Ardagh Metal Packaging S.A.

Report azionario NYSE:AMBP

Capitalizzazione di mercato: US$2.4b

Ardagh Metal Packaging Crescita futura

Criteri Future verificati 3/6

Si prevede che Ardagh Metal Packaging aumenterà gli utili e i ricavi rispettivamente del 74.7% e 3.1% all'anno, mentre si prevede che l'EPS crescerà del 71.9% all'anno.

Informazioni chiave

74.7%

Tasso di crescita degli utili

71.91%

Tasso di crescita dell'EPS

Packaging crescita degli utili23.4%
Tasso di crescita dei ricavi3.1%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento26 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha Apr 18

Ardagh Metal Packaging: Execution Holds, Tailwinds Build, Valuation Undemanding

Summary Ardagh Metal Packaging is reinstated with a buy rating, reflecting 32% upside and a 10% dividend yield. The company continues to deliver, with a 4Q EBITDA beat and Q1 guidance slightly ahead of consensus, suggesting resilient operational performance even as the market remains cautious. While energy exposure remains a focus, hedging and pass-through mechanisms limit downside, and long-term demand is supported by sustainability trends and increasing metal packaging penetration. Valuation remains attractive, while recent hedge fund positioning signals a shift in investor sentiment. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 11

AMBP: Revised Cash Flow Assumptions Should Support Future Upside Potential

The analyst price target for Ardagh Metal Packaging has been adjusted slightly lower to align with a revised fair value of about $4.66. This reflects updated assumptions around discount rates, revenue growth and profit margins that analysts have highlighted in recent research.
Aggiornamento della narrazione Mar 28

AMBP: Rising Packaging Demand Should Support Upside Despite Leverage Risk

Analyst price targets for Ardagh Metal Packaging have moved higher to a range of about $4.75 to $6, as analysts cite slightly stronger revenue growth and profit margin assumptions, along with a modestly lower future P/E multiple in their updated models. Analyst Commentary Recent research shows a split view on Ardagh Metal Packaging, with several bullish analysts nudging price targets higher while one bearish analyst trims expectations.
Nuova narrazione Mar 22

Tight Can Capacity And Leverage Will Shape Future Earnings Resilience

Catalysts About Ardagh Metal Packaging Ardagh Metal Packaging produces metal beverage cans for soft drinks, beer and a range of other categories across Europe and the Americas. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Mar 14

AMBP: Beverage Can Demand Should Support Upside Despite Leverage Concerns

Narrative Update on Ardagh Metal Packaging The analyst price target for Ardagh Metal Packaging has edged higher as the fair value estimate moves from about $4.86 to roughly $4.92. This shift is supported by a series of recent target increases from $4.25 to $4.75, $5 to $6, and $4 to $5, partly offset by one cut to $3.60 that reflects ongoing concerns about leverage and potential share loss in North America.
Aggiornamento della narrazione Feb 28

AMBP: Fair Valuation Balances Leverage Risks And Beverage Packaging Demand

Analyst fair value for Ardagh Metal Packaging has edged up from about $4.30 to roughly $4.86, reflecting a series of recent price target increases from $4.25 to $4.75 at UBS, $5 to $6 at Citi, and $4 to $5 at Truist, partially offset by BofA trimming its target to $3.60 because of capital structure and leverage concerns. Analyst Commentary Recent research on Ardagh Metal Packaging reflects a split view, with some analysts lifting price targets and others turning more cautious based on the balance sheet and competitive outlook.
Aggiornamento della narrazione Dec 13

AMBP: Slight EPS Upgrades Will Balance Regional Challenges Ahead

Analysts have nudged their price target on Ardagh Metal Packaging up by $0.10 to $4.00, reflecting modestly higher EPS forecasts after what they described as a solid quarter despite regional operating challenges. Analyst Commentary Analyst reactions to the latest results highlight a nuanced view of Ardagh Metal Packaging, with modestly higher earnings expectations but ongoing concerns about regional performance and the overall risk reward profile.
Aggiornamento della narrazione Oct 25

Resilient Earnings And Sustainable Packaging Will Shape Global Expansion Outlook

Narrative Update on Ardagh Metal Packaging Analysts have modestly increased their price target for Ardagh Metal Packaging to $4.00 from $3.90, citing improved earnings forecasts following the company's solid quarterly performance despite regional headwinds. Analyst Commentary Following the recent quarterly results for Ardagh Metal Packaging, analysts have updated their projections and identified both positive developments and areas of concern that could impact the company's outlook and valuation.
Articolo di analisi Jun 15

