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Published
05 Jan 26
Updated
23 Jul 26
Views
65
Not Invested
AmcorAMCR
AMCR logo
Fair Value
US$42
Share price23 Jul
US$432.4% overvalued intrinsic discount
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1Y3.24%
7D-6.30%

Synergy Execution And Flat Volumes Will Shape Long Term Packaging Prospects

AN
AnalystLowTarget
AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
05 Jan 26
Updated
23 Jul 26
Views
65
Not Invested
Fair ValueUS$42
Share priceUS$43
2.4% overvalued intrinsic discount
Narrative
Updates2

Shared on 23 Jul 26

Fair value Increased 2.44%

AMCR: Cost Synergies And Expansion Plans Will Confront Ongoing Volume Headwinds

Amcor pushes ahead with new leadership and fresh investment in factories and innovation, from expanding flexible packaging in China to building out healthcare packaging in Malaysia. But demand for packaging still looks soft, and some analysts doubt the company can turn today’s cost wins into steady sales growth.
Read more
4 viewsusers have viewed this narrative update

Shared on 09 Jul 26

Fair value Increased 356%

AMCR: Portfolio Shifts And Volume Uncertainty Will Shape Execution In Coming Years

Amcor keeps reshaping its business and pushing new packaging partnerships, but analysts still worry that demand is too hard to predict and that planned cost savings could take longer to show up. New projects in healthcare packaging and more sustainable materials add promise, yet regional disruption risks and uncertain volumes keep expectations muted.
Read more
9 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$42
vs US$432.4% overvalued intrinsic discount
PastFuture024b2015201820212024202620272029Revenue US$23.8bEarnings US$1.5b
2.3%
Revenue growth
6.4%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

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Company analysis

Good value with proven track record.

Market capUS$19.9b
PB1.7x
Estimated Growth1.4%
Dividend Yield6.0%
Full analysis

CEO & management

Peter Konieczny
CEO
4.5yrs
CEO Tenure

Develops and produces packaging solutions for nutrition, health, beauty, and wellness categories in Europe, North America, Latin America, and the Asia Pacific.

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Level 5, 320 Pitt Street, Sydney
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