기업 프로필 · Consumer Cyclical

Packaging Corp of America

PKG · 미국
산업
Packaging
거래소
미국
국가 / 지역
USA
상장일
2000년 1월 27일
직원 수
16,800
현재가
$252.37
실시간 · 2026년 7월 27일
적정 매수가
≤ $170
안전마진 진입가
베일리 성장 점수
40/100
다소 약함
내재가치 · 3단계 구간 현재가 $252.37 실시간 · 낙관적 내재가치 구간 내 · 상당한 기대가 선반영

종합 밸류에이션 구간 · 보수적 $120–$155 / 적정 $170–$210 / 낙관적 $240–$280. $252.37 기준, 낙관적 내재가치 구간 내 · 상당한 기대가 선반영.

보고서 발행 시 $218.14(2026년 5월 29일)

시가총액US$226.66억
매출 (TTM)US$95.35억
EBITDAUS$19.1억
순이익률7.26%
ROE16.31%
PER (TTM)33.04
선행 PER22.27
PEG1.78
EPSUS$7.70
배당수익률1.07%
52주 범위US$184.48 – US$254.49
애널리스트 목표주가US$250.30
애널리스트 평가4.1 / 5

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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.

연혁

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.

업계 내 위치

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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