Estimating The Fair Value Of Ardagh Metal Packaging S.A. (NYSE:AMBP)

Key Insights Ardagh Metal Packaging's estimated fair value is US$4.01 based on 2 Stage Free Cash Flow to Equity Current...
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Nuova narrazione Apr 28

Americas And Europe Capacity Expansions Will Unlock Beverage Potential

Strategic entry into new beverage categories and capacity investments support revenue and margin growth despite tight capacity environments.
Seeking Alpha Apr 26

Ardagh Metal Packaging: I Don't Like The Double-Digit Dividend Yield

Summary I've maintained a long position in Ardagh Metal Packaging despite initial losses, focusing on their strong free cash flow profile over the 11% dividend yield. Q1 2025 saw a revenue increase to $1.27B and a gross profit rise of more than 20%, but a net loss due to high depreciation and amortization expenses. Adjusted for working capital changes, the underlying operating cash flow was $103M, leading to a net free cash flow of $58M for common shareholders. I prefer debt reduction over dividends given the $3.4B net debt, but remain invested as the stock trades at less than 8 times sustaining free cash flow. Read the full article on Seeking Alpha
Articolo di analisi Apr 23

Insufficient Growth At Ardagh Metal Packaging S.A. (NYSE:AMBP) Hampers Share Price

When you see that almost half of the companies in the Packaging industry in the United States have price-to-sales...
Articolo di analisi Feb 28

Is There An Opportunity With Ardagh Metal Packaging S.A.'s (NYSE:AMBP) 48% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Ardagh Metal Packaging fair value estimate is US$6.07 Ardagh...
Seeking Alpha Jan 08

Ardagh Metal Packaging: Risk-Reward Looks Promising, But Not Out Of The Woods

Summary Ardagh Metal Packaging has a strong market presence in the metal beverage can industry, with production in 9 countries and multi-year contracts with major brands. AMBP has been a source of wealth destruction both in the short-term and the long-term, and we are in two minds over whether this could change. We proceed to discuss various fundamental sub-plots that could weigh on the movement of AMBP. Tactical traders might find AMBP appealing due to its potential for mean-reversion relative to other Russell 2000 peers, and the attractive risk-reward on the standalone charts. Read the full article on Seeking Alpha
Articolo di analisi Dec 21

Ardagh Metal Packaging S.A.'s (NYSE:AMBP) Share Price Is Matching Sentiment Around Its Revenues

Ardagh Metal Packaging S.A.'s ( NYSE:AMBP ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing...
Seeking Alpha Oct 28

Ardagh Metal Packaging: What's Next For This 11% Yielding Stock

Summary Ardagh Metal Packaging S.A. shows strong growth potential for 2025, with a positive outlook reinforced by Q3 2024 earnings. Q3 2024 saw a 2% increase in metal beverage can shipments and a 15% rise in adjusted EBITDA, driven by margin normalization in Europe and improved manufacturing in the Americas. Resilient beverage consumption trends and strong input cost management contributed to Ardagh's performance, leading to an increased full-year adjusted EBITDA guidance of $650M-$660M. Ardagh expects beverage cans to outperform other containers due to their circularity and decarbonization benefits, supported by customer innovation. Read the full article on Seeking Alpha
Seeking Alpha Oct 11

Ardagh Metal Packaging: Canning Future Growth - Strong Buy

Summary Strong growth prospects in key regions like Brazil outweigh short-term sales declines. Management’s plan to reduce leverage from 5.8x to 5.2x strengthens the financial outlook. Institutional investors, including King Street Capital Management, show bullish sentiment, with significant long positions and increased call options in the last quarter. Strong cash flow supports Ardagh’s ability to manage debt and interest payments while funding growth initiatives. I believe Ardagh is undervalued, with strong cash flow and key metrics below industry averages, making it a Strong Buy. Read the full article on Seeking Alpha
Articolo di analisi Jun 04

Ardagh Metal Packaging's (NYSE:AMBP) Dividend Will Be $0.10

Ardagh Metal Packaging S.A. ( NYSE:AMBP ) has announced that it will pay a dividend of $0.10 per share on the 26th of...
Articolo di analisi May 09

