Packaging Corporation of America (PKG)
NYSE · Materials · market cap 19.50B
Share price
$258.59
At the last nightly close
Intrinsic value
$182.89
Range $147.49 – $179.96 before any credit for growth. The figure above is $147.49 × 1.24, the credit the franchise record earns.
Margin of safety
-29.3%
($182.89 − $258.59) ÷ $258.59
EV / EBIT
29.1
On the median operating profit of 15 fiscal years through 2025.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above starts from the lower of the first two; the Graham Number never enters it.
The frame gives no credit for growth unless the company has earned it: only a return on invested capital that has beaten the cost of capital year after year earns a growth credit, and that credit is capped. A company that compounds will therefore usually read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-09-03.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 8.99B | 1.26B | 774.1M | 8.61 | 728.6M |
| 2024-FY | 8.38B | 1.17B | 805.1M | 8.97 | 521.5M |
| 2023-FY | 7.80B | 1.12B | 765.2M | 8.52 | 845.4M |
| 2022-FY | 8.48B | 1.48B | 1.03B | 11.08 | 670.8M |
| 2021-FY | 7.73B | 1.24B | 841.1M | 8.83 | 489.0M |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- News Releases - Packaging Corporation of Americair.packagingcorp.com
- Packaging Corporation of America (NYSE:PKG) - Stock Analysissimplywall.st
- Packaging Corp of America (NYSE:PKG) Reports Q1 2026 Earnings Beat Despite Revenue Miss | ChartMill.comchartmill.com
- Packaging Corporation of America (PKG) Stock Price, News, Quote & History - Yahoo Financefinance.yahoo.com
- Packaging Corporation of America (PKG) Stock Price, Quote, News & Analysis | Seeking Alphaseekingalpha.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on PKG.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.