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U.S. Paper Packaging Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies11
  • 7D-0.5%
  • 3M-8.2%
  • 1Y-12.8%
  • YTDn/a

Over the last 7 days, the Paper Packaging industry has remained flat. Unfortunately though, the industry is down 13% over the past 12 months. As for the next few years, earnings are expected to grow by 28% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 07 Jun 2026US$97.7bUS$112.9bUS$626.4m21.6x155.9x0.9x
Tue, 05 May 2026US$95.1bUS$109.9bUS$773.1m22x123x0.9x
Thu, 02 Apr 2026US$105.1bUS$114.2bUS$1.3b19.4x80.1x0.9x
Sat, 28 Feb 2026US$120.7bUS$114.6bUS$1.2b21.9x99.6x1.1x
Mon, 26 Jan 2026US$117.0bUS$112.3bUS$3.3b22.7x35.3x1x
Wed, 24 Dec 2025US$108.0bUS$112.3bUS$3.3b20.8x32.6x1x
Fri, 21 Nov 2025US$102.3bUS$112.3bUS$3.3b19.3x30.7x0.9x
Sun, 19 Oct 2025US$112.4bUS$106.3bUS$3.3b20.2x34.4x1.1x
Tue, 16 Sep 2025US$118.9bUS$106.3bUS$3.3b21.1x36.4x1.1x
Thu, 14 Aug 2025US$118.6bUS$104.7bUS$3.6b20x33x1.1x
Sat, 12 Jul 2025US$123.3bUS$97.0bUS$4.2b24.8x29.3x1.3x
Mon, 09 Jun 2025US$116.3bUS$97.1bUS$4.2b23.2x27.6x1.2x
Wed, 07 May 2025US$102.6bUS$97.1bUS$4.2b18.8x24.2x1.1x
Fri, 04 Apr 2025US$116.9bUS$90.8bUS$4.1b20.4x28.3x1.3x
Sun, 02 Mar 2025US$126.7bUS$95.9bUS$4.0b23.9x31.6x1.3x
Tue, 28 Jan 2025US$122.8bUS$92.5bUS$4.1b21x30.3x1.3x
Thu, 26 Dec 2024US$118.7bUS$92.5bUS$4.1b20.2x29.3x1.3x
Sat, 23 Nov 2024US$124.5bUS$92.0bUS$4.0b19.7x30.7x1.4x
Mon, 21 Oct 2024US$115.0bUS$87.2bUS$4.6b27.6x24.8x1.3x
Wed, 18 Sep 2024US$116.7bUS$87.2bUS$4.6b27.4x25.2x1.3x
Fri, 16 Aug 2024US$107.4bUS$87.3bUS$4.6b24.3x23.5x1.2x
Sun, 14 Jul 2024US$110.7bUS$88.0bUS$4.3b22x26x1.3x
Tue, 11 Jun 2024US$99.8bUS$95.1bUS$3.7b22.9x26.7x1x
Thu, 09 May 2024US$97.8bUS$95.1bUS$3.7b22.5x26.2x1x
Sat, 06 Apr 2024US$96.2bUS$96.7bUS$1.8b20.8x54.4x1x
Mon, 04 Mar 2024US$91.5bUS$96.7bUS$1.8b20.5x51.7x0.9x
Wed, 31 Jan 2024US$85.1bUS$92.7bUS$2.2b15.5x38.1x0.9x
Fri, 29 Dec 2023US$84.7bUS$92.8bUS$2.3b15.6x37.5x0.9x
Sun, 26 Nov 2023US$78.5bUS$92.8bUS$2.3b14.6x34.7x0.8x
Tue, 24 Oct 2023US$71.4bUS$95.2bUS$3.5b10.2x20.5x0.8x
Thu, 21 Sep 2023US$76.5bUS$95.2bUS$3.5b11.1x21.9x0.8x
Sat, 19 Aug 2023US$75.3bUS$95.2bUS$3.5b11.3x21.5x0.8x
Mon, 17 Jul 2023US$74.0bUS$97.5bUS$4.1b11.6x17.9x0.8x
Wed, 14 Jun 2023US$74.3bUS$97.5bUS$4.1b12.3x17.9x0.8x
Price to Earnings Ratio

17.9x


Total Market Cap: US$74.3bTotal Earnings: US$4.1bTotal Revenue: US$97.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper Packaging Industry Price to Earnings3Y Average 41.7x202420252026
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 156x which is higher than its 3-year average PE of 41.6x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Paper Packaging industry have declined 47% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% 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-2.90%
Materials-4.03%
Packaging-1.07%
Paper Packaging-0.47%
Metal and Glass Containers-2.43%
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$222.821.8%
+US$346.2m		13.5%PE26.8x
IP International PaperUS$33.610.4%
+US$74.1m		-29.0%PS0.7x
SW Smurfit WestrockUS$41.280.3%
+US$70.2m		-4.7%PE56.9x

Latest News

IP
US$33.61
International Paper
7D
0.4%
1Y
-29.0%
PKG
US$222.82
Packaging Corporation of America
7D
1.8%
1Y
13.5%
AMCR
US$38.13
Amcor
7D
-1.8%
1Y
-16.3%
GPK
US$10.54
Graphic Packaging Holding
7D
-6.4%
1Y
-52.6%
SON
US$47.49
Sonoco Products
7D
-2.4%
1Y
5.3%
Narrative Update • Jun 03

SON: Dividend Increase And 2026 Sales Outlook Will Support Future Cash Flows

Analysts have nudged their price target on Sonoco Products slightly lower, trimming fair value from about $61.78 to $60.89 as they factor in updated assumptions around discount rates, revenue trends, profit margins, and forward P/E expectations. What's in the News Sonoco Products reiterated its full year 2026 net sales guidance, keeping the range at US$7.25b to US$7.75b.
SW
US$41.28
Smurfit Westrock
7D
0.3%
1Y
-4.7%
Narrative Update • Jun 02

SW: Single NYSE Listing And Lower P/E Assumptions Will Support Upside

Analysts have adjusted their fair value estimate for Smurfit Westrock to $61.89 from $67.91. This change reflects updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions.
PACK
US$6.79
Ranpak Holdings
7D
-1.6%
1Y
86.5%
Seeking Alpha • Jun 01

Ranpak Holdings: It's Time For A Downgrade

Summary Ranpak Holdings is downgraded from a soft 'Buy' to 'Hold' after strong outperformance and valuation expansion. PACK's automation segment is a key growth driver, with revenue up 112.7% and management targeting $60M this year, and $100M+ soon. Recent quarters show improved profitability and cash flow, aided by cost-cutting and margin efficiencies, but valuation is now less compelling. The company trades at higher multiples than peers, justifying caution despite continued operational momentum and positive near-term guidance. Read the full article on Seeking Alpha
AVY
US$155.18
Avery Dennison
7D
-2.4%
1Y
-13.7%
MGIH
US$1.41
Millennium Group International Holdings
7D
-2.8%
1Y
-8.4%