Amcor makes flexible and rigid plastic packaging, from pouches and films for food and beverage to bottles and containers for healthcare and home care brands. Its scale in consumer packaging gives it purchasing and manufacturing density that smaller converters struggle to match, and its multi-year contracts with large branded customers keep volumes sticky. The stock's forward P/E of 10.6 against a trailing 18.4 implies the market expects earnings to recover meaningfully, so the question for a PM is whether that recovery is credible given a 9.7% operating margin and a 9.4% ROE. Reported revenue growth of 25.9% is the headline number, but it should be checked against acquisition contribution and resin pass-through before it is read as organic momentum. On a 59/100 score with no index membership, this is a name for a deeper look at margin trajectory and integration, not a conclusion.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 19 Oct 2026, 18:04 CEST | Rating | Overvalued | first publication | $43.85 |
| 19 Oct 2026, 18:04 CEST | Fair value | $37.99 | $39.39 | $43.85 |
| 18 Oct 2026, 00:00 CEST | ACCE price target | $45.50 | $47.50 | $43.85 |
| 11 Oct 2026, 00:00 CEST | Fair value | $39.39 | $44.40 | $41.72 |
| 21 Sept 2026, 00:00 CEST | Fair value | $44.40 | $44.92 | $41.90 |
| 14 Sept 2026, 00:00 CEST | Fair value | $44.92 | $45.64 | $42.32 |
| 12 Sept 2026, 00:00 CEST | Fair value | $45.64 | $46.65 | $43.00 |
| 2 Sept 2026, 00:00 CEST | Fair value | $46.65 | $47.17 | $45.89 |
| 31 Aug 2026, 00:00 CEST | Fair value | $47.17 | $73.05 | $46.67 |
| 23 Aug 2026, 00:00 CEST | Fair value | $73.05 | $74.20 | $48.53 |
Answered from Amcor plc Ordinary Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AMCR Amcor plc Ordinary Shares | $46.11 | $38 | 21% above | 19.0x | 9.4% | 47 | 61 |
| AMC.AX Amcor plc | A$64.10 | A$47 | 37% above | 18.2x | 9.4% | 47 | 62 |
| SW Smurfit WestRock plc Ordinary Shares | $42.43 | $36 | 17% above | 43.1x | 2.7% | 39 | 44 |
| PKG Packaging Corporation of America Common Stock | $248.92 | $132 | 89% above | 30.5x | 14.9% | 55 | 58 |
| IP International Paper Company Common Stock | $33.68 | - | - | - | -16.5% | 35 | 29 |
| BALL Ball Corporation Common Stock | $65.81 | $49 | 34% above | 18.3x | 17.2% | 55 | 69 |
| AVY Avery Dennison Corporation Common Stock | $184.66 | $119 | 55% above | 19.6x | 31.2% | 64 | 64 |
Where AMCR ranks against its sector peers on each metric.