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Consumer Cyclical - Packaging & Containers - NYSE - US
$ 235.81
0.0891 %
$ 21.2 B
Market Cap
27.48
P/E
1. INTRINSIC VALUE

Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through Packaging and Paper segments. The Packaging segment offers various containerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization, independent brokers, and distribution partners.[ Read More ]

The intrinsic value of one PKG stock under the base case scenario is HIDDEN Compared to the current market price of 236 USD, Packaging Corporation of America is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PKG

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FINANCIALS
7.8 B REVENUE
-7.97%
1.08 B OPERATING INCOME
9.88%
765 M NET INCOME
-25.69%
1.32 B OPERATING CASH FLOW
-12.03%
-875 M INVESTING CASH FLOW
-4.97%
-112 M FINANCING CASH FLOW
88.33%
2.18 B REVENUE
5.16%
343 M OPERATING INCOME
19.08%
241 M NET INCOME
21.82%
327 M OPERATING CASH FLOW
17.54%
249 M INVESTING CASH FLOW
202.68%
-513 M FINANCING CASH FLOW
-349.17%
Balance Sheet Decomposition Packaging Corporation of America
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Current Assets 3.25 B
Cash & Short-Term Investments 1.14 B
Receivables 1.04 B
Other Current Assets 1.08 B
Non-Current Assets 5.43 B
Long-Term Investments 64.1 M
PP&E 4.14 B
Other Non-Current Assets 1.22 B
Current Liabilities 1.27 B
Accounts Payable 402 M
Short-Term Debt 561 M
Other Current Liabilities 302 M
Non-Current Liabilities 3.42 B
Long-Term Debt 2.69 B
Other Non-Current Liabilities 725 M
EFFICIENCY
Earnings Waterfall Packaging Corporation of America
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Revenue 7.8 B
Cost Of Revenue 6.1 B
Gross Profit 1.7 B
Operating Expenses 624 M
Operating Income 1.08 B
Other Expenses 310 M
Net Income 765 M
RATIOS
21.77% GROSS MARGIN
21.77%
13.78% OPERATING MARGIN
13.78%
9.81% NET MARGIN
9.81%
19.14% ROE
19.14%
8.81% ROA
8.81%
11.67% ROIC
11.67%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Packaging Corporation of America
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Net Income 765 M
Depreciation & Amortization 518 M
Capital Expenditures -470 M
Stock-Based Compensation 40 M
Change in Working Capital -6.8 M
Others 12.8 M
Free Cash Flow 845 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Packaging Corporation of America
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Wall Street analysts predict an average 1-year price target for PKG of $223 , with forecasts ranging from a low of $182 to a high of $253 .
PKG Lowest Price Target Wall Street Target
182 USD -22.82%
PKG Average Price Target Wall Street Target
223 USD -5.60%
PKG Highest Price Target Wall Street Target
253 USD 7.29%
4. DIVIDEND ANALYSIS
0.59% DIVIDEND YIELD
1.25 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Packaging Corporation of America
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Sold
0-3 MONTHS
25.7 M USD 4
3-6 MONTHS
2.24 M USD 2
6-9 MONTHS
16.7 M USD 3
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
54.6 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
5 days ago
Nov 12, 2024
Sell 1.92 M USD
Shirley Donald R.
SVP
- 8000
240.2 USD
1 week ago
Nov 08, 2024
Sell 3.01 M USD
Mundy Robert P.
EVP & CFO
- 12500
240.619 USD
1 week ago
Nov 06, 2024
Sell 769 K USD
KOWLZAN MARK W
Chairman & CEO
- 3165
243.009 USD
1 week ago
Nov 07, 2024
Sell 8.73 M USD
KOWLZAN MARK W
Chairman & CEO
- 36444
239.5429 USD
1 week ago
Nov 08, 2024
Sell 6.5 M USD
KOWLZAN MARK W
Chairman & CEO
- 27031
240.341 USD
1 week ago
Nov 06, 2024
Sell 4 M USD
Hassfurther Thomas A
Exec. VP
- 16492
242.385 USD
1 week ago
Nov 07, 2024
Sell 780 K USD
Hassfurther Thomas A
Exec. VP
- 3246
240.3 USD
3 months ago
Jul 25, 2024
Sell 1.06 M USD
Carter Charles J.
