Amcor makes the flexible films and rigid bottles that wrap your snacks, drinks, and medicines—think the pouch around your granola bar or the plastic bottle for your soda.
Money comes from selling packaging to food, beverage, and pharma companies; it's recurring volume-driven business with a 19.95% gross margin and 4.71% net margin on USD 23.51B revenue.
Scale and customer switching costs—food and pharma brands can't easily revalidate packaging with new suppliers, and Amcor's global footprint beats smaller players like Sealed Air or Berry Global.
Strong Buy (sector percentile 89) — value B+, growth A+, profitability C, momentum B+, revisions C+. Updated daily, sector-relative, identical for every user.
Key events, in time order
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Amcor is facing downgrades despite a low P/E ratio, with concerns about a non-fast-growing business segment that may require solutions.
Main discussion
Jim Cramer on $AMCR Amcor: “I’m never going to fight anyone on 10 times earnings. But remember, they also have a kind of a non-fast-growing part of their business, and therefore there are issues, but not a lot that can’t be solved by that low PE.”
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