WallStSmart

Monster Beverage Corp (MNST)vsOatly Group AB ADR (OTLY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Monster Beverage Corp generates 897% more annual revenue ($9.22B vs $925.00M). MNST leads profitability with a 23.1% profit margin vs -13.8%. MNST earns a higher WallStSmart Score of 64/100 (C+).

MNST

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 9.0Value: 6.0Quality: 7.8
Piotroski: 4/9Altman Z: 6.29

OTLY

Avoid

33

out of 100

Grade: F

Growth: 6.0Profit: 2.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -2.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MNSTUndervalued (+70.3%)

Margin of Safety

+70.3%

Fair Value

$145.88

Current Price

$43.40

$102.48 discount

UndervaluedFair: $145.88Overvalued
OTLYUndervalued (+38.5%)

Margin of Safety

+38.5%

Fair Value

$20.14

Current Price

$12.71

$7.43 discount

UndervaluedFair: $20.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MNST6 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
6.2910/10

Safe zone — low bankruptcy risk

Market CapQuality
$85.02B9/10

Large-cap with strong market position

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
23.1%9/10

Keeps 23 of every $100 in revenue as profit

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

Revenue GrowthGrowth
20.2%8/10

Revenue surging 20.2% year-over-year

OTLY2 strengths · Avg: 9.0/10
Debt/EquityHealth
-22.4410/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

Areas to Watch

MNST3 concerns · Avg: 3.3/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

Price/BookValuation
9.1x4/10

Trading at 9.1x book value

P/E RatioValuation
40.2x2/10

Premium valuation, high expectations priced in

OTLY4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$449.32M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-241.6%2/10

ROE of -241.6% — below average capital efficiency

Free Cash FlowQuality
$-592,0002/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : MNST

The strongest argument for MNST centers on Altman Z-Score, Market Cap, Return on Equity. Profitability is solid with margins at 23.1% and operating margin at 29.2%. Revenue growth of 20.2% demonstrates continued momentum.

Bull Case : OTLY

The strongest argument for OTLY centers on Debt/Equity, Revenue Growth. Revenue growth of 15.2% demonstrates continued momentum.

Bear Case : MNST

The primary concerns for MNST are PEG Ratio, Price/Book, P/E Ratio. A P/E of 40.2x leaves little room for execution misses.

Bear Case : OTLY

The primary concerns for OTLY are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

OTLY carries more volatility with a beta of 1.81 — expect wider price swings.

MNST is growing revenue faster at 20.2% — sustainability is the question.

MNST generates stronger free cash flow (461M), providing more financial flexibility.

Monitor BEVERAGES - NON-ALCOHOLIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MNST scores higher overall (64/100 vs 33/100), backed by strong 23.1% margins and 20.2% revenue growth. OTLY offers better value entry with a 38.5% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Monster Beverage Corp

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Monster Beverage Corporation is an American beverage company that manufactures energy drinks including Monster Energy, Relentless and Burn.

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Oatly Group AB ADR

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

Oatly Group AB, an oat milk company, offers a range of plant-based dairy products made from oats in Sweden. The company is headquartered in Malm, Sweden.

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