Glanbia PLC

GLB: XLON (GBR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	€31.10	Nkzv	Hnzbpfsv

Initiating on Glanbia With No-Moat Rating, EUR 12 Fair Value Estimate; Shares Slightly Undervalued

Diana Radu

Jul 6, 2022

We initiate coverage of Glanbia with a EUR 12 per share fair value estimate and no-moat and Standard capital allocation ratings. Our medium uncertainty rating reflects the company's exposure to the volatile dairy market, offset by its vertical integration and diversified portfolio of consumer brands and ingredients. Our fair value estimate of EUR 12 suggests a 12% upside to the current share price.

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