Assessing Amcor (AMCR) Valuation After The Recent One For Five Reverse Stock Split

Simply Wall St.01-18

Amcor (AMCR) has just completed a 1 for 5 reverse stock split, with shares now trading on a split adjusted basis. This move directly affects how the packaging group’s stock appears in your portfolio. ...

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This move directly affects how the packaging group’s stock appears in your portfolio. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-amcr/amcor/news/assessing-amcor-amcr-valuation-after-the-recent-one-for-five\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Amcor (AMCR) Valuation After The Recent One For Five Reverse Stock Split</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Amcor (AMCR) Valuation After The Recent One For Five Reverse Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-18 00:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nyse-amcr/amcor/news/assessing-amcor-amcr-valuation-after-the-recent-one-for-five><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amcor (AMCR) has just completed a 1 for 5 reverse stock split, with shares now trading on a split adjusted basis. This move directly affects how the packaging group’s stock appears in your portfolio. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-amcr/amcor/news/assessing-amcor-amcr-valuation-after-the-recent-one-for-five\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1670711123.USD","symbol_name":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-amcr/amcor/news/assessing-amcor-amcr-valuation-after-the-recent-one-for-five","article_id":"2604923150","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2042000-choice2-main-header/1585186851277"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-amcr/amcor/news/assessing-amcor-amcr-valuation-after-the-recent-one-for-five","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2604923150","pubTimestamp":1768667404,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Amcor (AMCR) has just completed a 1 for 5 reverse stock split, with shares now trading on a split adjusted basis. This move directly affects how the packaging group’s stock appears in your portfolio.\nSee our latest analysis for Amcor.\nThe reverse split coincides with a softer patch for the stock, with a 1 day share price return of 7.29% decline and a 1 year total shareholder return of 10.64% decline, which points to fading momentum rather than a short term setback.\nIf this corporate reset has...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","AMCR":"AMCOR PLC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","BK4136":"纸材料包装","BK4588":"碎股","BK4597":"股息贵族","BK4585":"ETF&股票定投概念","AMC.AU":"AMCOR PLC-CDI","BK7063":"纸材料包装","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC"},"translate_title":"在最近五次反向股票分割后评估Amcor(AMCR)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMC.AU":1.5,"AMCR":1},"content_text":"Amcor (AMCR) has just completed a 1 for 5 reverse stock split, with shares now trading on a split adjusted basis. This move directly affects how the packaging group’s stock appears in your portfolio. See our latest analysis for Amcor. The reverse split coincides with a softer patch for the stock, with a 1 day share price return of 7.29% decline and a 1 year total shareholder return of 10.64% decline, which points to fading momentum rather than a short term setback. If this corporate reset has you reassessing your portfolio, it could be a useful moment to widen your view and look at fast growing stocks with high insider ownership as potential fresh ideas. With Amcor now trading at $40.94, an intrinsic value estimate that implies roughly a 61% discount and analyst targets sitting higher, the real question is whether you are looking at mispricing or a market that already sees limited future growth. AdvertisementMost Popular Narrative: 25.3% Undervalued Using the most followed narrative, Amcor's fair value of US$54.80 sits well above the last close of US$40.94, which is what frames the current discount.  The integration of Berry Global with Amcor is expected to yield $650 million in synergies by fiscal 2028 (with $260 million in fiscal 2026), primarily through cost reduction, procurement optimization, and operational efficiencies, which should support sustained EPS and margin expansion. Amcor's enhanced geographic exposure in Asia-Pacific and Latin America, combined with a focus on high-growth health and nutrition end markets, positions the firm to capitalize on increasing demand from a rising global middle class and urbanization, likely benefiting future revenue growth.  Read the complete narrative. Curious how those synergy targets, margin rebuild and end market mix shift all feed into that valuation gap? The core assumptions might surprise you. Based on this narrative, the fair value estimate of US$54.80 is calculated using a 7.61% discount rate applied to projected revenue, earnings and margins through the next few years. Result: Fair Value of $54.8 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still a real chance that weaker packaging volumes and uncertainty around divesting lower growth businesses could cause those synergy and earnings targets to appear optimistic. Find out about the key risks to this Amcor narrative. Another View: What Earnings Multiples Are Saying If you step away from intrinsic value models and just look at what you are paying for earnings, the picture is quite different. Amcor trades on a 32.5x P/E, compared with 21x for the North American packaging group and a fair ratio estimate of 25.3x. This points to a richer price tag rather than a clear bargain. That kind of gap suggests less room for error if earnings or synergies disappoint. The key question is whether you are comfortable paying above both peers and the fair ratio while the story plays out. See what the numbers say about this price — find out in our valuation breakdown. NYSE:AMCR P/E Ratio as at Jan 2026 Build Your Own Amcor Narrative If you see the story differently or want to stress test these assumptions against your own view, you can build a data driven thesis in minutes using Do it your way. A great starting point for your Amcor research is our analysis highlighting 3 key rewards and 5 important warning signs that could impact your investment decision. Looking for more investment ideas? If you only stop at Amcor, you could miss other opportunities that better match your style, so use the screener to keep fresh ideas on your radar.  Target dependable cash returns by scanning these 12 dividend stocks with yields > 3% that focus on income potential alongside underlying business quality. Spot early movers in digital assets by checking out these 80 cryptocurrency and blockchain stocks riding trends in payments, blockchain infrastructure, and related services. Hunt for mispriced businesses by working through these 863 undervalued stocks based on cash flows built around cash flow based valuation signals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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