Amcor
Amcor plc, together with its subsidiaries, develops and produces packaging solutions for nutrition, health, beauty, and wellness categories in Europe, North America, Latin America, and the Asia Pacific. Its products include apparel, applicators, bags and bulk bags, bottles and vials, building mater…
Amcor plc, together with its subsidiaries, develops and produces packaging solutions for nutrition, health, beauty, and wellness categories in Europe, North America, Latin America, and the Asia Pacific. Its products include apparel, applicators, bags and bulk bags, bottles and vials, building materials, canisters and jerrycans, drinking cups, films and laminates, jars, lids, tapes and adhesives, trays, tubes, wipes packaging solutions, and miscellaneous and accessories, as well as tubs and pots. The company's Global Flexible Packaging Solutions segment develops and supplies flexible packaging; and supplies polymer resin, aluminum, and fiber based flexible packaging solutions. Its Global Rigid Packaging Solutions segment manufactures rigid packaging containers, closures, dispensing and pharma delivery devices, and related products. The company sells its products through its direct sales force. Amcor plc was incorporated in 1926 and is headquartered in Zurich, Switzerland.Priced within the modelled range
5-year outlook: Not shown because confidence is low: Free-cash-flow DCF agrees.
Other models: USD 33.31–78.40 (median 36.09). The recommended value is in line with them.
Why: Dividends are a large share of earnings, so the cash paid to shareholders is the best guide to value.
Details and the full model are below.
Market price within modeled range
Uses reported dividends of USD 2.6613 per share from TTM through 30 Sep 2026, with 2.6% perpetual growth (base growth capped at the terminal rate) and 9.8% discount rates. The range varies growth and discount assumptions by 1 percentage point; it is illustrative, not a statistical confidence interval or investment advice.
Assumptions: growth 5.46%, discount rate 9.80%, terminal growth 2.60% (sector defaults). See a worked example.
Blended growth assumption: 5.5% (sector default 5.8%, own revenue history 16.9%, analyst revenue consensus -0.5%).
Analyst consensus expects revenue growth of -0.5% a year; the growth assumption used is 5.5%.
Adjust assumptions
Why this model: Dividends are a large share of earnings, so the cash paid to shareholders is the best guide to value.
Compare models- Recommended: Dividend discount model — USD 37.92 (-17.3%)
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EPS-based Gordon proxy
— USD 33.31 (-27.3%)
Not used: Treats all earnings as if paid out and ignores the cash kept for reinvestment, so it overstates value for companies that retain most profit.
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DCF (trailing free cash flow)
— USD 40.58 (-11.5%)
Not used: Not chosen: Dividend discount model ranks ahead of it for this company.
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FCFF (steady state)
— USD 36.09 (-21.3%)
Not used: Assumes only the long-run terminal growth rate from today, so it ignores the near-term growth expected.
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EV/EBITDA (12x)
— USD 78.40 (+71.0%)
Not used: Used only when free cash flow is far below earnings even after averaging three years; a fixed 12x multiple also ignores sector differences.
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Fade DCF (10-year growth fade)
— USD 40.42 (-11.8%)
Not used: An alternative growth path (fading over 10 years) shown for comparison; the automatic choice does not use it.
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EV/Sales (Rule of 40)
— USD 185.98 (+305.7%)
Not used: Used only for technology and communication companies whose cash-flow value is far below the price.
| Bear USD 29.39 | -56.0% |
| Base USD 37.92 | -20.9% |
| Bull USD 53.02 | 13.5% |
Margin = (value − price) / value, so it is measured against the value and reads lower than the upside to value, which is measured against the price. Positive means the price is below that case.
At USD 45.84 the market implies perpetual dividend growth of about this rate (discount rate 9.8%).
Compare: the market implies 3.8% a year, this model assumes 2.6%. The market expects more than this model does, which is why it reads as overvalued.
How the Dividend discount model value changes with growth (rows) and discount rate (columns). Green cells are above the current price. Dividend growth cannot exceed the long-run rate, so duplicate capped scenarios are omitted.
| Growth \ Discount | 7.8% | 8.8% | 9.8% | 10.8% | 11.8% |
|---|---|---|---|---|---|
| -1.4% | 28.52 | 25.73 | 23.43 | 21.51 | 19.88 |
| 0.6% | 37.18 | 32.65 | 29.10 | 26.25 | 23.90 |
| 2.6% | 52.51 | 44.04 | 37.92 | 33.30 | 29.68 |
Track record: see the methodology page for how this model has performed historically, including its limits. Treat it as a screen, not a forecast.
Price history and fair value
No chartable saved daily price history is available for this range. The chart uses stored EODHD prices only and will appear after history is saved.
More detail: quality, peers, price history, dividends and financials
Quality score: 90 / 100
Five equal checks on reported history: profitability, cash generation, revenue growth, balance sheet and margins. It describes business quality, not whether the price is attractive.
| Profitability | 5 of 5 years profitable | 20 / 20 |
| Cash generation | free cash flow positive in 5 of 5 years | 20 / 20 |
| Growth | revenue +12.9% a year | 20 / 20 |
| Balance sheet | net cash | 20 / 20 |
| Margins | EBITDA margin 13% | 10 / 20 |
Peers in Materials
Same-sector companies with a valuation, most undervalued first. Compare the margin of safety, yield and quality score side by side.
| Company | Price | Margin of safety | P/E | P/B | Yield | Quality |
|---|---|---|---|---|---|---|
| AMCR (this company) | USD 45.84 | -20.9% | 19.6 | 0.6 | 5.8% | 90 |
| MT.AS ArcelorMittal S.A. | EUR 56.00 | 39.3% | 26.4 | 0.9 | 1.1% | 70 |
| CF CF Industries | USD 118.57 | -3.0% | 8.2 | 2.0 | 2.2% | 84 |
| HOLN.SW Holcim AG | CHF 73.70 | -8.3% | 3.1 | – | 4.2% | 74 |
| UPM.HE UPM-Kymmene Oyj | EUR 22.40 | -10.6% | 17.2 | 1.2 | 6.7% | 70 |
| YAR.OL Yara International ASA | NOK 396.30 | -16.2% | 7.6 | 1.1 | 1.2% | 74 |
| MOS Mosaic Company (The) | USD 22.33 | -35.5% | 13.2 | – | 3.9% | 79 |
| VSVS.L Vesuvius plc | GBP 4.60 | -39.4% | 22.0 | 1.0 | 5.0% | 68 |
| SSAB-A.ST SSAB AB | SEK 92.94 | -60.9% | 16.3 | 1.3 | 2.8% | 62 |
| Peer median | 14.7 | 1.2 | ||||
Dividends
Paid in the last 12 months: USD 2.60 per share · yield 5.67% at the current price.
| Year | Dividends per share |
|---|---|
| 2026 (so far) | 1.950 |
| 2025 | 2.570 |
| 2024 | 2.515 |
| 2023 | 2.470 |
| 2022 | 2.415 |
| 2021 | 2.370 |
Trailing 12-month financials
TTM through 30 Sep 2026 · quarterly EODHD data · data downloaded 05 Nov 2026 16:05
| Revenue | USD 23,890,000,000 |
|---|---|
| EBITDA | USD 2,987,000,000 |
| EBIT | USD 2,007,000,000 |
| Net income | USD 1,086,000,000 |
| Free cash flow | USD 1,136,074,160 |
| Capital expenditures | USD 733,470,585 |
| Debt | USD 253,000,000 |
| Cash | USD 832,000,000 |
| Working capital | USD 8,106,000,000 |
| Shares outstanding | 464,600,000 |
| Reported dividends per share | USD 2.6613 |