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PKG Packaging Corporation of America

materials · 2026-10-01

N/A
fair · 62
Owner-earnings value$127.62
Price$229.26
Margin of safety -44.3%

Quality gate · 62/100

Returns on capital 15.7/30
Consistency 19.3/22
Margins / pricing power 5.9/16
Balance sheet 7.5/16
Cash conversion 9.1/10
Capital allocation 4.7/6
Median ROIC11.9%
Gross margin20.1%
Net debt / EBITDA3.3x
FCF conversion82%
Share count / yr-0.2%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)691.70M
Owner-earnings yield3.4%
Free-cash-flow yield3.6%
Growth used (normalized)2.0%
Market-implied growth (reverse DCF)16.2%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
1705.33M 2.0%647.10M
2720.04M 2.1%606.05M
3735.88M 2.2%568.24M
4752.91M 2.3%533.38M
5771.20M 2.4%501.23M
6790.81M 2.5%471.53M
7811.82M 2.7%444.09M
8834.32M 2.8%418.72M
9858.39M 2.9%395.23M
10884.15M 3.0%373.47M

Recent news

score · 8 articles

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  • Packaging Corporation Of America (PKG), What Is Drawing Fresh Attention Now?
  • Packaging Corp Of America (PKG) Stock Still Looks Pricey Despite 91% Five Year Gain

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~16%/yr owner-earnings growth over 10y (reverse DCF); model credits 2%.

History

DateQualityPriceValueMoSRating
2026-10-01 62 $229.26 $127.62 -44.3% N/A
2026-08-31 62 $240.39 $127.62 -46.9% N/A
2026-07-29 63 $253.24 $129.55 -48.8% N/A
2026-07-02 63 $237.93 $129.55 -45.6% N/A
2026-06-25 63 $237.85 $129.55 -45.5% N/A
2026-06-23 63 $232.83 $129.55 -44.4% N/A