With BellRing Brands Stock Sliding, Have You Assessed The Risk?

BRBR: BellRing Brands logo
BRBR
BellRing Brands

BellRing Brands (BRBR) stock is down 10.7% in 21 trading days. The recent slide reflects renewed concerns around its murky near-term outlook for its nutrition products and revised analyst forecasts, but sharp drops like this often raise a tougher question: is the weakness temporary, or a sign of deeper cracks in the story?

Before judging its downturn reslience, let’s look at where BellRing Brands stands today.

  • Size: BellRing Brands is a $3.4 Bil company with $2.3 Bil in revenue currently trading at $27.33.
  • Fundamentals: Last 12 month revenue growth of 16.1% and operating margin of 15.4%.
  • Liquidity: Has Debt to Equity ratio of 0.32 and Cash to Assets ratio of 0.08
  • Valuation: BellRing Brands stock is currently trading at P/E multiple of 15.7 and P/EBIT multiple of 9.5
  • Has returned (median) 21.5% within a year following sharp dips since 2010. See BRBR Dip Buy Analysis.

These metrics point to a Strong operational performance, alongside Low valuation – making the stock Attractive. For details, see Buy or Sell BRBR Stock

That brings us to the key consideration for investors worried about this fall: how resilient is BRBR stock if markets turn south? This is where our downturn resilience framework comes in. Suppose BRBR stock falls another 20-30% to $19 – can investors comfortably hold on? Turns out, the stock saw an impact slightly worse than the S&P 500 index during various economic downturns, based on (a) how much the stock fell and, (b) how quickly it recovered. Below, we dive deeper into each such downturn.

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2022 Inflation Shock

  • BRBR stock fell 40.0% from a high of $33.98 on 8 September 2021 to $20.40 on 29 September 2022 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 31 March 2023
  • Since then, the stock increased to a high of $79.39 on 30 January 2025 , and currently trades at $27.33

  BRBR S&P 500
% Change from Pre-Recession Peak -40.0% -25.4%
Time to Full Recovery 183 days 464 days

 
2020 Covid Pandemic

  • BRBR stock fell 38.3% from a high of $23.40 on 23 January 2020 to $14.44 on 23 March 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 8 December 2020

  BRBR S&P 500
% Change from Pre-Recession Peak -38.3% -33.9%
Time to Full Recovery 260 days 148 days

 
Feeling jittery about BRBR stock? Consider portfolio approach.

Smart Investing Begins With Portfolios

Stocks soar and sink – the key is staying invested. A balanced portfolio keeps you in the market, boosts gains and reduces single stock risk

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.