Glanbia plc (GLAPY) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 26.00 means the share price is 26.00 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $5.95B is the value of all shares combined. Beta 0.47: the stock has moved about 53% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerGlanbia plc (GLAPY) trades at $123.07. Glanbia plc is a global nutrition company focused on sports nutrition, lifestyle nutrition, and nutritional ingredients. Market cap: $5.95B, Sector: Consumer defensive.
Price as of Sep 11, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for GLAPY: GLAPY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates GLAPY against Consumer Defensive peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
No score published: this stock trades under $10,000 on a typical day, so the price beside it is not one you could reliably act on.
GLAPY: the 2 scored disciplines are evenly split. Dominant signal: Izzy Englander bearish.
How is this calculated? →AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Glanbia plc (GLAPY) Consumer Business Overview
Glanbia plc, a global nutrition powerhouse, manufactures and markets sports and lifestyle nutrition products, alongside dairy and non-dairy ingredients. With a diverse brand portfolio and extensive distribution network, Glanbia caters to health-conscious consumers worldwide, navigating the competitive packaged foods sector.
What Is the Investment Thesis for GLAPY?
Glanbia plc presents a notable research candidate within the consumer defensive sector, driven by the increasing global demand for nutrition products and ingredients. With a market capitalization of $5.95B and a P/E ratio of 26.00, the company demonstrates financial stability and growth potential. A key value driver is the company's strong brand portfolio, particularly within the sports nutrition segment. Ongoing catalysts include the expansion of its online presence and strategic acquisitions to broaden its product offerings. Potential risks include fluctuating raw material costs and changing consumer preferences. The company's dividend yield of 2.33% provides an additional incentive for investors.
Based on FMP financials and quantitative analysis
GLAPY Key Highlights
Market capitalization of $5.95B, reflecting substantial investor confidence in Glanbia's market position.
- P/E ratio of 26.00, indicating a premium valuation compared to some peers, potentially justified by growth prospects.
- Gross margin of 26.0%, demonstrating solid profitability in the competitive packaged foods industry.
- Dividend yield of 2.33%, offering a steady income stream for investors.
- Beta of 0.47, suggesting lower volatility compared to the overall market, making it a relatively stable investment.
Who Are GLAPY's Competitors?
GLAPY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ACOPF The a2 Milk Company Limited | $4.81 | 0.00% | $3.49B | — |
| CHFLF China Feihe Limited | $0.39 | 0.00% | $3.43B | — |
| MEJHY Meiji Holdings Co., Ltd. | $14.40 | 0.00% | $7.81B | — |
| NCHEY Nichirei Corporation | $12.10 | 0.00% | $3.06B | — |
| CPB Campbell Soup Company | $20.94 | -4.30% | $6.24B | 535-pillar |
| INGR Ingredion Incorporated | $101.13 | +0.41% | $6.38B | 805-pillar |
| LW Lamb Weston Holdings, Inc. | $47.32 | -1.68% | $6.51B | 675-pillar |
| CAG Conagra Brands, Inc. | $14.61 | -0.61% | $6.99B | 425-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are GLAPY's Key Strengths?
Strong brand recognition and loyalty.
- Diversified product portfolio.
- Global distribution network.
- Focus on innovation and R&D.
What Are GLAPY's Weaknesses?
Exposure to fluctuating raw material costs.
- Dependence on key brands.
- Intense competition in the nutrition market.
- Potential impact from changing consumer preferences.
What Could Drive GLAPY Stock Higher?
Expansion of product offerings through innovation and acquisitions.
- Growth in the global sports nutrition market.
- Increasing demand for functional and fortified foods.
- Potential partnerships with retailers and healthcare providers to expand reach.
What Are the Key Risks for GLAPY?
Fluctuations in raw material costs impacting profitability.
- Changes in consumer preferences and dietary trends.
- Intense competition in the nutrition market.
- Regulatory changes impacting the food and beverage industry.
- Currency exchange rate fluctuations affecting ADR value.
What Are the Growth Opportunities for GLAPY?
- Expansion of Online Channels: Glanbia has the opportunity to further expand its online presence and e-commerce capabilities. The online nutrition market is experiencing rapid growth, with consumers increasingly purchasing health and wellness products through digital channels. By investing in its online infrastructure and marketing efforts, Glanbia can reach a broader customer base and increase sales. The global e-commerce market for health and wellness products is projected to reach $250 billion by 2028, presenting a significant growth opportunity for Glanbia.
- Strategic Acquisitions: Glanbia can pursue strategic acquisitions to broaden its product portfolio and expand into new geographic markets. The company has a history of successful acquisitions, and further acquisitions can help it to strengthen its competitive position and accelerate growth. Potential acquisition targets include companies with complementary product lines or those with a strong presence in emerging markets. The mergers and acquisitions activity in the packaged foods industry remains robust, offering Glanbia ample opportunities.
