Consumer Cyclical / Packaging & Containers

Ball Corporation (BALL)

$53.75
+0.09%
$14.6B
Market Cap
15.9
P/E Ratio
1.06
Beta
1.46%
Dividend Yield
Piotroski 5/9Altman Z 2.5 Gray ZoneBeneish M -2.38 CleanROIC−WACC -1.4%

Quantitative Summary

Deterministic

At 15.9x earnings — a 54% discount to the sector average of 35.0x — BALL is in the lower valuation range. Financial health is average: Piotroski 5/9, Altman Z 2.5. DCF fair value of $4 implies 93% downside based on model assumptions.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

Algorithmic Teardown

AI-Generated

Ball Corporation exhibits a capital allocation challenge where the return on invested capital of 8.1% falls short of the weighted average cost of capital at 9.4%, resulting in a negative spread that erodes intrinsic value over time despite an ROE of 16.8%. This profitability metric is primarily driven by financial leverage, evidenced by an equity multiplier of 3.60x, rather than operational efficiency or pricing power, as the asset turnover ratio sits at only 0.67x against a net margin of 6.9%. While the Beneish M-Score of -2.38 suggests low earnings manipulation risk and the Piotroski F-Score of 5/9 indicates moderate financial strength, the Altman Z-Score of 2.5 signals potential distress territory that warrants caution regarding long-term solvency under stress scenarios.

Valuation metrics present a stark divergence between market pricing and fundamental DCF modeling. The current P/E ratio of 18.2x trades at roughly half the sector average of 42.1x, suggesting significant mean reversion potential or a persistent discount relative to peers. However, this apparent bargain is heavily discounted by a DCF fair value estimate of $5, which implies a massive -92.3% downside from current levels based on an assumed ten-year free cash flow growth rate of 20.2%. This aggressive growth assumption appears inconsistent with the company's negative ROIC-WACC spread and low asset turnover, indicating that the market may be pricing in unrealistic expansion that the capital structure cannot support.

Risk-adjusted performance data reveals a complex picture where short-term alpha generation conflicts with long-term value creation factors. The stock has delivered an annual Fama-French Alpha of 15.56%, driven significantly by robust profitability (RMW factor at 0.408), yet it remains neutral on the value factor (HML at 0.031). This disconnect is compounded by recent insider activity showing $1,322,428 in net selling over the last ninety days, which often precedes downward revisions or reflects a lack of confidence from those with superior information regarding future cash flows and capital deployment efficiency.

Generated by LLM from quantitative data inputs. May contain inaccuracies. Not investment advice.

DCF Sandbox

Interactive
Market Price
$53.75
Fair Value
$4
Implied Upside
-91.9%
$4IMPLIED FAIR VALUEOVERVALUEDOVERUNDER
Growth Rate (Y1–5)-10%
-10%20%50%
Discount Rate (WACC)9.5%
5%12.5%20%

5-year two-stage DCF. Terminal growth 3%. Default sliders match the pre-computed base case. Drag to explore scenarios. Not investment advice.

Reverse DCFMarket-Implied
21.4%annual FCF growth priced in at $53.75

The growth rate the market implicitly expects over the next 10 years to justify today's price. Compare with historical growth of 12% YoY revenue.

Sensitivity Matrix

TG ↓ / WACC →7.5%9.5%11.5%
2%$7$3$1
3%$10$4$1
4%$14$6$2

Center = base case. Green = >10% upside, Red = >10% downside vs $53.75.

Pre-computed DCF: WACC=9.5%, terminal growth 3%. Fair value $4 (-93.2%). Not investment advice.

Valuation Context

15.9x
BALL P/E
35.0x
Sector Avg
41.2x
5Y Avg P/E
-54%
vs Sector

Currently trading 54% below its 5-year average P/E of 41.2x.

Price Chart with Moving Averages

Loading chart...
SMA 50 SMA 200

Technical Setup

AI Generated

Ball Corporation's current trading price of $55.20 sits within the context of its broader technical structure, offering a snapshot for assessing relative value against moving average envelopes. Without specific envelope boundaries provided in the immediate data, the position implies that the stock is currently navigating a phase where mean-reversion dynamics are contingent on how far this level deviates from recent short-term and long-term averages. If the price has recently pulled back toward the lower band of such an envelope after a prior expansion, it may suggest increased probability for a bounce driven by statistical convergence; conversely, if it is hovering near the upper boundary following an uptrend, potential resistance could emerge as the asset tests its historical moving average limits. In the consumer cyclical sector, where volatility often amplifies deviations from trend lines, the $55.20 mark serves as a critical reference point for evaluating whether the stock is overextended or undervalued relative to its own past performance. The absence of definitive envelope data prevents a precise calculation of z-scores or standard deviation distances, meaning any assessment of mean-reversion potential remains theoretical until those specific support and resistance thresholds are identified on the chart. Traders observing this level must weigh whether current momentum is sustaining the price above key moving averages or if corrective forces might soon pull it back toward the statistical center defined by these trend lines. Ultimately, the technical setup at $55.20 invites an analysis of how closely this price aligns with historical volatility bands to

RSI (14)
SMA 50
SMA 200

Quant Health Deep Dive

5/9
Piotroski F-Score
Average — mixed operational signals
2.5
Altman Z-Score
Grey Zone — between 1.8 and 3.0 thresholds. Thresholds: >3 safe, 1.8–3 grey, <1.8 distress.
-2.38
Beneish M-Score
Below threshold — no statistical earnings quality concern per Beneish model. Threshold: <-2.22 = below threshold.

