あなたのバッジ 52週レンジ $8–$16 29% of range アナリスト評価 BUY 11 analysts 目標株価 $19 +79% upside P/E -42.8 ROE -247.9% 純利益率 -17.7%

OTLY 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ

03
株価 $10.47
P/E -42.8
EPS $-0.25
収益 $862M
ROE -247.9%
52週レンジ $8–$16

OTLY 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ

04
範囲
バー

バーの粒度は選択した期間に合わせて調整されます。バーの始値/高値/安値/終値を確認するにはチャートにカーソルを合わせてください。

株式分割 1
権利落ち日 分割 タイプ
2025年2月18日 1-for-20 逆

Oatly Group AB - American Depositary Shares について Wikipediaからの企業概要

05 · wikidata

Oatly Group AB is a Swedish food company, publicly traded on the American stock market, that produces alternatives to dairy products from oats, including oat milk. Oatly was formed in the 1990s using research from Lund University. Oatly has headquarters in Malmö and a production and development centre in Landskrona.

Oatly's key markets are Sweden, Germany and the United Kingdom. The company's products were available in 60,000 retail stores and 32,200 coffee shops around the world as of 31 December 2020. Oatly is available in 11,000 coffee and tea shops in China, and at more than 6,000 retail and specialty shops across the United States, including thousands of Starbucks locations.

History

Oatly was founded in 1994 by food scientist Rickard Öste and his brother Björn Öste. The parent company of Oatly AB is Ceba AB, which was founded by Rickard Öste, Ingegerd Sjöholm, Inger Ahlden and Lennart Lindahl together with the cereals company Skånska Lantmännen on 17 February 1994 Oatly Group changed its name from Havre Global AB on 1 March 2021.

Oatly is now part-owned by Blackstone Inc. (7%), Verlinvest, 45,9% via Nativus Company Limited a part of China Resources (a conglomerate owned by the Chinese state), Industrifonden, Östersjöstiftelsen, and the employees. The group also included celebrities such as Oprah Winfrey and Jay-Z, as well as Starbucks founder Howard Schultz.

In 2018 the company was publicly criticized for supporting a local pig farm to which it sold the residue of its manufacturing process. The company said it would "re-visit the issue." It opened its first US factory in Millville, New Jersey, in 2019.

In 2020, Oatly's sale of a US$200-million stake to investors including Blackstone Inc., which has financed companies driving extensive deforestation in the Amazon, as well as driving road development into the depths of the jungle for export of foodstuffs, angered consumers and led to a backlash against the company.

In 2021, Oatly applied to be listed in the United States on the Nasdaq under the ticker symbol "OTLY". When the company set terms for its initial public offering, its potential value was estimated at more than $10 billion. Morgan Stanley, J.P. Morgan and Credit Suisse were the underwriters. OTLY stock was priced at $17 but had its first public trade at $22.12 on the first day.

On 14 July 2021 short seller Spruce Point Capital published a report questioning Oatly's management and sustainability. Spruce Point alleged that Oatly overstated revenue and margins, among other accounting issues, and accused the company of green washing for understating water usage, and for not having a waste-water treatment facility. After the announcement Oatly's stock briefly went below IPO, resulting in several class-action lawsuits. Glenn Vanzura of Mayer Brown stated that it is common in other industries that after a short-seller targets a company to drive down stock price, a class action lawsuit is filed, noting that such lawsuits are often dismissed.

Oatly took a small British firm, Glebe Farm Foods, to court, alleging it had infringed Oatly's trademark by selling cartons of an oat-based drink called "PureOaty". In August 2021, the judge dismissed Oatly's case at the High Court of Justice in London, concluding there was only a "very modest level of similarity" between the Glebe Farm branding and Oatly's.

Products

Oatly has a range of products including: oat milk, ice cream, cold coffee, yogurt substitutes, cooking cream, spread, custard and mayonnaise. Oatly's first product was released in 2001. All products are certified kosher and vegan and are non-GMO project verified. All US Oatly products are certified gluten free. However, in Europe and Asia, Oatly's products are not gluten free.

