Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Paper Packaging Industry Analysis

UpdatedApr 19, 2026
DataAggregated Company Financials
Companies11
  • 7D1.8%
  • 3M-5.6%
  • 1Y-6.6%
  • YTDn/a

All of the companies in the Paper Packaging industry have been up over the last week, with the industry up 1.8%. In the past year, the industry is down 6.6%. Looking forward, earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 Apr 2026US$102.6bUS$108.9bUS$641.8m21.9x159.9x0.9x
Tue, 17 Mar 2026US$106.2bUS$114.6bUS$1.3b19.1x84.5x0.9x
Thu, 12 Feb 2026US$124.0bUS$114.1bUS$859.4m27.4x144.3x1.1x
Sat, 10 Jan 2026US$114.5bUS$112.3bUS$3.3b22.1x34.5x1x
Mon, 08 Dec 2025US$106.1bUS$112.3bUS$3.3b20x32x0.9x
Wed, 05 Nov 2025US$102.5bUS$109.9bUS$3.3b19.9x31.3x0.9x
Fri, 03 Oct 2025US$115.4bUS$106.3bUS$3.3b21.5x35.3x1.1x
Sun, 31 Aug 2025US$120.3bUS$106.3bUS$3.3b21.7x36.8x1.1x
Tue, 29 Jul 2025US$126.5bUS$97.8bUS$4.3b23.9x29.6x1.3x
Thu, 26 Jun 2025US$115.0bUS$97.0bUS$4.2b22.7x27.3x1.2x
Sat, 24 May 2025US$117.2bUS$97.1bUS$4.2b22.7x27.8x1.2x
Mon, 21 Apr 2025US$105.7bUS$90.8bUS$4.1b19.1x25.6x1.2x
Wed, 19 Mar 2025US$117.5bUS$95.9bUS$4.0b21.2x29.4x1.2x
Fri, 14 Feb 2025US$123.9bUS$97.2bUS$4.3b19.6x28.7x1.3x
Sun, 12 Jan 2025US$115.4bUS$92.5bUS$4.1b19.9x28.5x1.2x
Tue, 10 Dec 2024US$123.3bUS$92.5bUS$4.1b21.8x30.4x1.3x
Thu, 07 Nov 2024US$121.0bUS$92.1bUS$4.3b21.8x28.4x1.3x
Sat, 05 Oct 2024US$114.5bUS$87.2bUS$4.6b27x24.7x1.3x
Mon, 02 Sep 2024US$116.9bUS$87.2bUS$4.6b24.5x25.2x1.3x
Wed, 31 Jul 2024US$113.0bUS$87.8bUS$4.5b24.7x25.1x1.3x
Fri, 28 Jun 2024US$99.0bUS$95.1bUS$3.7b22.8x26.5x1x
Sun, 26 May 2024US$101.6bUS$95.1bUS$3.7b22.9x27.2x1.1x
Tue, 23 Apr 2024US$92.4bUS$96.7bUS$1.8b20.2x52.2x1x
Thu, 21 Mar 2024US$95.3bUS$96.7bUS$1.8b20.6x53.9x1x
Sat, 17 Feb 2024US$84.2bUS$91.6bUS$1.4b20x60.3x0.9x
Mon, 15 Jan 2024US$84.8bUS$92.8bUS$2.3b15.9x37.6x0.9x
Wed, 13 Dec 2023US$81.2bUS$92.8bUS$2.3b15.3x35.9x0.9x
Fri, 10 Nov 2023US$76.6bUS$93.2bUS$2.4b14.2x32x0.8x
Sun, 08 Oct 2023US$75.7bUS$95.2bUS$3.5b10.8x21.7x0.8x
Tue, 05 Sep 2023US$77.7bUS$95.2bUS$3.5b11.7x22.3x0.8x
Thu, 03 Aug 2023US$78.7bUS$96.1bUS$3.8b11.4x20.7x0.8x
Sat, 01 Jul 2023US$73.4bUS$97.5bUS$4.1b11.6x17.7x0.8x
Mon, 29 May 2023US$71.8bUS$97.5bUS$4.1b11.8x17.3x0.7x
Wed, 26 Apr 2023US$76.3bUS$98.2bUS$6.6b12.2x11.6x0.8x
Price to Earnings Ratio

11.6x


Total Market Cap: US$76.3bTotal 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 35.6x202420252026
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 160x which is higher than its 3-year average PE of 35.6x.
  • 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 54% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% 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 Market4.94%
Materials0.34%
Packaging1.57%
Paper Packaging1.76%
Metal and Glass Containers1.18%
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
PKG Packaging Corporation of AmericaUS$213.393.4%
+US$619.9m		14.0%PE24.5x
AMCR AmcorUS$41.941.9%
+US$360.5m		-10.7%PE32.5x
IP International PaperUS$37.131.7%
+US$333.6m		-19.8%PS0.8x
ORBS Eightco HoldingsUS$1.0625.6%
+US$231.3m		-1.9%PS12.1x
SON Sonoco ProductsUS$57.411.8%
+US$102.6m		30.8%PE9.6x

Latest News

SON
US$57.41
Sonoco Products
7D
1.8%
1Y
30.8%
SW
US$42.24
Smurfit Westrock
7D
0.4%
1Y
2.2%

SW: Cost Resets Through Quebec Closures And Reliable Dividend Will Support Future Upside

Analysts have adjusted Smurfit Westrock's price target from about $59.07 to $55.13. This change reflects updated assumptions around revenue growth, profit margins and a slightly different future P/E multiple.
IP
US$37.13
International Paper
7D
1.7%
1Y
-19.8%
GPK
US$9.84
Graphic Packaging Holding
7D
1.8%
1Y
-59.8%
PKG
US$213.39
Packaging Corporation of America
7D
3.4%
1Y
14.0%

PKG: 2026 Pricing And Buybacks Are Expected To Support Balanced Outlook

Analysts have trimmed the Packaging Corporation of America price target by about $4 to $226.40, reflecting updated views on softer revenue growth, margin pressure, a slightly higher discount rate, and a higher future P/E assumption following recent sector research and price target revisions from major firms. Analyst Commentary Recent research on Packaging Corporation of America shows a mix of optimism and caution, with multiple firms adjusting price targets in both directions and one major bank highlighting sector headwinds tied to containerboard pricing.
AMCR
US$41.94
Amcor
7D
1.9%
1Y
-10.7%

AMCR: Future Returns Will Hinge On Post Reverse Split Multiple Re Rating

Amcor's updated analyst price target edges lower to $51.66 from $52.54 as analysts balance tempered valuation assumptions, including a slightly lower future P/E, against modestly higher modeled revenue growth and profit margins following recent mixed research calls. Analyst Commentary Recent research on Amcor reflects a split view, with some analysts turning more constructive while others are growing more cautious.
AVY
US$172.48
Avery Dennison
7D
0.8%
1Y
1.0%

AVY: 2026 Outlook Will Rely On Intelligent Labels And Margin Execution

Avery Dennison's analyst price target has edged down by about $2 to $210, as analysts balance slightly softer assumptions for growth, margins, and discount rates with a still constructive view, which is reflected in recent target revisions and a new bullish initiation. Analyst Commentary Recent research on Avery Dennison shows a mix of optimism and caution, with several firms adjusting price targets in both directions.
ORBS
US$1.06
Eightco Holdings
7D
25.6%
1Y
-1.9%