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

$15.22

30 Dec
2024

0.010

OPEN

$15.22

0.07%

HIGH

$15.23

815,517

LOW

$15.15

TARGET
$16.40 7.8% upside
OTHER COMPANIES IN THE SAME SECTOR
ORA . PGH . PPG .
FNARENA'S MARKET CONSENSUS FORECASTS
AMC: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 112.3 xxx
DPS (cps) 77.3 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 13.6 xxx
Dividend Yield 5.1% xxx
Div Pay Ratio(%) 68.8% 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: 4.86%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.28

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: 21/11 - ex-div 19.73c (franking 0%)

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

0.2

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgans

21/11/2024

3

Hold

$15.75

3.48%

Morgans observes the acquisition of Berry Global for around US$14.7bn in an all-scrip transaction by Amcor, with support from both boards.

The analyst notes the Berry merger could add EPS accretion of 21% in the first year and 33% in the third year, which is marginally below management's target of over 35%. Morgans also expects a 13.7% return on investment by FY28.

Synergies of US$650m per annum are expected, including US$530m from costs, US$60m in annual interest charges, and US$60m from revenues.

Morgans explains the size of the transaction, at over 100% of Amcor's market cap, may keep investors cautious.

No change to the Hold rating and target price of $15.75, as several approvals are still pending. The broker's earnings forecasts remain unchanged.

FORECAST
Morgans forecasts a full year FY25 dividend of 77.27 cents and EPS of 111.21 cents.
Morgans forecasts a full year FY26 dividend of 78.79 cents and EPS of 117.42 cents.

Ord Minnett

xx/xx/xxxx

3

xxxxxxx xx xxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

0

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
Access Extra Coverage Research History >

AMC STOCK CHART

FNArena News on AMC

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Weekly Ratings, Targets, Forecast Changes – 29-11-24

Dec 02 2024 - Weekly Reports

Latest Paper & Packaging News

1
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
5
Orora Packing a Punch With Growth Initiatives

May 04 2022 - Australia
6
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
Orora Surprises With Growth In North America

Oct 22 2020 - Australia