In the US, Oatly's oat beverages, frozen desserts, and "oatgurt" are offered. Varieties of oat milk available in the US include the following: barista edition, original, chocolate, full fat, and low-fat oat milk. Oatly also offers a nondairy frozen dessert, similar to an ice cream, in several flavours. Flavours available for purchase in the US include chocolate chip, mint chip, coffee, strawberry, chocolate, vanilla, oat, and salted caramel. Oatly frozen desserts are available in store only, in the United States. Oatgurt, a substitute yoghurt, is made with oats and does not contain any dairy. The product contains active and live cultures. Flavours of oatgurt available in the US include plain, strawberry, peach, black cherry, and mixed berry.

Internationally, Oatly also offers on the go, single-serve beverages packaged in silver containers that resemble cans, but are made of recyclable paper. Varieties include chocolate oat milk, cold brew latte, organic matcha latte, and organic mocha latte. Additionally, both boxed oat drink and boxed chocolate oat drink are available outside the US.

The only nutritional difference between Oatly's original oat milk and barista edition oat milk is fat content. The barista edition contains doubled amount of fat compared to the original version (3% versus 1.5%). The higher fat content allows the oat milk to perform better when steamed, frothed, and paired with espresso for coffee drinks, hence the name "barista edition". It also makes for a richer and more pleasant flavour complement to teas in tea lattes and is commonly used as a milk alternative for matcha lattes.

Advertising

The Danish dairy company Arla Foods produced a series of adverts to discourage people from buying vegan alternatives to cow's milk and used a fake brand 'Pjölk' which was similar to Oatly. In response, Oatly trademarked the fictitious brands Pjölk, Brölk, Sölk, and Trölk and began using them on their packaging.

The Swedish dairy lobby LRF Mjölk successfully sued Oatly for using the phrase "Milk, but made for humans." In response to the lawsuit, Oatly published the text of the lawsuit leading to an increase in sales.

In 2018, Oatly spent £700,000 on advertising in the UK on All 4 and on billboards in train stations in Brixton, King's Cross, Oxford Circus, and Shoreditch using the "Milk, but made for humans" slogan banned in Sweden.

In February 2021, the company advertised during Super Bowl LV. The commercial, called "Wow, No Cow", featured CEO Toni Petersson singing a jingle in an oat field. The ad was originally aired in Sweden in 2014, which got banned due to a lawsuit from LRF Mjölk that sued Oatly for using the phrase "Milk, but made for humans".

Later that month, Oatly launched its first Europe-wide advertising campaign called "Are You Stupid?", showing results from focus group testing, showing people recognising which products do and do not contain dairy, irrespective of packaging, and directing viewers to a petition against "Amendment 171", supported by the European Dairy Association, which seeks to ban non-dairy products from using "dairy-based descriptors" such as "dairy", "creamy", "yoghurt-style dessert" or "does not contain milk" and could be interpreted to ban "packaging designs that call to mind dairy products, such as yoghurt pots or milk cartons" and ban climate impact comparisons. Campaigners — and one focus group member — argued that Amendment 171 would make it harder for the EU to meet its goal of increasing plant-based food consumption. Amendment 171 was approved by majority vote in the European Parliament in October 2020 and went into trilogue negotiations in late January 2021. On 25 May 2021 the EU withdrew Amendment 171, thus allowing plant-based dairy companies to use words like "buttery" or "creamy" to describe their products.

In the beginning of 2022, several Oatly ads were banned by the British Advertising Standards Authority (ASA), a private regulatory body. The ASA did not dispute Oatly's claim that a vegan diet would reduce greenhouse gas emissions. But the ASA found consumers could confuse claims for Oatly Barista Edition with its other products, and that a study comparing the meat and dairy industry to the transportation industry did not compare the two equally.

