A Fresh CFO and Reaffirmed Outlook: Examining Amcor (NYSE:AMCR) Valuation After Leadership Update

Amcor (NYSE:AMCR) has named Stephen R. Scherger as its incoming Chief Financial Officer, taking over from Michael Casamento, who will support the transition as an advisor through June 2026. The company also reaffirmed its fiscal 2026 earnings outlook, signaling consistency during this period of executive change.

See our latest analysis for Amcor.

Amcor’s leadership transition comes after a stretch of notable volatility, as the company’s share price has slid nearly 16% over the past three months and sits down 15% year-to-date. Despite a brief uptick this week, the last twelve months have been especially tough for total shareholders, with a one-year total shareholder return of -26%, marking a clear loss of momentum. Fresh from completing its Berry Global merger and signaling ongoing portfolio shifts, Amcor has reaffirmed its outlook under a new CFO. This will be closely watched by investors looking for signs of stabilization or renewed growth ahead.

If you’re scanning the market for fresh potential beyond Amcor, now’s a perfect moment to broaden your radar and discover fast growing stocks with high insider ownership.

With shares trading at a considerable discount to analyst price targets and earnings set to grow, the key question remains: is Amcor's recent slump a potential buying opportunity, or is the market already factoring in future gains?

Most Popular Narrative: 25.1% Undervalued

Amcor’s most watched narrative sees its fair value at $10.59 using a 7.6% discount rate, a sharp premium over the last close of $7.93. The story centers on post-merger transformation and margin expansion, while projecting robust growth that sets the stage for bold future assumptions.

The integration of Berry Global with Amcor is expected to yield $650 million in synergies by fiscal 2028 (with $260 million in fiscal 2026), primarily through cost reduction, procurement optimization, and operational efficiencies, which should support sustained EPS and margin expansion.

Read the complete narrative.

How does Amcor’s high-stakes integration strategy translate into a price target so far above market? The key factors are rapid margin boosts, aggressive growth in key markets, and a valuation multiple that exceeds industry norms. What are the core assumptions behind these bold projections? Unlock the details and discover what’s driving this narrative’s fair value call.

Result: Fair Value of $10.59 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent declines in packaging volumes and ongoing uncertainty around North American asset sales could cast doubt on the expected growth story.

Find out about the key risks to this Amcor narrative.

Another View: Multiples Paint a Different Picture

Looking from a different angle, Amcor appears expensive when compared to its industry and peers. Its price-to-earnings ratio stands at 35.9x, more than double the global packaging sector average of 16.4x, and even above peers at 26.9x. The fair ratio for Amcor is estimated at 25.5x, showing investors may be paying a premium for future expectations. Is the market right to embed such lofty hopes, or is risk being overlooked?

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own Amcor Narrative

If you want to look past consensus or take your own approach, you can build your personalized Amcor outlook in under three minutes. Get started with Do it your way.

A great starting point for your Amcor research is our analysis highlighting 3 key rewards and 5 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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