Stock Ratings / Consumer Discretionary / AVY / financials

WMS (72) SW (56) PKG (75) KMB (72) ⌘ Pro Terminal →

Avery Dennison Corporation (AVY) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$182.22 +0.09% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $182.69

Avery Dennison Corporation (AVY) earns a Roarable Rating of B (Buy) with 74/100 RQD Confidence. High-quality cash engine (29% profit margin, 17% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 74/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.3% avg 90D alpha vs SPY • 69.4% hit rate) →

ROARABLE B • BUY Cap $13.80B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AVY Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AVY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Avery Dennison Corporation (NYSE: AVY) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $182.22 (+0.09% 1D, market cap $13.80B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 15/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 16/20. Across 1011 tracked Consumer Discretionary issuers, AVY ranks #78 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AVY compare to WMS and SW in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Containers/Packaging), AVY carries a Roarable B (74/100 RQD), trailing P/E of 20.1x, gross margin of 28.8%, and ROIC of 17.4%. By comparison, WMS (Advanced Drainage Systems Inc.) holds a B grade (72/100 RQD, P/E 24.0x, ROIC 22.3%, cap $10.29B) and SW (Smurfit WestRock plc) posts a D+ grade (56/100 RQD, P/E 31.9x, ROIC 4.7%, cap $22.31B). Among the 5-stock peer group, KMB leads on earnings multiple (18.1x) while KMB leads on capital efficiency (43.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AVY?

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Per AVY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000008818), Avery Dennison Corporation generated $8.86B in revenue (+1.1% YoY), $688.0M in net income, and $712.4M in free cash flow against $8.80B in total assets and $2.06B in total debt. Key quantitative strengths: Strong cash generator (29% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $182.69 (+0.26%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 8% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 74/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.3% avg 90D alpha vs SPY • 69.4% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ · Rk C+

Each axis scored 0–20

12M PRICE TARGET CONE+7.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AVY)Realized 20D OHLCV Swing Band: ±4.2%

Deterministic 5-Pillar Attribution (74/100 Composite)

🔍 WHY AVY SCORES 74/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+16/20 pts (22% of score)

SEC XBRL FY 2025 (10-K): 8% FCF Margin ($712.4M FCF) & 28.8% Gross Margin

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (22% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)

▼ #1 Drag / Risk Factor: Macro Regime Fit13/20 pts (-7 pt drag)

Macro rate sensitivity & RSI-14 (63.2) create a -7 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$170.72+4.3% Next Q

Q2 (-2Q)

Grade B-$178.12+2% Next Q

Q3 (-1Q)

Grade B$181.71+0.3% Next Q

Current

Grade B$182.22+7.3% Hist 90D α

Trajectory: B- (66) → B (74)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the AVY Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 74/100 (B) score, AVY faces multiple-compression risk if 20.1x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 26.3% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($174.08) or 200D SMA ($171.91) invalidates the momentum regime and cuts Target Base ($195.34) toward Bear Floor ($149.42).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AVY• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “AVY Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 74%NO 26%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How AVY Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$712.4M (8% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $8.36B

FY24

Rev $8.76B

FY25

Rev $8.86B

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$8.86B	28.8%	9.2%	$688.0M	$712.4M	15.6%
FY 2024	$8.76B	28.9%	9.5%	$704.9M	$730.0M	16.6%
FY 2023	$8.36B	28.8%	7.1%	$503.0M	$449.6M	7.7%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring AVY)

✓Walkthrough of AVY's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

AVY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +13.56%▲ ASCENDING TRIANGLE

2026-11-02O $180.7H $182.2L $180.7C $182.2VOL 1.09M

RES: $185.7SUP: $167.2SMA50: $174.1SMA200: $171.9

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AVY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AVY Butterfly Map → + Track AVY →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

13.6%/yr Implied 5Y Growth

vs. +1.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AVY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AVY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for AVY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AVY)

Consumer Discretionary Rank #78 of 1011 ⚔️ WMS vs AVY Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (AVY vs. WMS, SW, PKG, KMB)

Industry: Containers/Packaging (17 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Avery Dennison Corporation (AVY) ranks #78 by composite RQD confidence (74/100, grade B) and #135 by equity capitalization ($13.80B). Within this direct 5-issuer industry benchmark cohort, KMB leads on earnings valuation at 18.1x trailing P/E, while KMB leads on capital efficiency and profitability with 43.6% ROIC and 36.0% gross margin. PKG currently holds the highest overall quantitative score in the immediate peer group at 75/100 (B) compared with AVY at 74/100 (B).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
AVY ACTIVE Avery Dennison Corporation	B	74/100	20.1x	28.8%	17.4%	+0.09%	$13.80B	Benchmark Subject
WMS Advanced Drainage Systems Inc.	B	72/100	24.0x	38.3%	22.3%	-0.80%	$10.29B	/wms-vs-avy →
SW Smurfit WestRock plc	D+	56/100	31.9x	19.4%	4.7%	+1.32%	$22.31B	/sw-vs-avy →
PKG Packaging Corporation of America	B	75/100	29.3x	21.0%	10.9%	+0.90%	$22.68B	/pkg-vs-avy →
KMB Kimberly-Clark Corporation	B	72/100	18.1x	36.0%	43.6%	-1.89%	$36.59B	/kmb-vs-avy →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000008818

