Avery Dennison (AVY)
NYSEMaterialsPackaging & ContainersSnapshot 2026-09-04
NYSEMaterialsPackaging & ContainersSnapshot 2026-09-04
QuarterlyIQ Insights · AVY
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $175 AVY trades at 17× p/e, below its 18× p/e peer median, but our blended $159 fair value sits below the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $175–$225. Note: our $159 fair value sits below the entire analyst range ($175–$225). Even valued only for durable growth at sustainable margins, it's worth about $192 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $209.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $662.79 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $762.23 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $65.32 | — | — | TTM | high |
| graham number | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
$175.00 – $225.00 (median $209.00) · 3 analysts · as of 2026-07-31
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $83.45 |
| — |
| — |
| TTM |
| high |
| Mgmt guidance | 12M | $170.99 | 17.9 | 9.55 | Mgmt | high |
| Peer P/FCF | 12M | $361.13 | 26.0 | 13.91 | TTM | high |
| Peer P/E | 12M | $145.32 | 15.0 | 9.68 | ntm analyst | high |
| Peer P/S | 12M | $180.56 | 1.5 | 121.05 | TTM | high |
| PEG | 12M | $122.56 | 12.7 | 9.61 | TTM | high |
| residual income | 12M | $59.92 | — | — | TTM | high |
| Own P/E history | 12M | $167.11 | 17.4 | 9.61 | TTM | high |
| triangulated | 12M | $192.32 | 17.9 | 10.74 | Triangulated | high |
| Mgmt guidance | 3Y | $211.72 | 17.9 | 11.82 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $549.23 | 26.0 | 21.16 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $177.18 | 15.0 | 11.80 | Analyst | medium |
| Peer P/S | 3Y | $198.43 | 1.5 | 133.03 | Analyst | medium |
| PEG | 3Y | $150.49 | 12.7 | 11.80 | Analyst | medium |
| Own P/E history | 3Y | $205.19 | 17.4 | 11.80 | Analyst | medium |
| Mgmt guidance | 5Y | $244.13 | 17.9 | 13.63 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $726.36 | 26.0 | 27.99 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $188.41 | 15.0 | 12.55 | Analyst | high |
| Peer P/S | 5Y | $211.00 | 1.5 | 141.46 | Analyst | high |
| PEG | 5Y | $160.03 | 12.7 | 12.55 | Analyst | high |
| Own P/E history | 5Y | $218.19 | 17.4 | 12.55 | Analyst | high |