Sonoco Products Company

NYSE:SON 株式レポート

時価総額：US$5.6b

Sonoco Products バランスシートの健全性

財務の健全性 基準チェック /16

Sonoco Productsの総株主資本は$3.6B 、総負債は$4.6Bで、負債比率は129.3%となります。総資産と総負債はそれぞれ$11.1Bと$7.5Bです。 Sonoco Productsの EBIT は$728.5Mで、利息カバレッジ比率3.6です。現金および短期投資は$224.5Mです。

主要情報

129.28%

負債資本比率

US$4.64b

負債

インタレスト・カバレッジ・レシオ3.6x
現金US$224.48m
エクイティUS$3.59b
負債合計US$7.48b
総資産US$11.07b

財務の健全性に関する最新情報

更新なし

Recent updates

ナラティブの更新 • Jul 01

SON: Raised Dividend And Stable Sales Outlook Will Support Future Upside

Analysts have reduced their fair value estimate for Sonoco Products to $65.00 from $68.00, citing updated assumptions regarding the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Sonoco Products Sonoco Products was dropped from the Russell 1000 Value Defensive Index, a change that may affect how some index funds and benchmarked portfolios hold the stock.
ナラティブの更新 • Jun 17

SON: Price Increases And Higher Dividend Will Support Future Cash Flows

Analysts left their fair value estimate for Sonoco Products unchanged at $60.89, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E underpinning the updated price target view. What’s in the News for Sonoco Products Sonoco Products announced a $60 per ton price increase for all grades of uncoated recycled paperboard in the United States and Canada, effective for shipments beginning July 8, 2026.
ナラティブの更新 • Jun 03

SON: Dividend Increase And 2026 Sales Outlook Will Support Future Cash Flows

Analysts have nudged their price target on Sonoco Products slightly lower, trimming fair value from about $61.78 to $60.89 as they factor in updated assumptions around discount rates, revenue trends, profit margins, and forward P/E expectations. What's in the News Sonoco Products reiterated its full year 2026 net sales guidance, keeping the range at US$7.25b to US$7.75b.
分析記事 • May 06

We Think That There Are Issues Underlying Sonoco Products' (NYSE:SON) Earnings

Investors were disappointed with Sonoco Products Company's ( NYSE:SON ) earnings, despite the strong profit numbers. We...
Seeking Alpha • Apr 30

Sonoco Products: Temporary Setback Creates Buying Opportunity

Summary Sonoco Products is rated a Buy, offering a 4.3% yield and trading at a 20% discount to fair value. SON's 43-year dividend growth streak and strong customer retention underpin reliable, inflation-beating income. Despite near-term margin pressure and cautious guidance, I expect 7% EPS growth and 4.5% dividend CAGR over five years. Valuation models suggest a 13–16% annualized total return, supported by multiple expansion and resilient free cash flow. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 27

SON: Renewable Power Agreement Will Support 2026 Cash Flows And Emissions Goals

Analysts have trimmed their price target on Sonoco Products from about $64.11 to roughly $61.78. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E expectations.
ナラティブの更新 • Apr 09

SON: Renewable Power Agreement Will Support 2026 Cash Flows And Emissions Goals

Analysts have slightly adjusted their price target for Sonoco Products to $64.11 from $64.38. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブの更新 • Mar 26

SON: Renewable Power Agreement And 2026 Outlook Will Support Future Cash Flows

Analysts have trimmed their price target on Sonoco Products slightly to about $64.38 from $64.75, pointing to small adjustments in their fair value, discount rate, growth, margin and future P/E assumptions. What's in the News The company completed a share repurchase of 3,286,255 shares, representing about 3.3% of the company, for $212.03 million under the buyback program announced on April 21, 2021 (Key Developments).
ナラティブの更新 • Mar 12

SON: Renewable Power Agreement Will Support Earnings Outlook And Future Cash Flows

