Barry Callebaut AG

α : 4.04

Ticker: BARN.SW

Fundamental α

i
Weighted: 0.9
Layer / Ratio / Statistic TTM PY1 PY2
Overall Composite Score 0.0 -3.8 10.0
Income Statement Composite 0.9 0.8 1.1
↳ 3-Year Revenue CAGR
↳ Capped Z-Score 3.50
↳ Sector Median Analytics
↳ Gross Margin
↳ Capped Z-Score -1.51 -1.75 -1.61
↳ Sector Median Analytics
↳ Operating Margin
↳ Capped Z-Score -0.79 -0.84 -0.77
↳ Sector Median Analytics
↳ Net Profit Margin
↳ Capped Z-Score -0.80 -0.63 -0.54
↳ Sector Median Analytics
Cash Flow Composite -10.2 -13.3 -9.8
↳ 3-Year OCF CAGR
↳ Capped Z-Score -0.74
↳ Sector Median Analytics
↳ Operating Cash Flow Margin
↳ Capped Z-Score -1.96 -3.50 -1.68
↳ Sector Median Analytics
↳ Free Cash Flow Margin
↳ Capped Z-Score -1.59 -3.11 -1.43
↳ Sector Median Analytics
Balance Sheet Composite 9.3 8.7 18.7
↳ Return on Assets
↳ Capped Z-Score -0.53 -0.24 3.50
↳ Sector Median Analytics
↳ Capital Intensity Ratio
↳ Capped Z-Score 0.55 0.73 0.89
↳ Sector Median Analytics
↳ Asset Turnover
↳ Capped Z-Score 3.02 1.02 3.50
↳ Sector Median Analytics
↳ Equity Multiplier
↳ Capped Z-Score 2.39 3.04 0.57
↳ Sector Median Analytics
↳ Return on Equity
↳ Capped Z-Score -0.06 0.87 3.50
↳ Sector Median Analytics
↳ Return on Invested Capital (ROIC)
↳ Capped Z-Score 0.04 -0.24 3.50
↳ Sector Median Analytics

Market α

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Weighted: 3.3
Certain Market alpha components limited due to negative cash flows.
Metric/Statistic Ticker Value
Market Valuation Composite 1.5
↳ Trailing P/E
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↳ Sector Median
↳ Forward P/E
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↳ Sector Median
↳ PEG Ratio
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↳ Sector Median
↳ EV/EBITDA
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↳ Sector Median
↳ EV/Revenue
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↳ Sector Median
↳ Potential Upside/(Downside) - Street Estimate
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↳ Sector Median
Relative (Discount)/ Premium - Operations
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↳ Actual Enterprise Value/Invested Capital:
↳ Predicted EV/Invested Capital:
↳ Fundamental Surplus:
Implied FCFF Growth Rate CURRENT
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↳ Weighted Historic FCFF Growth:
↳ Sector Median FCFF Growth:
↳ FCFF Growth Surplus:
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↳ FCFF Growth Surplus z-score:
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Implied FCFE Growth Rate CURRENT
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↳ Weighted Historic FCFE Growth:
↳ Sector Median FCFE Growth:
↳ FCFE Growth Surplus:
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↳ FCFE Growth Surplus z-score:
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WACC
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↳ Cost/Weight of Equity:
↳ Cost/Weight of Debt:

Company Profile & Operations

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Barry Callebaut AG, together with its subsidiaries, engages in the manufacture and sale of chocolate and cocoa products in Western Europe, North America, Central and Eastern Europe, Latin America, and internationally. It operates in two segments, Global Chocolate and Global Cocoa. It offers chocolates, chips and chunks, cocoa, cacao fruit, fillings, coatings, nuts, decorations and inclusions, and food colorants, as well as beverage products for vending machines. The company is also involved in the sourcing of ingredients for chocolate production and cocoa-processing business. In addition, it provides centralized treasury and management services, captive reinsurance, research and development services, and conference and training services through CHOCOLATE ACADEMY centers. The company markets its products under the American Almond, Barry Callebaut, Cacao Barry, Cacaofruit, Callebaut, Caprimo, Carma, Dings Décor, Gertrude Hawk Ingredients, Mona Lisa, Van Houten, and Van Leer Chocolates brands. It serves food manufacturers and artisans, as well as professional users of chocolate, including chocolatiers, pastry chefs, and bakers. Barry Callebaut AG was founded in 1996 and is headquartered in Zurich, Switzerland.