O-I Glass (OI) valuation after Crenshaw plant fire and renewed analyst interest in its value potential

An early morning fire at O-I Glass (OI) Crenshaw plant in Brockport has put a spotlight on the company just as it is drawing fresh interest as a potential value opportunity for patient investors.

See our latest analysis for O-I Glass.

Despite the disruption risk from the Crenshaw plant fire, investors have been leaning in, with a roughly 17% 1 month share price return and a 43% year to date share price gain suggesting momentum is building, even as the 3 year total shareholder return remains slightly negative.

If this kind of turnaround story has your attention, it is also a good moment to explore fast growing stocks with high insider ownership as potential next wave opportunities for your watchlist.

With net income rebounding sharply and shares still trading below analyst targets despite strong recent gains, the key question now is whether O-I Glass remains a mispriced value play or if the market is already pricing in the next leg of growth.

Most Popular Narrative: 2.8% Undervalued

With O-I Glass closing at $15.45 against a narrative fair value of $15.89, the valuation gap is narrow but still points to upside.

The company's focus on capital discipline and premiumization, particularly reconfiguring facilities like Bowling Green to target high-value spirits and beverage segments, is anticipated to drive higher-margin growth and enhance future profitability.

Read the complete narrative.

Want to see what underpins this premium tilt, from modest top line assumptions to a sharply different profit profile and valuation multiple, over just a few years?

Result: Fair Value of $15.89 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this thesis could still be knocked off course by persistent volume softness in key European markets and mounting substitution pressure from lighter packaging alternatives.

Find out about the key risks to this O-I Glass narrative.

Build Your Own O-I Glass Narrative

If you see the story differently or want to dig into the numbers yourself, you can build a tailored view in just minutes: Do it your way.

A great starting point for your O-I Glass research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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