Update shared on 30 Nov 2025
Fair value Increased 0.93%CCL Industries' analyst price target has increased from C$96.30 to C$97.20. This change reflects analysts' improved outlook based on upward revisions to peer research price targets and supporting valuation metrics.
Analyst Commentary
Recent updates from street research have provided insights into how analysts view the current prospects for CCL Industries. While several analysts have revised their price targets upward, the perspectives driving these adjustments can be divided into key bullish and bearish considerations.
Bullish Takeaways- Bullish analysts have raised their price targets, reflecting increased confidence in the company’s underlying fundamentals and growth potential.
- Improved valuation multiples suggest expectations for continued margin expansion and operational delivery.
- The recurring Outperform and Buy ratings indicate broad optimism on the company’s ability to execute against strategic initiatives.
- Upward revisions to peer price targets reinforce the positive sentiment around CCL Industries’ positioning within its sector.
- Despite price target increases, some analysts display caution about the pace of earnings growth relative to elevated valuation levels.
- Concerns remain regarding the company’s exposure to macroeconomic headwinds that could limit near-term growth upside.
- Bearish analysts highlight the need for consistent execution, warning that any underperformance could impact share price momentum.
What's in the News
- CCL Industries completed the repurchase of 1,260,663 shares, representing 0.72% of the company, for CAD 100 million as part of the buyback announced on May 22, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from CA$96.30 to CA$97.20, reflecting modestly increased expectations.
- Discount Rate edged up marginally from 6.12% to 6.13%, indicating a minor adjustment in risk assumptions.
- Revenue Growth estimate increased slightly from 3.72% to 3.74%.
- Net Profit Margin decreased slightly from 10.73% to 10.57%.
- Future P/E ratio has risen from 20.24x to 20.99x, signaling higher future earnings expectations versus price.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
