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Packaging Corporation of America
PKG · NYSEMaterials
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Raw inputsore, oil, gas, air & landChemicals,metals & gasesrefining & reactingFinishedmaterialspaints, packaging, aggreg…Distribution &logisticshow it gets thereCustomers &end marketswho paysWOODSouthern pine & pulpwoodOCCRecycled OCC fibreGASNatural gas & energyCHMStarch, adhesives & chemicalsCBContainerboardPKGPackaging Corporation of AmericaUFSUncoated freesheet paperFRTRail & truckingAMZNAmazonF&BFood & beverage brandsAGFresh produce & proteinMFGIndustrial manufacturersPRTPrinters & offices
Company details
Market cap
$19B
P/E ratio
28×
Div yield
2.1%
EPS (2025)
$8.58
Profit margin
~9%
Rev. growth
+7%
Revenue
$9.0B
Net income
$774M
In plain English
PKG is the third-largest maker of cardboard boxes in the United States. It runs its own paper mills that turn recycled cardboard and Southern pine fibre into containerboard, then folds that board into corrugated shipping boxes for everyone from Amazon to beef packers — a humble, vertically integrated business that quietly moves a tenth of the boxes the US economy ships, plus a small office-paper arm picked up with Boise in 2013.
In simple terms
What Packaging Corporation of America really sells
PKG is the third-largest maker of cardboard boxes in the United States. It runs its own paper mills that turn recycled cardboard and Southern pine fibre into containerboard, then folds that board into corrugated shipping boxes for everyone from Amazon to beef packers — a humble, vertically integrated business that quietly moves a tenth of the boxes the US economy ships, plus a small office-paper arm picked up with Boise in 2013.
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Risk read
Low-moderate
SteadierMore speculative
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