In 2024, Oatly announced a partnership with the Minor League Baseball where they would play at all 120 teams of the MiLB. They said they were going to be known as the 121st team of the MiLB, known as the "Malmo Oat Milkers".

In September 2024, Oatly launched a campaign in the UK promoting the use of oat milk in tea, emphasizing how their product complements the popular British beverage, as part of their continued efforts to encourage plant-based milk alternatives.

== References ==

出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗

Wikidata ↗

セクターConsumer Staples 業種Food Products 従業員1,404 国SE

10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド

06
収益$862M
2019-12-31 → 2025-12-31
EPS$-0.25
2020-12-31 → 2025-12-31
フリーキャッシュフロー$-36M
2021-12-31 → 2025-12-31
純利益率-17.7%
2021-12-31 → 2025-12-31
バリュエーションと指標 07–12

バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?

指標 5年トレンド OTLY 5年平均 競合中央値 結論
P/E -42.85年平均 ≈-115.3 ≈-115.3 · ·

同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。

バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価

決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日

14
平均サプライズ -35.0%
期間レポートEPS ActualEPS 予想サプライズ
2026年6月30日 $-0.99 $-1.07 7.6%
2026年3月31日 $-0.38 $-0.95 60.2%
2025年12月31日 $-0.61 $-0.59 -2.7%
2025年9月30日 $-2.15 $-0.74 -190.1%
2025年6月30日 $-1.86 $-0.85 -118.7%
2025年3月31日 $-0.60 $-0.91 33.8%

完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー

15
損益計算書 16
指標 トレンド 202520242023202220212020
Revenue $862M$824M$783M$722M$643M$421M
Cost of Revenue $585M$587M$631M$642M$488M$292M
Gross Profit $277M$236M$152M$80M$155M$129M
R&D Expense $19M$30M$21M$22M$17M$7M
SG&A Expense $321M$325M$373M$413M$354M$168M
Operating Income $-68M$-186M$-457M$-396M$-214M$-47M
Interest Expense $87M$70M$69M$17M$16M$11M
Interest Income $10M$58M$118M$15M$14M$515.0K
Pretax Income $-145M$-199M$-408M$-397M$-215M$-58M
Income Tax $8M$4M$9M$-5M$-3M$2M
Net Income $-153M$-202M$-417M$-393M$-212M$-60M
EPS (Basic) $-0.25$-0.34$-0.70$-0.66$-0.39$-0.13
EPS (Diluted) $-0.25$-0.34$-0.70$-0.66$-0.39$-0.13
