Amcor（AMCR）株式概要
Amcor plcは、子会社とともに、欧州、北米、ラテンアメリカ、およびアジア太平洋地域において、栄養、健康、美容、ウェルネス分野向けの包装ソリューションを開発・製造しています。 詳細
AMCR Community Fair Values
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Amcor
738.0% 割高 内在価値ディスカウント
[Andy Chopra's Analysis] Cheap on assets but expensive on earnings. Avoid.
View narrativeAN
Published 24 Dec 2025
Amcor plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$41.90 |
| 52週高値 | US$50.94 |
| 52週安値 | US$36.25 |
| ベータ | 0.60 |
| 1ヶ月の変化 | -11.70% |
| 3ヶ月変化 | 2.00% |
| 1年変化 | 1.45% |
| 3年間の変化 | -7.40% |
| 5年間の変化 | -28.92% |
| IPOからの変化 | -25.04% |
最新ニュース
Seeking Alpha • Sep 18
Amcor: Buy The Dip On This High Yield
Summary Amcor offers a compelling entry point after a recent pullback, trading at 10.5x forward P/E and yielding 6.1%. Berry acquisition synergies are driving margin expansion, with adjusted EBITDA up 32% YoY and double-digit EPS growth expected in calendar 2027. Management targets deleveraging to 3x net debt/EBITDA by end-2027 while maintaining a covered dividend and passing through higher input costs. I rate AMCR a 'Buy' as mid-teens annual total returns are achievable through earnings growth, yield, and potential valuation reversion. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 20
AMCR: Future Returns Will Hinge On Synergy Delivery Versus Volume Uncertainty
The analyst price target for Amcor has increased to $49.93 from $48.21 as analysts weigh slower revenue growth and higher capital spending against expectations for steadier margins and a slightly lower P/E multiple, supported by recent research that includes mixed rating changes and several upward target revisions. Analyst Commentary Recent research on Amcor shows a split between bullish and cautious views.Recent updates
Seeking Alpha • Sep 18
Amcor: Buy The Dip On This High Yield
Summary Amcor offers a compelling entry point after a recent pullback, trading at 10.5x forward P/E and yielding 6.1%. Berry acquisition synergies are driving margin expansion, with adjusted EBITDA up 32% YoY and double-digit EPS growth expected in calendar 2027. Management targets deleveraging to 3x net debt/EBITDA by end-2027 while maintaining a covered dividend and passing through higher input costs. I rate AMCR a 'Buy' as mid-teens annual total returns are achievable through earnings growth, yield, and potential valuation reversion. Read the full article on Seeking Alphaナラティブ更新 • Aug 20
AMCR: Future Returns Will Hinge On Synergy Delivery Versus Volume Uncertainty
The analyst price target for Amcor has increased to $49.93 from $48.21 as analysts weigh slower revenue growth and higher capital spending against expectations for steadier margins and a slightly lower P/E multiple, supported by recent research that includes mixed rating changes and several upward target revisions. Analyst Commentary Recent research on Amcor shows a split between bullish and cautious views.
ナラティブ更新 • Aug 06
AMCR: Synergy Delivery And Deleveraging Will Support Future Re Rating Potential
Analysts have trimmed their price expectations for Amcor, with the updated average target moving from about $59 to around $14. They are weighing ongoing volume headwinds, cautious views on organic growth and mixed signals on valuation multiples, despite some improving fundamentals and progress on synergies.