- Product Innovation: Glanbia can continue to invest in research and development to create innovative new products that meet the evolving needs of consumers. The company has a strong track record of product innovation, and further innovation can help it to maintain its competitive edge and drive growth. Potential areas for innovation include plant-based nutrition, personalized nutrition, and functional foods. The global market for functional foods is projected to reach $275 billion by 2027, presenting a significant growth opportunity for Glanbia.
- Geographic Expansion: Glanbia can expand its presence in emerging markets, where there is a growing demand for nutrition products. The company currently has a strong presence in North America and Europe, but there is significant potential for growth in Asia, Latin America, and Africa. By investing in its distribution network and marketing efforts in these regions, Glanbia can tap into new sources of revenue and growth. The emerging markets account for a significant portion of the global nutrition market, offering substantial growth prospects.
- Partnerships and Collaborations: Glanbia can pursue partnerships and collaborations with other companies to expand its reach and offer new products and services. The company can partner with retailers, healthcare providers, and technology companies to create innovative solutions for consumers. Potential areas for collaboration include personalized nutrition programs, digital health platforms, and co-branded products. Strategic partnerships can help Glanbia to reach new customers and enhance its brand reputation.
What Are GLAPY's Competitive Advantages?
- Strong brand portfolio with well-known brands like OPTIMUM NUTRITION and SlimFast.
- Extensive distribution network across various channels.
- Diversified product offerings across sports nutrition, lifestyle nutrition, and ingredients.
- Established relationships with key retailers and distributors.
What Does GLAPY Do?
Founded in 1964 and headquartered in Kilkenny, Ireland, Glanbia plc has evolved into a leading global nutrition company. Originally rooted in the Irish dairy industry, the company has strategically expanded its portfolio to encompass a wide range of nutrition products and ingredients. Glanbia operates through two primary segments: Glanbia Performance Nutrition (GPN) and Glanbia Nutritionals (GN). GPN focuses on sports nutrition and lifestyle nutrition products, offering powders, ready-to-eat bars, snacks, and beverages under brands like OPTIMUM NUTRITION, SlimFast, BSN, ISOPURE, NUTRAMINO, think!, Amazing Grass, and BODY&FIT. These products are distributed through specialty retail, online channels, gyms, and traditional food, drug, mass, and club channels. GN manufactures and sells cheese, dairy, and non-dairy nutritional and functional ingredients, as well as vitamin and mineral premixes, serving the food, beverage, and pharmaceutical industries. Glanbia also engages in financing, research and development, property and land dealing, receivables management, management, property leasing, business service, and weight management solutions. The company's global presence and diversified product offerings position it as a key player in the nutrition and ingredients market.
What Products and Services Does GLAPY Offer?
- Manufactures and sells sports nutrition products.
- Offers lifestyle nutrition products.
- Produces dairy and non-dairy nutritional ingredients.
- Provides vitamin and mineral premixes.
- Engages in research and development activities.
- Manages a portfolio of nutrition brands, including OPTIMUM NUTRITION and SlimFast.
- Distributes products through various channels, including retail, online, and gyms.
How Does GLAPY Make Money?
- Develops and manufactures nutrition products and ingredients.
- Markets and sells products through various distribution channels.
- Generates revenue through product sales to consumers and businesses.
- Invests in research and development to innovate new products.
What Industry Does GLAPY Operate In?
Glanbia plc operates within the consumer defensive sector, specifically in the packaged foods industry. This sector is characterized by relatively stable demand, even during economic downturns. The global nutrition market is experiencing significant growth, driven by increasing health awareness and changing consumer preferences. Glanbia competes with other major players in the packaged foods and nutrition industry, including Nestle (NCHEY), Danone (ACOPF, ACOPY), and others. The company's focus on sports nutrition and functional ingredients differentiates it within the competitive landscape.
Who Are GLAPY's Key Customers?
- Athletes and fitness enthusiasts seeking sports nutrition products.
- Consumers looking for lifestyle nutrition and weight management solutions.
- Food and beverage manufacturers requiring nutritional ingredients.
- Pharmaceutical companies needing vitamin and mineral premixes.
Research confidence
Enough evidence to be useful, with gaps worth knowing about.
- ● Scoring coverage unknown
- ● Price is current
- ● Latest filing 73 days ago
- ● No analyst coverage
MoonshotScore History
Recorded daily since 2026-08-23 · 20 snapshots
| 2026-08-23 | 48 |
| 2026-08-27 | 48 |
| 2026-08-31 | 48 |
| 2026-09-04 | 48 |
| 2026-09-08 | 48 |
| 2026-09-11 | 48 |
What changed?
The score has stayed at 48.
Over the same 19 days the stock moved -3.1%.
Glanbia plc Financial Trajectory
Glanbia plc (GLAPY) reported $2.08B in revenue for Q2 FY2026, reflecting 3.4% growth compared to the prior quarter. The company recorded net income of $154.0M, with diluted EPS of $3.15. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this mid-cap Consumer Defensive company. Across the four most recent quarters, GLAPY averaged $1.82 in diluted EPS.
