企業プロフィール · Consumer Cyclical

Packaging Corp of America

PKG · 米国株
業種
Packaging
取引所
米国株
国 / 地域
USA
上場日
2000年1月27日
従業員数
16,800
公式サイト
www.packagingcorp.com
現在値
$252.37
リアルタイム · 2026年7月27日
妥当買付価格
≤ $170
安全マージンの起点
ベイリー成長スコア
40/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 $252.37 リアルタイム · 楽観的な本源的価値レンジ内 · 多くの期待を織り込み済み

総合バリュエーションレンジ · 保守的 $120–$155 / 妥当 $170–$210 / 楽観的 $240–$280。$252.37 時点で 楽観的な本源的価値レンジ内 · 多くの期待を織り込み済み。

レポート公開時 $218.14(2026年5月29日)

時価総額$226.66億
売上高(TTM)$95.35億
EBITDA$19.1億
純利益率7.26%
ROE16.31%
PER (TTM)33.04
予想PER22.27
PEG1.78
EPS$7.70
配当利回り1.07%
52週レンジ$184.48 – $254.49
アナリスト目標株価$250.30
アナリスト評価4.1 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Packaging Corporation of America manufactures and sells containerboard and uncoated freesheet (UFS) paper products in North America. The company operates through Packaging and Paper segments. The Packaging segment offers various linerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization. The Paper segment manufactures and sells commodity and specialty papers, as well as communication papers, including cut-size office papers, and printing and converting papers; and white papers. This segment sells papers through its sales and marketing organization. Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois.

沿革

Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois. It became a publicly listed company with an IPO on January 27, 2000, and today employs approximately 16,800 people. The business is organized into a Packaging segment and a Paper segment (with a Corporate and Other segment also reported), and has grown into a company centered on corrugated packaging and containerboard with a smaller uncoated freesheet paper operation. By 2025 consolidated net sales reached about $8.989 billion, of which the Packaging segment contributed about $8.294 billion in external sales, the Paper segment about $615 million, and Corporate and Other about $80 million. In September 2025 the company completed the acquisition of Greif's containerboard business for cash consideration of approximately $1.8 billion, adding 2 containerboard mills, roughly 800,000 tons of capacity, and 8 sheet feeder/corrugated plants.

業界での地位

In its 2025 annual report Packaging Corporation of America describes itself as the third-largest producer of containerboard and corrugated packaging in North America, with Packaging accounting for the large majority of revenue. Its competitive position rests on an integrated containerboard supply, internal fiber and system coordination, and a national plant network, with fiber identified as the largest raw material cost and most mills able to switch among different fiber sources. The corrugated plants are typically located close to customers, each serving a radius of roughly 150 miles, so transportation cost and delivery capability form part of the competitive dynamic. Customer concentration differs by segment: no single Packaging customer accounts for 10% or more of total sales, while the top three Paper customers represent about 46% of that segment's sales. Public peers cited for comparison include International Paper, Smurfit WestRock, Graphic Packaging, and Sonoco, though regional independent mills, transportation radius, and local service also determine where orders go.

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