ナラティブ更新 • Jul 23
AMCR: Cost Synergies And Expansion Plans Will Confront Ongoing Volume Headwinds
Amcor's analyst price target has been updated from $41.00 to $42.00, reflecting analysts' mixed views as improving cost trends, synergy progress, and a slightly higher assumed future P/E of 16.06x are weighed against ongoing volume and structural challenges. Analyst Commentary Recent Street research on Amcor highlights a cautious tone, with several Bearish analysts focusing on volume pressure, structural challenges, and the risk that current valuation already reflects much of the expected improvement in cost trends and synergies.ナラティブ更新 • Jul 09
AMCR: Portfolio Shifts And Volume Uncertainty Will Shape Execution In Coming Years
Analysts have trimmed their price targets on Amcor to $41, reflecting updated views on fair value, earnings power and volume visibility after recent meetings with company leadership and sector checks. Analyst Commentary Recent commentary on Amcor highlights a more cautious tone, with several bearish analysts revisiting their assumptions on earnings visibility, execution and the appropriate valuation multiple for the stock.ナラティブ更新 • Jun 25
AMCR: Future Returns Will Rely On Synergy Capture And Deleveraging Execution
Analysts have trimmed their Amcor price targets by up to $10, citing a focus on capturing synergies, reducing leverage, and using the company’s global scale to manage geopolitical pressures, while acknowledging limited visibility on volumes. Analyst Commentary Recent Street research on Amcor shows a mix of optimism about execution and caution around near term earnings visibility, which helps explain the cluster of reduced price targets.ナラティブ更新 • Jun 10
AMCR: Future Returns Will Rely On Synergy Capture And Healthcare Capacity Expansion
Amcor's updated analyst price target has been trimmed by $2 to $41, as analysts cite recent target cuts across several firms, reflecting cautious views on volume visibility, synergy execution and regional risks, despite generally balanced risk and reward. Analyst Commentary Recent research points to a mixed but generally cautious stance, with several firms trimming price targets while still seeing some offsetting positives in Amcor's execution plans and balance sheet priorities.ナラティブ更新 • May 26
AMCR: Future Returns Will Hinge On Synergy Execution And Malaysia Healthcare Expansion
Analysts have trimmed their Amcor price targets, reflecting a shift to a new fair value estimate of about $48 from about $50 as they factor in lower assumed revenue growth, a slightly different discount rate, and reduced future P/E expectations following recent research visits and sector checks. Analyst Commentary Recent Street research on Amcor shows a mix of optimism and caution, with several firms adjusting price targets and one new bullish initiation.分析記事 • May 15
Investors Can Find Comfort In Amcor's (NYSE:AMCR) Earnings Quality
The market was pleased with the recent earnings report from Amcor plc ( NYSE:AMCR ), despite the profit numbers being...ナラティブ更新 • Apr 26
AMCR: Future Returns Will Hinge On Malaysia Healthcare Packaging Expansion
Amcor's updated analyst price target has eased from about $51.66 to $50.22, as analysts weigh recent target cuts and downgrades against fresh bullish coverage that assumes a slightly higher revenue growth outlook and a modestly lower future P/E. Analyst Commentary Recent research on Amcor reflects a mix of optimism about execution and growth, alongside fresh caution on valuation and risk, which explains the modest pullback in the average price target.ナラティブ更新 • Apr 11
AMCR: Future Returns Will Hinge On Post Reverse Split Multiple Re Rating
Amcor's updated analyst price target edges lower to $51.66 from $52.54 as analysts balance tempered valuation assumptions, including a slightly lower future P/E, against modestly higher modeled revenue growth and profit margins following recent mixed research calls. Analyst Commentary Recent research on Amcor reflects a split view, with some analysts turning more constructive while others are growing more cautious.ナラティブ更新 • Mar 27
AMCR: Future Returns Will Depend On Berry Integration Synergies After Reverse Split
Amcor's updated analyst price target has moved slightly lower to $52.54 from $53.49, as analysts factor in a modestly higher discount rate and slightly softer margin and P/E assumptions following a mix of recent upgrades, downgrades and revised target prices. Analyst Commentary Recent research on Amcor points to a mixed but useful set of signals for you as an investor, with analysts split between constructive views on earnings potential and caution around valuation, volume trends and integration risk.ナラティブ更新 • Mar 13
AMCR: Future Returns Will Hinge On Berry Synergies And Volume Resilience
