CCL Industries Inc
TSX:CCL.B
Intrinsic Value
The intrinsic value of one CCL.B stock under the Base Case scenario is 80.99 CAD. Compared to the current market price of 85.92 CAD, CCL Industries Inc is Overvalued by 6%.
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Fundamental Analysis
Elevated resin and paper costs may compress margins as CCL Industries relies heavily on raw materials for its label and packaging products, and passing on price increases to clients could be challenging in a weak economic backdrop.
The company’s aggressive expansion through acquisitions—such as its past purchases of Avery and Checkpoint Systems—introduces integration risks, potentially diluting returns if synergies from these deals fail to materialize as planned.
Exposure to cyclical end markets like consumer retail and personal care could weigh on revenue growth if global consumer sentiment deteriorates, especially in regions where CCL does not have as strong a market presence.
CCL maintains a commanding market share in specialty labels and packaging, supported by advanced printing technologies and a wide global manufacturing presence, which creates high barriers to entry and potential pricing power.
The company’s ongoing innovation in e-commerce packaging solutions and tamper-evident labels positions it to capture above-average growth as more consumer products require secure and customizable packaging in the online retail channel.
Successful expansion across multiple business segments—including Avery’s stationery products and Checkpoint’s RFID solutions—diversifies CCL’s revenue base and helps mitigate risks tied to any single end market.
Revenue & Expenses Breakdown
CCL Industries Inc
Earnings Waterfall
CCL Industries Inc
Wall St
Price Targets
CCL.B Price Targets Summary
CCL Industries Inc
According to Wall Street analysts, the average 1-year price target for CCL.B is 99.96 CAD with a low forecast of 94.94 CAD and a high forecast of 110.25 CAD.
The intrinsic value of one CCL.B stock under the Base Case scenario is 80.99 CAD.
Compared to the current market price of 85.92 CAD, CCL Industries Inc is Overvalued by 6%.
