Consumer Cyclical
Packaging Corporation of America(PKG)
Live Price
Offline$228.23
+1.71% today
1Y Change
+21.49%
Window
Jun 23, 2025 β Jun 17, 2026
- Market Cap
- $19.45B
- Revenue Growth
- +7.2%
- EPS Growth
- -4.0%
- Dividend Yield
- 2.3%
Coverage: 248 bars Β· Jun 23, 2025 β Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Packaging Corporation of America (PKG) is a Consumer Cyclical stock with a market cap of $19.45B and listed on NYSE. The stock last traded around $228.23 and up 21.5% across the available one-year price window (Jun 23, 2025 β Jun 17, 2026). Baseline metrics include revenue growth of +7.2%, EPS growth of -4.0%, a dividend yield of 2.3%. What stands out right now is revenue +7.2%, EPS -4.0%, free cash flow +39.7% with operating margin 13.2% and ROIC 9.2%. The dividend is present but secondary, with a yield around 2.3%. Valuation is more restrained than many high-expectation growth names at P/E 26.0 and price/sales 2.1. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines PKG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+7.2% vs +7.5% peer median
Operating Margin
Above sector median
+13.2% vs +8.4% peer median
P/E
Above sector median
26.0 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 22, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +7.2% and EPS is at -4.0%, with operating margin around 13.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.3%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.1% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 22, 2026 | β | +4.8% | +5.3% | +3.9% |
2026 Jan 27, 2026 | -3.7% | -2.7% | +0.4% | +3.3% |
2025 Oct 22, 2025 | -3.2% | +2.2% | -5.8% | -6.9% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
PKG
β
Normalized return
SPY
β
S&P 500
Excess Return
β
Relative to SPY
PKG Max Drawdown
-17.69%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for PKG and SPY.
Company Overview
Packaging Corporation of America
New York Stock Exchange
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.
- Leadership
- Mark W. Kowlzan
- IPO Date
- Jan 28, 2000
- Employees
- 15.4k
- Street Address
- 1 North Field Court
- Mailing
- Lake Forest, IL, 60045
- Region
- Lake Forest, IL, US
- Reporting Currency
- USD
- Investor Line
- 847 482 3000
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 26.0
- EV/EBITDA
- 12.7
- Price/Sales
- 2.1
- Price/Book
- 4.2
Growth
- Revenue
- +7.2%
- EPS
- -4.0%
- Free Cash Flow
- +39.7%
Profitability
- Gross Margin
- 20.5%
- Operating Margin
- 13.2%
- Net Margin
- 8.0%
- ROE
- 16.0%
- ROIC
- 9.2%
Balance Sheet
- Debt/Equity
- 0.95
- Current Ratio
- 3.17
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.