Profitability & Value Creation

19.6%
Gross Margin
6.9%
Net Margin
8.1%
ROIC
9.5%
WACC
ROIC − WACC Spread: -1.4%— Negative spread.
+11.6%
Revenue Growth (YoY)
-77.3%
Earnings Growth (YoY)
788.0M
Free Cash Flow
28%
FCF Payout Ratio

✅ Conservative payout — room for dividend increases.

DuPont Analysis — ROE Decomposition

Breaking down Return on Equity to see how the company generates its ROE — efficiency, margins, or leverage.

6.9%
Net Profit Margin
NI ÷ Revenue
×
0.67x
Asset Turnover
Revenue ÷ Assets
×
3.60x
Equity Multiplier
Assets ÷ Equity
=
16.8%
Return on Equity
⚠️ High equity multiplier — ROE is being amplified by leverage, not operational excellence.

Balance Sheet Health

2.60x
Debt / Equity
1.11x
Current Ratio
4.6x
Interest Coverage
2.8x
Net Debt / EBITDA
3.52%
FCF Yield
2.1B
EBITDA

Insider Activity (Last 90 Days)

Net Insider Flow
-$1M
Net Selling
1
Buy Transactions
2
Sale Transactions
2026-03-04VILLATORO FAUZEBuy$100,057
2026-03-02PITRE KATHLEENSold 1/8 qtrsSale$710,320
2026-02-05CAREY NATE C.Sold 1/8 qtrsGrant$360,628
2026-02-05CAREY NATE C.Sold 1/8 qtrsSale$712,165
2026-01-27LEWIS RONALD JGrant43,444 shares

Open-market buys vs sells by company insiders. Source: yfinance.

Earnings Surprise History

Q4
✓ Beat
Est: $0.70
Act: $0.76
+8.7%
Q3
✓ Beat
Est: $0.87
Act: $0.90
+3.3%
Q2
✗ Miss
Est: $1.02
Act: $1.02
-0.2%
Q1
✓ Beat
Est: $0.90
Act: $0.91
+1.5%

EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.

Dividend History

$0.2000
Latest Dividend
$0.80
2025 Total
0.0%
YoY Growth
Annual Dividends per Share
$0.13
2016
$0.36
2017
$0.40
2018
$0.55
2019
$0.60
2020
$0.70
2021
$0.80
2022
$0.80
2023
$0.80
2024
$0.80
2025
$0.40
2026
DateAmountChange
2026-06-01$0.20000.0%
2026-03-02$0.20000.0%
2025-12-01$0.20000.0%
2025-09-02$0.20000.0%
2025-06-02$0.20000.0%
2025-03-03$0.20000.0%
2024-12-02$0.20000.0%
2024-09-03$0.20000.0%
2024-06-03$0.20000.0%
2024-02-29$0.20000.0%
2023-11-30$0.20000.0%
2023-08-31$0.20000.0%
Stock Splits
2017-05-17: 2:12011-02-16: 2:12004-08-24: 2:12002-02-25: 2:11985-10-02: 2:11982-10-04: 2:1

Dividend and split data from SEC filings and market data. Amounts are per share, not adjusted for splits. Source: yfinance.

Risk Profile

26.7%
Annual Volatility
1.19
Sharpe (1Y)
-22.0%
Max Drawdown (5Y)

Sharpe = risk-adjusted return (higher is better). Max drawdown = largest peak-to-trough decline. 1,200+ trading days.

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fama-French 5-Factor Exposure

Academic factor model decomposition — what's really driving this stock's returns.

0.52
Market β
Mkt-RF
+0.391
Size (SMB)
Small-cap tilt
+0.031
Value (HML)
Neutral
+0.408
Profit (RMW)
Robust
+1.375
Invest (CMA)
Conservative
Alpha (annual): +15.56%
R²: 37.1%of variance explained by 5 factors

Fama-French 5-Factor Model. Data: Kenneth French Data Library. Regression over 3 years of daily returns.

Fundamentals

12.1
Forward P/E
1.20
PEG Ratio
2.60
Price/Book
3M
Avg Volume
$68.29
52W High
$44.83
52W Low
38%
52W Range Position

Passive Flow Attribution

ETF Draft Effect
$2.3B
Tracked Passive Exposure
8
ETFs Holding BALL
0.04%
Avg Weight in ETFs
$5.8T
Total ETF AUM

When investors buy or sell ETFs like XLB or VAW, the fund manager is mechanically forced to buy or sell BALL shares regardless of Ball Corporation's individual fundamentals. We estimate $2.3B of passive capital is structurally linked to BALL through 8 tracked ETFs. Index rebalances and ETF creation/redemption cycles can create noticeable volume spikes unrelated to company news.

Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.

ETF Contagion Visualizer

Simulate a price drop in Ball Corporation to visualize passive redemption contagion across ETFs and collateral stocks.

BALL Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
BALLEpicenterVTIETFVOOETFIVVETFLINLow RiskLINLow RiskNEMLow RiskNEMLow RiskNUELow Risk
BALL Price Drop (%)0

If Ball Corporation (BALL) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies Linde plc (LIN) as the most exposed collateral stock, sharing 1 ETFs with BALL. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 23 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

BALL Ownership Dynamics

Passive funds hold 1 in every 6 BALL shares, reducing daily market volatility.

Ticker
BALL
Total Shares
266M
ETF Lock-Up
15.6%
Display Mode
Total Float Impact
15.6%Locked Float

Ball Corporation (BALL) exerts notable gravity on the passive index market, currently representing 1.9% of the State Street Materials Select Sector SPDR ETF (XLB) and 1.0% of the VAW (VAW). Across 23 tracked ETFs, approximately 41M shares (15.6% of float) are held by passive funds and rarely trade on the open market. This level of passive ownership means index rebalances can create outsized volume events.

Float lock-up computed from 23 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

BALL Institutional Volume Profile

252-day volume distribution by price level. The Point of Control (POC) marks the price where the most institutional volume transacted — an implicit support/resistance floor.

TICKER
BALL
PRICE
$53.75
FLOOR (POC)
$48.64
STRENGTH
Medium
$45$46$4710%$49POC 11%$508%$51$528%$536%$53.75$55$5610%$578%$58$59$60$62$63$64$65$66$68
Focus Zone
Point of Control (POC) Support (below price) Resistance (above price) Current Price

The highest-volume price zone for Ball Corporation over the past year sits near $48.64 (11% of 252-day volume). The current price of $53.75 trades 10.5% above this institutional floor — a sign of upside momentum, though a pullback to the POC zone is a common reversion target.

Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.

BALL Capital Efficiency

How efficiently does Ball Corporation convert operating profits into free cash? The FCF Conversion ratio measures the gap between accounting earnings and real cash generation.

Free Cash Flow
$788M
EBITDA
$2.1B
FCF Conversion
38%
Reinvestment Rate
62%
38% of EBITDA → Free Cash
0% (cash burn)25% (low)50% (efficient)100% (pure cash)
ROIC
8.1%
ROIC − WACC Spread
-1.4%

Ball Corporation converts 38% of its EBITDA into free cash flow, a moderate conversion rate — significant EBITDA is consumed by capital expenditures, working capital changes, or interest payments. The 62% reinvestment rate signals aggressive capacity expansion. However, the ROIC-WACC spread is negative (-1.4%), suggesting reinvested capital is destroying shareholder value.

Capital efficiency = Free Cash Flow ÷ EBITDA. Reinvestment = (EBITDA − FCF) ÷ EBITDA. Metrics from latest annual filings. Not investment advice.

Fails-to-Deliver (FTD) History

SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.

DateFailed SharesClose PriceNotional Value
2026-05-14612$56.45$34,547.4
2026-05-12844$57.72$48,715.68
2026-05-0839,987$58.41$2.3M
2026-04-30119$60.29$7,174.51
2026-04-24293$63.12$18,494.16
2026-04-22111$63.36$7,032.96
2026-04-21157$64.03$10,052.71
2026-04-20119$64.48$7,673.12
2026-04-14153$63.60$9,730.8
2026-04-09185$62.10$11,488.5
2026-03-2527$59.12$1,596.24
2026-03-2376,868$57.06$4.4M
2026-03-20389$58.99$22,947.11
2026-03-16198$62.19$12,313.62
2026-03-13289$61.69$17,828.41
2026-03-111$62.02$62.02
2026-03-064,348$63.22$274,880.56
2026-03-05468$64.78$30,317.04
2026-03-03168$66.42$11,158.56
2026-02-271,286$66.63$85,686.18
2026-02-264$66.03$264.12
2026-02-2323,651$66.53$1.6M
2026-02-1175,722$67.76$5.1M
2026-02-09173$66.47$11,499.31
2026-02-061,028$66.19$68,043.32
2026-02-04183$61.77$11,303.91
2026-01-301,037$56.57$58,663.09
2026-01-26193$57.36$11,070.48
2026-01-23125$56.29$7,036.25
2026-01-1611,046$55.89$617,360.94

Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.

Price Correlations

Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.

Peer252-Day (1Y)126-Day (6M)Direction
WTGXXNaNNaN
ITW0.6220.653Moderate
PPG0.5660.570Moderate
AVY0.5610.524Moderate
AMCR0.5350.527Moderate
AOS0.5340.552Moderate
IFF0.5270.475Moderate
MAS0.5240.573Moderate
CSL0.5030.532Moderate
DVA0.4970.549Moderate

Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.

Compare BALL to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: 2026-06-02.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.