Packaging Corporation of America (PKG)
NYSEMaterialsPackaging & ContainersSnapshot 2026-09-04
$237.25+1.14%
Close 2026-09-04 · 1-day change
NYSEMaterialsPackaging & ContainersSnapshot 2026-09-04
QuarterlyIQ Insights · PKG
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $237 PKG trades at 24× p/e — 1.4× the 18× p/e peer median. The market is re-rating it beyond its own range; our $218 fair value is medium-confidence here. Analysts target $246–$312. Note: our $218 fair value sits below the entire analyst range ($246–$312). Even valued only for durable growth at sustainable margins, it's worth about $303 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $271.50 | — | — | Analyst | high |
| dcf fcfe | 12M | $314.17 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $104.87 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $41.15 | — | — | TTM | high |
| graham number | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$246.00 – $312.00 (median $271.50) · 8 analysts · as of 2026-08-13
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 34% over what the business is worth with no growth; closing that gap needs roughly 5.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $9.88/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $107.47 |
| — |
| — |
| TTM |
| high |
| Peer EV/EBITDA | 12M | $219.20 | 12.2 | 21.30 | TTM | high |
| Peer P/FCF | 12M | $216.49 | 26.0 | 8.34 | TTM | high |
| Peer P/E | 12M | $191.39 | 15.0 | 12.75 | ntm analyst | high |
| Peer P/S | 12M | $159.80 | 1.5 | 107.13 | TTM | high |
| PEG | 12M | $282.99 | 25.9 | 10.92 | TTM | high |
| residual income | 12M | $72.23 | — | — | TTM | high |
| triangulated | 12M | $182.88 | 17.9 | 10.21 | Triangulated | high |
| Peer P/FCF | 3Y | $194.69 | 26.0 | 7.50 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $236.57 | 15.0 | 15.76 | Analyst | medium |
| Peer P/S | 3Y | $212.66 | 1.5 | 142.57 | Analyst | medium |
| PEG | 3Y | $408.33 | 25.9 | 15.76 | Analyst | medium |
| Peer P/FCF | 5Y | $181.40 | 26.0 | 6.99 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $284.92 | 15.0 | 18.98 | Analyst | medium |
| Peer P/S | 5Y | $256.12 | 1.5 | 171.70 | Analyst | medium |
| PEG | 5Y | $491.78 | 25.9 | 18.98 | Analyst | medium |