Amcor plc · Miscellaneous Manufacturing Industries

AMCR

Moderate riskNext report: Around Nov 4 (est.)

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The short version

A profitable company with growing sales.

Going well

Sales up 26% in the latest quarter vs a year ago
Raised its dividend (5.5% yield)
Profitable every year for 9 years

Money moves

No insider buying or selling in the last 30 days

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$46.19+0.2% that day

Company value: $21.4B; Share price times all shares
Price vs profit (P/E): 19.5x; You pay about $19 for each $1 of yearly profit
Price vs sales: 0.91x; Company value is 0.91 times a year of sales
Dividend yield: 5.5%; Yearly dividend as a share of today's price
Cash vs value: 5%; Cash as a share of company value
Debt vs value: 2%; Debt as a share of company value

From AMCR's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26 (worked out from yearly totals)

$6.4B+26% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $23.5B, up 57% from the 12 months before. Over 5 years, sales grew about 3.8% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of AMCR. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +57% a yearProfit margin5%Last 12 months: 4.7%P/E at the end19xToday: 19.5x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$87.3B

Profit in 5 years$4.4B

Price these guesses point to$162.42+252% vs $46.19 todayAbout +29% a year, before dividends

What today's price needs: with a 5% margin and a 19x P/E, sales would have to grow about 1.1% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.6.6%
PassDebt under half of equityNot relying on borrowed money.0.04x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.4%
PassProfitable every yearSteady profits, not one good year.9 of 9 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.4B
MissShare count not growingNot diluting owners. Falling means buybacks.+5.1% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.18.9%

Revenue: $15.0B; +10.0% vs prior year
5-year growth: +3.8%/yr; revenue, per year
Total debt: $436.0M; 0.04x equity
Current ratio: 1.30x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.