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Avery Dennison Corporation (AVY) reported GAAP revenue of $8.86B (+1.1% vs. FY2024 revenue of $8.76B , and +5.9% cumulative change since FY2023) , GAAP net income of $688.0M, operating cash flow of $881.4M, and free cash flow of $712.4M (-2.4% YoY). On the balance sheet, AVY closed FY2025 with $8.80B in total assets against $2.06B in total debt (Altman Z-Score: 4.22, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$8.86B	$688.0M	$881.4M	$712.4M	$8.80B	$2.06B
FY2024 (FY)	2024-12-28	$8.76B	$704.9M	$938.8M	$730.0M	$8.40B	$1.97B
FY2023 (FY)	2023-12-30	$8.36B	$503.0M	$826.0M	$449.6M	$10.04B	$2.35B

3. AVY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AVY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does AVY compare to WMS and SW in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for AVY?

Where is AVY trading relative to its 50-day, 200-day, and 52-week technical levels?

AVY last traded at $182.22 (+0.09% on volume of 931,968 shares), positioning the stock +4.68% above its 50-day simple moving average ($174.08) and +6.00% above its 200-day simple moving average ($171.91). Across its 52-week range of $152.42 to $199.54, AVY sits at the 63.2% percentile with a 14-day RSI of 63.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±4.2% ($174.57 to $189.87).

AVY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Avery Dennison Corporation (AVY)?

In FY 2025 (10-K), AVY converted $8.9B of revenue into a 28.8% gross margin, 9.2% operating margin, and $712.4M in free cash flow (8% FCF margin).

Direct Sub-Reports: AVY RQD Cockpit AVY 12M Forecast AVY Earnings & Move AVY Dividends & DRIP AVY Insiders & 13F AVY Whale Options AVY Profit Sankey AVY News & Why

ROARABLE RATING BRIEF • RQD 74/100 (B) ✓ STAGE-C NUMBER FIREWALL VERIFIED

AVY — Avery Dennison Corporation: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:15:06Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, AVY holds an RQD Score of 74 out of 100, a letter grade of B, and the verdict label "Roarable Buy — Good Risk/Reward." The score is built from five pillars:

Fundamental Cash Engine: 16 / 20. Per the RQD rating, this pillar reflects ROIC of 17.4% and an FCF yield of 5.16%. For a prospective investor, these two figures indicate the business generates returns on invested capital and free cash flow relative to its market value. Those are the primary upside drivers identified in the source data.
Whale 13F Flow: 15 / 20. Per the RQD rating, this pillar is labeled as reflecting institutional accumulation and options positioning. The underlying holder detail is not available in source data, so the investor implication cannot be traced to specific filings.
Insider Conviction: 16 / 20. Per the RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. The underlying transaction detail is not available in source data.
Macro Regime Fit: 13 / 20. Per the RQD rating, this pillar reflects a beta of 0.94 and sector sensitivity. A beta below 1.0 suggests the stock has historically moved less than the market in the source data, which can reduce volatility exposure but does not guarantee defensive behavior in any given period.
Forensic Balance Sheet: 14 / 20. Per the RQD rating, this pillar reflects an Altman Z-Score of 4.22, a Piotroski F-Score of 6/9, and Debt/Equity of 0.79. These point to a financially sound balance sheet on the source's own measures, with the Piotroski score indicating moderate rather than maximum fundamental strength.

Taken together, the pillar scores show relative strength in cash generation and insider flow, with the weakest contribution from macro regime fit. The rating is an analytical summary from the source data and does not account for valuation relative to the investor's own objectives, time horizon, or risk tolerance.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
182.06	$13.8B	20.1	18.7	15.6	9.08	2.09%	0.94	$152.42 - $199.54	17.4%

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$8855.5M	$811.8M	$688.0M	N/A	$712.4M	$202.8M	$2059.6M
FY 2024	$8755.7M	$831.8M	$704.9M	N/A	$730.0M	$329.1M	$1966.6M
FY 2023	$8364.3M	$593.5M	$503.0M	N/A	$449.6M	N/A	$2348.7M

Per the SEC financials, revenue rose from $8364.3M in FY 2023 to $8855.5M in FY 2025, while net income moved from $503.0M to $688.0M over the same span, though FY 2025 net income was below FY 2024's $704.9M. Per the market data, ROIC is 17.4%, and per the RQD rating, the Altman Z-Score is 4.22 and the Piotroski F-Score is 6/9. Debt declined from $2348.7M in FY 2023 to $2059.6M in FY 2025, and per the RQD rating Debt/Equity is 0.79. Cash fell from $329.1M in FY 2024 to $202.8M in FY 2025. EPS for each period is listed as N/A in the source data.

