AG Barr (CHIX:BAGL) Equity-to-Asset: 0.66 (As of Jan. 2026) — Near Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

CHIX:BAGL AG Barr PLC CHIX:BAGL
89 GF Score
Price £6.37
GF Value £7.06
Valuation Modestly Undervalued
! 4 Warning Signs
View Full Analysis

What is AG Barr Equity-to-Asset?

AG Barr CHIX:BAGL +0.63% 89 Equity-to-Asset is 0.66 as of Jan. 2026, which is 7% below its 10-year median of 0.71. GuruFocus rates CHIX:BAGL with a GF Score™ of 89/100 and a GF Value™ of £7.06 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 117 Beverages - Non-Alcoholic companies, AG Barr ranks better than 55.56% on this metric.

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. AG Barr's Total Stockholders Equity for the quarter that ended in Jan. 2026 was £338.0 Mil. AG Barr's Total Assets for the quarter that ended in Jan. 2026 was £514.2 Mil. Therefore, AG Barr's Equity to Asset Ratio for the quarter that ended in Jan. 2026 was 0.66.

The historical rank and industry rank for AG Barr's Equity-to-Asset or its related term are showing as below:

CHIX:BAGl' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.65   Med: 0.71   Max: 0.76
Current: 0.66

During the past 13 years, the highest Equity to Asset Ratio of AG Barr was 0.76. The lowest was 0.65. And the median was 0.71.

CHIX:BAGl's Equity-to-Asset is ranked better than
55.56% of 117 companies
in the Beverages - Non-Alcoholic industry
Industry Median: 0.61 vs CHIX:BAGl: 0.66

AG Barr  (CHIX:BAGl) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


AG Barr Equity-to-Asset Related Terms


AG Barr Equity-to-Asset Historical Data

* Premium members only.

The historical data trend for AG Barr's Equity-to-Asset can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

AG Barr Equity-to-Asset Chart

AG Barr Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.73 0.71 0.73 0.73 0.66

AG Barr Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
Equity-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.73 0.69 0.73 0.68 0.66

CHIX:BAGL vs KO, PEP, MNST: Equity-to-Asset Comparison

For the Beverages - Non-Alcoholic subindustry, AG Barr's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


AG Barr Equity-to-Asset vs Beverages - Non-Alcoholic Industry

For the Beverages - Non-Alcoholic industry and Consumer Defensive sector, AG Barr's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where AG Barr's Equity-to-Asset falls into.


CHIX:BAGL
89GF Score
AG Barr PLC CHIX:BAGL
Equity-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

AG Barr Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

AG Barr's Equity to Asset Ratio for the fiscal year that ended in Jan. 2026 is calculated as

Equity to Asset (A: Jan. 2026 )=Total Stockholders Equity/Total Assets
=338/514.2
=0.66

AG Barr's Equity to Asset Ratio for the quarter that ended in Jan. 2026 is calculated as

Equity to Asset (Q: Jan. 2026 )=Total Stockholders Equity/Total Assets
=338/514.2
=0.66

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Equity-to-Asset →
What does a Equity-to-Asset of 0.66 mean?
AG Barr (CHIX:BAGL) has a Equity-to-Asset of 0.66 as of Jan. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on AG Barr and its competitors. This is near median its historical median of 0.71. Over the past decade, AG Barr's Equity-to-Asset has ranged from 0.65 to 0.76. According to the industry distribution chart, AG Barr ranks #52 out of 117 companies in the Beverages - Non-Alcoholic industry, placing it in the top 44.4%.
Is AG Barr's Equity-to-Asset too high?
AG Barr's current Equity-to-Asset of 0.66 is near median its 10-year median of 0.71. Over the past 10 years, this metric has ranged from a low of 0.65 to a high of 0.76. The Beverages - Non-Alcoholic industry median Equity-to-Asset is 0.61. AG Barr's value of 0.66 is 8.2% above this industry median. Based on the distribution chart, AG Barr ranks #52 out of 117 companies in the Beverages - Non-Alcoholic industry, which is above the industry midpoint. Overall, AG Barr has a GF Score™ of 89/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does AG Barr's Equity-to-Asset compare to KO and PEP?
According to the Beverages - Non-Alcoholic industry distribution chart, AG Barr ranks #52 out of 117 companies for Equity-to-Asset. This puts AG Barr in the upper half of its industry. The industry median Equity-to-Asset is 0.61. AG Barr's value of 0.66 is 8.2% above this benchmark. Historically, AG Barr's own Equity-to-Asset has ranged from 0.65 to 0.76 over the past decade. While the company's 10-year median is 0.71 vs. the industry median of 0.61, AG Barr has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for a Beverages - Non-Alcoholic company?
The median Equity-to-Asset among Beverages - Non-Alcoholic companies is 0.61, based on 117 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AG Barr's current Equity-to-Asset of 0.66 is 8.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on AG Barr and its competitors. For the Beverages - Non-Alcoholic industry, the median Equity-to-Asset is 0.61 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AG Barr's current Equity-to-Asset is 0.66, which is near median its own 10-year median of 0.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AG Barr stock overvalued right now?
Based on GuruFocus' analysis, AG Barr (CHIX:BAGL) is currently considered Modestly Undervalued. The stock's GF Value™ is £7.06, compared to a current price of £6.37 — trading 9.8% below its estimated fair value. The current Equity-to-Asset is 0.66, which is near median its 10-year median of 0.71 and 8.2% above the Beverages - Non-Alcoholic industry median of 0.61. AG Barr's overall GF Score™ is 89/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For AG Barr (CHIX:BAGL), the current Equity-to-Asset is 0.66 as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is AG Barr (CHIX:BAGL) Overvalued in 2026?

Based on GuruFocus' analysis, AG Barr stock appears to be undervalued. The current stock price of £6.37 is trading 9.8% below its estimated GF Value™ of £7.06. GuruFocus considers AG Barr to be Modestly Undervalued.

Key valuation signals for CHIX:BAGL:

  • Equity-to-Asset: 0.66 (near median its 10-year median of 0.71)
  • GF Value™: £7.06 vs. price of £6.37 (9.8% below fair value)
  • GF Score™: 89/100 with 4 warning signs
  • Industry Position: 8.2% above the Beverages - Non-Alcoholic median (#52 of 117)

No single metric tells the full story. See the CHIX:BAGL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


AG Barr Business Description

Other Exchanges BAGFF:USABAG:UK
Address 4 Mollins Road, Westfield House, Westfield, Cumbernauld, GBR, G68 9HD
AG Barr PLC manufactures, distributes, and sells a range of beverages in the United Kingdom. The company distributes its products to wholesalers and retailers. Its brands include Funkin, Barr Flavours, Moma, Rio, IRN-BRU, Simply Fruity, Sun Exotic, Rubicon, Boost Drinks, Snapple, and others. The company has three reportable segments, which include Soft drinks, Cocktail solutions, and others. The majority of its sales come from the Soft drinks segment. Geographically, it generates maximum revenue from the United Kingdom, followed by the Rest of the world.
89GF Score

Get the complete analysis for CHIX:BAGL

Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£6.37
Price
£7.06
GF Value