Avery Dennison Corporation's (NYSE:AVY) Intrinsic Value Is Potentially 77% Above Its Share Price
May 14
Have your own idea? Try our Stock Screener
U.S. Packaging Industry Analysis
UpdatedMay 15, 2025
DataAggregated Company Financials
Companies26
- 7D6.9%
- 3M-5.5%
- 1Y-4.1%
- YTD-4.7%
Smurfit Westrock is up 17%, leading the way for the Packaging industry, which has gained 5.4%. In the past year, the industry is down 5.3%. Looking forward, earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the U.S. Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 15 May 2025 | US$166.1b | US$144.3b | US$6.0b | 23.5x | 27.6x | 1.2x |
| Sat, 12 Apr 2025 | US$153.2b | US$149.9b | US$6.3b | 22x | 24.3x | 1x |
| Mon, 10 Mar 2025 | US$177.5b | US$155.1b | US$6.2b | 22.9x | 28.7x | 1.1x |
| Wed, 05 Feb 2025 | US$183.4b | US$151.7b | US$5.8b | 22.3x | 31.7x | 1.2x |
| Fri, 03 Jan 2025 | US$173.0b | US$153.4b | US$5.9b | 21.7x | 29.1x | 1.1x |
| Sun, 01 Dec 2024 | US$188.2b | US$153.3b | US$5.9b | 24.6x | 31.7x | 1.2x |
| Tue, 29 Oct 2024 | US$177.1b | US$148.9b | US$6.8b | 24.7x | 26.1x | 1.2x |
| Thu, 26 Sep 2024 | US$178.9b | US$148.6b | US$7.0b | 26.5x | 25.5x | 1.2x |
| Sat, 24 Aug 2024 | US$171.8b | US$148.4b | US$7.0b | 22.2x | 24.5x | 1.2x |
| Mon, 22 Jul 2024 | US$167.6b | US$149.6b | US$6.6b | 22.4x | 25.5x | 1.1x |
| Wed, 19 Jun 2024 | US$157.9b | US$156.8b | US$6.1b | 22.1x | 26.1x | 1x |
| Fri, 17 May 2024 | US$160.8b | US$156.7b | US$6.1b | 22.7x | 26.3x | 1x |
| Sun, 14 Apr 2024 | US$154.4b | US$159.1b | US$4.4b | 18.2x | 34.8x | 1x |
| Tue, 12 Mar 2024 | US$153.6b | US$159.1b | US$4.4b | 18.3x | 34.6x | 1x |
| Thu, 08 Feb 2024 | US$136.2b | US$154.3b | US$4.6b | 16.9x | 29.4x | 0.9x |
| Sat, 06 Jan 2024 | US$140.6b | US$155.9b | US$5.4b | 15.7x | 26x | 0.9x |
| Mon, 04 Dec 2023 | US$139.9b | US$156.1b | US$5.4b | 15.2x | 25.7x | 0.9x |
| Wed, 01 Nov 2023 | US$125.7b | US$157.9b | US$6.2b | 14.3x | 20.3x | 0.8x |
| Fri, 29 Sep 2023 | US$130.9b | US$159.5b | US$7.0b | 13.2x | 18.6x | 0.8x |
| Sun, 27 Aug 2023 | US$131.8b | US$159.8b | US$7.1b | 13.4x | 18.6x | 0.8x |
| Tue, 25 Jul 2023 | US$136.9b | US$168.2b | US$7.9b | 13.1x | 17.3x | 0.8x |
| Thu, 22 Jun 2023 | US$131.5b | US$168.2b | US$7.9b | 12.5x | 16.6x | 0.8x |
| Sat, 20 May 2023 | US$131.3b | US$168.6b | US$7.9b | 12.8x | 16.6x | 0.8x |
| Mon, 17 Apr 2023 | US$135.2b | US$170.0b | US$10.8b | 12.5x | 12.5x | 0.8x |
| Wed, 15 Mar 2023 | US$133.7b | US$170.0b | US$10.8b | 12.3x | 12.4x | 0.8x |
| Fri, 10 Feb 2023 | US$141.7b | US$170.2b | US$10.5b | 13.6x | 13.5x | 0.8x |
| Sun, 08 Jan 2023 | US$142.5b | US$170.4b | US$10.0b | 13.9x | 14.3x | 0.8x |
| Tue, 06 Dec 2022 | US$141.6b | US$170.4b | US$10.0b | 14x | 14.2x | 0.8x |
| Thu, 03 Nov 2022 | US$125.2b | US$169.8b | US$9.6b | 12.6x | 13x | 0.7x |
| Sat, 01 Oct 2022 | US$123.5b | US$166.6b | US$8.5b | 12.5x | 14.5x | 0.7x |
| Mon, 29 Aug 2022 | US$147.8b | US$166.4b | US$8.5b | 14.4x | 17.4x | 0.9x |
| Wed, 27 Jul 2022 | US$151.1b | US$161.7b | US$8.2b | 16.7x | 18.4x | 0.9x |
| Fri, 24 Jun 2022 | US$125.2b | US$146.4b | US$6.7b | 15.6x | 18.8x | 0.9x |
| Sun, 22 May 2022 | US$134.1b | US$146.1b | US$6.7b | 16.7x | 20.1x | 0.9x |
Price to Earnings Ratio
20.1x
Current Industry PE
- Investors are optimistic on the American Packaging industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 27.6x which is higher than its 3-year average PE of 22.2x.
- The 3-year average PS ratio of 0.94x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 3.3% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Materials industry?
| US Market | 5.09% | |
| Materials | 1.66% | |
| Packaging | 6.90% | |
| Paper Packaging | 8.64% | |
| Metal and Glass Containers | 2.87% | |
Industry PE
- Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 24.7x.
- Analysts are expecting annual earnings growth of 19.6%, which is higher than its past year's earnings growth of 5.3% per year.
- Investors are most pessimistic about the Metal and Glass Containers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 21.1x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 20% over the next 5 years.
- This is better than its past earnings growth rate of 5.3% per year.
- In contrast, the Metal and Glass Containers industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SW Smurfit Westrock | US$46.61 | 16.5% +US$3.4b | -0.8% | PE47.4x | |
| IP International Paper | US$50.32 | 14.3% +US$3.3b | 26.7% | PE67.1x | |
| PKG Packaging Corporation of America | US$191.91 | 6.6% +US$1.1b | 5.4% | PE20x | |
| AVY Avery Dennison | US$180.51 | 5.2% +US$691.9m | -20.2% | PE20.2x | |
| BALL Ball | US$52.90 | 4.4% +US$621.4m | -25.0% | PE27.8x |
