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Employees: 530
Size BellRing Brands (BRBR) is a United States Health Care company (Beverages: Non-Alcoholic) with a market value of $1.07B, the 2208th largest of 3,117 United States companies the cockpit tracks. Shares closed at $9.16 on 6 Nov 2026.
Performance Over six months the shares fell 11.2%, against +3.7% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 20 in its peer set.
Growth Revenue grew 5.9% over the last twelve months (peer median +14.7%); the operating margin is 12.7% (peer median -7.6%).
Valuation It trades at 7.6× forward earnings against a peer median of 21.9× (2nd cheapest of 6).
Price implies For today's price to make sense, revenue must grow about -17% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -36 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 32.0 points above its cost of capital (6.3% WACC).
Credit BellRing Brands has 1 bond outstanding ($840M), rated B+ by the agencies and trading like B- at a weighted spread of 407 bp.
Short interest Short interest is 10.6% of the free float (15 Oct 2026).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $2.35B | $2.32B | $2.00B | $1.67B | $1.37B |
| Revenue growth | — | +16% | +20% | +22% | — |
| Gross profit | $643M | $772M | $672M | $504M | $402M |
| EBITDA | $319M | $463M | $424M | $316M | $248M |
| Net income | $171M | $216M | $246M | $166M | $82.3M |
| Free cash flow | $225M | $256M | $198M | $214M | $19.2M |
| Capital expenditure | $9.10M | $4.70M | $1.80M | $1.80M | $1.80M |
| Total debt | $1.14B | $1.11B | $840M | $865M | $938M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BRBR | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +14.6% | +0.6% | 5th highest of 21 |
| 6-month return | -11.2% | +3.7% | 6th lowest of 20 |
| Distance from 52-week high | -72.7% | -33.7% | lowest of 21 |
| Revenue growth (TTM) | +5.9% | +14.7% | 6th lowest of 15 |
| Operating margin | 12.7% | -7.6% | 2nd highest of 16 |
| Forward P/E | 7.6× | 21.9× | 2nd cheapest of 6 |
| Growth the price implies (Req g, 7 yrs) | -17.4% | 17.7% | least demanding of 5 |
| Growth delivered (Del g) | +18.6% | +23.3% | 2nd lowest of 5 |
| Hurdle (Req g minus delivered) | -36.0 pp | -0.4 pp | least demanding of 5 |
| ROIC minus cost of capital | +32.0 pp | -12.2 pp | 2nd highest of 14 |
| EV / EBITDA | 6.7× | 26.3× | 2nd cheapest of 7 |
| Net debt / EBITDA | 3.4× | 5.4× | 3rd least indebted of 7 |
| Bond spread | 407 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| BellRing Brands BRBR | United States | $1.07B | -11% | +6% | 13% | 7.6× | -17.4% | +18.6% |
| Janux Therapeutics JANX | United States | $1.08B | +24% | +5,367% | -598% | n/a | n/a | n/a |
| Integra LifeSciences IART | United States | $1.04B | -4% | +1% | 12% | 5.8× | 5.2% | +3.6% |
| SI-BONE SIBN | United States | $1.09B | +98% | +14% | -8% | n/a | n/a | n/a |
| Freenome FRNM | United States | $1.09B | n/a | n/a | n/a | n/a | n/a | n/a |
| Ceribell CBLL | United States | $1.03B | +32% | +31% | -70% | n/a | n/a | n/a |
| IRadimed IRMD | United States | $1.10B | 0% | +11% | 32% | 36.0× | 19.1% | +21.5% |
| Verastem VSTM | United States | $1.02B | +72% | +3,996% | -183% | n/a | n/a | n/a |
| Harrow HROW | United States | $1.01B | -30% | +21% | 2% | 21.9× | 51.8% | +41.0% |
| AdaptHealth AHCO | United States | $1.00B | +8% | -3% | 3% | n/a | 16.3% | +25.2% |
| Castle Biosciences CSTL | United States | $993M | +64% | +3% | -9% | n/a | n/a | n/a |
| Savara SVRA | United States | $992M | -8% | n/a | n/a | n/a | n/a | n/a |
| Alto Neuroscience ANRO | United States | $987M | +4% | n/a | n/a | n/a | n/a | n/a |
| Seaport Therapeutics SPTX | United States | $1.15B | +34% | n/a | n/a | n/a | n/a | n/a |
| Artivion AORT | United States | $985M | -20% | +16% | 7% | 3,912.9× | n/a | n/a |
| Alphatec ATEC | United States | $1.15B | -1% | +15% | -3% | 15.0× | n/a | n/a |
| MoonLake Immunotherapeutics MLTX | United States | $981M | -32% | n/a | n/a | n/a | n/a | n/a |
| Rapport Therapeutics RAPP | United States | $1.17B | -36% | n/a | -838% | n/a | n/a | n/a |
| CryoPort CYRX | United States | $967M | +40% | -8% | -21% | n/a | n/a | n/a |
| Tandem Diabetes Care TNDM | United States | $1.18B | +9% | +4% | -4% | n/a | n/a | n/a |
| PROCEPT BioRobotics PRCT | United States | $1.18B | -19% | +23% | -34% | n/a | n/a | n/a |
BellRing Brands has 1 bond outstanding with $840M face value. The agencies rate it B+; its bonds trade like B-. Weighted yield 8.79%, a spread of 407 bp over government bonds.