Shares (Basic) 607,525,897596,886,163593,600,863592,031,935549,080,310·
Shares (Diluted) 607,525,897596,886,163593,600,863592,031,935549,080,310454,267,000
EBITDA $-18M$-136M$-405M$-347M$-187M·
貸借対照表 9
指標 トレンド 202520242023202220212020
Cash & Equivalents $64M$59M$79M$69M$115M$105M
Inventory $69M$66M$68M$114M$96M$39M
Current Assets $265M$299M$483M$482M$807M$240M
PP&E (Net) $295M$294M$360M$493M$510M$238M
Total Assets $787M$804M$1.12B$1.23B$1.63B$679M
Current Liabilities $557M$535M$584M$342M$243M$229M
Total Liabilities $768M$698M$781M$434M$384M$353M
Retained Earnings $-1.40B$-1.25B$-1.06B$-666M$-308M$-120M
Stockholders' Equity $19M$105M$334M$791M$1.25B$326M
キャッシュフロー 8
指標 トレンド 202520242023202220212020
D&A $49M$50M$52M$49M$27M$13M
Other Non-cash $80M$38M$199M$75M$-29M·
Operating Cash Flow $-24M$-114M$-166M$-269M$-214M$-44M
CapEx $12M$39M$66M$202M$274M$134M
Investing Cash Flow $-16M$-9M$-27M$35M$-544M$-141M
Financing Cash Flow $1M$-27M$355M$36M$956M$274M
Free Cash Flow $-36M$-154M$-232M$-471M$-488M·
Levered FCF $-128M$-225M$-302M$-487M$-503M·
収益性 8
指標 トレンド 202520242023202220212020
Gross Margin 32.1%28.7%19.4%11.1%24.1%·
Operating Margin -7.8%-22.6%-58.3%-54.8%-33.2%·
Net Margin -17.7%-24.5%-53.2%-54.4%-33.0%·
Pretax Margin -16.8%-24.1%-52.1%-55.0%-33.4%·
EBITDA Margin -2.1%-16.5%-51.7%-48.1%-29.0%·
ROA -19.2%-21.0%-35.6%-27.5%-18.4%·
ROE -247.9%-92.1%-74.1%-38.6%-27.0%·
ROIC -385.7%-181.1%-139.8%-49.4%-17.0%·
流動性と支払能力 3
指標 トレンド 202520242023202220212020
Current Ratio 0.50.60.81.43.3·
Quick Ratio 0.10.10.10.20.5·
Interest Coverage -0.8-2.7-6.6-23.8-13.6·
効率性 2
指標 トレンド 202520242023202220212020
Asset Turnover 1.10.90.70.50.6·
Inventory Turnover 8.78.86.96.17.2·
1株あたり 3
指標 トレンド 202520242023202220212020
Revenue / Share $1.42$1.38$1.32$1.22$1.17·
Cash Flow / Share $-0.04$-0.19$-0.28$-0.45$-0.39·
EPS (TTM) $-0.25$-0.34$-0.70$-0.66$-0.39·
バリュエーション(TTM) 4
指標 トレンド 202520242023202220212020
Revenue TTM $862M$824M$783M$722M$643M·
Net Income TTM $-153M$-202M$-417M$-393M$-212M·
P/E -42.8-39.0-33.7-52.7-408.2·
Earnings Yield -2.3%-2.6%-3.0%-1.9%-0.24%·

