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U.S. Paper Packaging Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies13
  • 7D-7.9%
  • 3M5.8%
  • 1Y-11.5%
  • YTDn/a

The Paper Packaging industry is down 7.9% over the last week with Amcor the worst performer, down 11%. The industry has fallen 11% in the last year. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

Has the U.S. Paper Packaging Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Mar 2026US$115.0bUS$114.6bUS$1.3b20.1x91.5x1x
Tue, 03 Feb 2026US$113.7bUS$111.8bUS$920.0m25.7x123.6x1x
Thu, 01 Jan 2026US$109.2bUS$112.3bUS$3.3b20.8x32.9x1x
Sat, 29 Nov 2025US$106.9bUS$112.3bUS$3.3b20.5x32.2x1x
Mon, 27 Oct 2025US$115.5bUS$107.2bUS$3.3b20.6x34.6x1.1x
Wed, 24 Sep 2025US$116.6bUS$106.3bUS$3.3b21.3x35.7x1.1x
Fri, 22 Aug 2025US$114.2bUS$106.3bUS$3.3b20.9x34.7x1.1x
Sun, 20 Jul 2025US$120.1bUS$97.0bUS$4.2b24.1x28.5x1.2x
Tue, 17 Jun 2025US$113.1bUS$97.1bUS$4.2b22.9x26.8x1.2x
Thu, 15 May 2025US$118.0bUS$97.1bUS$4.2b20.2x27.9x1.2x
Sat, 12 Apr 2025US$103.6bUS$90.8bUS$4.1b20x25.1x1.1x
Mon, 10 Mar 2025US$121.1bUS$95.9bUS$4.0b21.7x30.2x1.3x
Wed, 05 Feb 2025US$126.3bUS$92.5bUS$4.2b19.5x29.9x1.4x
Fri, 03 Jan 2025US$117.0bUS$92.5bUS$4.1b19.7x28.9x1.3x
Sun, 01 Dec 2024US$125.6bUS$92.0bUS$4.0b20x31x1.4x
Tue, 29 Oct 2024US$115.4bUS$87.6bUS$4.7b23.4x24.4x1.3x
Thu, 26 Sep 2024US$116.5bUS$87.2bUS$4.6b27.4x25.1x1.3x
Sat, 24 Aug 2024US$112.2bUS$87.2bUS$4.6b23.8x24.2x1.3x
Mon, 22 Jul 2024US$111.1bUS$87.9bUS$4.3b23.8x26.1x1.3x
Wed, 19 Jun 2024US$100.0bUS$95.1bUS$3.7b23.1x26.8x1.1x
Fri, 17 May 2024US$100.0bUS$95.1bUS$3.7b22.9x26.8x1.1x
Sun, 14 Apr 2024US$95.2bUS$96.7bUS$1.8b20.1x53.8x1x
Tue, 12 Mar 2024US$94.5bUS$96.7bUS$1.8b21.3x53.4x1x
Thu, 08 Feb 2024US$81.1bUS$91.6bUS$1.4b20.3x57.6x0.9x
Sat, 06 Jan 2024US$84.1bUS$92.8bUS$2.3b15.8x37.2x0.9x
Mon, 04 Dec 2023US$83.3bUS$92.8bUS$2.3b15.7x36.9x0.9x
Wed, 01 Nov 2023US$74.7bUS$93.9bUS$2.6b13.8x28.6x0.8x
Fri, 29 Sep 2023US$77.1bUS$95.2bUS$3.5b11x22.1x0.8x
Sun, 27 Aug 2023US$75.4bUS$95.2bUS$3.5b11.5x21.6x0.8x
Tue, 25 Jul 2023US$75.3bUS$97.5bUS$4.1b11.6x18.2x0.8x
Thu, 22 Jun 2023US$73.0bUS$97.5bUS$4.1b11.5x17.6x0.7x
Sat, 20 May 2023US$73.8bUS$97.5bUS$4.1b11.7x17.8x0.8x
Mon, 17 Apr 2023US$78.9bUS$98.2bUS$6.6b12.5x11.9x0.8x
Wed, 15 Mar 2023US$76.2bUS$98.2bUS$6.6b12.1x11.5x0.8x
Price to Earnings Ratio

11.5x


Total Market Cap: US$76.2bTotal Earnings: US$6.6bTotal Revenue: US$98.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper Packaging Industry Price to Earnings3Y Average 32.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Paper Packaging industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 91.5x which is higher than its 3-year average PE of 32.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Paper Packaging industry have declined 43% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.3% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Paper Packaging compare with similar industries?

US Market-2.31%
Materials-8.46%
Packaging-7.71%
Paper Packaging-7.85%
Metal and Glass Containers-7.39%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SEE Sealed AirUS$41.980.2%
+US$19.0m		31.5%PE14x

Latest News

GPK
US$11.22
Graphic Packaging Holding
7D
-8.3%
1Y
-59.5%
SEE
US$41.98
Sealed Air
7D
0.2%
1Y
31.5%
PACK
US$3.86
Ranpak Holdings
7D
-24.6%
1Y
-37.7%
IP
US$39.53
International Paper
7D
-9.2%
1Y
-24.4%
SW
US$42.85
Smurfit Westrock
7D
-8.8%
1Y
-7.9%

SW: Mill Closures And Higher Future P/E Will Support Upside Potential

Analysts have updated their view on Smurfit Westrock with a higher price target, lifting fair value from $63.00 to about $66.89 as they factor in revised assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual production capacity of 127,000 tons of solid bleached sulfate, citing ongoing scale and cost challenges in that asset (Key Developments).
PKG
US$222.52
Packaging Corporation of America
7D
-4.1%
1Y
7.7%

PKG: Containerboard Price Weakness Will Challenge 2026 Returns

Analysts have nudged their price targets for Packaging Corporation of America higher overall, with moves such as BofA's increase to $255 and Truist's to $273, while smaller trims from other firms partly offset these changes. The revisions reflect mixed views on containerboard pricing, demand softness, and the potential for disciplined supply management to support margins and valuation multiples.
AMCR
US$43.28
Amcor
7D
-10.6%
1Y
-15.9%

AMCR: Future Returns Will Weigh Berry Synergies Against Execution And Volume Risks

Narrative Update on Amcor The updated analyst price targets for Amcor, with moves such as BofA's shift to $9.70 and Truist's increase to $12, reflect a mixed but generally constructive view as analysts weigh potential earnings synergies from the Berry Global deal against more cautious assumptions embedded in slightly revised discount rate and future P/E inputs. Analyst Commentary Recent research on Amcor gives you a mix of optimism and caution, with several firms updating ratings and price targets around the proposed Berry Global acquisition and the outlook for packaging demand.
SON
US$53.34
Sonoco Products
7D
-5.5%
1Y
11.7%
AVY
US$179.64
Avery Dennison
7D
-8.5%
1Y
-2.3%

AVY: Fair 2026 Outlook Balances Intelligent Labels Promise And Packaging Volume Risks

Analysts have lifted their price targets on Avery Dennison by up to $24, reflecting updated views on 2026 packaging volumes, intelligent labels demand, and pricing power across key end markets. Analyst Commentary Recent research on Avery Dennison centers on updated 2026 assumptions for packaging volumes, intelligent labels adoption, and pricing, which is feeding directly into refreshed valuation work and higher price targets across several firms.