Packaging (PKG) Stock Price & Analysis
PKG Stock Chart & Stats
- Day’s Range
- MXN 4,364.35 - MXN 4,364.35
- 52-Week Range
- MXN 3,700.24 - MXN 4,364.35
- Previous Close
- MXN 4,364.35
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 413.30B
- Enterprise Value
- MXN 24.13B
- Total Cash (Recent Filing)
- MXN 684.90M
- Total Debt (Recent Filing)
- MXN 4.41B
- Price to Earnings (P/E)
- 30.6
- Beta
- -0.08
- Next Earnings
- Jan 27, 2027 (Est.)
- EPS Estimate
- 52.7
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.10%
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation
Operating cash flow of $1.62B exceeds net income by 1.30x, while $687M of free cash flow remains meaningful. This cash conversion supports dividends, capital investment and integration without relying solely on reported earnings, although the recent FCF decline warrants monitoring.
Greif Integration Synergies
Greif integration is already contributing to profitability, while the $40M-$50M synergy run rate exceeds the prior target. Successful integration can improve mill utilization, expand internal containerboard supply and create a more efficient operating platform over the next several quarters.
Tight Market And Pricing Power
A tight containerboard market combined with stronger bookings provides support for pricing and shipment volumes across PCA’s core businesses. This market position can help the company recover input costs, sustain packaging profitability and reinforce customer relationships over the medium term.
Bears Say
Multi-Year Margin Compression
Net margin has declined materially from 2022 levels despite continued profitability, showing that cost and product-mix pressures have reduced earnings conversion. If this compression persists, it could limit operating leverage, reduce reinvestment capacity and weaken returns on future growth.
Higher Leverage
The higher debt burden reduces financial flexibility compared with earlier years, even though equity support and returns remain healthy. Greater leverage can constrain capital allocation, increase interest exposure and make it harder to absorb weaker volumes or fund expansion during a downturn.
Antitrust Investigation Risk
The DOJ subpoena introduces regulatory uncertainty around PCA’s containerboard and related-product business, particularly because the filing references an investigation involving pricing and sales. The eventual outcome is unknown, but the matter could create legal costs, management distraction or operational constraints.
Packaging News
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Packaging Stock Smart Score
Company Description
Packaging
Packaging Corporation of America (PCA) is a U.S.-based enterprise specializing in the production and sale of containerboard and corrugated packaging materials. Its operations are organized into two primary divisions: Packaging and Paper. The Packaging division offers an extensive array of containerboard and corrugated solutions. These encompass conventional shipping containers designed for safeguarding and transporting manufactured goods, vibrant multi-color boxes and point-of-sale displays aimed at enhancing product merchandising in retail environments, and honeycomb protective packaging. This segment also provides specialized packaging for perishable goods like meat and fresh produce, processed foods, beverages, and a broad spectrum of other industrial and consumer products. Its corrugated offerings reach customers through a multi-channel approach, utilizing a dedicated direct sales and marketing team, independent brokers, and various distribution partners. Meanwhile, the Paper segment focuses on manufacturing and distributing a range of commodity and specialty papers. This includes communication papers, such as standard cut-size office paper, along with specialized printing and converting papers. Sales of its white paper products are managed directly by its internal sales and marketing organization. Tracing its origins back to 1867, Packaging Corporation of America maintains its corporate headquarters in Lake Forest, Illinois.
- Sector
- Consumercyclical
- Industry
- Packaging & Containers
- CEO
- Mark W. Kowlzan
- Employees
- 16,800
- Website
- www.packagingcorp.com
- Address
- 1 North Field Court, Lake Forest, IL, 60045, US
Packaging (PKG) Earnings & Revenues
PKG Earnings Call
Earnings Call SentimentPositive
The call was predominantly positive. PCA reported year-over-year growth in net income, sales, EBITDA, Packaging margins, pricing, cash flow, and Greif integration, exceeded third-quarter guidance, and described demand, operational performance, synergies, and capacity expansion opportunities favorably. The main challenges were higher input and capital costs, maintenance outages, lower agriculture and protein volumes, lower export volumes, a weaker Paper segment comparison, and fourth-quarter earnings expected at $2.81 per share excluding special items. Overall, the highlights significantly outweighed the lowlights.
View all MX:PKG earnings summariesPKG Net sales Breakdown
- 92.26% Packaging
- 6.85% Paper
- 0.89% Corporate and other and eliminations
PKG Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 2 | 3 |
| Technical Analysis | 3 | 2 | 2 |
| Moving Averages | 11 | 0 | 1 |
