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A.G.Barr plc (BAG.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

GB00B6XZKY75

Sector

Consumer Defensive

Highlights

Market Cap

£697.45M

EPS (TTM)

£0.32

PE Ratio

19.59

Total Revenue (TTM)

£221.30M

Gross Profit (TTM)

£88.60M

EBITDA (TTM)

£31.40M

Year Range

£499.72 - £682.59

Target Price

£727.75

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in A.G.Barr plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
2.63%
15.98%
BAG.L (A.G.Barr plc)
Benchmark (^GSPC)

Returns By Period

A.G.Barr plc had a return of 2.96% year-to-date (YTD) and 16.61% in the last 12 months. Over the past 10 years, A.G.Barr plc had an annualized return of 1.97%, while the S&P 500 had an annualized return of 11.54%, indicating that A.G.Barr plc did not perform as well as the benchmark.


BAG.L

YTD

2.96%

1M

5.56%

6M

2.63%

1Y

16.61%

5Y*

3.08%

10Y*

1.97%

^GSPC (Benchmark)

YTD

3.43%

1M

2.95%

6M

14.37%

1Y

21.79%

5Y*

12.87%

10Y*

11.54%

*Annualized

Monthly Returns

The table below presents the monthly returns of BAG.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.16%2.96%
202410.72%-8.27%11.71%-1.89%11.45%-3.69%7.33%3.42%-6.31%0.34%-0.80%-1.46%21.87%
20233.19%1.09%-9.35%-0.20%2.47%-6.93%0.32%3.39%0.72%0.64%-2.85%7.43%-1.23%
2022-4.44%4.44%3.48%8.60%-6.09%-3.54%4.64%-7.02%-9.44%-0.89%12.47%5.54%5.31%
2021-5.59%2.24%-2.00%3.46%2.76%-0.77%11.00%-3.13%-7.18%-2.13%6.34%-1.89%1.72%
20204.31%-11.57%-9.91%2.39%-1.62%-7.00%-4.76%-1.16%14.59%-3.18%5.94%3.90%-10.52%
2019-4.44%1.46%5.49%5.58%12.78%-2.01%-26.00%-13.27%-2.69%-3.47%5.95%-1.36%-24.80%
2018-3.68%2.80%-0.45%6.09%-0.77%1.03%-1.46%3.69%2.56%6.68%4.32%-1.00%21.06%
20170.10%3.78%11.13%7.25%7.82%-6.45%-2.60%5.08%-1.98%1.65%-1.68%8.55%35.93%
2016-1.03%-1.80%2.32%5.57%-2.17%-9.92%11.52%-6.02%1.08%-7.48%6.51%-0.10%-3.51%
20157.03%7.28%-10.04%2.38%-0.65%0.65%-8.13%-0.71%-6.51%1.60%-0.85%1.52%-7.75%
20147.77%0.98%-0.97%1.39%2.38%1.76%4.25%-3.17%-3.89%-3.81%3.98%-3.91%6.15%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BAG.L is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BAG.L is 6969
Overall Rank
The Sharpe Ratio Rank of BAG.L is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of BAG.L is 6565
Sortino Ratio Rank
The Omega Ratio Rank of BAG.L is 6767
Omega Ratio Rank
The Calmar Ratio Rank of BAG.L is 6565
Calmar Ratio Rank
The Martin Ratio Rank of BAG.L is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for A.G.Barr plc (BAG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BAG.L, currently valued at 0.79, compared to the broader market-2.000.002.004.000.791.80
The chart of Sortino ratio for BAG.L, currently valued at 1.27, compared to the broader market-4.00-2.000.002.004.001.272.42
The chart of Omega ratio for BAG.L, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.33
The chart of Calmar ratio for BAG.L, currently valued at 0.43, compared to the broader market0.002.004.006.000.432.72
The chart of Martin ratio for BAG.L, currently valued at 3.33, compared to the broader market-10.000.0010.0020.0030.003.3311.10
BAG.L
^GSPC

The current A.G.Barr plc Sharpe ratio is 0.79. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of A.G.Barr plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.79
1.68
BAG.L (A.G.Barr plc)
Benchmark (^GSPC)

Dividends

Dividend History

A.G.Barr plc provided a 2.47% dividend yield over the last twelve months, with an annual payout of £0.16 per share. The company has been increasing its dividends for 3 consecutive years.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%£0.00£0.05£0.10£0.1520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend£0.16£0.16£0.13£0.13£0.10£0.00£0.17£0.16£0.15£0.14£0.12£0.11

Dividend yield

2.47%2.55%2.58%2.35%1.93%0.00%2.89%1.99%2.19%2.69%2.32%1.92%

Monthly Dividends

The table displays the monthly dividend distributions for A.G.Barr plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025£0.00£0.00£0.00
2024£0.00£0.00£0.00£0.00£0.12£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.16
2023£0.00£0.00£0.00£0.00£0.11£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.13
2022£0.00£0.00£0.00£0.00£0.10£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.13
2021£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.10£0.00£0.00£0.10
2020£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.00£0.00£0.00£0.13£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.17
2018£0.00£0.00£0.00£0.00£0.12£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.16
2017£0.00£0.00£0.00£0.00£0.11£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.15
2016£0.00£0.00£0.00£0.00£0.10£0.00£0.00£0.00£0.00£0.04£0.00£0.00£0.14
2015£0.00£0.00£0.00£0.00£0.09£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.12
2014£0.08£0.00£0.00£0.00£0.00£0.03£0.00£0.00£0.11

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.5%
A.G.Barr plc has a dividend yield of 2.47%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%46.6%
A.G.Barr plc has a payout ratio of 46.61%, which is quite average when compared to the overall market. This suggests that A.G.Barr plc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-28.84%
-2.09%
BAG.L (A.G.Barr plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the A.G.Barr plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the A.G.Barr plc was 61.52%, occurring on Sep 21, 2020. The portfolio has not yet recovered.

The current A.G.Barr plc drawdown is 28.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.52%Jun 11, 2019326Sep 21, 2020
-30.78%Feb 24, 2015338Jun 27, 2016220May 10, 2017558
-30.2%May 24, 2007143Dec 18, 2007425Sep 4, 2009568
-26.09%May 23, 201157Aug 10, 2011250Aug 7, 2012307
-20.18%Sep 14, 2010117Feb 28, 201130Apr 11, 2011147

Volatility

Volatility Chart

The current A.G.Barr plc volatility is 9.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
9.28%
4.29%
BAG.L (A.G.Barr plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of A.G.Barr plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of A.G.Barr plc compared to its peers in the Beverages - Non-Alcoholic industry.


PE Ratio
10.020.030.040.050.060.070.019.6
The chart displays the price to earnings (P/E) ratio for BAG.L in comparison to other companies of the Beverages - Non-Alcoholic industry. Currently, BAG.L has a PE value of 19.6. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
0.05.010.015.00.0
The chart displays the price to earnings to growth (PEG) ratio for BAG.L in comparison to other companies of the Beverages - Non-Alcoholic industry. Currently, BAG.L has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for A.G.Barr plc.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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