EVP-Mill Ops.
- 5389
196.28 USD
3 months ago
Jul 25, 2024
Sell 1.18 M USD
Shirley Donald R.
SVP
- 6000
196.28 USD
6 months ago
May 15, 2024
Bought 54.6 K USD
GOWLAND KAREN E
Director
+ 300
182.06 USD
8 months ago
Mar 06, 2024
Sell 1.83 M USD
Mundy Robert P.
EVP & CFO
- 10000
182.51 USD
8 months ago
Mar 04, 2024
Sell 9.93 M USD
KOWLZAN MARK W
Chairman & CEO
- 53196
186.7 USD
8 months ago
Feb 29, 2024
Sell 2.51 M USD
Hassfurther Thomas A
Exec. VP
- 13850
181.06 USD
8 months ago
Feb 22, 2024
Sell 2.47 M USD
Hassfurther Thomas A
Exec. VP
- 14191
173.8 USD
1 year ago
Oct 31, 2023
Sell 1.5 M USD
STECKO PAUL T
Director
- 9737
153.99 USD
1 year ago
Oct 30, 2023
Sell 604 K USD
Pflederer Kent A.
SVP
- 4000
150.9327 USD
1 year ago
Aug 04, 2023
Sell 781 K USD
Shirley Donald R.
SVP
- 5000
156.14 USD
1 year ago
Aug 02, 2023
Sell 542 K USD
Ridley Bruce A
SVP
- 3493
155.22 USD
1 year ago
Jul 31, 2023
Sell 2.29 M USD
Schneider Robert Andrew
SVP & CIO
- 15000
152.8446 USD
1 year ago
Jul 26, 2023
Sell 4.02 M USD
Hassfurther Thomas A
Exec. VP
- 27027
148.8 USD
1 year ago
Jul 26, 2023
Sell 1.39 M USD
Carter Charles J.
EVP-Mill Ops.
- 9263
149.64 USD
2 years ago
Jun 06, 2022
Sell 2.21 M USD
Mundy Robert P.
EVP & CFO
- 13800
160.2976 USD
2 years ago
May 25, 2022
Bought 76.6 K USD
Harman Donna A.
director:
+ 500
153.208 USD
2 years ago
Apr 27, 2022
Sell 16.3 K USD
Carter Charles J.
EVP-Mill Ops.
- 100
163 USD
2 years ago
Feb 11, 2022
Sell 316 K USD
Ridley Bruce A
SVP
- 2128
148.5127 USD
2 years ago
Feb 11, 2022
Sell 201 K USD
Ridley Bruce A
SVP
- 1353
148.735 USD
3 years ago
Aug 30, 2021
Sell 2.14 M USD
Carter Charles J.
SVP-Containerboard
- 14138
151.5241 USD
3 years ago
Aug 19, 2021
Sell 361 K USD
Shirley Donald R.
SVP
- 2500
144.51 USD
3 years ago
May 11, 2021
Sell 1.42 M USD
Carter Charles J.
SVP-Containerboard
- 9161
154.57 USD
3 years ago
Mar 01, 2021
Sell 677 K USD
Pflederer Kent A.
SVP
- 5000
135.4933 USD
3 years ago
Nov 24, 2020
Sell 2.01 M USD
Schneider Robert Andrew
SVP & CIO
- 15000
134.221 USD
4 years ago
Nov 17, 2020
Sell 675 K USD
Hassfurther Thomas A
Exec. VP
- 5000
135 USD
4 years ago
Nov 10, 2020
Sell 640 K USD
Walton Thomas W.H.
SVP
- 5000
128.0738 USD
4 years ago
Nov 10, 2020
Sell 515 K USD
Hassfurther Thomas A
Exec. VP
- 4000
128.6376 USD
4 years ago
Nov 11, 2020
Sell 390 K USD
Hassfurther Thomas A
Exec. VP
- 3000
130.15 USD
4 years ago
Nov 05, 2020
Sell 611 K USD
Walton Thomas W.H.
