Update shared on 14 Dec 2025
Fair value Increased 6.17%Analysts have lifted their price target on Sealed Air by approximately 6 percent to about $52 per share, citing a slightly lower discount rate, modestly higher expected profit margins, and a richer future earnings multiple that more than offset reduced long term revenue growth assumptions.
What's in the News
- Clayton, Dubilier & Rice agreed to acquire Sealed Air for $6.3 billion, offering $42.15 per share in cash. If the deal closes in mid 2026, Sealed Air will be taken private and delisted from the NYSE (M&A Transaction Announcements).
- The merger agreement includes a go shop period that allows Sealed Air to solicit alternative acquisition proposals. It also provides for termination fees of approximately $430 million for the buyer and $210 million for the seller (M&A Transaction Announcements).
- Earlier discussions had indicated that Clayton, Dubilier & Rice was exploring a potential acquisition of Sealed Air. Any buyer was reportedly considering a split of the food and protective packaging businesses, though talks were at a preliminary stage (M&A Rumors and Discussions).
- Sealed Air maintained its 2025 earnings guidance, projecting net sales between $5.275 billion and $5.325 billion. Constant currency sales are expected to decline between 3% and 2% (Corporate Guidance - New/Confirmed).
- The company advanced its fulfillment strategy with the launch of the AUTOBAG 850HB Hybrid Bagging Machine, a system that can run both poly and paper mailers to improve efficiency and support more sustainable packaging formats (Product-Related Announcements).
Valuation Changes
- Fair Value Estimate has risen slightly from approximately $49.00 to $52.00 per share, reflecting a modestly higher intrinsic value assessment.
- Discount Rate has declined slightly from about 7.92 percent to 7.78 percent, which modestly increases the present value of expected future cash flows.
- Revenue Growth has fallen meaningfully from roughly 3.35 percent to 2.08 percent, indicating more cautious long term top line expectations.
- Net Profit Margin has increased slightly from about 9.96 percent to 10.29 percent, pointing to improved expected profitability.
- Future P/E multiple has risen moderately from around 15.9x to 16.8x, implying a richer valuation on forecast earnings.
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