---
title: Amcor (AMCR) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/amcr
ticker: AMCR
as_of: 2026-10-17
sector: Consumer Cyclical
industry: Packaging & Containers
---
# Amcor (AMCR)

Amcor (AMCR) closed at $43.85 on Oct 16, 2026, undervalued by 40% vs its model value of $72.81 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $43.85 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $72.81 |
| Price vs model | undervalued by 40% vs model |
| Range of that model | $32.80 – $227.76 |
| Market value | $20.3B |
| P/E (fiscal 2026) | 18.4 |
| Net margin (fiscal 2026) | 4.7% |
| Free cash flow (fiscal 2026) | $1.2B |
| Dividend yield (trailing twelve months) | 5.93% |
| Beta | 0.58 |
| Cost of capital (WACC) | 6.55% |
| Business classification | Dividend Payer (High revenue growth (~31% recent), Thin margins (4.7% net margin), Strong dividend yield, Highly cyclical earnings, Strong FCF yield (6.1%)) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Highest dividend yield | #12 | 5.93% | https://sweetvaluelab.com/lists/highest-dividend-yield |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 5.93% |
| Dividends per share, last 12 months | $2.60 |
| Dividends / free cash flow (fiscal 2026) | 97.2% |
| Raised | 10 years in a row |
| Growth over 5 years | 2.0% a year |
| Latest payment | $0.65, ex-date Sep 4, 2026, paid Sep 24, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Sep 7, 2021 | $2.35 |
| To Sep 7, 2022 | $2.40 |
| To Sep 6, 2023 | $2.45 |
| To Sep 6, 2024 | $2.50 |
| To Sep 5, 2025 | $2.55 |
| Trailing twelve months (to Sep 4, 2026) | $2.60 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $72.81 | $32.80 | $227.76 |
| DCF · Perpetuity growth · 10y | cross check | $69.93 | $33.43 | $212.56 |
| DCF · EBITDA exit · 5y | cross check | $41.98 | $15.66 | $73.23 |
| DCF · EBITDA exit · 10y | cross check | $45.96 | $21.27 | $79.51 |
| P/E · peers | cross check | $50.98 | $45.89 | $52.99 |
| P/E · own history | cross check | $67.48 | $61.03 | $77.00 |
| PEG | sanity check | $108.41 | $108.41 | $108.41 |
| EV/EBITDA · peers | cross check | $41.25 | $36.03 | $42.96 |
| EV/Revenue · peers | cross check | $32.53 | $25.14 | $36.53 |
| Earnings power value | cross check | $26.51 | $16.39 | $42.65 |
| Dividend discount | cross check | $47.42 | $32.01 | $81.12 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 6, 2026 | Galvez Jean-Marc | See Remarks | Option/RSU exercise | 38,155.2 | $0 |
| Oct 6, 2026 | Galvez Jean-Marc | See Remarks | Tax withholding | 9,279 | $387,862.2 |
| Oct 6, 2026 | Galvez Jean-Marc | See Remarks | Option/RSU exercise | 38,155.2 | $0 |
| Sep 15, 2026 | Konieczny Peter | Chief Executive Officer | Option/RSU exercise | 15,899.4 | — |
| Sep 15, 2026 | Konieczny Peter | Chief Executive Officer | Tax withholding | 843 | $35,616.8 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Oct 8, 2026 | DEFA14A | Additional proxy materials | https://www.sec.gov/Archives/edgar/data/1748790/000110465926114692/tm2625472d1_defa14a.htm |
| Sep 29, 2026 | DEF 14A | Proxy statement | https://www.sec.gov/Archives/edgar/data/1748790/000174879026000025/amcr-20260929.htm |
| Sep 29, 2026 | ARS | Annual report to shareholders | https://www.sec.gov/Archives/edgar/data/1748790/000114036126037917/ef20082698_ars.pdf |
| Sep 29, 2026 | DEFA14A | Additional proxy materials | https://www.sec.gov/Archives/edgar/data/1748790/000114036126037916/ef20082697_defa14a.htm |
| Aug 14, 2026 | 10-K | Annual report | https://www.sec.gov/Archives/edgar/data/1748790/000174879026000022/amcr-20260630.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Bridgewater | 2026-06-30 | 196,767 | $8.5M |
| Mairs & Power | 2026-06-30 | 17,129 | $742,542 |

2 tracked managers in all.

## About

Amcor plc stands as a prominent global provider of packaging solutions, focusing on the creation, production, and distribution of its diverse product portfolio across Europe, North America, Latin America, Africa, and the Asia Pacific regions. The company's operations are divided into two main segments: Flexibles and Rigid Packaging. The Flexibles division specializes in offering advanced flexible and film packaging solutions, catering to a wide array of industries including food and beverages, medical and pharmaceutical sectors, fresh produce, snack foods, and personal care items. Meanwhile, the Rigid Packaging segment is responsible for manufacturing robust containers suitable for an extensive range of liquid and food products. This includes packaging for carbonated soft drinks, various types of water, juices, sports drinks, dairy-based beverages, spirits, beer, sauces, dressings, sprea…

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Source: https://sweetvaluelab.com/stocks/amcr (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.