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Packaging Corporation of America

NYSE: PKG

Stock price

233.07 USD

(+Infinity%) NaN day

Paper & Plastic Packaging Products & MaterialsPackaging & Containers

Financial Performance

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5Y price score: 100

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 266.4%

DATE RANGE:

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    189.0

    52-week range

    249.5

    233.07

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    3.4 %

    Dividend Yield TTM

    2.3 %

    Market cap $

    $ 20,766

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    28.4

    Price / Book TTM

    4.5

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    (7.2)

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    17.7 %

    90.3 %

    266.4 %

    Free cash flow per share growth

    39.6 %

    25.5 %

    77.3 %

    Earnings per share growth

    (3.9) %

    76.9 %

    91.9 %

    Founded: 1,959

    Employees: 15,400

    Business Summary:Packaging Corporation of America (PCA) is a U.S.-based enterprise specializing in the production and sale of containerboard and corrugated packaging materials. Its operations are organized into two primary divisions: Packaging and Paper. The Packaging division offers an extensive array of containerboard and corrugated solutions. These encompass conventional shipping containers designed for safeguarding and transporting manufactured goods, vibrant multi-color boxes and point-of-sale displays aimed at enhancing product merchandising in retail environments, and honeycomb protective packaging. This segment also provides specialized packaging for perishable goods like meat and fresh produce, processed foods, beverages, and a broad spectrum of other industrial and consumer products. Its corrugated offerings reach customers through a multi-channel approach, utilizing a dedicated direct sales and marketing team, independent brokers, and various distribution partners. Meanwhile, the Paper segment focuses on manufacturing and distributing a range of commodity and specialty papers. This includes communication papers, such as standard cut-size office paper, along with specialized printing and converting papers. Sales of its white paper products are managed directly by its internal sales and marketing organization. Tracing its origins back to 1867, Packaging Corporation of America maintains its corporate headquarters in Lake Forest, Illinois.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q1 (Apr 23, 2026)

    1) Financial Performance Overview - First quarter net income was $171 million or $1.91 per share; excluding special items, net income was $215 million or $2.40 per share, up from $208 million or $2.31 per share YoY. - Net sales increased to $2.4 billion in Q1 2026 from $2.1 billion in Q1 2025. - Total company EBITDA, excluding special items, rose to $486 million from $421 million YoY. - Special items included restructuring charges and costs related to the Greif acquisition, impacting earnings by $0.49 per share.

    2) Segment Results and Operational Highlights - In the Packaging segment, EBITDA was $482 million with sales of $2.2 billion, yielding a margin of 22%, compared to 20.8% margin in the prior year. - Containerboard production reached 1,398,000 tons, with legacy mills producing 1,210,000 tons, slightly down from previous quarters. - The Paper segment reported EBITDA of $38 million on sales of $160 million, with a margin of 23.6%, down from 26.1% YoY. - Operational performance was strong, with record production and speed at the Jackson mill.

    3) Challenges and Headwinds - Higher freight costs negatively impacted earnings by $0.13 per share. - The Greif operations incurred a loss of $0.06 per share due to lower volume and increased costs from a January storm. - Increased costs in labor, maintenance, and operating expenses were noted, particularly in the Paper segment.

    4) Guidance and Future Outlook - The company expects Q2 earnings of $2.33 per share, excluding special items, with continued strong demand in the Packaging segment. - Price increases for containerboard and corrugated products are anticipated to take effect in Q2, with the majority of benefits expected in Q3. - The company is focused on optimizing mill operations and reducing inventory at Greif plants to improve efficiency.

    5) Investor Considerations - The earnings call provided a comprehensive overview, but specific guidance on industry demand for 2026 was not disclosed. - The impact of ongoing geopolitical tensions and their effect on raw material costs was acknowledged but not quantified.

    Bottom line: Packaging Corporation of America demonstrated solid financial performance in Q1 2026, with strong operational execution and improved margins, despite facing headwinds from increased costs and challenges in the Greif operations. The outlook remains positive with expected price increases and strong demand, positioning the company well for future growth.

    Annual Reports, Presentations And IR Contacts

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    202520242023202220212020201920182017

    Packaging Corporation of America — Financial Overview, Stock Price, Market Cap

    Packaging Corporation of America is a company. Founded in 1959. As of July 20, 2026, the company's market capitalization is $20766234009 with a current stock price of $233.07.