Analysts have modestly adjusted their price targets on Amcor, with recent changes ranging from a $4 uplift to a $0.60 reduction, as they balance expectations for earnings growth, synergy potential from the Berry Global deal, and some caution around longer term volume trends. Analyst Commentary Recent research paints a mixed picture, with some analysts highlighting upside from the Berry Global acquisition and others flagging execution and volume risks that could influence where the shares trade relative to their price targets.ナラティブ更新 • Feb 27
AMCR: Future Returns Will Weigh Berry Synergies Against Execution And Volume Risks
Narrative Update on Amcor The updated analyst price targets for Amcor, with moves such as BofA's shift to $9.70 and Truist's increase to $12, reflect a mixed but generally constructive view as analysts weigh potential earnings synergies from the Berry Global deal against more cautious assumptions embedded in slightly revised discount rate and future P/E inputs. Analyst Commentary Recent research on Amcor gives you a mix of optimism and caution, with several firms updating ratings and price targets around the proposed Berry Global acquisition and the outlook for packaging demand.ナラティブ更新 • Feb 13
AMCR: Future Returns Will Reflect Berry Synergies Deleveraging And Mixed Rating Shifts
Analysts have raised their average price target on Amcor by $1.57, supported by updated views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions following recent mixed rating and target moves across the Street. Analyst Commentary Recent research on Amcor reflects a mix of optimism and caution, with multiple firms revisiting price targets alongside fresh views on earnings power, integration of the Berry Global acquisition, and sector demand trends.ナラティブ更新 • Jan 30
AMCR: Future Returns Will Be Driven By Berry Synergies And Deleveraging
Analysts have trimmed their blended fair value estimate for Amcor from about $54.80 to roughly $51.92, reflecting mixed Street price targets and updated assumptions for revenue growth, margins and future P/E multiples tied to views on the Berry deal, packaging demand and potential earnings synergies. Analyst Commentary Bullish Takeaways Bullish analysts see the Berry Global acquisition as value creating, with synergy guidance that they view as potentially conservative.ナラティブ更新 • Jan 15
AMCR: Future Returns Will Be Led By Berry Synergies And Deleveraging
Narrative Update on Amcor The analyst price target for Amcor has been updated to US$54.80, reflecting analysts' focus on potential earnings benefits tied to Berry Global synergies, debt reduction and expectations for packaging demand trends into 2026. Analyst Commentary Recent research on Amcor highlights a mix of optimism around earnings potential and synergy capture, alongside some caution on volume trends and longer term growth assumptions.ナラティブ更新 • Dec 03
AMCR: Future Returns Will Be Driven By Berry Synergies And Free Cash Flow
Analysts have trimmed their price target on Amcor to $10.00 from $11.10, reflecting slightly higher discount rate assumptions and a modestly lower future P/E multiple, while still pointing to improving margins, robust free cash flow and sizable Berry Global synergy potential as support for long term value. Analyst Commentary Street research on Amcor reflects a mix of optimism about long term value creation from the Berry Global acquisition and caution around near term operational and balance sheet risks.ナラティブ更新 • Nov 19
AMCR: Future Earnings Will Benefit From Berry Global Acquisition Synergies
Analysts have revised Amcor's average price target downward by $0.02, citing lowered revenue growth expectations and ongoing challenges in packaging volumes. However, they note that synergy gains from the Berry Global acquisition may help offset near-term pressures.分析記事 • Nov 17
Amcor (NYSE:AMCR) Is Increasing Its Dividend To $0.13
Amcor plc ( NYSE:AMCR ) has announced that it will be increasing its dividend from last year's comparable payment on...分析記事 • Nov 13
Amcor's (NYSE:AMCR) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Following the release of a lackluster earnings report from Amcor plc ( NYSE:AMCR ) the stock price made a strong...ナラティブ更新 • Nov 03
AMCR: Cost Synergies From Berry Deal Will Drive Medium-Term Upside
Amcor's analyst price target has been revised downward from $11.10 to $10, as analysts cite ongoing volume pressures, debt concerns, and cautious optimism about prospective cost synergies from the Berry Global acquisition. Analyst Commentary Recent street research offers a mixed outlook on Amcor in light of the company’s ongoing strategic moves, shifting market conditions, and the planned Berry Global acquisition.ナラティブ更新 • Oct 20
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Amcor's analyst price target has been revised downward from $10.59 to $10.43, a change of $0.16 per share. Analysts are weighing ongoing volume pressures, debt concerns, and evolving synergy expectations from the Berry Global acquisition.ナラティブ更新 • Oct 05
