Oatly Group AB - ADR vs VF Corp — how do they compare? Oatly Group AB - ADR trades at $12.57 (market cap $432.09M), while VF Corp trades at $12.84 (market cap $5.19B). The key difference: VF Corp is far larger — about 12× Oatly Group AB - ADR's market cap, and VF Corp pays a 2.73% dividend while Oatly Group AB - ADR pays none. Which is the better fit depends on your goals.
| OTLY | VFC | |
|---|---|---|
Market Cap | $432.09M | $5.19B |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $18.09 | $21.55 |
52-Week Low | $8.03 | $12.91 |
Enterprise Value | $936.50M | $9.47B |
Dividend Yield | — | 2.73% |
Signals from Pluang's Aura AI — not financial advice
OTLY trades at $13.52, down 3.98% today, with a bullish technical signal supported by a recent golden cross and oversold RSI. Revenue growth improved to $862M in 2025, but net losses persist at -$153M, with negative cash flows. Analysts are mixed with 44% buy ratings, while the company raised its 2026 revenue outlook after Q2 results.
The outlook hinges on Oatly's path to profitability; accelerating revenue and margin improvements offer upside, but high debt and sustained losses pose significant risks. Investors should weigh operational progress against financial instability in a competitive plant-based market.
VFC trades at $13.20, down 1.86% on the day, with a bearish technical outlook and recent earnings misses. The company reported a net loss of $189.72 million for 2025, though revenue of $9.50 billion and a gross margin of 54.97% show underlying strength. Analyst consensus is a Hold with a $17.38 price target, reflecting cautious optimism amid Vans brand challenges.
The stock offers value with a low P/S of 0.55, but execution risks persist. Upside depends on a Vans turnaround and debt reduction, while downside risks include weak consumer sentiment and competitive pressures. Near-term volatility is likely pending Q3 2026 earnings results.
Trailing returns across standard periods
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 →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →