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Upturn AI Summary - About
Oatly Group AB ADR(OTLY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OTLY
09/23/2026: OTLY (2-star) is currently NOT-A-BUY. Pass it for now.
Oatly Group AB ADR is a prominent global player in the oat-based dairy alternative market, known for its Barista Edition oat milk and a strong lifestyle-oriented brand. The company’s primary strengths lie in its proprietary enzymatic technology and deep integration within the specialty coffee sector. Its investment story centers on the potential for margin expansion as it shifts from aggressive growth to operational efficiency. However, investors must monitor significant risks, including persistent net losses, stiff competition from lower-cost private-label alternatives, and supply chain sensitivity. Oatly is generally suited for growth-oriented investors who are comfortable with high volatility and are monitoring the company’s path toward sustainable long-term profitability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The growth narrative is intact but tempered by significant challenges in achieving scale-related profitability. |
| Momentum investor | Weak fit | The stock has historically struggled to sustain upward momentum, requiring a clear positive trend for re-entry. |
| Value investor | Weak fit | Current valuation metrics remain stretched relative to the lack of consistent earnings and cash flow. |
| Dividend investor | Weak fit | The company does not pay a dividend and focuses entirely on reinvestment. |
| Low-risk investor | Weak fit | High volatility and the absence of a profitability track record make this unsuitable for low-risk profiles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's history of wild price swings exposes investors to significant short-term capital risk. |
| Valuation risk | Medium / high | Without proven earnings, valuation relies on subjective growth multiples. |
| Competition risk (Commoditization) | High | Private-label brands threaten the pricing power of premium-branded oat milk. |
| Business quality | Medium | The strong brand is a major asset, though it is currently offset by high manufacturing costs. |
| Dividend income | Low / none | Investors receive no cash return from holding this equity. |
| Execution risk | Medium / high | Success depends heavily on the company's ability to lower costs and achieve operational breakeven. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -23.35% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 392.84M USD | Price to earnings Ratio - | 1Y Target Price 19.5 |
Price to earnings Ratio - | 1Y Target Price 19.5 | ||
Volume (30-day avg) 69.1K shares | Beta 1.81 | 52 Weeks Range 8.01 - 18.02 | Updated Date 09/23/2026 |
52 Weeks Range 8.01 - 18.02 | Updated Date 09/23/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.16 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Global Beverage Sales | Revenue from liquid oat-based products sold to retail and coffee shops. | This is the primary revenue engine, sensitive to coffee shop demand and retail trends. |
| Food & Frozen | Oat-based yogurt, spreads, and ice cream products. | A growth segment that complements the main beverage business. |
| Geography: EMEA/Americas/Asia | Sales across three major global regions. | Provides geographic diversification but subjects earnings to foreign currency fluctuations. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE - | Enterprise Value 901.08M | Price to Sales(TTM) 0.42 |
Enterprise Value 901.08M | Price to Sales(TTM) 0.42 | ||
Enterprise Value to Revenue 0.97 | Enterprise Value to EBITDA -4.65 | Shares Outstanding 31.91M | Shares Floating 12.15M |
Shares Outstanding 31.91M | Shares Floating 12.15M | ||
Percent Insiders 10.07 | Percent Institutions 58.25 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Oatly Group AB ADR
Exchange NASDAQ | Headquarters - | ||
IPO Launch date 2021-05-20 | CEO - | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 1404 | Website https://www.oatly.com |
Full time employees 1404 | Website https://www.oatly.com | ||
Oatly Group AB, an oatmilk company, provides a range of plant-based dairy products in the United States, United Kingdom, Germany, China, Sweden, The Netherlands, Finland, and Switzerland. Its oatmilk portfolio includes original, low-fat, full-fat, chocolate flavored, unsweetened, and Super Basic, which are offered in ambient and chilled packaging. The company offers Barista edition oatmilk; matcha; Oatgurts, which are oat-based yogurts; frozen desserts; cooking products, including regular and organic cooking cream, crème fraiche, whipping cream, vanilla custard, and spreads in a variety of flavors; and ready-to-go drinks. It sells its products through including foodservice, food retail, and e-commerce channels. The company was formerly known as Havre Global AB and changed its name to Oatly Group AB in March 2021. Oatly Group AB was founded in 1994 and is headquartered in Malmö, Sweden.
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