Silgan Holdings (SLGN)
NYSEMaterialsPackaging & ContainersSnapshot 2026-10-29
$39.49+4.11%
Close 2026-10-29 · 1-day change
NYSEMaterialsPackaging & ContainersSnapshot 2026-10-29
Research Workspace
Put SLGN 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.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, the balance sheet.
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 RiskMostly healthy — no soft spokes
SLGN’s case rests on steady packaging performance and an earnings yield above the sector. Revenue growth slowed from 7% in Q2 to 2% in Q3, despite an earnings beat. Q3 non-GAAP EPS was $1.31, beating consensus by 4%; full-year guidance was lifted. SLGN trades at 11× P/E versus a 17× peer median, and 11× its 11× historical multiple. The price reflects less growth than our forecast, despite that peer discount. Fragile cash backing and unsteady management threaten confidence; our model puts next-quarter miss probability near 27%. Peer multiples imply a price about 20% above where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. SLGN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering SLGN (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for SLGN in the last 4 months.
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Compare SLGN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SLGN 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 2026-10-29. 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 Materials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put SLGN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Higher full-year guidance outweighs mixed quarterly results and supports the intact thesis.
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $39.49
The last 12 months of price, then the range of analyst 12-month targets from today’s $39.49.
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.
A major proposed combination could alter strategy, but headline alone does not establish terms or implications.
Advances: Increase earnings estimate for 2026
Upgrade indicates positive outlook for earnings and cash flow.
Advances: Drive organic growth in Dispensing and Specialty Closures
Upgrade supports organic growth in Dispensing segment.
Threatens: Sustain growth in Metal Containers segment
Margin pressure and Brazil weakness challenge sustained Metal Containers growth despite volume gains.
Advances: Increase earnings estimate for 2026
Earnings-call highlights report strong sales growth, supporting earnings growth pending profitability details.
Increase earnings estimate for 2026
The earnings transcript is primary evidence, but the headline alone signals no specific outcome.