PACKAGING CORP OF AMERICA · Paperboard Containers & Boxes

PKG

Low riskNext report: Around Jan 27, 2027 (est.)

View price ↗

The short version

A profitable company with growing sales.

Going well

Sales up 15% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales growth speeding up

Money moves

No insider buying or selling in the last 30 days
Institutions added 0.7% to their holdings in the quarter ending June 2026 (440 bought, 368 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$253.80+2.6% that day

Company value: $22.6B; Share price times all shares
Price vs profit (P/E): 33.0x; You pay about $33 for each $1 of yearly profit
Price vs sales: 2.4x; Company value is 2.4 times a year of sales
Dividend yield: 2.0%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 18%; Debt as a share of company value

From PKG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$2.5B+15% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $9.5B, up 10% from the 12 months before. Over 5 years, sales grew about 6.2% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of PKG. Starting points are the company's recent numbers.

Sales growth+10% a yearRecently: +10% a yearProfit margin7%Last 12 months: 7.3%P/E at the end33xToday: 33.0x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$15.4B

Profit in 5 years$1.1B

Price these guesses point to$418.64+65% vs $253.80 todayAbout +11% a year, before dividends

What today's price needs: with a 7% margin and a 33x P/E, sales could shrink about 0.5% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.17.2%
MissDebt under half of equityNot relying on borrowed money.0.87x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.6%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$728.6M
PassShare count not growingNot diluting owners. Falling means buybacks.-3.3% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.21.0%

Revenue: $9.0B; +7.2% vs prior year
5-year growth: +6.2%/yr; revenue, per year
Total debt: $4.0B; 0.87x equity
Current ratio: 3.17x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.