SVP
- 5000
122.1595 USD
4 years ago
Nov 05, 2020
Sell 244 K USD
Hassfurther Thomas A
Exec. VP
- 2000
122.0161 USD
4 years ago
Nov 06, 2020
Sell 737 K USD
Hassfurther Thomas A
Exec. VP
- 6000
122.89 USD
4 years ago
Nov 02, 2020
Sell 296 K USD
Ridley Bruce A
SVP
- 2516
117.6409 USD
4 years ago
Nov 03, 2020
Sell 1.2 M USD
Hassfurther Thomas A
Exec. VP
- 10000
120 USD
4 years ago
Feb 03, 2020
Bought 96.9 K USD
LYONS ROBERT C
Director
+ 1000
96.875 USD
4 years ago
Nov 20, 2019
Sell 215 K USD
Ridley Bruce A
SVP
- 1900
112.9167 USD
5 years ago
Aug 07, 2019
Sell 601 K USD
Walton Thomas W.H.
SVP
- 6000
100.1735 USD
5 years ago
Jul 26, 2019
Sell 507 K USD
Shirley Donald R.
SVP
- 5000
101.4835 USD
6 years ago
Jun 05, 2018
Sell 68.5 K USD
STECKO PAUL T
Director
- 566
120.9379 USD
7 years ago
Jan 13, 2017
Bought 156 K USD
MENCOFF SAMUEL M
Director
+ 1776.77
88.04 USD
7 years ago
Nov 02, 2017
Sell 700 K USD
Walton Thomas W.H.
SVP
- 6027
116.15 USD
7 years ago
Oct 27, 2017
Sell 720 K USD
Carter Charles J.
SVP-Containerboard
- 6150
117.04 USD
7 years ago
Sep 12, 2017
Sell 708 K USD
Hassfurther Thomas A
Exec. VP
- 6000
117.94 USD
8 years ago
Jul 22, 2016
Sell 663 K USD
Walton Thomas W.H.
SVP
- 9000
73.64 USD
8 years ago
Jul 22, 2016
Sell 81.7 K USD
Pflederer Kent A.
SVP
- 1100
74.3 USD
8 years ago
Apr 22, 2016
Sell 424 K USD
Carter Charles J.
SVP-Containerboard
- 6463
65.63 USD
8 years ago
Mar 09, 2016
Bought 107 K USD
Maurer Thomas P.
Director
+ 2000
53.47 USD
9 years ago
Nov 19, 2015
Sell 330 K USD
KOWLZAN MARK W
CEO
- 5000
66 USD
9 years ago
Nov 13, 2015
Sell 305 K USD
Hassfurther Thomas A
Exec. VP
- 4668
65.322 USD
9 years ago
Nov 10, 2015
Sell 197 K USD
Carter Charles J.
SVP-Containerboard
- 3000
65.73 USD
9 years ago
Aug 26, 2015
Bought 62.6 K USD
Woodrum James D
Director
+ 1000
62.6 USD
9 years ago
Aug 18, 2015
Sell 1.46 M USD
KOWLZAN MARK W
CEO
- 20000
73.02 USD
9 years ago
Jul 31, 2015
Sell 56.7 K USD
Pflederer Kent A.
