Added to YB: 2026-05-05
Pitch date: 2026-05-01
BAG.L [neutral]
A.G. BARR p.l.c.
+6.07%
current return
Author Info
Company Info
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.
Market Cap
GBP 708.0M
Pitch Price
GBP 6.10
Price Target
4.82 (-26%)
Dividend
2.93%
EV/EBITDA
9.01
P/E
15.26
EV/Sales
1.56
Sector
Beverages
Category
growth
A.G. Barr PLC - $BAG.L
BAG.L (overview): Scottish multi-beverage manufacturer w/ IRN-BRU moat challenging Coca-Cola locally. Soft Drinks segment £382M rev, Cocktail Solutions (FUNKIN) £35.8M, fast-growing wellness segment £19.5M (+70% YoY). Recent acquisitions: Fentimans, Frobishers, Turmeric Co for diversification. 2.94% div yield, 7% op cash flow yield vs 3% FCF yield (below 4.4% risk-free). Bull: pricing power, diversified mix, wellness runway. Bear: integration risk from £60M+ M&A spree, premium mixer saturation, grocery channel dependency. DCF fair value £4.82 vs £6.41 current price = overvalued.
Read full article (9 min)