PKGPackaging Corporation of America

$230.65+9.8% 1Y

Is the price fair?

Watch

A demanding price: at the top of its own P/E range and rich vs its sector.

2 to watch, 1 neutral
What the price assumes~+10% a year

Priced for ~10% a year FCF growth. Roughly in line with its three-year revenue growth of 6% a year.

Vs its own P/E rangedearest in 41 quartersderived

Expensive vs its own history: P/E 29.9 vs a 14.3 median over 41 quarters (+110% vs median).

Vs sector (EV/EBIT)23.0×

Sector median 18.9× across 51 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 68% of the market
FCF yieldmiddle of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What PKG's price assumes

Packaging Corporation of America trades at 29.9× earnings against 17.6× for the median Packaging & Containers name, more expensive than its own group.

29.9

Trailing P/E · Packaging & Containers median 17.6 · 1.70× the median: the market pays up for this one

Price / sales
2.14

Price / sales · today's price, trailing year to Jun 30, 2026

Free cash flow yield
3.6%

Free cash flow yield · Packaging & Containers median 5.3%

Growth the price implies
+9.8%

Growth the price implies · The price pays for +9.8% free cash flow growth a year for a decade; the business has delivered −3.5% a year over the last three.

Details›
Price / booktoday's price, trailing year to Jun 30, 2026
4.38
EV / EBITtoday's price, trailing year to Jun 30, 2026
23.0
EV / salestoday's price, trailing year to Jun 30, 2026
2.49
Basic Materials median P/E203 names
20.7
Packaging & Containers median P/E18 names
17.6
Free cash flow, trailing twelve months
$742M
Market capitalisation
$20.4B
3-year revenue growth
+5.9%
3-year free cash flow growth
−3.5%
PKG has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 29.9× today against a 14.3× median
52-week range$188.15 – $257.47
Today$230.65

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.