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Glanbia plc (GL9) Fair Value & Analysis

Consumer Defensive · IE · Market cap €5.2B

GP Glanbia plc GL9 · IR
Price€21.34
Fair Value€15.93
Upside-25.4%
Quality95/100
Evidence: High Range €11.52 – €19.91

Fair value as of: Jun 24, 2026

From 25 valuation models · updated 6 days ago

Fair value updated Jun 24, 2026 — revised from €13.92 to €15.93 (+14.4%) since Jun 23, 2026. Share price +2.9% over the past month.

Price vs Fair Value (12 months)

€22.60 €12.10 Fair Value €15.93 Jun 2025 Jun 2026

12‑month range €12.10 – €22.60 · fair‑value band €11.52 – €19.91 · the €21.34 price screens above the €15.93 fair value. As of Jun 24, 2026.

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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. We read business quality at 95/100 (high 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 Jun 24, 2026

Key figures & financial health

Revenue (TTM) €3.9B
Revenue growth (YoY) -0.2%
Net margin 4.7%
Return on equity 9.2%
Free cash flow €284M FY2025
P/E ratio 33.9
More key figures
Operating margin 9.2%
EPS (TTM) €0.6300
Dividend yield 2.3%
EPS growth (YoY) +314%
Net debt €526M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

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. 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.

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.

Revenue −1.5%/yr
FY21 €4.2B
FY22 €6.1B
FY23 €5.4B
FY24 €3.8B
FY25 €3.9B
Net income +2.4%/yr
FY21 €167M
FY22 €276M
FY23 €344M
FY24 €165M
FY25 €183M

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Frequently asked questions

Is Glanbia plc (GL9) undervalued?
As of Jun 24, 2026, our model estimates a fair value of €15.93 versus a price of €21.34 — about −25% (overvalued). Model-based estimate, not financial advice.
What is the fair value of GL9?
Our 21-model fair value for Glanbia plc is €15.93 (as of Jun 24, 2026), built from audited fundamentals. The current price is €21.34.
What is the quality score of GL9?
Glanbia plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Glanbia plc (GL9)?
Glanbia plc reported trailing-twelve-month revenue of about €3.9B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of GL9?
The net profit margin of Glanbia plc is about 4.7%, meaning it keeps roughly 4.7% of revenue as net income. Based on the latest reported figures.
Does Glanbia plc pay a dividend?
Glanbia plc currently shows a dividend yield of about 2.33% relative to its recent price (as of Jun 24, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.