Added to YB: 2025-07-10
Pitch date: 2025-05-21
AMCR [bullish]
Amcor plc
-8.86%
current return
Author Info
No bio for this author
Company Info
Amcor plc, together with its subsidiaries, engages in the production and sale of packaging products in Europe, North America, Latin America, and the Asia Pacific.
Market Cap
$18.6B
Pitch Price
$8.93
Price Target
15.00 (+84%)
Dividend
6.34%
EV/EBITDA
14.80
P/E
25.16
EV/Sales
2.20
Sector
Containers and Packaging
Category
special_situation
Amcor plc - $AMCR
AMCR: Post-Berry merger creates opportunity in largest global plastic packaging producer. 11.5x NTM EPS with 50% upside potential. Mid-20% ROIC business with scale advantages (3-4x larger than competitors), $200M R&D spend. Expected low single-digit revenue growth, mid-teens EPS growth through 2028 driven by synergies.
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