Avery Dennison (AVY)
NYSEMaterialsPackaging & ContainersSnapshot 2026-09-04
NYSEMaterialsPackaging & ContainersSnapshot 2026-09-04
Research Workspace
Put AVY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Grow revenue in high-value categories to at least 4% of total: metric not reported.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAVY's growth in high-value categories must continue to justify its current price. Revenue grew 10.9% year over year, and the last quarter beat expectations by 17%. It trades at 17.2× P/E versus a peer median of 17.9×. The price reflects less growth than forecasted, indicating modest expectations. The primary risk is that revenue growth in high-value categories is under pressure, as this metric is not reported. Peer multiples imply a price about 10% below where it trades (it looks expensive on this basis). The thesis is on watch.
Trailing returns as of 2026-09-04. AVY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering AVY (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for AVY in the last 4 months.
Continue this research
Compare AVY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AVY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Paper & Plastic Packaging Products & Materials — fair value, gap to price, and forward P/E.
Compare the value case
Put AVY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive growth in high-value categories
Growth in high-value categories confirmed by Q2 performance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $175.06
The last 12 months of price, then the range of analyst 12-month targets from today’s $175.06.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Loss of key executive may impact strategic direction.
Advances: Drive growth in high-value categories
Reaffirmation of targets supports growth strategy.
