Avery Dennison (AVY)
NYSEMaterialsPackaging & ContainersSnapshot 2026-10-29
$182.22+0.09%
Close 2026-10-30 · 1-day change
NYSEMaterialsPackaging & ContainersSnapshot 2026-10-29
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: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 15%.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — the market is pricing in about 18% growth a year, above the roughly 4% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAVY’s case rests on growing high-value categories, especially RFID, despite the delayed Walmart Fresh ramp. Revenue growth slowed to 5.2% year over year in Q3 2026, though earnings beat consensus. Q2 revenue growth was 10.9%, showing the recent slowdown followed stronger growth. AVY trades at 18× P/E versus the 17× peer median, with expectations pricing more growth than our forecast. The next-quarter miss probability is 24%, and reported profits are not well backed by cash. The high-value growth pillar remains unverified because its metric mapping needs review. Peer multiples imply a price about 18% below where it trades; the thesis is on watch.
Trailing returns as of 2026-10-30. 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 Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for AVY in the last 4 months.
Continue this research
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| 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 2026-10-30. 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.
Threatens: Drive growth in high-value categories
2026 EPS outlook is tempered by a key high-value RFID growth ramp shifting to 2027.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $182.22
The last 12 months of price, then the range of analyst 12-month targets from today’s $182.22.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive growth in high-value categories
Discusses growth initiatives in high-value categories.
Advances: Drive growth in high-value categories
Growth in high-value categories confirmed by Q2 performance.
Loss of key executive may impact strategic direction.
Advances: Drive growth in high-value categories
Reaffirmation of targets supports growth strategy.
