AG Barr (CHIX:BAGL) Return-on-Tangible-Asset: 11.51% (As of Jan. 2026) — 20% Below Median


CHIX:BAGL AG Barr PLC CHIX:BAGL
91 GF Score
Price £6.34
GF Value £7.00
Valuation Modestly Undervalued
! 4 Warning Signs
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What is AG Barr Return-on-Tangible-Asset?

AG Barr CHIX:BAGL -0.39% 91 Return-on-Tangible-Asset is 11.51% as of Jan. 2026, which is 20% below its 10-year median of 14.42. GuruFocus rates CHIX:BAGL with a GF Score™ of 91/100 and a GF Value™ of £7.00 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 115 Beverages - Non-Alcoholic companies, AG Barr ranks better than 85.22% on this metric.

Return-on-Tangible-Asset is calculated as Net Income divided by its average total tangible assets. Total tangible assets equals to Total Assets minus Intangible Assets. AG Barr's annualized Net Income for the quarter that ended in Jan. 2026 was £38.8 Mil. AG Barr's average total tangible assets for the quarter that ended in Jan. 2026 was £337.2 Mil. Therefore, AG Barr's annualized Return-on-Tangible-Asset for the quarter that ended in Jan. 2026 was 11.51%.

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

CHIX:BAGl' s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: 9.37   Med: 14.42   Max: 21.5
Current: 14.45

During the past 13 years, AG Barr's highest Return-on-Tangible-Asset was 21.50%. The lowest was 9.37%. And the median was 14.42%.

CHIX:BAGl's Return-on-Tangible-Asset is ranked better than
85.22% of 115 companies
in the Beverages - Non-Alcoholic industry
Industry Median: 6.84 vs CHIX:BAGl: 14.45

AG Barr  (CHIX:BAGl) Return-on-Tangible-Asset Explanation

Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.


Be Aware

Like ROE and ROA, Return-on-Tangible-Asset is calculated with only 12 months data. Fluctuations in the company’s earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a company’s tax rate and its interest payment. Return-on-Tangible-Asset may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.


AG Barr Return-on-Tangible-Asset Related Terms


AG Barr Return-on-Tangible-Asset Historical Data

* Premium members only.

The historical data trend for AG Barr's Return-on-Tangible-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 Return-on-Tangible-Asset Chart

AG Barr Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
Return-on-Tangible-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 12.37 13.59 14.46 13.81 14.37

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
Return-on-Tangible-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 12.52 13.08 13.90 17.70 11.51

CHIX:BAGL vs KO, PEP, MNST: Return-on-Tangible-Asset Comparison

For the Beverages - Non-Alcoholic subindustry, AG Barr's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-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 Return-on-Tangible-Asset vs Beverages - Non-Alcoholic Industry

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

* The bar in red indicates where AG Barr's Return-on-Tangible-Asset falls into.


CHIX:BAGL
91GF Score
AG Barr PLC CHIX:BAGL
Return-on-Tangible-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

AG Barr Return-on-Tangible-Asset Calculation

AG Barr's annualized Return-on-Tangible-Asset for the fiscal year that ended in Jan. 2026 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(A: Jan. 2026 )  (A: Jan. 2025 )(A: Jan. 2026 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(A: Jan. 2026 )  (A: Jan. 2025 )(A: Jan. 2026 )
=47.1/( (303.7+351.9)/ 2 )
=47.1/327.8
=14.37 %

AG Barr's annualized Return-on-Tangible-Asset for the quarter that ended in Jan. 2026 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(Q: Jan. 2026 )  (Q: Jul. 2025 )(Q: Jan. 2026 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(Q: Jan. 2026 )  (Q: Jul. 2025 )(Q: Jan. 2026 )
=38.8/( (322.4+351.9)/ 2 )
=38.8/337.15
=11.51 %

* 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.

In the calculation of annual Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Jan. 2026) net income data.

What does a Return-on-Tangible-Asset of 11.51% mean?
AG Barr (CHIX:BAGL) has a Return-on-Tangible-Asset of 11.51% as of Jan. 2026. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on AG Barr and its competitors. This is 20% below median its historical median of 14.42. Over the past decade, AG Barr's Return-on-Tangible-Asset has ranged from 9.37 to 21.50. According to the industry distribution chart, AG Barr ranks #17 out of 115 companies in the Beverages - Non-Alcoholic industry, placing it in the top 14.8%.
Is AG Barr's Return-on-Tangible-Asset too high?
AG Barr's current Return-on-Tangible-Asset of 11.51% is 20% below median its 10-year median of 14.42. Over the past 10 years, this metric has ranged from a low of 9.37 to a high of 21.50. The Beverages - Non-Alcoholic industry median Return-on-Tangible-Asset is 6.84. AG Barr's value of 11.51% is 68.3% above this industry median. Based on the distribution chart, AG Barr ranks #17 out of 115 companies in the Beverages - Non-Alcoholic industry, which is in the top quartile — a strong position relative to peers. Overall, AG Barr has a GF Score™ of 91/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does AG Barr's Return-on-Tangible-Asset compare to KO and PEP?
According to the Beverages - Non-Alcoholic industry distribution chart, AG Barr ranks #17 out of 115 companies for Return-on-Tangible-Asset. This places AG Barr in the top 15% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Asset is 6.84. AG Barr's value of 11.51% is 68.3% above this benchmark. Historically, AG Barr's own Return-on-Tangible-Asset has ranged from 9.37 to 21.50 over the past decade. While the company's 10-year median is 14.42 vs. the industry median of 6.84, 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 Return-on-Tangible-Asset for a Beverages - Non-Alcoholic company?
The median Return-on-Tangible-Asset among Beverages - Non-Alcoholic companies is 6.84, based on 115 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AG Barr's current Return-on-Tangible-Asset of 11.51% is 68.3% 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 Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on AG Barr and its competitors. For the Beverages - Non-Alcoholic industry, the median Return-on-Tangible-Asset is 6.84 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AG Barr's current Return-on-Tangible-Asset is 11.51%, which is 20% below median its own 10-year median of 14.42. 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 £7.00, compared to a current price of £6.34 — trading 9.5% below its estimated fair value. The current Return-on-Tangible-Asset is 11.51%, which is 20% below median its 10-year median of 14.42 and 68.3% above the Beverages - Non-Alcoholic industry median of 6.84. AG Barr's overall GF Score™ is 91/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For AG Barr (CHIX:BAGL), the current Return-on-Tangible-Asset is 11.51% 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 £6.34 is trading 9.5% below its estimated GF Value™ of £7.00. GuruFocus considers AG Barr to be Modestly Undervalued.

Key valuation signals for CHIX:BAGL:

  • Return-on-Tangible-Asset: 11.51% (20% below median its 10-year median of 14.42)
  • GF Value™: £7.00 vs. price of £6.34 (9.5% below fair value)
  • GF Score™: 91/100 with 4 warning signs
  • Industry Position: 68.3% above the Beverages - Non-Alcoholic median (#17 of 115)

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.
91GF Score

Get the complete analysis for CHIX:BAGL

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

£6.34
Price
£7.00
GF Value