Earnings GrowthThe strategic internal pivot at Ball Corporation to focus on self-improvement via footprint optimization and share buybacks should result in double-digit earnings growth.
Market PerformanceAn earnings reacceleration from 2025 onwards will resonate favorably with investors, especially with the end-markets being relatively defensive and recession resilient.
ValuationBALL shares warrant a valuation premium vs. peers given the company's market leadership position, pure play exposure to aluminum packaging, and balance sheet health driving industry leading shareholder returns.