Amcor’s strategy revolves around strategic acquisitions and divestments, market share growth, and investment in capacity and capabilities. We see several merits to its strategy, which has led to organic and acquisitive growth and average annual returns on invested capital of 16% over the five years to fiscal 2025, comparing favorably against a weighted average cost of capital of 8%.
Exposure to high-growth emerging markets balances low-volume growth in mature developed markets for products with similar or higher profit margins.
Amcor’s aggressive acquisition strategy has the potential for overcapitalization, overcapacity, and lower-than-expected cost synergies.
|
Metric
|
AMC
|
ATR
|
JHX
|
|---|---|---|---|
Price/Earnings (Normalized) | 10.82 | 22.93 | 21.52 |
Price/Book Value | 1.73 | 3.04 | 2.25 |
Price/Sales | 0.86 | 2.09 | 2.69 |
Price/Cash Flow | 8.31 | 11.62 | 17.59 |
|
Metric
|
AMC
|
ATR
|
JHX
|
|---|---|---|---|
Quick Ratio | 0.64 | 0.96 | 0.71 |
Current Ratio | 1.25 | 1.61 | 1.59 |
Interest Coverage | 2.80 | 7.95 | 2.08 |
|
Metric
|
AMC
|
ATR
|
JHX
|
|---|---|---|---|
Return on Assets (Normalized) | 5.01% | 7.96% | 3.36% |
Return on Equity (Normalized) | 15.92% | 15.12% | 7.43% |
Return on Invested Capital (Normalized) | 8.72% | 10.95% | 6.39% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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SW
| LOCK|$<%gg$^ | LOCK|>xp | $22B | |||
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PKG
| LOCK|#r$V&& | LOCK|%! | $21B | |||
| Amcor PLC ADR
AMCCF
| — | LOCK|rtr@ | $21B | |||
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AMCR
| LOCK|!rPlKM? | LOCK|hzrF | $21B | |||
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IP
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BALL
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AVY
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CCK
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| CCL Industries Inc Registered Shs -A- Voting
CCLLF
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| CCL Industries Inc Registered Shs -B- Non Vtg
CCDBF
| — | LOCK|bhX&r | $12B |
United States