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Amcor PLCAMCRBUYDec 19, 2025Stock price when the opinion was issued
As of Jun 15, 2026. Market Open.
As AMCR is a Swiss company, it is a bit out of our wheelhouse so we need to brief. Valuation is attractive and reflects the debt (13X earnings with a 5.2% yield). EPS growth has been fairly low, but consistent, and the company has managed business cycles well. Insiders were buying pre and post-merger. We think the merger makes a lot of sense but it could be some time before benefits are realized. The stock did get a couple of target price downgrades recently.
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Trades at 9x PE with mid-teens earnings growth, and pays a 6.25% dividend.