Recent Catalysts & News Wire Analysis

Six headlines appear in the news feed, all tagged to AVY. Their titles and sources are:

Yahoo Finance (YELLOW, MARKET WIRE): an article suggesting the stock could be undervalued as a new dividend tests valuation. The article's summary is generic.
Seeking Alpha (GREEN, CATALYST): an article titled as a determination that the company has not earned an upgrade.
TradingView (YELLOW, MARKET WIRE): an estimates page for the company.
Yahoo Finance (YELLOW, MARKET WIRE): an article questioning whether the earnings discount is justified after customers stop stockpiling. This headline is the most directly operational of the set and points to a demand-timing risk.
Benzinga (YELLOW, MARKET WIRE): a Jim Cramer commentary piece that references Avery Dennison as a winner, alongside an unrelated company.
Stock Titan (YELLOW, MARKET WIRE): a notice that Helen Sheirbon, with over two decades at HP, will lead Avery Dennison's Solutions Group starting Nov. 3.

Risk watch items from the feed are the customer-destocking question and the open question of whether valuation is supported. The only GREEN-tagged item is the Seeking Alpha CATALYST headline, and its content is not detailed in the source. Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals.

Open Questions

What are AVY's specific products, end markets, and customer concentration? The source provides only sector and industry classifications.
What drove the decline in FY 2025 net income relative to FY 2024, and what explains the drop in cash over the same period?
What is the basis for the cited customer-stockpiling concern, and how large is its expected effect on revenue?
What insider, 13F, and Congressional transactions underpin the Whale Flow and Insider Conviction pillar scores?
What is the company's EPS history, given that every reported period lists EPS as N/A?

AVY Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Avery Dennison Corporation (AVY) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AVY Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 15h ago

Avery Dennison (AVY) Could Be 10% Undervalued As New Dividend Tests Valuation

Yahoo Finance report covering Avery Dennison Corporation (AVY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Seeking Alpha • 18h ago

Avery Dennison Corporation Hasn't Earned An Upgrade Yet (NYSE:AVY)

Seeking Alpha report covering Avery Dennison Corporation (AVY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 21h ago

Avery Dennison Corporation Estimates – NYSE:AVY

TradingView report covering Avery Dennison Corporation (AVY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Avery Dennison (AVY): Is the Earnings Discount Justified After Customers Stop Stockpiling?

Yahoo Finance report covering Avery Dennison Corporation (AVY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 1d ago

Jim Cramer: This Tech Stock Is 'Very Good,' Avery Dennison Is A ‘Winner’ - Ciena (NYSE:CIEN)

Benzinga report covering Avery Dennison Corporation (AVY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

With over two decades at HP, Helen Sheirbon will lead Avery Dennison's Solutions Group Nov. 3.

Stock Titan report covering Avery Dennison Corporation (AVY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST TradingView • 1d ago

Avery Dennison Earnings Beat Estimates in Q3 on Productivity

TradingView report covering Avery Dennison Corporation (AVY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Stock Traders Daily • 1d ago

Precision Trading with Avery Dennison Corporation (AVY) Risk Zones

Stock Traders Daily report covering Avery Dennison Corporation (AVY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AVY Bull vs. Bear Conversation Board — What's Your Call at $182.22?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AVY 🐻 33% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $214.83 (+18.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is AVY (B • RQD 74/100) a Buy at $182.06?

Welcome to the AVY (Avery Dennison Corporation) Roar Pit. Current RQD Composite is 74/100 (Roarable Buy — Good Risk/Reward) in Containers/Packaging. Bulls point to capital efficiency (17.4% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $147.47 (-19.0%)

Spot @ $182.06

Pump the brakes on AVY — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on AVY, but look at what you are paying: 20.1x trailing P/E with 28.8% gross margins. Unless Avery Dennison Corporation expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MI MidwestValue Verified K Arena Trader 🐂 BULLISH 🎯 Target: $213.01 (+17.0%)

Spot @ $182.06

AVY cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on AVY, the market is fixating on short-term headline noise in Containers/Packaging and ignoring the balance sheet and cash flow trajectory. At $182.06 (52-wk range $152.42 - $199.54), any beat on forward guidance forces shorts and underweight funds to chase.