Amcor plc AMCR

Competitive advantage analysis · consumer-cyclical

Corporate Default
Overall moat score
48/100
Developing

About Amcor plc

Amcor plc, together with its subsidiaries, engages in the production and sale of packaging products in Europe, North America, Latin America, and the Asia Pacific. The company operates in two segments, Global Flexible Packaging Solutions and Global Rigid Packaging Solutions. The Global Flexible Packaging Solutions segment develops and supplies flexible packaging products, including polymer resin, aluminum, and fiber based flexible … Full AMCR analysis →

Competitive advantage assessment

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.82), demonstrating pricing resilience across cycles.

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.14), suggesting weak customer stickiness.
  • ROIC Below WACC or Peers ROIC at 36.4th percentile suggests inefficient capital deployment.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
62

Where AMCR ranks in Packaging & Containers

Amcor plc ranks #15 of 26 scored companies in Packaging & Containers by moat score — the top 58%. The widest moat in the group is Reynolds Consumer Products Inc. (REYN) at 83/100.

Moat scores for companies ranked near AMCR in Packaging & Containers
# Company Moat score Rating
11 Graphic Packaging Holding Compa GPK 53/100 Moderate
12 Greif, Inc. Corporation GEF-B 50/100 Moderate
13 Greif Inc. GEF 50/100 Developing
14 O-I Glass, Inc. OI 50/100 Developing
15 Amcor plc AMCR 48/100 Developing
16 TriMas Corporation TRS 46/100 Developing
17 Ardagh Metal Packaging S.A. AMBP 42/100 Developing
18 Smurfit WestRock plc SW 35/100 Developing
19 Ranpak Holdings Corp PACK 30/100 Developing

See every General Corporate company ranked by moat score →

How AMCR scores on the Corporate Default defenses

Pricing Power

Score 62 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 57 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 32 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 44 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 43 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 46 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding AMCR's moat

What is Amcor plc's moat score?

Amcor plc (AMCR) scores 48 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #15 of 26 scored companies in Packaging & Containers, the top 58%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 25 companies in Packaging & Containers. Its strongest defense is Pricing Power (62/100) and its weakest is Customer Stickiness (32/100).

How does Amcor plc compare with other Packaging & Containers companies?

Amcor plc ranks #15 of 26 scored companies in Packaging & Containers by moat score. The widest moat in Packaging & Containers is Reynolds Consumer Products Inc. (REYN) at 83/100. The companies ranked closest are O-I Glass, Inc. (OI) at 50 just above it and TriMas Corporation (TRS) at 46 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 25 companies in Packaging & Containers. The defenses are then weighted to produce the overall score out of 100.

Why is Amcor plc scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Amcor plc?

The Corporate Default template measures 6 defenses, and AMCR scores: Pricing Power (62), Cost Advantage (57), Customer Stickiness (32), Capital Efficiency (44), Resilience (43), Scale & Market Position (46). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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