Beverages - Non-Alcoholic
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OTLY vs SMPL
Revenue, margins, valuation, and 5-year total return — side by side.
Packaged Foods
OTLY vs SMPL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Non-Alcoholic | Packaged Foods |
| Market Cap | $336M | $1.24B |
| Revenue (TTM) | $893M | $1.45B |
| Net Income (TTM) | $-152M | $91M |
| Gross Margin | 32.6% | 34.0% |
| Operating Margin | -6.8% | 14.4% |
| Forward P/E | — | 7.5x |
| Total Debt | $514M | $304M |
| Cash & Equiv. | $64M | $98M |
OTLY vs SMPL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 21 | May 26 | Return |
|---|---|---|---|
| Oatly Group AB (OTLY) | 100 | 2.3 | -97.7% |
| The Simply Good Foo… (SMPL) | 100 | 36.0 | -64.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OTLY vs SMPL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
OTLY is the clearest fit if your priority is momentum.
- +0.2% vs SMPL's -64.8%
SMPL carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 0.38
- Rev growth 9.0%, EPS growth -26.1%, 3Y rev CAGR 7.5%
- 3.7% 10Y total return vs OTLY's -97.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.0% revenue growth vs OTLY's 4.7% | |
| Quality / Margins | 6.3% margin vs OTLY's -17.1% | |
| Stability / Safety | Beta 0.38 vs OTLY's 1.52, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +0.2% vs SMPL's -64.8% | |
| Efficiency (ROA) | 3.7% ROA vs OTLY's -19.5%, ROIC 8.1% vs -10.5% |
OTLY vs SMPL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
OTLY vs SMPL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SMPL leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SMPL is the larger business by revenue, generating $1.4B annually — 1.6x OTLY's $893M. SMPL is the more profitable business, keeping 6.3% of every revenue dollar as net income compared to OTLY's -17.1%. On growth, OTLY holds the edge at +15.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $893M | $1.4B |
| EBITDAEarnings before interest/tax | -$21M | $231M |
| Net IncomeAfter-tax profit | -$152M | $91M |
| Free Cash FlowCash after capex | -$28M | $174M |
| Gross MarginGross profit ÷ Revenue | +32.6% | +34.0% |
| Operating MarginEBIT ÷ Revenue | -6.8% | +14.4% |
| Net MarginNet income ÷ Revenue | -17.1% | +6.3% |
| FCF MarginFCF ÷ Revenue | -3.2% | +12.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +15.6% | -0.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +4.8% | -31.6% |
Valuation Metrics
OTLY leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $336M | $1.2B |
| Enterprise ValueMkt cap + debt − cash | $786M | $1.4B |
| Trailing P/EPrice ÷ TTM EPS | -2.14x | 12.20x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 7.45x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.51x |
| EV / EBITDAEnterprise value multiple | — | 5.97x |
| Price / SalesMarket cap ÷ Revenue | 0.39x | 0.86x |
| Price / BookPrice ÷ Book value/share | 16.63x | 0.70x |
| Price / FCFMarket cap ÷ FCF | — | 7.86x |
Profitability & Efficiency
SMPL leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
SMPL delivers a 5.2% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $-4 for OTLY. SMPL carries lower financial leverage with a 0.17x debt-to-equity ratio, signaling a more conservative balance sheet compared to OTLY's 26.12x. On the Piotroski fundamental quality scale (0–9), SMPL scores 5/9 vs OTLY's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -4.3% | +5.2% |
| ROA (TTM)Return on assets | -19.5% | +3.7% |
| ROICReturn on invested capital | -10.5% | +8.1% |
| ROCEReturn on capital employed | -27.2% | +9.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 26.12x | 0.17x |
| Net DebtTotal debt minus cash | $449M | $206M |
| Cash & Equiv.Liquid assets | $64M | $98M |
| Total DebtShort + long-term debt | $514M | $304M |
| Interest CoverageEBIT ÷ Interest expense | -1.41x | 6.77x |
Total Returns (Dividends Reinvested)
SMPL leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SMPL five years ago would be worth $3,565 today (with dividends reinvested), compared to $267 for OTLY. Over the past 12 months, OTLY leads with a +0.2% total return vs SMPL's -64.8%. The 3-year compound annual growth rate (CAGR) favors SMPL at -31.5% vs OTLY's -37.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -3.8% | -36.4% |
| 1-Year ReturnPast 12 months | +0.2% | -64.8% |
| 3-Year ReturnCumulative with dividends | -75.0% | -67.8% |
| 5-Year ReturnCumulative with dividends | -97.3% | -64.3% |
| 10-Year ReturnCumulative with dividends | -97.3% | +3.7% |
| CAGR (3Y)Annualised 3-year return | -37.0% | -31.5% |
Risk & Volatility
Evenly matched — OTLY and SMPL each lead in 1 of 2 comparable metrics.
