AMCOR PLC (AMC)
Share Price Analysis and Chart

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AMC - AMCOR PLC

FNArena Sector : Paper & Packaging
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: 3.7
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Amcor manufactures flexible packaging and rigid plastics for the global food, beverage and pharmaceutical sector. Its primary listing is on the NY stock exchange. The shares are included in several international stock market indices. It first listed in 1969.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$15.51

20 Nov
2024

-0.190

OPEN

$15.48

-1.21%

HIGH

$15.62

10,728,614

LOW

$15.20

TARGET
$16.117

+0.23 change from previous day

 3.9% upside
OTHER COMPANIES IN THE SAME SECTOR
ORA . PGH . PPG .
FNARENA'S MARKET CONSENSUS FORECASTS
AMC: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 112.0 xxx
DPS (cps) 76.9 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 14.3 xxx
Dividend Yield 4.8% xxx
Div Pay Ratio(%) 68.7% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 4.62%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.79

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 20/11 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx77.1
DPS All xxxxxxxxxxxxxxx76.8
Sales/Revenue xxxxxxxxxxxxxxx20,813.7 M
Book Value Per Share xxxxxxxxxxxxxxx402.4
Net Operating Cash Flow xxxxxxxxxxxxxxx2,015.9 M
Net Profit Margin xxxxxxxxxxxxxxx5.35 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx18.71 %
Return on Invested Capital xxxxxxxxxxxxxxx6.72 %
Return on Assets xxxxxxxxxxxxxxx4.43 %
Return on Equity xxxxxxxxxxxxxxx18.79 %
Return on Total Capital xxxxxxxxxxxxxxx12.10 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx163.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx314 M
Long Term Debt xxxxxxxxxxxxxxx10,618 M
Total Debt xxxxxxxxxxxxxxx10,932 M
Goodwill - Gross xxxxxxxxxxxxxxx8,003 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx880 M
Price To Book Value xxxxxxxxxxxxxxx3.70

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx750.8 M
Capex % of Sales xxxxxxxxxxxxxxx3.61 %
Cost of Goods Sold xxxxxxxxxxxxxxx16,674 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx2,085 M
Research & Development xxxxxxxxxxxxxxx162 M
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.0

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxxxxx xx xxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

20/11/2024

3

Equal-weight

$15.50

-0.06%

Amcor and Berry Global Group, Inc. have announced a definitive merger through an all-stock transaction, where Berry shareholders will receive a fixed exchange ratio of 7.25 Amcor shares per Berry share.

Morgan Stanley notes the US$650m of revenue synergies underpinning the EPS growth targets may be met with market skepticism, although Amcor has a solid track record in acquisition execution and synergy delivery.

The broker maintains a target price of $15.50 with an Equal-weight rating and an Industry view of "In Line."

FORECAST
Morgan Stanley forecasts a full year FY25 EPS of 116.09 cents.
Morgan Stanley forecasts a full year FY26 EPS of 128.15 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

10/05/2024

3

Neutral

$14.80

-4.58%

Post a change in analyst coverage, Jarden considers the 3Q24 results and the uplift in the lower end of FY24 guidance as positive from Amcor.

The main drivers include better margins in the 3Q24 from plant restructuring, labour cost and procurement rationalistion, as well as falling raw material prices.

Interest costs also contributed to the improved guidance.

Although the analyst notes an improvement in both flexible and rigid volumes, the uncertainty around future demand places a break on the earnings upgrades and rating.

Jarden lifts the FY24 EPS and FY25 forecasts marginally by 4% and 0.3%, respectively.

Neutral rating unchanged and the target is raised to $14.80 from $14.40.

FORECAST
Jarden forecasts a full year FY25 dividend of 76.28 cents and EPS of 107.34 cents.
Access Extra Coverage Research History >

AMC STOCK CHART

FNArena News on AMC

1
Rudi’s View: The Importance Of ‘Quality’ Growth

3:18 PM - Rudi's View
2
Rudi’s View: A Rally With No Earnings Support

Nov 14 2024 - Rudi's View
3
Rudi’s View: Preparing For The Trump Years

Nov 13 2024 - Rudi's View
4
Weekly Ratings, Targets, Forecast Changes – 08-11-24

Nov 11 2024 - Weekly Reports
5
FNArena Corporate Results Monitor – 08-11-2024

Nov 08 2024 - Australia

Latest Paper & Packaging News

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The Drinks Are On Orora

Sep 09 2024 - Australia
2
Orora Awaiting The End Of Destocking

Apr 24 2024 - Australia
3
Destocking Remains Amcor’s Hobgoblin

Feb 08 2024 - Australia
4
Two Quality Stocks For When The Tide Goes Out

Jul 22 2022 - Australia
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Orora Packing a Punch With Growth Initiatives

May 04 2022 - Australia
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Despite Constraints, Amcor Remains Resilient

Nov 04 2021 - Australia
7
Will Cost Pressures Surface At Amcor?

May 06 2021 - Australia
8
Amcor Sets The Stage For Further M&A

Feb 04 2021 - Australia
9
Confidence Increases Around Amcor

Nov 09 2020 - Australia
10
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Oct 22 2020 - Australia