Oatly Group AB - ADR vs Banco Santander SA — how do they compare? Oatly Group AB - ADR trades at $10.86 (market cap $282.27M), while Banco Santander SA trades at $13.76 (market cap $194.42B). The key difference: Banco Santander SA is far larger — about 688.8× Oatly Group AB - ADR's market cap, and Banco Santander SA pays a 2.04% dividend while Oatly Group AB - ADR pays none. Which is the better fit depends on your goals.
| OTLY | SAN | |
|---|---|---|
Market Cap | $282.27M | $194.42B |
Sector | Consumer Staples | Financials |
52-Week High | $18.54 | $14.37 |
52-Week Low | $8.03 | $8.40 |
Enterprise Value | $779.89M | — |
Dividend Yield | — | 2.04% |
Signals from Pluang's Aura AI — not financial advice
Oatly (OTLY) trades at $9.05, down 9.86% in the last session, with a neutral technical signal. The company shows modest revenue growth to $862M in 2025 but continues to report significant losses with a -17.06% net margin. Cash flow remains negative at -$35M, though improving from previous years. Recent news highlights new product launches and upcoming Q2 2026 earnings on July 22.
The outlook remains challenging with persistent losses and high debt levels creating financial strain. Analyst sentiment is mixed with 44% buy ratings but 50% hold, reflecting uncertainty about profitability timeline. Key risks include cash burn sustainability and competitive pressure in the plant-based beverage market.
Santander (SAN) trades at $13.65, up 0.74% with mixed technical signals showing bearish moving averages but oversold RSI. The company reported Q1 2026 EPS beat ($0.41 vs $0.29 expected) and maintains strong profitability with 26.72% net margin and 16.18% ROE. Recent developments include the $12.2 billion Webster Bank acquisition and AI-driven cost initiatives targeting $1.15 billion in business value.
SAN offers value with a 13.23 P/E and dividend yield near 4.4%, supported by 64% analyst buy ratings. Key risks include declining cash flows (-$28.13B in 2024) and Spanish antitrust probes. The stock's upside depends on successful integration of acquisitions and AI efficiency gains offsetting macroeconomic pressures on European banking.
Trailing returns across standard periods
Latest headlines on both assets
Oatly Group AB is engaged in the food and drinks industry. Some of its products include Oat Drink, Chilled Oat Drink, Oatgurt, Creamy Oat, Icecreams, among others. It caters to Sweden, Germany, United Kingdom, Netherlands, North America, Finland, and other markets.
Read more on OTLY →Santander's focus is on retail and commercial banking. Latin America is geographically the largest operation, with Brazil by far the largest. Its continental European business is still mainly Iberian. Santander's U.K. presence is the result of the acquisition of building society Abbey. In the U.S., Santander operates a vehicle finance business and a regional bank focused on the Northeastern states.
Read more on SAN →