Added to YB: 2025-04-09
Pitch date: 2025-02-20
AVY [bullish]
Avery Dennison Corporation
+1.17%
current return
Author Info
No bio for this author
Company Info
Avery Dennison Corporation operates as a materials science and digital identification solutions company in the United States, Europe, the Middle East, North Africa, Asia, Latin America, and internationally.
Market Cap
$13.4B
Pitch Price
$180.48
Price Target
295.00 (+62%)
Dividend
2.17%
EV/EBITDA
10.96
P/E
19.63
EV/Sales
1.89
Sector
Containers and Packaging
Category
growth
Avery Dennison Corporation - $AVY
AVY: Dominant label & RFID provider. Materials biz (70% rev) stable GDP+ compounder. RFID (30% rev) inflecting w/ 15-20% CAGR, huge TAM. WMT, UPS, KR adopting. Cyclical headwinds easing. Cheap at 18x P/E vs 18-22x avg. $14-15 EPS FY27, 50-60% 2yr TSR. Catalysts: RFID reacceleration 2025-27.
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