Is Oatly Group Stock a Good Investment?
Oatly Group Investment Advice | OTLY |
- Examine Oatly Group's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Oatly Group's leadership team and their track record. Good management can help Oatly Group navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Packaged Foods & Meats space and any emerging trends that could impact Oatly Group's business and its evolving consumer preferences.
- Compare Oatly Group's performance and market position to its competitors. Analyze how Oatly Group is positioned in terms of product offerings, innovation, and market share.
- Check if Oatly Group pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Oatly Group's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Oatly Group AB stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Oatly Group AB is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Dangerous | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very High | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Oatly Group Stock
Researching Oatly Group's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 61.0% of the company shares are owned by institutional investors. The book value of Oatly Group was now reported as 0.41. The company recorded a loss per share of 0.56. Oatly Group AB had not issued any dividends in recent years.
To determine if Oatly Group is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Oatly Group's research are outlined below:
| Oatly Group AB generated a negative expected return over the last 90 days | |
| Oatly Group AB has some characteristics of a very speculative penny stock | |
| Oatly Group AB has high historical volatility and very poor performance | |
| Oatly Group AB has a very high chance of going through financial distress in the upcoming years | |
| The company reported the previous year's revenue of 784.78 M. Net Loss for the year was (417.64 M) with profit before overhead, payroll, taxes, and interest of 80.03 M. | |
| Oatly Group AB currently holds about 275.1 M in cash with (165.93 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.47. | |
| Oatly Group AB has a poor financial position based on the latest SEC disclosures | |
| Roughly 61.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Oatly Group Q3 Earnings Taking a Look at Key Metrics Versus Estimates |
Oatly Group Quarterly Accounts Payable |
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Oatly Group uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Oatly Group AB. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Oatly Group's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 15th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Oatly Group's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Oatly Group's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-04-30 | 2024-03-31 | -0.09 | -0.08 | 0.01 | 11 | ||
2022-03-09 | 2021-12-31 | -0.1 | -0.11 | -0.01 | 10 | ||
2021-08-16 | 2021-06-30 | -0.1 | -0.09 | 0.01 | 10 | ||
2024-07-24 | 2024-06-30 | -0.07 | -0.05 | 0.02 | 28 | ||
2023-05-09 | 2023-03-31 | -0.13 | -0.11 | 0.02 | 15 | ||
2022-08-02 | 2022-06-30 | -0.14 | -0.12 | 0.02 | 14 | ||
2021-05-20 | 2021-03-31 | -0.0535 | -0.02 | 0.0335 | 62 | ||
2021-11-15 | 2021-09-30 | -0.1 | -0.05 | 0.05 | 50 |
Know Oatly Group's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Oatly Group is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oatly Group AB backward and forwards among themselves. Oatly Group's institutional investor refers to the entity that pools money to purchase Oatly Group's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 976.7 K | Susquehanna International Group, Llp | 2024-06-30 | 839.4 K | Green Alpha Advisors, Llc | 2024-06-30 | 625.9 K | Davy Asset Management Limited | 2024-09-30 | 485.8 K | Pathstone Holdings Llc | 2024-06-30 | 480.9 K | Prentice Capital Management, Lp | 2024-06-30 | 412.5 K | Ipg Investment Advisors, Llc | 2024-06-30 | 400 K | Polygon Management Ltd | 2024-06-30 | 373.8 K | Alyeska Investment Group, L.p. | 2024-06-30 | 369.7 K | Blackstone Inc | 2024-06-30 | 39.8 M | Massachusetts Financial Services Company | 2024-06-30 | 7.3 M |
Oatly Group's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 554.73 M.Market Cap |
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Oatly Group's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.42) | (0.44) | |
| Return On Capital Employed | (0.43) | (0.45) | |
| Return On Assets | (0.37) | (0.39) | |
| Return On Equity | (1.25) | (1.19) |
Determining Oatly Group's profitability involves analyzing its financial statements and using various financial metrics to determine if Oatly Group is a good buy. For example, gross profit margin measures Oatly Group's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Oatly Group's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Oatly Group's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Oatly Group AB. Check Oatly Group's Beneish M Score to see the likelihood of Oatly Group's management manipulating its earnings.