Analysts have modestly lowered their blended price target for Sonoco Products to about $64.75 per share, reflecting slightly adjusted assumptions around the discount rate and future P/E, while keeping fair value estimates broadly in line with prior views. What's in the News Sonoco issued full year 2026 earnings guidance, with expected net revenue in a range of $7.25b to $7.75b.
ナラティブの更新 • Feb 23

SON: Renewable Power Agreement And 2026 Outlook Will Support Future Cash Flows

Analysts now place Sonoco Products' fair value at $64.75, up from $53.75, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Sonoco issued full year 2026 guidance, with expected net revenue in a range of $7.25b to $7.75b, giving you a sense of the scale management is planning for (Corporate Guidance).
新しいナラティブ • Feb 18

Sustainability Trends And Cost Synergies Will Reshape This Packaging Leader’s Long Term Potential

Catalysts About Sonoco Products Sonoco Products is a global packaging company focused on consumer metal and paper cans and industrial uncoated recycled paperboard and converted products. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 09

SON: Renewable Power Agreement Will Support Balanced Future Cash Flow Potential

Analysts have kept their price target for Sonoco Products steady at $53.75, citing only small adjustments in assumptions such as discount rate, long-term revenue growth, profit margin and future P/E that do not materially change their overall view. What's in the News Sonoco Products entered a 15 year Virtual Power Purchase Agreement with ENGIE North America tied to the Big Sampson Wind Project in Crockett County, Texas.
ナラティブの更新 • Jan 24

SON: Packaging Reorganization And Capital Allocation Will Sustain Balanced Future Cash Flow Potential

Analysts have nudged their fair value estimate for Sonoco Products slightly higher from US$53.25 to US$53.75. This reflects modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.
ナラティブの更新 • Jan 09

SON: Future Packaging Reorganization Will Support Undervalued Cash Flow Potential

Analysts have nudged their price target on Sonoco Products higher to US$53.25, with the updated view reflecting slightly lower assumed discount rates, modestly adjusted revenue growth expectations, a small uplift in profit margin assumptions, and a steady future P/E outlook. What's in the News Sonoco Products plans to consolidate its Metal Packaging and Rigid Paper Containers operations into a single structure organized by two regions: Consumer Packaging EMEA/APAC and the Americas, effective from November 10, 2025 (company announcement).
ナラティブの更新 • Dec 24

SON: Future Packaging Reorganization Will Support Undervalued Earnings Potential

Analysts have modestly reduced their price target on Sonoco Products to $53.25. This reflects a slightly lower discount rate and valuation assumptions while maintaining broadly unchanged expectations for growth and profitability.
ナラティブの更新 • Dec 10

SON: Future Packaging Reorganization And Completed Buybacks Will Support Earnings Momentum

Analysts have modestly reaffirmed their outlook on Sonoco Products, keeping the fair value estimate steady at $53.25 per share. Only minor adjustments to the discount rate, revenue growth, profit margin, and future P E assumptions led to no meaningful change in the price target.
ナラティブの更新 • Nov 26

SON: Future Share Buybacks And Restructuring Will Boost Earnings Momentum

Analysts have adjusted their price target for Sonoco Products slightly downward from $53.75 to $53.25, citing modest declines in projected revenue growth and profit margins. What's in the News Sonoco Products is consolidating its Metal Packaging and Rigid Paper Containers businesses into two geographic structures: Consumer Packaging EMEA/APAC and the Americas (Key Developments).
ナラティブの更新 • Nov 11

SON: Future Earnings Guidance And Reorganization Will Drive Share Performance

Analysts have maintained their price target for Sonoco Products at $53.75 per share. They cite consistent financial projections, with only slight adjustments in key forecast assumptions.
ナラティブの更新 • Oct 27

Future Value Will Arise From Packaging Expansion And Improving Profit Margins

Analysts have lowered their fair value estimate for Sonoco Products from $56.20 to $53.75. They cited more modest revenue growth projections, balanced by slight improvements in profit margins and a decreased discount rate.
ナラティブの更新 • Oct 13

