- ISIN
- US67421J1088
- CUSIP
- 67421J108
- Sector
- Consumer Defensive
- Industry
- Beverages - Non-Alcoholic
- IPO Date
- May 20, 2021
Highlights
- Market Cap
- $464.94M
- Enterprise Value
- $1.31B
- EPS (TTM)
- -$4.12
- Total Revenue (TTM)
- $925.00M
- Gross Profit (TTM)
- $304.81M
- EBITDA (TTM)
- -$40.98M
- Year Range
- $8.01 - $18.84
- Target Price
- $12.28
- ROA (TTM)
- -17.17%
- ROE (TTM)
- 521.92%
- Avg. Volume (1M)
- 209K
- Avg. Volume Value (1M)
- $2.58M
Share Price Chart
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Performance
OTLY Performance Chart
Oatly Group AB (OTLY) is up 39.3% since the beginning of the year. At $15 per share, OTLY is trading 21.0% below its 52-week high of $19. Investors who bought $1,000 worth of OTLY shares 5 years ago would now be looking at an investment worth $42.
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Returns By Period
Oatly Group AB (OTLY) has returned 39.29% so far this year and -1.19% over the past 12 months.
Oatly Group AB
- 1D
- 1.09%
- 1M
- 49.65%
- 6M
- 29.37%
- YTD
- 39.29%
- 1Y
- -1.19%
- 3Y*
- -21.35%
- 5Y*
- -46.97%
- 10Y*
- —
- ALL TIME*
- -47.93%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
OTLY Monthly Returns History
Based on dividend-adjusted daily data since May 20, 2021, OTLY's average daily return is -0.14%, while the average monthly return is -3.20%.
Historically, 37% of months were positive and 63% were negative. The best month was Nov 2023 with a return of +87.5%, while the worst month was Oct 2023 at -45.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 8 months.
On a daily basis, OTLY closed higher 44% of trading days. The best single day was Nov 16, 2023 with a return of +43.6%, while the worst single day was Feb 12, 2025 at -34.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.67% | 3.48% | -14.86% | 7.20% | -7.54% | -6.97% | 59.25% | 39.29% | |||||
| 2025 | -7.03% | -13.66% | -7.61% | 3.15% | 7.89% | 8.50% | 28.22% | 15.54% | -7.88% | -2.53% | -21.79% | -13.44% | -19.36% |
| 2024 | -4.24% | -1.77% | 1.80% | 1.77% | -5.22% | -13.76% | 5.01% | -11.61% | -2.07% | -4.35% | -14.46% | -5.18% | -43.83% |
| 2023 | 40.23% | -9.84% | 10.00% | -3.72% | -32.19% | 29.75% | -22.44% | -22.64% | -27.15% | -45.83% | 87.47% | 29.67% | -32.18% |
| 2022 | -10.68% | -5.06% | -25.78% | -28.94% | 16.01% | -16.22% | 7.51% | -13.17% | -18.58% | -16.35% | -25.91% | 6.75% | -78.14% |
| 2021 | 7.19% | 3.16% | -27.43% | 2.65% | -17.01% | -14.75% | -30.57% | -11.06% | -64.01% |
Benchmark Metrics
Oatly Group AB has an annualized alpha of -42.14%, beta of 1.55, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since May 20, 2021.
- This stock participated in 218.16% of S&P 500 Index downside but only -21.71% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.11 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -42.14%
- Beta
- 1.55
- R²
- 0.11
- Upside Capture
- -21.71%
- Downside Capture
- 218.16%
Return for Risk
Risk / Return Rank
OTLY ranks 43 for risk / return — above 43% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Oatly Group AB (OTLY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTLY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.45 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.25 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 2.00 | -2.04 |
| Martin ratioReturn relative to average drawdown | -0.06 | 8.49 | -8.55 |
Dividends
Dividend History
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Oatly Group AB. 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 Oatly Group AB was 98.81%, occurring on Feb 25, 2025. The portfolio has not yet recovered.
The current Oatly Group AB drawdown is 97.41%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-98.81%Feb 2025 | 3y 8mo | — | 5y 1moJun 2021 - now | 2025 selloff2025 |
-8.68%May 2021 | 1d | 1d | 1dMay 2021 - May 2021 | — |
-7.70%May 2021 | 1d | 4d | 4dMay 2021 - May 2021 | — |
-5.33%Jun 2021 | 1d | 6d | 6dJun 2021 - Jun 2021 | — |
-2.52%Jun 2021 | 1d | 2d | 2dJun 2021 - Jun 2021 | — |
Drawdown Indicators
| OTLY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.81% | -56.78% | -42.03% |
Max Drawdown (1Y)Largest decline over 1 year | -56.69% | -9.10% | -47.59% |
Max Drawdown (3Y)Largest decline over 3 years | -76.73% | -18.90% | -57.83% |
Max Drawdown (5Y)Largest decline over 5 years | -98.21% | -25.43% | -72.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -97.41% | -1.58% | -95.83% |
Average DrawdownAverage peak-to-trough decline | -87.90% | -10.70% | -77.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.79% | 2.14% | +33.65% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Oatly Group AB over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Oatly Group AB is priced in the market compared to other companies in the Beverages - Non-Alcoholic industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for OTLY relative to other companies in the Beverages - Non-Alcoholic industry. Currently, OTLY has a P/S ratio of 0.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
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 | — |
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