Amcor: Berry Global Acquisition To More Than Double Cash Flows, Stock Near All-Time Lows

Jun. 21, 2025 12:58 AM ETAmcor plc (AMCR) Stock, AMCCF StockAMCR, AMCCF
IWA Research
48 Followers
(12min)

Summary

  • Amcor is a global packaging leader trading below pre-pandemic levels, offering a strong dividend and attractive risk-reward after acquiring Berry Global.
  • The Berry Global acquisition brings significant synergy potential, expected to drive 12% EPS accretion by FY26 and 35%+ by FY28, doubling cash flow.
  • As a Dividend Aristocrat, Amcor's dividend yield is historically high at 5.6%, and the Berry deal should support its sustainability while allowing for future buybacks and balance sheet improvement.
  • Valuation suggests Amcor is fairly priced for low-rate, low-growth scenarios, but offers compelling upside if merger synergies are realized -potentially making it a Buy now.

Amcor - Corporate Headquarters

Rafael_Wiedenmeier

Amcor (NYSE:AMCR)(OTCPK:AMCCF) has been struggling with the environment after the pandemic boom, but is now potentially getting a second chance to shine following the Berry Global acquisition. With the stock now trading even below the pre-pandemic levels, a

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