Ardagh Metal Packaging (NYSE:AMBP) Has Affirmed Its Dividend Of $0.10

The board of Ardagh Metal Packaging S.A. ( NYSE:AMBP ) has announced that it will pay a dividend of $0.10 per share on...
Seeking Alpha Apr 29

Ardagh Metal Packaging: Stubbornly Maintaining Its 10% Dividend Yield

Summary Ardagh Metal Packaging reported a strong start to the year with 11% revenue growth in the Americas. The company's operating profit was $14M, resulting in a net loss of $12M. AMBP expects an increase in EBITDA of over 25% for the current quarter and confirms full-year EBITDA at $630-660M. Read the full article on Seeking Alpha
Articolo di analisi Apr 22

Ardagh Metal Packaging (NYSE:AMBP) Seems To Be Using A Lot Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Feb 25

Investors Interested In Ardagh Metal Packaging S.A.'s (NYSE:AMBP) Revenues

With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Packaging industry in the United States, you...
Articolo di analisi Feb 25

Ardagh Metal Packaging S.A. Just Missed Earnings; Here's What Analysts Are Forecasting Now

Last week, you might have seen that Ardagh Metal Packaging S.A. ( NYSE:AMBP ) released its yearly result to the market...
Articolo di analisi Nov 09

A Piece Of The Puzzle Missing From Ardagh Metal Packaging S.A.'s (NYSE:AMBP) 26% Share Price Climb

Ardagh Metal Packaging S.A. ( NYSE:AMBP ) shares have had a really impressive month, gaining 26% after a shaky period...
Seeking Alpha Oct 30

Ardagh Metal Packaging: The 12% Yield Is Now Fully Covered

Summary Ardagh Metal Packaging meets Q3 EBITDA guidance, leading to a positive market reaction. The company reduced its full-year adjusted EBITDA target, slightly disappointing but not negatively impacting the market. Ardagh's dividend is sustainable and fully covered by sustaining free cash flow, with plans to reduce debt and improve debt ratios. Read the full article on Seeking Alpha
Articolo di analisi Sep 26

An Intrinsic Calculation For Ardagh Metal Packaging S.A. (NYSE:AMBP) Suggests It's 32% Undervalued

Key Insights Using the Dividend Discount Model, Ardagh Metal Packaging fair value estimate is US$4.66 Ardagh Metal...
Seeking Alpha Aug 24

Ardagh Metal Packaging: Debt Levels Pose A Risk

Summary Ardagh Metal Packaging manufactures metal cans for beverage producers. The company's stock has seen a large decrease in price since going public in 2021, as the company's operating margin has fell from its historical level. Ardagh's financials have shown growth as the company has had heavy investments, but as investments slow down the company should see a more static future. The current stock level seems to price the stock near my DCF model's estimated fair value, constituting a hold-rating. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:AMBP - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20286,246126299N/A4
12/31/20276,101762906167
12/31/20265,959401743377
3/31/20265,733-5209413N/A
12/31/20255,497-11265449N/A
9/30/20255,346-8289466N/A
6/30/20255,231-17285454N/A
3/31/20255,035-20315478N/A
12/31/20244,908-27263450N/A
9/30/20244,845-72288503N/A
6/30/20244,826-73290546N/A
3/31/20244,822-85219535N/A
12/31/20234,812-74237616N/A
9/30/20234,756-5-27461N/A
6/30/20234,63546-222310N/A
3/31/20234,683162-463142N/A
12/31/20224,689226-391205N/A
9/30/20224,700235-490182N/A
6/30/20224,565-5-425259N/A
3/31/20224,253-79-279357N/A
12/31/20214,055-210-229458N/A
9/30/20213,861-162-181338N/A
6/30/20213,72268-37406N/A
3/31/20213,56140-132247N/A
12/31/20203,45111166334N/A
12/31/20193,344-40N/A377N/A
12/31/20183,338-75N/A272N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che AMBP diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che AMBP diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede AMBP diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di AMBP ( 3.1% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AMBP ( 3.1% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di AMBP è previsto essere elevato tra 3 anni


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 09:27
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Ardagh Metal Packaging S.A. è coperta da 11 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael LeitheadBarclays
Patrick Duffy FischerBarclays
Mark WildeBMO Capital Markets Equity Research