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Analysts have revised Amcor's price target downward from $10.80 to $10.59, citing persistent headwinds in packaging volumes and debt concerns. However, expectations for synergy realization from recent acquisitions continue to support the company's long-term value outlook.ナラティブ更新 • Sep 20
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Amcor’s consensus price target edged down from $10.91 to $10.80 as analysts balanced optimism over Berry Global synergies and free cash flow improvements against persistent integration concerns and weak demand volumes. Analyst Commentary Anticipated cost synergies and free cash flow improvements stemming from the Berry Global acquisition are seen as significant positives for medium-term growth.ナラティブ更新 • Sep 02
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Amcor’s consensus price target was lowered to $10.79 due to analyst concerns over ongoing volume weakness and lowered revenue expectations, though some see improved valuation upside, reflecting a mixed market outlook. Analyst Commentary Bearish analysts point to continued volume weakness as a primary drag on Amcor’s near-term outlook.Seeking Alpha • Apr 08
Amcor: Dividend Aristocrat Executing A Major Acquisition
Summary Amcor's acquisition of Berry Global is expected to generate $650 million in annual synergies and a one-time $280 million cash benefit by year three. Amcor's dividend yield of 5.7% and its status as an S&P 500 Dividend Aristocrat make it attractive, but current global trade uncertainties pose risks. An analysis around Amcor follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Amcor: Rare Buying Opportunity With Strong Yield And Potential Massive Growth
Summary Amcor combines double-digit percentage growth with a big dividend—don’t miss this rare chance to lock in high returns. AMCR is an overlooked stock that just announced a game-changing deal that could drive 50%+ upside. AMCR trades at a deep discount—find out why now is the time to buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Amcor Investors Await Berry Global's Buyout, As Dip-Buying Opportunity Arises
Summary Amcor gets upgraded to buy, from my prior hold rating, betting on its buyout of rival Berry Global to complete and create a packaging giant. The shares are trading undervalued vs key peers, along with dipping below their 200-day simple moving average, opening a buying window. As a standalone company, without the merger, the stock pays a +5% dividend yield now, and boasts investment-grade credit ratings and positive cash flow outlooks. Although the company is profitable, its profit margin compared to key sector peers is lagging and could be improved. The future downside risk of the merger being stalled by antitrust issues is something to keep in mind. Read the full article on Seeking Alpha株主還元
| AMCR | US Packaging | US 市場 | |
|---|---|---|---|
| 7D | -1.0% | -0.2% | -0.2% |
| 1Y | 1.5% | -1.8% | 11.9% |
業界別リターン: AMCR過去 1 年間で-1.8 % の収益を上げたUS Packaging業界を上回りました。
リターン対市場: AMCRは、過去 1 年間で11.9 % のリターンを上げたUS市場を下回りました。
価格変動
| AMCR volatility | |
|---|---|
| AMCR Average Weekly Movement | 4.1% |
| Packaging Industry Average Movement | 5.3% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: AMCR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AMCRの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1926 | 75,000 | Peter Konieczny | www.amcor.com |
Amcor plcは、子会社とともに、ヨーロッパ、北米、ラテンアメリカ、およびアジア太平洋地域において、栄養、健康、美容、ウェルネス分野向けの包装ソリューションを開発・製造しています。 同社の製品には、アパレル、アプリケーター、バッグおよびバルクバッグ、ボトルおよびバイアル、建築資材、キャニスターおよびジェリカン、ドリンクカップ、フィルムおよびラミネート、ジャー、蓋、テープおよび接着剤、トレイ、チューブ、ワイプ用パッケージソリューション、その他および付属品、ならびにタブおよびポットが含まれます。 同社の「グローバル・フレキシブル・パッケージング・ソリューションズ」部門は、フレキシブル包装を開発・供給するとともに、ポリマー樹脂、アルミニウム、および繊維をベースとしたフレキシブル包装ソリューションを提供しています。また、「グローバル・リジッド・パッケージング・ソリューションズ」部門は、リジッド包装容器、キャップ、ディスペンサーおよび医薬品投与デバイス、ならびに関連製品を製造しています。同社は、直販組織を通じて製品を販売しています。 アムコール（Amcor plc）は1926年に設立され、スイス・チューリッヒに本社を置いている。
Amcor plc 基礎のまとめ
| AMCR 基礎統計学 | |
|---|---|
| 時価総額 | US$19.58b |
| 収益（TTM） | US$1.11b |
| 売上高(TTM) | US$23.51b |
17.5x
PER（株価収益率0.8x
P/SレシオAMCR は割高か？
公正価値と評価分析を参照収益と収入
| AMCR 損益計算書（TTM） | |
|---|---|
| 収益 | US$23.51b |
| 売上原価 | US$18.82b |
| 売上総利益 | US$4.69b |
| その他の費用 | US$3.58b |
| 収益 | US$1.11b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.39 |
| グロス・マージン | 19.95% |
| 純利益率 | 4.71% |
| 有利子負債／自己資本比率 | 118.9% |
AMCR の長期的なパフォーマンスは？
過去の実績と比較を見る| Amcor 配当日 | |
|---|---|
| 配当落ち日 | Sep 04 2026 |
| 配当支払日 | Sep 24 2026 |
| 配当落ちまでの日数 | 16 days |
| 配当支払日までの日数 | 4 days |
AMCR 配当は確実ですか？
AMCR 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/18 17:33 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Amcor plc 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Ghansham Panjabi | Baird |
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Ketan Mamtora | BMO Capital Markets Equity Research |