Critical Analysis: Oatly Group (OTLY) and Its Competitors

Oatly Group (NASDAQ:OTLY) is one of 328 publicly-traded companies in the “Food Products” industry, but how does it contrast to its competitors? We will compare Oatly Group to similar companies based on the strength of its institutional ownership, profitability, risk, valuation, earnings, analyst recommendations and dividends.

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Oatly Group and its competitors, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Oatly Group	1	1	4	0	2.50
Oatly Group Competitors	2435	8282	8359	401	2.35

Oatly Group currently has a consensus price target of $14.31, indicating a potential upside of 84.65%. As a group, “Food Products” companies have a potential upside of 18.55%. Given Oatly Group’s stronger consensus rating and higher possible upside, research analysts clearly believe Oatly Group is more favorable than its competitors.

Insider & Institutional Ownership

68.2% of Oatly Group shares are owned by institutional investors. Comparatively, 39.6% of shares of all “Food Products” companies are owned by institutional investors. 1.7% of Oatly Group shares are owned by company insiders. Comparatively, 19.2% of shares of all “Food Products” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Earnings & Valuation

This table compares Oatly Group and its competitors revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Oatly Group	$862.46 million	-$152.77 million	-2.73
Oatly Group Competitors	$15.46 billion	$700.97 million	-2,414.36

Oatly Group’s competitors have higher revenue and earnings than Oatly Group. Oatly Group is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Risk and Volatility

Oatly Group has a beta of 1.96, meaning that its stock price is 96% more volatile than the S&P 500. Comparatively, Oatly Group’s competitors have a beta of -3.82, meaning that their average stock price is 482% less volatile than the S&P 500.

Profitability

This table compares Oatly Group and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Oatly Group	-9.51%	-2,479.86%	-11.98%
Oatly Group Competitors	-13.54%	-142.51%	-2.55%

Summary

Oatly Group beats its competitors on 7 of the 13 factors compared.

About Oatly Group

Oatly Group AB, an oatmilk company, provides a range of plant-based dairy products made from oats in Europe, the Middle East, Africa, the Americas, and Asia. It offers Barista edition oatmilk, oatgurts, frozen desserts, ice-creams, and yogurts; cooking products, including cooking cream, in regular and organic, Crème Fraiche, whipping cream, vanilla custard, and spreads in a variety of flavors; and ready-to-go drinks. 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.