Sustainable Packaging Expansion And Acquisitions Will Create Future Value

Narrative Update: Sonoco Products Analyst Price Target Adjustment The analyst price target for Sonoco Products has been reduced slightly from $57.40 to $56.20. Analysts cite marginal declines in both revenue growth and profit margin projections as the reason for this adjustment.
分析記事 • Aug 22

Sonoco Products Company's (NYSE:SON) Share Price Matching Investor Opinion

With a price-to-earnings (or "P/E") ratio of 49.3x Sonoco Products Company ( NYSE:SON ) may be sending very bearish...
Seeking Alpha • Mar 07

Sonoco Products: Pessimism Appears Overdone

Summary Sonoco Products' shares have underperformed, down 19% over the past year, and are currently near a 52-week low. Sonoco's Q4 results were impacted by the Eviosys acquisition, causing messy financials and increased debt, but future EPS contributions should build throughout 2025. Management turnover and asset sales add uncertainty, with cash flow guidance disappointing despite expected EPS growth. Despite challenges, SON stock's valuation remains attractive with an 8.6% free cash flow yield and a safe 4.5% dividend, reiterating a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

Sonoco Products: Promising Amidst Many Moving Parts

Summary Sonoco's acquisition of Eviosys and divestment of TFP create uncertainty, but leverage concerns are somewhat mitigated with the latest sale. Despite a strong long-term dividend track record, Sonoco's recent organic performance is lackluster, and the pro forma implications of recent deals remain unclear. Shares trade at modest 10-11 times earnings multiples, but elevated debt levels and many moving targets make me cautious about investing now. I see potential value in Sonoco's shares but require more clarity into 2025 before considering a more committed investment stance. Read the full article on Seeking Alpha
Seeking Alpha • Dec 04

Sonoco Products: M&A Activity Should Support Shares In 2025 (Rating Upgrade)

Summary Sonoco Products' shares have underperformed, declining 8% over the past year, but recent strategic moves and cost reductions make it a buy opportunity. SON is acquiring Eviosys and divesting smaller units, aiming to improve its product mix and capitalize on sustainability trends. Sonoco's productivity gains and favorable demand trends in paper packaging support a positive outlook, with expected EPS growth and a secure 4% dividend yield. Despite near-term execution risks, Sonoco's long-term growth potential and improved capital structure position it for a 25% potential total return. Read the full article on Seeking Alpha
Seeking Alpha • Sep 25

Sonoco: $1.8B Senior Unsecured Notes, Headwinds, And Divestitures Make This Stock Too Unpredictable

Summary Sonoco has recently priced $1.8 billion in senior unsecured notes to fund the Eviosys acquisition, significantly increasing their total debt and interest payments. Despite a 5% YoY revenue decline, I am not overly worried considering management's plan of refocusing Sonoco on its core businesses. In my view, the lack of insider buying and share buybacks lowers my confidence in the current price level, considering that it has been trading sideways since 2023. I maintain a Hold rating, awaiting clearer financial outcomes from the Eviosys acquisition and keeping a close eye on future insider buying activity or share buybacks. Read the full article on Seeking Alpha

財務状況分析

短期負債: SONの 短期資産 ( $2.7B ) は 短期負債 ( $2.8B ) をカバーしていません。

長期負債: SONの短期資産 ( $2.7B ) は 長期負債 ( $4.6B ) をカバーしていません。

デット・ツー・エクイティの歴史と分析

負債レベル: SONの 純負債対資本比率 ( 123% ) は 高い と見なされます。

負債の削減: SONの負債対資本比率は、過去 5 年間で86.3%から129.3%に増加しました。

債務返済能力: SONの負債は 営業キャッシュフロー によって 十分にカバーされていません ( 11.4% )。

インタレストカバレッジ: SONの負債に対する 利息支払い は EBIT ( 3.6 x coverage) によって 十分にカバーされています。

貸借対照表

健全な企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/08 00:37
終値2026/07/08 00:00
収益2026/03/29
年間収益2025/12/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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

Sonoco Products Company 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。22

アナリスト機関
David ColemanArgus Research Company
Ghansham PanjabiBaird
Scott GaffnerBarclays