Professional
Added to YB: 2025-10-22
Pitch date: 2025-10-20
AMCR [bullish]
Amcor plc
+2.53%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
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
$19.5B
Pitch Price
$8.03
Price Target
N/A
Dividend
6.13%
EV/EBITDA
12.87
P/E
26.44
EV/Sales
1.98
Sector
Containers and Packaging
Category
value
Idea Brunch with Arham Khan of Mecca Partners - Amcor plc
AMCR: Packaging monopoly after Berry Global acquisition creates tremendous cash flow but high debt burden. Berry had $1.2B operating cash flow vs $300M interest + $700M capex (half for questionable bioplastics). Recession-proof assets despite mgmt concerns. Wasted capital on buybacks/dividends.
Read full article (1 min)