image
Consumer Cyclical - Packaging & Containers - NYSE - US
$ 181.04
-1.3 %
$ 16.3 B
Market Cap
20.27
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PKG stock under the worst case scenario is HIDDEN Compared to the current market price of 181 USD, Packaging Corporation of America is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PKG stock under the base case scenario is HIDDEN Compared to the current market price of 181 USD, Packaging Corporation of America is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PKG stock under the best case scenario is HIDDEN Compared to the current market price of 181 USD, Packaging Corporation of America is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PKG

image
$250.0$250.0$240.0$240.0$230.0$230.0$220.0$220.0$210.0$210.0$200.0$200.0$190.0$190.0$180.0$180.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
8.38 B REVENUE
7.45%
1.1 B OPERATING INCOME
2.44%
805 M NET INCOME
5.21%
1.19 B OPERATING CASH FLOW
-9.42%
-278 M INVESTING CASH FLOW
68.26%
-876 M FINANCING CASH FLOW
-682.50%
2.15 B REVENUE
-1.66%
302 M OPERATING INCOME
-11.95%
221 M NET INCOME
-7.14%
325 M OPERATING CASH FLOW
-0.52%
-203 M INVESTING CASH FLOW
-81.55%
-114 M FINANCING CASH FLOW
77.85%
Balance Sheet Packaging Corporation of America
image
Current Assets 3.23 B
Cash & Short-Term Investments 787 M
Receivables 1.14 B
Other Current Assets 1.3 B
Non-Current Assets 5.6 B
Long-Term Investments 0
PP&E 4.32 B
Other Non-Current Assets 1.28 B
8.91 %12.95 %14.74 %48.86 %14.54 %Total Assets$8.8b
Current Liabilities 1 B
Accounts Payable 430 M
Short-Term Debt 82.6 M
Other Current Liabilities 489 M
Non-Current Liabilities 3.43 B
Long-Term Debt 2.69 B
Other Non-Current Liabilities 739 M
9.72 %11.03 %60.71 %16.68 %Total Liabilities$4.4b
EFFICIENCY
Earnings Waterfall Packaging Corporation of America
image
Revenue 8.38 B
Cost Of Revenue 6.6 B
Gross Profit 1.78 B
Operating Expenses 682 M
Operating Income 1.1 B
Other Expenses 296 M
Net Income 805 M
9b9b8b8b7b7b6b6b5b5b4b4b3b3b2b2b1b1b008b(7b)2b(682m)1b(296m)805mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
21.27% GROSS MARGIN
21.27%
13.14% OPERATING MARGIN
13.14%
9.60% NET MARGIN
9.60%
18.28% ROE
18.28%
9.11% ROA
9.11%
10.53% ROIC
10.53%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Packaging Corporation of America
image
900m900m800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 805 M
Depreciation & Amortization 526 M
Capital Expenditures -670 M
Stock-Based Compensation 48.8 M
Change in Working Capital -211 M
Others -188 M
Free Cash Flow 522 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Packaging Corporation of America
image
Wall Street analysts predict an average 1-year price target for PKG of $242 , with forecasts ranging from a low of $191 to a high of $280 .
PKG Lowest Price Target Wall Street Target
191 USD 5.50%
PKG Average Price Target Wall Street Target
242 USD 33.78%
PKG Highest Price Target Wall Street Target
280 USD 54.66%
Price
Max Price Target
Min Price Target
Average Price Target
280280260260240240220220200200180180160160May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.56% DIVIDEND YIELD
1.25 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
6.006.005.005.004.004.003.003.002.002.001.001.000.000.000.550.550.630.630.790.79111.251.251.250.550.550.630.790.790.7911.251.251.250.550.630.630.790.790.7911.251.251.250.552.200.632.360.632.520.793.000.793.1613.3714.001.254.751.255.001.255.001.252015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
Download SVG
Download PNG
Download CSV
5. COMPETITION
slide 2 of 9
6. Ownership
Insider Ownership Packaging Corporation of America
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
28.8 M USD 6
6-9 MONTHS
2.24 M USD 2
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
54.6 K USD 1
9-12 MONTHS
7. News
Packaging Corporation of America Schedules Conference Call to Discuss First Quarter 2025 Operating Results LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) will hold a conference call on Wednesday April 23, 2025 at 9:00 a.m. Eastern Time to discuss first quarter 2025 results. The conference call leader will be Mark Kowlzan. First quarter earnings results will be released after the market closes on Tuesday, April 22, 2025. To access the conference call, you may pre-register for the conference by navigating to https://dpregister.com/sreg/10195046/fe1a151bf0. Once you ha. businesswire.com - 1 month ago
March Fortune 500 Industry Leaders: 3 Ideal 'Safer' Buys **Investment Thesis**: Energy Transfer, Altria Group, and AT&T are the top 'safer' F500IL stocks, with dividends from $1K invested exceeding their single share prices. **Analyst Projections**: Brokers forecast net gains of 15.41% to 41.76% from the top ten F500IL dogs by March 2026. **Market Conditions**: A 76.02% market correction could make all top ten high-yield F500IL stocks fair-priced, with dividends from $1K invested meeting or exceeding share prices. seekingalpha.com - 1 month ago
