AMCR

Amcor plc

Consumer Cyclical · $19.6B market cap

Verdict

Share price

$41.86

close of Oct 3, 2026

Fair value

$69.60

Sticker Price

Payback Price

$27.84

buy price

Undervalued

AMCR is Undervalued: at $41.86 it trades 40% below its fair value of $69.60. Its buy price (Payback Price) is $27.84, 33% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth3.3% a year✗
Equity per share growth11.4% a year✓
Sales growth3.2% a year✗
Free cash flow growth16.9% a year✓
Return on invested capital5.4%✗

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Superinvestors

1 of the investors we track holds AMCR. In Q1 2026, 1 trimmed. Who we track

Moves in Q1 2026

Trimmed: Mairs & Power Funds

Insider activity

Since Jun 15, 2026: no open-market purchases and 29 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

Konieczny Peter

Chief Executive Officer · 2026-09-03

Award

11,131 shares

Konieczny Peter

Chief Executive Officer · 2026-09-03

Tax withholding

$28K

Konieczny Peter

Chief Executive Officer · 2026-09-03

Option exercise

11,131 shares

Wilson Ian

EXECUTIVE VICE PRESIDENT · 2026-09-02

Tax withholding

$24K

Wilson Ian

EXECUTIVE VICE PRESIDENT · 2026-09-02

Option exercise

5,782 shares

Show all 29 other filings

Rasin Deborah

GENERAL COUNSEL · 2026-08-28

Tax withholding

1,614 shares

Rasin Deborah

GENERAL COUNSEL · 2026-08-28

Option exercise

3,643.2 shares

SORRELLS JULIE MARIE

V.P. & CORPORATE CONTROLLER · 2026-08-28

Tax withholding

350 shares

SORRELLS JULIE MARIE

V.P. & CORPORATE CONTROLLER · 2026-08-28

Option exercise

1,047.2 shares

Suarez Gonzalez Susana

EX. VP & CHIEF HUMAN RESOURCES · 2026-08-28

Tax withholding

1,654 shares

Suarez Gonzalez Susana

EX. VP & CHIEF HUMAN RESOURCES · 2026-08-28

Option exercise

4,554 shares

Konieczny Peter

Chief Executive Officer · 2026-08-28

Tax withholding

517 shares

Konieczny Peter

Chief Executive Officer · 2026-08-28

Option exercise

9,753.2 shares

Wilson Ian

EXECUTIVE VICE PRESIDENT · 2026-08-28

Option exercise

5,616.2 shares

Rasin Deborah

GENERAL COUNSEL · 2026-08-26

Award

$248K

Rasin Deborah

GENERAL COUNSEL · 2026-08-26

Tax withholding

1,661 shares

Rasin Deborah

GENERAL COUNSEL · 2026-08-26

Option exercise

3,748 shares

SORRELLS JULIE MARIE

V.P. & CORPORATE CONTROLLER · 2026-08-26

Award

$51K

SORRELLS JULIE MARIE

V.P. & CORPORATE CONTROLLER · 2026-08-26

Tax withholding

272 shares

SORRELLS JULIE MARIE

V.P. & CORPORATE CONTROLLER · 2026-08-26

Option exercise

769 shares

Suarez Gonzalez Susana

EX. VP & CHIEF HUMAN RESOURCES · 2026-08-26

Award

$310K

Suarez Gonzalez Susana

EX. VP & CHIEF HUMAN RESOURCES · 2026-08-26

Tax withholding

2,075 shares

Suarez Gonzalez Susana

EX. VP & CHIEF HUMAN RESOURCES · 2026-08-26

Option exercise

4,682 shares

Konieczny Peter

Chief Executive Officer · 2026-08-26

Award

11,131 shares

Konieczny Peter

Chief Executive Officer · 2026-08-26

Award

$737K

Wilson Ian

EXECUTIVE VICE PRESIDENT · 2026-08-26

Award

5,782 shares

Wilson Ian

EXECUTIVE VICE PRESIDENT · 2026-08-26

Award

$383K

Yost Ryan D

See Remarks · 2026-06-15

Award

41,172 shares

Yost Ryan D

See Remarks · 2026-06-15

Award

$3.1M

About Amcor plc

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…

Packaging & Containers

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works