Risk & Volatility
SMPL is the less volatile stock with a 0.38 beta — it tends to amplify market swings less than OTLY's 1.52 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. OTLY currently trades 57.2% from its 52-week high vs SMPL's 33.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 0.38x |
| 52-Week HighHighest price in past year | $18.84 | $36.92 |
| 52-Week LowLowest price in past year | $9.26 | $10.21 |
| % of 52W HighCurrent price vs 52-week peak | +57.2% | +33.7% |
| RSI (14)Momentum oscillator 0–100 | 40.7 | 42.9 |
| Avg Volume (50D)Average daily shares traded | 64K | 2.8M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates OTLY as "Hold" and SMPL as "Buy". Consensus price targets imply 62.1% upside for SMPL (target: $20) vs 35.9% for OTLY (target: $15).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $14.64 | $20.17 |
| # AnalystsCovering analysts | 18 | 24 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.1% |
SMPL leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). OTLY leads in 1 (Valuation Metrics). 1 tied.
OTLY vs SMPL: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is OTLY or SMPL a better buy right now?
For growth investors, The Simply Good Foods Company (SMPL) is the stronger pick with 9.
0% revenue growth year-over-year, versus 4. 7% for Oatly Group AB (OTLY). The Simply Good Foods Company (SMPL) offers the better valuation at 12. 2x trailing P/E (7. 5x forward), making it the more compelling value choice. Analysts rate The Simply Good Foods Company (SMPL) a "Buy" — based on 24 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — OTLY or SMPL?
Over the past 5 years, The Simply Good Foods Company (SMPL) delivered a total return of -64.
3%, compared to -97. 3% for Oatly Group AB (OTLY). Over 10 years, the gap is even starker: SMPL returned +3. 7% versus OTLY's -97. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — OTLY or SMPL?
By beta (market sensitivity over 5 years), The Simply Good Foods Company (SMPL) is the lower-risk stock at 0.
38β versus Oatly Group AB's 1. 52β — meaning OTLY is approximately 303% more volatile than SMPL relative to the S&P 500. On balance sheet safety, The Simply Good Foods Company (SMPL) carries a lower debt/equity ratio of 17% versus 26% for Oatly Group AB — giving it more financial flexibility in a downturn.
04Which is growing faster — OTLY or SMPL?
By revenue growth (latest reported year), The Simply Good Foods Company (SMPL) is pulling ahead at 9.
0% versus 4. 7% for Oatly Group AB (OTLY). On earnings-per-share growth, the picture is similar: Oatly Group AB grew EPS 25. 5% year-over-year, compared to -26. 1% for The Simply Good Foods Company. Over a 3-year CAGR, SMPL leads at 7. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — OTLY or SMPL?
The Simply Good Foods Company (SMPL) is the more profitable company, earning 7.
1% net margin versus -17. 7% for Oatly Group AB — meaning it keeps 7. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SMPL leads at 15. 1% versus -7. 9% for OTLY. At the gross margin level — before operating expenses — SMPL leads at 35. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is OTLY or SMPL more undervalued right now?
Analyst consensus price targets imply the most upside for SMPL: 62.
1% to $20. 17.
07Which pays a better dividend — OTLY or SMPL?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is OTLY or SMPL better for a retirement portfolio?
For long-horizon retirement investors, The Simply Good Foods Company (SMPL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
38)). Oatly Group AB (OTLY) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SMPL: +3. 7%, OTLY: -97. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between OTLY and SMPL?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: OTLY is a small-cap quality compounder stock; SMPL is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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