Myers Industries, Inc. (MYE)
NYSEConsumer DiscretionaryPackaging & ContainersSnapshot 2026-09-04
$31.81+2.75%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryPackaging & ContainersSnapshot 2026-09-04
Intact: The reason to own it still holds.
Myers Industries makes durable polymer products with steady demand. The company shows strong profit margins with a price-to-earnings ratio near 23. It has stable management and a robust quality score. Recent earnings beats support its ability to grow earnings to about $1.87 per share next year.
Revenue is expected to decline about 13% next year, signaling demand weakness. The stock trades about 37% above what our model suggests is reasonable. A pullback in sales or profit margins could pressure the business. The sector faces headwinds that may limit growth.
The market expects a 13% revenue decline and prices the stock about 37% above our model's estimate. Our view sees weaker revenue growth and profit margin pressure than the current price implies.
Breaks if: EPS falls below $1.60 in FY27
Breaks if: Operating margin falls below 12%
Breaks if: Industrial segment revenue growth falls below 0% year-over-year
Breaks if: Infrastructure segment revenue growth falls below 3% year-over-year
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on transformation initiatives. The current thesis state is intact, supported by strong recent financial performance and a commitment to cost savings.
The market appears to be pricing in a durable premium compared to peers, indicating high expectations for MYE's continued performance. However, the expectations gap suggests that some of this premium may not be justified given the current sector backdrop.
Fundamentals are likely to remain strong in the near term, driven by management's focus on transformation and growth in the Infrastructure segment. However, there is a moderate risk of missing earnings expectations, especially given the company's recent history.
The thesis hinges on several key factors, including management's ability to maintain guidance, the impact of inflation on consumer discretionary spending, and the performance of sector bellwethers that could influence MYE's momentum.
Overall, MYE's performance is solid, but it must navigate sector challenges and valuation concerns in the coming years. Not investment advice.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The company completed the sale of its tire supply unit for $30 million. This sale simplifies the portfolio and aligns with growth investments. There are no new threats impacting the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.