Added to YB: 2025-04-09
Pitch date: 2025-02-20
AVY [bullish]
Avery Dennison Corporation
-5.7%
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 North America, Europe, the Middle East, North Africa, Asia, and Latin America.
Market Cap
$15.1B
Pitch Price
$179.59
Price Target
295.00 (+74%)
Dividend
1.91%
EV/EBITDA
12.56
P/E
22.34
EV/Sales
2.12
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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