SVP
- 800
70.83 USD
9 years ago
Jul 23, 2015
Sell 2.15 M USD
WEST RICHARD B
Senior VP & CFO
- 30600
70.39 USD
7. News
Packaging Corp. (PKG) Is Up 1.00% in One Week: What You Should Know Does Packaging Corp. (PKG) have what it takes to be a top stock pick for momentum investors? Let's find out. zacks.com - 3 weeks ago
Packaging Corporation of America (PKG) Hit a 52 Week High, Can the Run Continue? Packaging Corp. (PKG) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues. zacks.com - 3 weeks ago
Packaging Corp Q3 Earnings Beat, Sales Rise Y/Y on Higher Volumes PKG's Q3 top line reflects the impacts of higher volume in both segments, partially offset by lower prices and mix in the Paper segment. zacks.com - 3 weeks ago
Packaging Corporation of America (PKG) Q3 2024 Earnings Call Transcript Packaging Corporation of America (NYSE:PKG ) Q3 2024 Earnings Call Transcript October 23, 2024 9:00 AM ET Company Participants Mark Kowlzan - Chairman and Chief Executive Officer Tom Hassfurther - Executive Vice President, Corrugated Products Bob Mundy - Executive Vice President and Chief Financial Officer Conference Call Participants George Staphos - Bank of America Securities Mike Roxland - Truist Securities Gabe Hajde - Wells Fargo Mark Weintraub - Seaport Research Partners Philip Ng - Jeffries Anthony Pettinari - Citi Charlie Sands - BNP Paribas Ryan Fox - Bloomberg Operator Good morning, everyone. Thank you for joining Packaging Corporation of America's Third Quarter 2024 Earnings Results Conference Call. seekingalpha.com - 3 weeks ago
Packaging Corp. (PKG) Reports Q3 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Packaging Corp. (PKG) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 3 weeks ago
Packaging Corp. (PKG) Surpasses Q3 Earnings and Revenue Estimates Packaging Corp. (PKG) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.05 per share a year ago. zacks.com - 3 weeks ago
Packaging Corporation of America Reports Third Quarter 2024 Results LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) today reported third quarter 2024 net income of $238 million, or $2.64 per share, and net income of $239 million, or $2.65 per share, excluding special items. Third quarter net sales were $2.2 billion in 2024 and $1.9 billion in 2023. Diluted earnings per share attributable to Packaging Corporation of America shareholders       Three Months Ended   September 30   2024 2023 Change Reported Diluted EPS $ 2.64 $ 2.03. businesswire.com - 3 weeks ago
Insights Into Packaging Corp. (PKG) Q3: Wall Street Projections for Key Metrics Besides Wall Street's top -and-bottom-line estimates for Packaging Corp. (PKG), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2024. zacks.com - 1 month ago
Packaging Corp Gears up to Report Q3 Earnings: What's in Store? PKG's third-quarter 2024 results are likely to reflect the impacts of lower prices in both segments, offset by stable packaging demand. zacks.com - 1 month ago
AMCR vs. PKG: Which Stock Is the Better Value Option? Investors interested in stocks from the Containers - Paper and Packaging sector have probably already heard of Amcor (AMCR) and Packaging Corp. (PKG). But which of these two stocks offers value investors a better bang for their buck right now? zacks.com - 1 month ago
SON vs. PKG: Which Stock Is the Better Value Option? Investors interested in Containers - Paper and Packaging stocks are likely familiar with Sonoco (SON) and Packaging Corp. (PKG). But which of these two companies is the best option for those looking for undervalued stocks? zacks.com - 1 month ago
Are You Looking for a Top Momentum Pick? Why Packaging Corp. (PKG) is a Great Choice Does Packaging Corp. (PKG) have what it takes to be a top stock pick for momentum investors? Let's find out. zacks.com - 1 month ago
8. Profile Summary

Packaging Corporation of America PKG

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COUNTRY US
INDUSTRY Packaging & Containers
MARKET CAP $ 21.2 B
Dividend Yield 0.59%
Description Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through Packaging and Paper segments. The Packaging segment offers various containerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization, independent brokers, and distribution partners. The Paper segment manufactures and sells commodity and specialty papers, as well as communication papers, including cut-size office papers, and printing and converting papers. This segment sells white papers through its sales and marketing organization. Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois.
Contact 1 North Field Court, Lake Forest, IL, 60045 https://www.packagingcorp.com
IPO Date Jan. 28, 2000
Employees 14900
Officers Mr. Mark W. Kowlzan Chairman of the Board & Chief Executive Officer Mr. Thomas A. Hassfurther PCA Executive Vice President of Corrugated Products Mr. Kent A. Pflederer Senior Vice President, General Counsel & Corporate Secretary Prafulla D'Souza Vice President of Marketing & Communications Corrugated Products Ms. Darla J. Olivier Senior Vice President of Tax, ESG & Government Affairs Ms. Barb Sessions ESG Survey Contact Mr. Donald Ray Shirley Senior Vice President of Corporate Engineering & Process Technology Mr. Robert P. Mundy Principal Accounting Officer, EVice President & Chief Financial Officer Mr. Charles J. Carter Executive Vice President of Mill Operations