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U.S. Paper Packaging Industry Analysis

UpdatedDec 06, 2025
DataAggregated Company Financials
Companies13
  • 7D-0.8%
  • 3M-10.5%
  • 1Y-24.0%
  • YTDn/a

Last week, the Paper Packaging industry hasn't moved much but Avery Dennison is up 4.0% in that time. Unfortunately though, the industry is down 24% over the past 12 months. 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
Sat, 06 Dec 2025US$106.0bUS$112.3bUS$3.3b20x31.9x0.9x
Mon, 03 Nov 2025US$103.9bUS$109.9bUS$3.2b19.7x32.4x0.9x
Wed, 01 Oct 2025US$115.5bUS$106.3bUS$3.3b21.7x35.3x1.1x
Fri, 29 Aug 2025US$117.9bUS$106.3bUS$3.3b21.6x36.1x1.1x
Sun, 27 Jul 2025US$126.5bUS$97.8bUS$4.3b24.2x29.6x1.3x
Tue, 24 Jun 2025US$113.6bUS$97.1bUS$4.2b22.9x27x1.2x
Thu, 22 May 2025US$120.0bUS$97.1bUS$4.2b23.1x28.5x1.2x
Sat, 19 Apr 2025US$105.7bUS$90.8bUS$4.1b19.1x25.6x1.2x
Mon, 17 Mar 2025US$116.4bUS$95.9bUS$4.0b21.2x29.1x1.2x
Wed, 12 Feb 2025US$125.9bUS$92.5bUS$4.2b19.4x29.8x1.4x
Fri, 10 Jan 2025US$116.6bUS$92.5bUS$4.1b20.2x28.8x1.3x
Sun, 08 Dec 2024US$123.3bUS$92.5bUS$4.1b21.6x30.4x1.3x
Tue, 05 Nov 2024US$119.3bUS$92.1bUS$4.3b21.8x28x1.3x
Thu, 03 Oct 2024US$118.2bUS$87.2bUS$4.6b27.5x25.5x1.4x
Sat, 31 Aug 2024US$115.6bUS$87.2bUS$4.6b24.5x24.9x1.3x
Mon, 29 Jul 2024US$113.8bUS$87.9bUS$4.5b24.9x25.3x1.3x
Wed, 26 Jun 2024US$101.2bUS$95.1bUS$3.7b23.3x27.1x1.1x
Fri, 24 May 2024US$100.4bUS$95.1bUS$3.7b22.4x26.9x1.1x
Sun, 21 Apr 2024US$92.4bUS$96.7bUS$1.8b20.2x52.2x1x
Tue, 19 Mar 2024US$93.4bUS$96.7bUS$1.8b21.2x52.8x1x
Thu, 15 Feb 2024US$82.6bUS$91.6bUS$1.4b19.8x58.4x0.9x
Sat, 13 Jan 2024US$84.8bUS$92.8bUS$2.3b15.9x37.6x0.9x
Mon, 11 Dec 2023US$82.3bUS$92.8bUS$2.3b15.7x36.5x0.9x
Wed, 08 Nov 2023US$77.2bUS$93.2bUS$2.4b14.4x32.3x0.8x
Fri, 06 Oct 2023US$76.0bUS$95.2bUS$3.5b10.9x21.8x0.8x
Sun, 03 Sep 2023US$77.7bUS$95.2bUS$3.5b11.7x22.3x0.8x
Tue, 01 Aug 2023US$79.5bUS$96.2bUS$3.7b11.7x21.3x0.8x
Thu, 29 Jun 2023US$71.8bUS$97.5bUS$4.1b11.4x17.3x0.7x
Sat, 27 May 2023US$71.8bUS$97.5bUS$4.1b11.8x17.3x0.7x
Mon, 24 Apr 2023US$79.1bUS$98.2bUS$6.6b12.7x12x0.8x
Wed, 22 Mar 2023US$76.2bUS$98.1bUS$6.6b11.9x11.5x0.8x
Fri, 17 Feb 2023US$82.3bUS$98.1bUS$6.4b12.7x12.9x0.8x
Sun, 15 Jan 2023US$84.5bUS$97.7bUS$6.6b13.7x12.7x0.9x
Tue, 13 Dec 2022US$83.1bUS$97.7bUS$6.6b13.4x12.5x0.9x
Price to Earnings Ratio

12.5x


Total Market Cap: US$83.1bTotal Earnings: US$6.6bTotal Revenue: US$97.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper Packaging Industry Price to Earnings3Y Average 27.8x202320242025
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 31.9x which is higher than its 3-year average PE of 27.8x.
  • 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 21% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.8% 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 Market0.48%
Materials-0.94%
Packaging-0.65%
Paper Packaging-0.76%
Metal and Glass Containers-0.39%
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
AVY Avery DennisonUS$179.334.0%
+US$538.0m		-11.4%PE19.9x
SW Smurfit WestrockUS$36.041.0%
+US$182.4m		-34.0%PE25.1x
PACK Ranpak HoldingsUS$5.154.3%
+US$17.7m		-34.1%PS1.1x