最新期間は左側 · null値は・として表示

財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間

16
指標 2025-12-312024-12-312023-12-312022-12-312021-12-31
収益 $862M $824M $783M $722M $643M
粗利益率 % 32.1% 28.7% 19.4% 11.1% 24.1%
営業利益率 % -7.8% -22.6% -58.3% -54.8% -33.2%
純利益 $-153M $-202M $-417M $-393M $-212M
希薄化後EPS $-0.25 $-0.34 $-0.70 $-0.66 $-0.39

機関投資家(13F) 70 提出者 · $39.5M合計 · 時点 2026年6月30日

17

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

保有者 70
保有価値 $39.5M
新規ポジション 8
解消済みポジション 9
機関投資家の動向 — Q2 2026 対 前四半期
新規ポジション 解消済みポジション 増加 減少 純株式数増減
8 (-2 前期比) 9 (+3 前期比) 21 (+8 前期比) 12 (-9 前期比) +2.5M

Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。

機関投資家 評価額 株式数 % 追跡された13Fのうち タイプ
Blackstone Inc. $18,596,299 1,988,909 47.11% 株式数
CREDIT AGRICOLE S A $12,536,274 1,340,778 31.76% 株式数
UBS Group AG $2,981,332 318,859 7.55% 株式数
Crawford Fund Management, LLC $646,085 69,100 1.64% プットオプション
STOREBRAND ASSET MANAGEMENT AS $630,723 67,457 1.60% 株式数
MARSHALL WACE, LLP $521,814 55,809 1.32% 株式数
Maven Securities LTD $425,575 45,516 1.08% 株式数
Trexquant Investment LP $347,390 37,154 0.88% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $330,990 35,400 0.84% コールオプション
MORGAN STANLEY $301,931 32,292 0.76% 株式数
R Squared Ltd $240,950 25,770 0.61% 株式数
Cubist Systematic Strategies, LLC $194,481 12,005 0.49% 株式数
Jump Financial, LLC $193,124 20,655 0.49% 株式数
CITADEL ADVISORS LLC $178,164 19,055 0.45% 株式数
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $164,317 17,574 0.42% 株式数
JANE STREET GROUP, LLC $140,250 15,000 0.36% プットオプション
GEODE CAPITAL MANAGEMENT, LLC $137,304 14,685 0.35% 株式数
GOLDMAN SACHS GROUP INC $123,448 13,203 0.31% 株式数
JANE STREET GROUP, LLC $108,506 11,605 0.27% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107,525 11,500 0.27% プットオプション
Performa Ltd (US), LLC $106,590 11,400 0.27% 株式数
STATE STREET CORP $94,603 10,118 0.24% 株式数
BNP PARIBAS FINANCIAL MARKETS $87,815 9,392 0.22% 株式数
GROUP ONE TRADING LLC $67,142 7,181 0.17% 株式数
BlackRock, Inc. $58,345 6,240 0.15% 株式数
GAMMA Investing LLC $35,483 3,795 0.09% 株式数
Leonteq Securities AG $24,591 2,630 0.06% 株式数
JONES FINANCIAL COMPANIES LLLP $14,319 1,591 0.04% 株式数
OSAIC HOLDINGS, INC. $13,563 1,451 0.03% 株式数
WELLS FARGO & COMPANY/MN $12,828 1,372 0.03% 株式数
Steward Partners Investment Advisory, LLC $10,846 1,160 0.03% 株式数
Westside Investment Management, Inc. $9,350 1,000 0.02% 株式数
CITIGROUP INC $7,873 842 0.02% 株式数
ROYAL BANK OF CANADA $7,000 721 0.02% 株式数
RHUMBLINE ADVISERS $4,907 525 0.01% 株式数
SBI Securities Co., Ltd. $3,226 345 0.01% 株式数
NewEdge Advisors, LLC $2,964 317 0.01% 株式数
JPMORGAN CHASE & CO $1,326 137 0.00% 株式数
Allworth Financial LP $1,225 131 0.00% 株式数
CIBC Private Wealth Group LLC $1,004 62 0.00% 株式数
Lindbrook Capital, LLC $983 100 0.00% 株式数
WealthCollab, LLC $795 85 0.00% 株式数
Zurcher Kantonalbank (Zurich Cantonalbank) $645 69 0.00% 株式数
CWM, LLC $375 37 0.00% 株式数
NATIONAL BANK OF CANADA /FI/ $343 37 0.00% 株式数
SHIKIAR ASSET MANAGEMENT INC $318 34,000 0.00% 株式数
Ancora Advisors LLC $299 32 0.00% 株式数
Farther Finance Advisors, LLC $271 29 0.00% 株式数
Rockefeller Capital Management L.P. $252 27 0.00% 株式数
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $235 25 0.00% 株式数

70件の機関投資家をすべて表示 →

ETF保有状況 1のETFが保有

20

ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。

ファンド ウェイト 単位 時点 ソース
CCSO · Tidal Trust II 0.05% 1,390 NS 2026年7月31日 N-PORT

OTLY アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド

21
レーティング · 11 アナリスト 買い
中央値ターゲット $14.00 +33.7%
3 27.3% 強い買い
5 45.5% 買い
3 27.3% 保有
0 0.0% 売り
0 0.0% 強い売り

12ヶ月目標株価

5 アナリスト · 2026-10-04

平均値ターゲット $18.70 +78.6%

← 全目標を下回る 現在価格 $10.47
安値$12.50 平均値$18.70 高値$32.00

マイ指標 あなた専用のウォッチリスト — 決算詳細から選択した行

26

重視する指標を選択してください — 上記の「財務諸表」の任意の行の横にある「+」をクリックしてください。

選択内容は保存され、すべてのティッカーで引き継がれます。

出典:SEC 20-F 提出日 3月 13, 2026