Evaluate Oatly Group's management efficiency
Oatly Group AB has return on total asset (ROA) of (0.086) % which means that it has lost $0.086 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.8364) %, meaning that it created substantial loss on money invested by shareholders. Oatly Group's management efficiency ratios could be used to measure how well Oatly Group manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to -0.44 in 2024. Return On Capital Employed is likely to drop to -0.45 in 2024. At this time, Oatly Group's Non Current Assets Total are fairly stable compared to the past year. Non Currrent Assets Other is likely to rise to about 16.6 M in 2024, whereas Total Assets are likely to drop slightly above 1.1 B in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 0.57 | 0.81 | |
| Tangible Book Value Per Share | 0.35 | 0.62 | |
| Enterprise Value Over EBITDA | (5.60) | (5.88) | |
| Price Book Value Ratio | 2.10 | 1.99 | |
| Enterprise Value Multiple | (5.60) | (5.88) | |
| Price Fair Value | 2.10 | 1.99 | |
| Enterprise Value | 984 M | 934.8 M |
The decision-making processes within Oatly Group are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Beta 2.097 |
Basic technical analysis of Oatly Stock
As of the 8th of November, Oatly Group holds the Variance of 17.2, risk adjusted performance of (0.01), and Coefficient Of Variation of (4,307). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oatly Group, as well as the relationship between them.Oatly Group's Outstanding Corporate Bonds
Oatly Group issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Oatly Group AB uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Oatly bonds can be classified according to their maturity, which is the date when Oatly Group AB has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| US674215AL24 Corp BondUS674215AL24 | View |
Understand Oatly Group's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Oatly Group's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.04) | |||
| Mean Deviation | 2.62 | |||
| Coefficient Of Variation | (4,307) | |||
| Standard Deviation | 4.15 | |||
| Variance | 17.2 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.47) | |||
| Total Risk Alpha | (1.04) | |||
| Treynor Ratio | (0.05) | |||
| Maximum Drawdown | 21.52 | |||
| Value At Risk | (4.82) | |||
| Potential Upside | 5.15 | |||
| Skewness | (1.33) | |||
| Kurtosis | 7.52 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.04) | |||
| Mean Deviation | 2.62 | |||
| Coefficient Of Variation | (4,307) | |||
| Standard Deviation | 4.15 | |||
| Variance | 17.2 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.47) | |||
| Total Risk Alpha | (1.04) | |||
| Treynor Ratio | (0.05) | |||
| Maximum Drawdown | 21.52 | |||
| Value At Risk | (4.82) | |||
| Potential Upside | 5.15 | |||
| Skewness | (1.33) | |||
| Kurtosis | 7.52 |
Consider Oatly Group's intraday indicators
Oatly Group intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oatly Group stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Oatly Group time-series forecasting models is one of many Oatly Group's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Oatly Group's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Oatly Stock media impact
Far too much social signal, news, headlines, and media speculation about Oatly Group that are available to investors today. That information is available publicly through Oatly media outlets and privately through word of mouth or via Oatly internal channels. However, regardless of the origin, that massive amount of Oatly data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Oatly Group news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Oatly Group relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Oatly Group's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Oatly Group alpha.
Oatly Group Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Oatly Group can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Oatly Group Corporate Management
| Peter Bergh | Chief Officer | Profile | |
| Ashley Allen | Chief Officer | Profile | |
| MarieJose David | Chief Officer | Profile | |
| Toni Petersson | CEO Director | Profile | |
| JeanChristophe Flatin | Chief Officer | Profile |
Additional Tools for Oatly Stock Analysis
When running Oatly Group's price analysis, check to measure Oatly Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oatly Group is operating at the current time. Most of Oatly Group's value examination focuses on studying past and present price action to predict the probability of Oatly Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oatly Group's price. Additionally, you may evaluate how the addition of Oatly Group to your portfolios can decrease your overall portfolio volatility.