AG BarrBAGFF +3.94%91 3-Year ROIIC % is 10.74 as of Jan. 2026, which is 29% below its 10-year median of 15.21. GuruFocus rates BAGFF with a GF Score™ of 91/100 and a GF Value™ of $9.23 (Fairly Valued). The stock has 4 warning signs investors should review. Among 106 Beverages - Non-Alcoholic companies, AG Barr ranks better than 50.94% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
AG Barr's 3-Year ROIIC % for the quarter that ended in Jan. 2026 was 10.74%. 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 3-Year ROIIC % or its related term are showing as below:
BAGFF's 3-Year ROIIC % is ranked better than 50.94% of 106
companies
in the Beverages - Non-Alcoholic industry
Industry Median: 10.505
vs BAGFF: 10.74
AG Barr (OTCPK:BAGFF) 3-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 3-Year ROIIC % Related Terms
AG Barr 3-Year ROIIC % Historical Data
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The historical data trend for AG Barr's 3-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.
For the Beverages - Non-Alcoholic subindustry, AG Barr's 3-Year ROIIC %, along with its competitors' market caps and 3-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 3-Year ROIIC % vs Beverages - Non-Alcoholic Industry
For the Beverages - Non-Alcoholic industry and Consumer Defensive sector, AG Barr's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where AG Barr's 3-Year ROIIC % falls into.
AG Barr's 3-Year ROIIC % for the quarter that ended in Jan. 2026 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( 62.183576 (Jan. 2026) - 41.119056 (Jan. 2023) )
/
( 537.889 (Jan. 2026) - 345.654 (Jan. 2023) )
=
21.06452
/
192.235
=
10.96%***
* 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 3-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.
AG Barr (BAGFF) has a 3-Year ROIIC % of 10.74 as of Jan. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on AG Barr and its competitors. This is 29% below median its historical median of 15.21. According to the industry distribution chart, AG Barr ranks #52 out of 106 companies in the Beverages - Non-Alcoholic industry, placing it in the top 49.1%.
Is AG Barr's 3-Year ROIIC % too high?
AG Barr's current 3-Year ROIIC % of 10.74 is 29% below median its 10-year median of 15.21. The Beverages - Non-Alcoholic industry median 3-Year ROIIC % is 10.51. AG Barr's value of 10.74 is 2.2% above this industry median. Based on the distribution chart, AG Barr ranks #52 out of 106 companies in the Beverages - Non-Alcoholic industry, which is above the industry midpoint. Overall, AG Barr has a GF Score™ of 91/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does AG Barr's 3-Year ROIIC % compare to KO and PEP?
According to the Beverages - Non-Alcoholic industry distribution chart, AG Barr ranks #52 out of 106 companies for 3-Year ROIIC %. This puts AG Barr in the upper half of its industry. The industry median 3-Year ROIIC % is 10.51. AG Barr's value of 10.74 is 2.2% above this benchmark. While the company's 10-year median is 15.21 vs. the industry median of 10.51, 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 3-Year ROIIC % for a Beverages - Non-Alcoholic company?
The median 3-Year ROIIC % among Beverages - Non-Alcoholic companies is 10.51, based on 106 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AG Barr's current 3-Year ROIIC % of 10.74 is 2.2% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on AG Barr and its competitors. For the Beverages - Non-Alcoholic industry, the median 3-Year ROIIC % is 10.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AG Barr's current 3-Year ROIIC % is 10.74, which is 29% below median its own 10-year median of 15.21. 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 $9.23, compared to a current price of $8.44 — trading 8.6% below its estimated fair value. The current 3-Year ROIIC % is 10.74, which is 29% below median its 10-year median of 15.21 and 2.2% above the Beverages - Non-Alcoholic industry median of 10.51. 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 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For AG Barr (BAGFF), the current 3-Year ROIIC % is 10.74 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 8.6% below its estimated GF Value™ of $9.23.
GuruFocus considers AG Barr to be Fairly Valued.
Key valuation signals for BAGFF:
3-Year ROIIC %: 10.74 (29% below median its 10-year median of 15.21)
GF Value™: $9.23 vs. price of $8.44 (8.6% below fair value)
Industry Position: 2.2% above the Beverages - Non-Alcoholic median (#52 of 106)
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 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
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