{"contract": "sm-investment-case-1", "found": true, "available": true, "as_of": "2026-10-09", "checked_on": "2026-10-14", "listing": {"uuid": "ea056a1a-b2a2-4eff-8758-3113527bbccf", "symbol": "SON", "name": "Sonoco Products Company", "exchange": "NYSE", "country": "US", "sector": "Consumer Cyclical", "industry": "Packaging & Containers"}, "business_type": "Operating company", "price": {"value": 47.92, "currency": "USD", "as_of": "2026-10-09", "basis": "Completed weekly quoted close; before dividends"}, "assessment": {"available": true, "rating": "Hold", "target_price": 99.17, "target_date": "2027-09-16", "price_change_to_target_pct": 106.94, "currency": "USD", "reviewed_on": "2026-09-28", "explanation": "Neither a positive nor a negative classification meets the stated requirements. Review borrowing.", "assumptions": [{"name": "Starting annual sales growth", "value": 14.19, "unit": "percent"}, {"name": "Long-term operating margin", "value": 10.64, "unit": "percent"}]}, "review": {"status": "Published assessment", "last_checked": "2026-10-13T23:49:13.355963+00:00", "next_scheduled": "2027-01-10", "published_at": "2026-09-28T17:20:40.195137+00:00", "environment": "live", "publication_url": "https://sharemaestro.com/investment-case/record/4995/"}, "business_view": {"headline": "Lower valuation, stronger profitability.", "summary": "The stock is leading its sector, but capital spending changes the cash picture.", "case_for": [{"headline": "The stock is leading its sector", "explanation": "Over one year, the stock changed +21.0% against -1.3% for Consumer Cyclical (XLY). The gap is +22.3 percentage points. These are price returns, before dividends.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/ea056a1a-b2a2-4eff-8758-3113527bbccf/#ic-market-price"}, {"headline": "Operating cash covers reported profit", "explanation": "Over the latest four quarters, operating cash was 1.02 times net income. Review receivables, inventory and non-cash charges before judging the gap.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/ea056a1a-b2a2-4eff-8758-3113527bbccf/#ic-quarter-cash"}], "case_against": [{"headline": "Capital spending changes the cash picture", "explanation": "Operating cash covers 1.02 times profit, but cash after capital spending covers 0.57 times. Cash generation is stronger before the investment bill is paid.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/ea056a1a-b2a2-4eff-8758-3113527bbccf/#ic-cash-quality"}, {"headline": "Year-to-date profit is lower", "explanation": "Across 2 completed quarters since 2025-12-31, net income was 172.5m versus 547.9m in the matching prior-year periods (USD). Check whether the latest quarter changes that direction.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/ea056a1a-b2a2-4eff-8758-3113527bbccf/#ic-quarter-profit"}]}, "watch_points": [], "financial_period": "2026-06-30", "next_results": "2026-10-21", "data_notes": ["Financial totals have been checked against their reporting periods. Only matching twelve-month figures are used; unsupported measures remain blank."], "canonical_url": "https://sharemaestro.com/investment-case/ticker/ea056a1a-b2a2-4eff-8758-3113527bbccf/", "pdf_url": "https://sharemaestro.com/investment-case/ticker/ea056a1a-b2a2-4eff-8758-3113527bbccf/download.pdf", "limitations": ["The published assessment stays fixed between governed reviews. Scenarios edited in the browser do not change it.", "Each financial period and price date is separate. Company coverage varies.", "Targets exclude dividends, fees and tax. A missing target is unavailable, not zero.", "Preview assessments are identified and do not establish a live performance record."], "disclaimer": "Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.", "revision": "cf9ecb82267e074916d003aac99c3dd873adfaaa785f67918e9ced2215cf6942"}