BAGFF (AG Barr) 10-Year ROIIC % : 7.20% (As of Jan. 2026)


BAGFF AG Barr PLC BAGFF
85 GF Score
Price $8.44
GF Value $9.06
Valuation Fairly Valued
! 4 Warning Signs
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What is AG Barr 10-Year ROIIC %?

AG Barr BAGFF +3.94% 85 10-Year ROIIC % is 7.20 as of Jan. 2026. GuruFocus rates BAGFF with a GF Score™ of 85/100 and a GF Value™ of $9.06 (Fairly Valued). The stock has 4 warning signs investors should review. Among 97 Beverages - Non-Alcoholic companies, AG Barr ranks worse than 54.64% on this metric.

10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year. AG Barr's 10-Year ROIIC % for the quarter that ended in Jan. 2026 was 7.20%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for AG Barr's 10-Year ROIIC % or its related term are showing as below:

BAGFF's 10-Year ROIIC % is ranked worse than
54.64% of 97 companies
in the Beverages - Non-Alcoholic industry
Industry Median: 9.9 vs BAGFF: 7.20

AG Barr  (OTCPK:BAGFF) 10-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


AG Barr 10-Year ROIIC % Related Terms


AG Barr 10-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for AG Barr's 10-Year ROIIC % 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 10-Year ROIIC % Chart

AG Barr Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
10-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.19 6.34 6.24 6.77 7.20

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
10-Year ROIIC % 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 6.24 0.00 6.77 0.00 7.20

BAGFF vs KO, PEP, MNST: 10-Year ROIIC % Comparison

For the Beverages - Non-Alcoholic subindustry, AG Barr's 10-Year ROIIC %, along with its competitors' market caps and 10-Year ROIIC % 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 10-Year ROIIC % vs Beverages - Non-Alcoholic Industry

For the Beverages - Non-Alcoholic industry and Consumer Defensive sector, AG Barr's 10-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where AG Barr's 10-Year ROIIC % falls into.


BAGFF
85GF Score
AG Barr PLC BAGFF
10-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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AG Barr 10-Year ROIIC % Calculation

AG Barr's 10-Year ROIIC % for the quarter that ended in Jan. 2026 is calculated as:

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( 62.183576 (Jan. 2026) - 50.308368 (Jan. 2016) )/( 537.889 (Jan. 2026) - 352.374 (Jan. 2016) )
=11.875208/185.515
=6.40%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 10-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 10-Year ROIIC % →
What does a 10-Year ROIIC % of 7.20 mean?
AG Barr (BAGFF) has a 10-Year ROIIC % of 7.20 as of Jan. 2026. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on AG Barr and its competitors. According to the industry distribution chart, AG Barr ranks #53 out of 97 companies in the Beverages - Non-Alcoholic industry, placing it in the top 54.6%.
Is AG Barr's 10-Year ROIIC % too high?
AG Barr's current 10-Year ROIIC % is 7.20. The Beverages - Non-Alcoholic industry median 10-Year ROIIC % is 9.90. AG Barr's value of 7.20 is 27.3% below this industry median. Based on the distribution chart, AG Barr ranks #53 out of 97 companies in the Beverages - Non-Alcoholic industry, which is below the industry midpoint. Overall, AG Barr has a GF Score™ of 85/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does AG Barr's 10-Year ROIIC % compare to KO and PEP?
According to the Beverages - Non-Alcoholic industry distribution chart, AG Barr ranks #53 out of 97 companies for 10-Year ROIIC %. This places AG Barr in the lower half of its industry. The industry median 10-Year ROIIC % is 9.90. AG Barr's value of 7.20 is 27.3% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year ROIIC % for a Beverages - Non-Alcoholic company?
The median 10-Year ROIIC % among Beverages - Non-Alcoholic companies is 9.90, based on 97 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AG Barr's current 10-Year ROIIC % of 7.20 is 27.3% below 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 10-Year ROIIC % mean?
A high 10-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on AG Barr and its competitors. For the Beverages - Non-Alcoholic industry, the median 10-Year ROIIC % is 9.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AG Barr's current 10-Year ROIIC % is 7.20. 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 (BAGFF) is currently considered Fairly Valued. The stock's GF Value™ is $9.06, compared to a current price of $8.44 — trading 6.8% below its estimated fair value. The current 10-Year ROIIC % is 7.20 and 27.3% below the Beverages - Non-Alcoholic industry median of 9.90. AG Barr's overall GF Score™ is 85/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year ROIIC % calculated?
10-Year ROIIC % is calculated from a company's financial statements. For AG Barr (BAGFF), the current 10-Year ROIIC % is 7.20 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 (BAGFF) Overvalued in 2026?

Based on GuruFocus' analysis, AG Barr stock appears to be undervalued. The current stock price of $8.44 is trading 6.8% below its estimated GF Value™ of $9.06. GuruFocus considers AG Barr to be Fairly Valued.

Key valuation signals for BAGFF:

  • 10-Year ROIIC %: 7.20
  • GF Value™: $9.06 vs. price of $8.44 (6.8% below fair value)
  • GF Score™: 85/100 with 4 warning signs
  • Industry Position: 27.3% below the Beverages - Non-Alcoholic median (#53 of 97)

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


AG Barr Business Description

Other Exchanges BAGl:UKBAG: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.
85GF Score

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10-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$8.44
Price
$9.06
GF Value