Latest News

GPK
US$15.99
Graphic Packaging Holding
7D
-1.2%
1Y
-45.9%

GPK: Operational Discipline Will Support Upside Despite Softer Packaging Demand

Analysts modestly reduced their price target on Graphic Packaging Holding by about $0.15 per share to reflect slightly lower fair value estimates and softer containers and packaging market conditions that have led to recent target cuts from $23 to $24 to around $20 to $21. Analyst Commentary Recent Street research reflects a more cautious stance on Graphic Packaging Holding, with modestly lower price targets signaling tempered expectations for upside in the near term.
PKG
US$198.48
Packaging Corporation of America
7D
-2.7%
1Y
-18.3%
IP
US$39.06
International Paper
7D
-1.1%
1Y
-31.2%

IP: Earnings Will Strengthen As $1.5B Portfolio Sale And Closures Progress

Analysts nudged our fair value estimate for International Paper higher by about $1 to approximately $48 as they balance emerging evidence of profit and margin improvement from strategic portfolio actions against lingering skepticism over the pace and durability of demand and pricing recovery. Analyst Commentary Bullish analysts view International Paper as moving closer to a strategic inflection point, with portfolio simplification and cost actions beginning to support a more durable improvement in earnings power.
AMCR
US$8.30
Amcor
7D
-2.6%
1Y
-18.5%

AMCR: Future Returns Will Be Driven By Berry Synergies And Free Cash Flow

Analysts have trimmed their price target on Amcor to $10.00 from $11.10, reflecting slightly higher discount rate assumptions and a modestly lower future P/E multiple, while still pointing to improving margins, robust free cash flow and sizable Berry Global synergy potential as support for long term value. Analyst Commentary Street research on Amcor reflects a mix of optimism about long term value creation from the Berry Global acquisition and caution around near term operational and balance sheet risks.
AVY
US$179.33
Avery Dennison
7D
4.0%
1Y
-11.4%

AVY: Recent Upgrade And Share Buyback Are Expected To Lift Shares

Analysts have raised their price target for Avery Dennison to $202.36 from $200, citing the company's slightly improved financial outlook and recent favorable research upgrades. Analyst Commentary Following recent research activity and an improved financial outlook, analysts offer both positive and cautious perspectives on Avery Dennison’s prospects.
SW
US$36.04
Smurfit Westrock
7D
1.0%
1Y
-34.0%

SW: Future Index Addition And Margin Resilience Will Boost Share Price Momentum

Analysts have slightly lowered their price target for Smurfit Westrock from $54.57 to $53.73, citing more cautious assumptions around revenue growth and profit margins in their updated outlook. What's in the News Reported $58 million in impairment charges for the quarter ended September 30, 2025, compared to $2 million a year ago (Key Developments).
SEE
US$41.74
Sealed Air
7D
-2.8%
1Y
14.4%

SEE: Buyout Offer And Automation Milestones Will Influence Fair Valuation

Sealed Air’s analyst price target has been raised from $43.90 to $45.13, as analysts cite improved revenue growth forecasts and slightly higher profit margin expectations in their updated assessment. What's in the News Clayton, Dubilier & Rice, LLC has agreed to acquire Sealed Air Corporation for $6.3 billion, pending shareholder and regulatory approval.
PACK
US$5.15
Ranpak Holdings
7D
4.3%
1Y
-34.1%

PACK: Automation Rollout And Product Launches Will Boost Upside Potential

Analysts have recently maintained their price target for Ranpak Holdings at $7.75, with only minor adjustments in projected discount rates, revenue growth, and profitability metrics. These factors suggest stable long-term expectations for the company.
SON
US$41.43
Sonoco Products
7D
-1.8%
1Y
-19.1%

SON: Future Share Buybacks And Restructuring Will Boost Earnings Momentum

Analysts have adjusted their price target for Sonoco Products slightly downward from $53.75 to $53.25, citing modest declines in projected revenue growth and profit margins. What's in the News Sonoco Products is consolidating its Metal Packaging and Rigid Paper Containers businesses into two geographic structures: Consumer Packaging EMEA/APAC and the Americas (Key Developments).
ORBS
US$2.60
Eightco Holdings
7D
-0.8%
1Y
44.4%
MGIH
US$1.33
Millennium Group International Holdings
7D
-1.5%
1Y
-11.9%

Some Confidence Is Lacking In Millennium Group International Holdings Limited (NASDAQ:MGIH) As Shares Slide 26%

Nov 02
Some Confidence Is Lacking In Millennium Group International Holdings Limited (NASDAQ:MGIH) As Shares Slide 26%