Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PKG
HOLDPackaging Corporation of America · Consumer Cyclical · United States · $22.7B · Avg Vol: $176M/d
COMPANY DESCRIPTION
Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products, and is a producer of uncoated free sheet paper for industrial, agricultural, and retail customers. It benefits from a vertically integrated model, controlling timberlands and mills, which provides cost efficiencies and supply reliability in the North American packaging market. The company is a major, vertically integrated player in the North American containerboard and corrugated packaging industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.5B | 7.8B | 8.4B | 9.0B | 2.0% | 9.2B | 10.1B | 10.6B | 8.7% |
| EPS | 11.08 | 8.52 | 8.97 | 8.61 | -8.1% | 8.06 | 9.14 | 11.01 | 13.1% |
| Shares | 89.7M | 89.6M | 89.8M | 89.2M | -0.5% | 89.1M | — | — | — |
| Debt | 2.8B | 3.2B | 2.8B | 4.4B | 16.0% | 4.4B | — | — | — |
| Equity | 3.7B | 4.0B | 4.4B | 4.6B | 7.8% | — | — | — | — |
| Op CF | 1.5B | 1.3B | 1.2B | 1.6B | 1.4% | 1.5B | — | — | — |
| Inv CF | -833.7M | -875.1M | -277.8M | -2.6B | — | — | — | — | — |
| Fin CF | -960.0M | -112.0M | -876.4M | 859.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of PKG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PKG | Packaging Corporation of America(you) | $22.7B | 62 | HOLD |
| IP | International Paper Company | $22.3B | 54 | HOLD |
| BALL | Ball Corporation | $17.0B | 58 | HOLD |
| AVY | Avery Dennison Corporation | $12.3B | 60 | HOLD |
| CCK | Crown Holdings, Inc. | $12.8B | 82 | STRONG BUY |
| GEF | Greif, Inc. | $4.5B | 61 | HOLD |
| SLGN | Silgan Holdings Inc. | $4.9B | 66 | BUY |
| REYN | Reynolds Consumer Products Inc. | $5.4B | 70 | BUY |
| SON | Sonoco Products Company | $5.8B | 93 | STRONG BUY |
| GPK | Graphic Packaging Holding Company | $3.3B | 35 | SELL |
Peer medians: ROE 9.9% · P/E 22.6x · Gross margin 37.5%