Company Profile
Glanbia plc operates in the Packaged Foods industry within the Consumer Defensive sector. It is headquartered in Kilkenny, IE. The company is led by CEO Hugh McGuire Finance. GLAPY has traded publicly since 2012.
How Glanbia plc Is Valued
Glanbia plc carries a market capitalization of $5.95B, placing it in the mid-cap category.
Key Financial Metrics
Return on equity for Glanbia plc stands at 9.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.6%, showing how much profit it generates from its asset base. GLAPY trades at a trailing price-to-earnings ratio of 26.00, roughly in line with the Consumer Defensive sector average of ~27.60x. Its free cash flow yield is 5.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.36 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.0%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Glanbia plc's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 4.83 places it in the safe zone, indicating low near-term bankruptcy risk.
Earnings Track Record
Glanbia plc has beaten Wall Street's EPS estimate in 7 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 5.4% above estimates on average.
GLAPY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Strong brand recognition and loyalty.
- Diversified product portfolio.
- Global distribution network.
- Focus on innovation and R&D.
Bear Case
- Exposure to fluctuating raw material costs.
- Dependence on key brands.
- Intense competition in the nutrition market.
- Potential impact from changing consumer preferences.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | $2.08B | $154M | $3.15 |
| Q4 FY2025 | $2.01B | $84M | $1.70 |
| Q2 FY2025 | $1.93B | $99M | $1.95 |
| Q4 FY2024 | $2.22B | $32M | $0.47 |
Q2 FY2026 · filed 30 Jun 2026 · Financial Modeling Prep
Based on FMP financials and quantitative analysis
GLAPY Latest News
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Glanbia plc (GLAPY) Q2 2026 Earnings Call Transcript
seekingalpha.com · Aug 6, 2026
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Stocks That Hit 52-Week Lows On Thursday
· Aug 22, 2019
GLAPY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for GLAPY.
Price Targets
Wall Street price target analysis for GLAPY.
GLAPY MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for GLAPY; grades run from A+ (80-100) to F (below 30).
Leadership: Hugh McGuire Finance
Unknown
Hugh McGuire is the Finance leader at Glanbia plc, overseeing the financial strategy and operations of the company, which employs 5791 individuals. Additional background information regarding Mr.
Track Record: Due to the limited information available, specific achievements, strategic decisions, and company milestones under Hugh McGuire's leadership cannot be detailed. Further information is needed to assess his track record at Glanbia plc.
Glanbia plc ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. GLAPY is an ADR representing shares of Glanbia plc, allowing U.S. investors to invest in the company without dealing with foreign exchanges. It simplifies trading, clearing, and dividend payments.
- Home Market Ticker: Euronext Dublin, Ireland
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: GLAP
GLAPY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies trading on this tier often have limited or no reporting requirements, and may not meet the listing standards of major exchanges like the NYSE or NASDAQ. Investing in companies on the OTC Other tier carries higher risks due to the lack of regulatory oversight and transparency compared to listed companies.
- OTC Tier: OTC Other
- Limited regulatory oversight and transparency.
- Potential for price manipulation and fraud.
- Lower liquidity and wider bid-ask spreads.
- Higher risk of financial distress or bankruptcy.
- Limited availability of financial information.
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the company's management team and track record.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor or investment professional.
- Check for any regulatory actions or legal proceedings against the company.
- Established operating history and brand recognition.
- Presence of well-known brands in its portfolio.
- Global distribution network and customer base.
- Listing on a primary exchange (Euronext Dublin) in its home country.
- Compliance with reporting requirements in its home country.
Glanbia plc Consumer Defensive Stock: Key Questions Answered
Is GLAPY a good stock?
Stock Expert AI does not rate GLAPY buy, sell or hold. Glanbia plc has no MoonshotScore yet; read the financial checkup, analyst consensus and risks directly. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What are the main risks for GLAPY?
The main risks for GLAPY include fluctuations in raw material costs, which can impact the company's profitability. Additionally, changes in consumer preferences and dietary trends can affect demand for Glanbia's products.
What are the key factors to evaluate for GLAPY?
Evaluate GLAPY on fundamentals, analyst consensus, and risk factors. P/E: 26.00x vs the S&P 500's ~20-25x. A key value driver is the company's strong brand portfolio, particularly within the sports nutrition segment. Not financial advice.
How frequently does GLAPY data refresh on this page?
GLAPY's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 calculations are scheduled daily at 10:15 UTC; the score's own date shows its last successful run.
What has driven GLAPY's recent stock price performance?
Glanbia plc (GLAPY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition and loyalty. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider GLAPY overvalued or undervalued right now?
Glanbia plc (GLAPY) trades at 26.00x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of GLAPY?
Yes, most major brokerages offer fractional shares of Glanbia plc (GLAPY) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track GLAPY's earnings and financial reports?
Glanbia plc (GLAPY) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for GLAPY earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.