners stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
Chocoladefabriken Lindt & Sprüngli AG LISN CHF 96,500 CHF 9,874 -90%
Mondelez International, Inc MDLZ $61.00 $27.68 -55%
The Hershey Company HSY $170.27 $91.25 -46%
ORION Corp 271560 127,100 KRW 203,315 KRW +60%
Tootsie Roll Industries, Inc TROLB $39.50 $21.81 -45%
Guangxi Yuegui Guangye Holdings 000833 ¥18.81 ¥9.83 -48%
Cloetta AB CLAB kr 48.88 kr 59.12 +21%
Balrampur Chini Mills Limited BALRAMCHIN ₹586.20 ₹304.54 -48%
PT Yupi Indo Jelly Gum Tbk YUPI 1,320 IDR 1,286 IDR -3%
ORION Holdings 001800 25,150 KRW 42,237 KRW +68%

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Frequently asked questions

Is Barry Callebaut AG (BARN) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of CHF 1,281 versus a price of CHF 1,126, about +14% (undervalued).
What is the fair value of BARN?
Our model-based fair value for Barry Callebaut AG is CHF 1,281 (as of Jul 13, 2026), built from audited fundamentals. The current price is CHF 1,126.
What is the quality score of BARN?
Barry Callebaut AG has a Quality Score of 48/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Barry Callebaut AG (BARN)?
Barry Callebaut AG reported trailing-twelve-month revenue of about CHF 14.3B (latest available figure, as of Jul 13, 2026).
What is the net profit margin of BARN?
The net profit margin of Barry Callebaut AG is about 1.7%, meaning it keeps roughly 1.7% of revenue as net income. Based on the latest reported figures.
Does Barry Callebaut AG pay a dividend?
Barry Callebaut AG currently shows a dividend yield of about 2.39% relative to its recent price (as of Jul 13, 2026).

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.

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