SON or PKG: Which Is the Better Value Stock Right Now? Investors looking for stocks in the Containers - Paper and Packaging sector might want to consider either Sonoco (SON) or Packaging Corp. (PKG). But which of these two stocks presents investors with the better value opportunity right now? zacks.com - 1 month ago
Zacks Industry Outlook Packaging Corporation of America, Amcor, AptarGroup and Sonoco Products Packaging Corporation of America, Amcor, AptarGroup and Sonoco Products have been highlighted in this Industry Outlook article. zacks.com - 2 months ago
4 Packaging Stocks to Watch Despite Industry Headwinds Although weak consumer spending clouds the Zacks Containers - Paper and Packaging industry's near-term outlook, PKG, AMCR, ATR and SON are navigating the challenges well. zacks.com - 2 months ago
Packaging Corporation of America's Chief Executive Officer to Speak at Bank of America Securities' 2025 Global Agriculture & Materials Conference LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America's (NYSE:PKG) Chief Executive Officer, Mark Kowlzan, will speak at Bank of America Securities' 2025 Global Agriculture and Materials Conference. The conference is being held at The Conrad Fort Lauderdale Beach in Fort Lauderdale, FL on Thursday, February 27, 2025. After Mr. Kowlzan's presentation he, and Executive Vice President and CFO Robert Mundy, will participate in a Fireside Chat Q&A session. Immediately following, th. businesswire.com - 2 months ago
Packaging Corporation of America: Turning Bullish As Momentum Builds (Rating Upgrade) Packaging Corporation of America delivered strong consolidated revenue growth last quarter, supported by a resilient demand environment, particularly in its packaging segment. Robust shipment growth and recent price increase are expected to fuel top line growth in the quarters ahead. Despite inflationary pressures, PKG's focus on cost efficiencies and pricing benefits should support margin expansion in FY25 and beyond. seekingalpha.com - 2 months ago
Packaging Corporation of America (PKG) Q4 2024 Earnings Conference Call Transcript Packaging Corporation of America (NYSE:PKG ) Q4 2024 Earnings Conference Call January 29, 2025 9:00 AM ET Company Participants Mark Kowlzan - Chairman and Chief Executive Officer Thomas Hassfurther - Executive Vice President, Corrugated Products Robert 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 Anthony Pettinari - Citi Philip Ng - Jeffries Charlie Sands - BNP Paribas Ryan Fox - Bloomberg Operator Good morning, everyone. Thank you for joining Packaging Corporation of America's Fourth Quarter and Full Year 2024 Earnings Results Conference Call. seekingalpha.com - 2 months ago
Packaging Corp. Q4 Earnings Miss, Sales Rise Y/Y on Higher Volumes PKG's Q4 results reflect the impacts of higher volume and price/mix in both segments. zacks.com - 2 months ago
Packaging Corp. Is Worst Stock in S&P 500 After Earnings. Here's Why. Packaging Corp. of America anticipates various headwinds in the first quarter of 2025. barrons.com - 2 months ago
Packaging Corp Of America: Valuation Appears Too High Given Margin Pressure PKG shares gained 40% in the past year but fell 5% after Q4 results missed estimates, adding to my concerns about valuation and future performance. Despite solid earnings growth, PKG's valuation at 26x earnings is high, especially compared to peers and its historical average, suggesting limited upside. Rising operating costs and energy prices have offset benefits from price increases, impacting profitability and leading to cautious Q1 guidance. seekingalpha.com - 2 months ago
Packaging Corp. (PKG) Q4 Earnings Lag Estimates Packaging Corp. (PKG) came out with quarterly earnings of $2.47 per share, missing the Zacks Consensus Estimate of $2.51 per share. This compares to earnings of $2.13 per share a year ago. zacks.com - 2 months ago
8. Profile Summary

Packaging Corporation of America PKG

image
COUNTRY US
INDUSTRY Packaging & Containers
MARKET CAP $ 16.3 B
Dividend Yield 0.56%
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 15400
Officers Ms. Heidi L. Patton Senior Vice President of Containerboard Sales & Supply Chain Prafulla D'Souza Vice President of Marketing & Communications Corrugated Products Ms. Darla J. Olivier Senior Vice President of Tax, ESG & Government Affairs Mr. Mark W. Kowlzan Chairman of the Board & Chief Executive Officer Mr. Robert P. Mundy Principal Accounting Officer, Executive Vice President & Chief Financial Officer Mr. Kent A. Pflederer Senior Vice President, General Counsel & Corporate Secretary Mr. Charles J. Carter Executive Vice President of Mill Operations Mr. Joseph W. Vaughn Senior Vice President of Engineering & Operations Support Mr. Thomas A. Hassfurther PCA President Mr. Donald Ray Shirley Executive Vice President of Corrugated Products