Earnings PotentialPackaging Corp is expected to benefit from both a cyclical recovery and providing best-in-class customer service, driving mid-cycle EBITDA toward $2.25Bn.
Stock ValuationThe recent pullback in Packaging Corp's stock price offers a great entry point to owning a best-in-class operator, poised to outgrow the market.
Strategic PositioningPackaging Corp stands to outperform peers with a honed commercial and operational strategy, well invested assets, and potential capital return driving upside.