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U.S. Packaging Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies23
  • 7D3.7%
  • 3M-2.0%
  • 1Y-9.1%
  • YTD-2.9%

Over the last 7 days, the Packaging industry has dropped 1.4%, driven by a pullback from Smurfit Westrock of 7.5%. Overall the industry is down 13% in 12 months. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026US$138.2bUS$161.9bUS$3.0b17.6x46x0.9x
Sun, 10 May 2026US$145.3bUS$161.6bUS$3.1b18.1x47.4x0.9x
Tue, 07 Apr 2026US$150.5bUS$162.2bUS$3.8b18.7x39.5x0.9x
Thu, 05 Mar 2026US$170.4bUS$162.6bUS$3.7b20.7x45.5x1x
Sat, 31 Jan 2026US$160.7bUS$159.3bUS$3.4b21x46.9x1x
Mon, 29 Dec 2025US$155.2bUS$159.8bUS$5.7b20.7x27.5x1x
Wed, 26 Nov 2025US$147.4bUS$159.8bUS$5.7b19.8x26.1x0.9x
Fri, 24 Oct 2025US$160.3bUS$155.1bUS$5.5b21.6x29.2x1x
Sun, 21 Sep 2025US$162.0bUS$154.2bUS$5.0b21.8x32.2x1.1x
Tue, 19 Aug 2025US$162.1bUS$154.3bUS$5.1b21.8x31.6x1.1x
Thu, 17 Jul 2025US$171.8bUS$144.3bUS$6.0b27.1x28.6x1.2x
Sat, 14 Jun 2025US$165.9bUS$144.4bUS$6.0b25.8x27.6x1.1x
Mon, 12 May 2025US$159.5bUS$144.3bUS$6.0b23.1x26.5x1.1x
Wed, 09 Apr 2025US$151.9bUS$149.9bUS$6.3b20.6x24.1x1x
Fri, 07 Mar 2025US$175.5bUS$155.1bUS$6.2b22.7x28.4x1.1x
Sun, 02 Feb 2025US$184.1bUS$153.8bUS$6.1b21.7x30.1x1.2x
Tue, 31 Dec 2024US$174.3bUS$153.4bUS$5.9b22.1x29.3x1.1x
Thu, 28 Nov 2024US$187.5bUS$153.3bUS$5.9b24.6x31.6x1.2x
Sat, 26 Oct 2024US$177.7bUS$148.9bUS$6.8b24.7x26.2x1.2x
Mon, 23 Sep 2024US$177.3bUS$148.6bUS$7.0b26.2x25.3x1.2x
Wed, 21 Aug 2024US$169.3bUS$148.4bUS$7.0b22.2x24.2x1.1x
Fri, 19 Jul 2024US$169.9bUS$149.6bUS$6.6b22.7x25.8x1.1x
Sun, 16 Jun 2024US$156.7bUS$156.8bUS$6.1b22.3x25.9x1x
Tue, 14 May 2024US$159.6bUS$156.7bUS$6.1b22.6x26x1x
Thu, 11 Apr 2024US$157.1bUS$159.1bUS$4.4b18.5x35.4x1x
Sat, 09 Mar 2024US$152.4bUS$159.1bUS$4.4b18.3x34.4x1x
Mon, 05 Feb 2024US$139.3bUS$154.8bUS$5.0b14.5x27.8x0.9x
Wed, 03 Jan 2024US$141.5bUS$155.9bUS$5.4b15.7x26.2x0.9x
Fri, 01 Dec 2023US$135.9bUS$156.1bUS$5.4b14.9x25x0.9x
Sun, 29 Oct 2023US$123.3bUS$158.0bUS$6.2b13.3x19.8x0.8x
Tue, 26 Sep 2023US$130.8bUS$159.5bUS$7.0b13.1x18.6x0.8x
Thu, 24 Aug 2023US$130.8bUS$159.8bUS$7.1b13.4x18.4x0.8x
Sat, 22 Jul 2023US$136.2bUS$168.2bUS$7.9b13x17.2x0.8x
Mon, 19 Jun 2023US$135.4bUS$168.2bUS$7.9b13x17.1x0.8x
Price to Earnings Ratio

17.1x


Total Market Cap: US$135.4bTotal Earnings: US$7.9bTotal Revenue: US$168.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaging Industry Price to Earnings3Y Average 29x202420252026
Current Industry PE
  • Investors are optimistic on the American Packaging industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 47.4x which is higher than its 3-year average PE of 29.0x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Packaging industry have declined 28% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Materials industry?

US Market-2.36%
Materials-2.26%
Packaging3.72%
Metal and Glass Containers6.28%
Paper Packaging2.59%
Industry PE
  • Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 42.2x.
    • Analysts are expecting annual earnings growth of 28.1%, which is higher than its past year's earnings decline of 14.9% per year.
  • Investors are most pessimistic about the Metal and Glass Containers industry, which is trading below its 3-year average of 22.5x.
Forecasted Growth
  • Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings decline of 15% per year.
  • In contrast, the Metal and Glass Containers industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
AMCR AmcorUS$39.926.1%
+US$1.1b		-13.6%PE27.2x
BALL BallUS$56.346.9%
+US$969.1m		2.2%PE16x
IP International PaperUS$34.953.2%
+US$566.6m		-25.9%PS0.8x
CCK Crown HoldingsUS$97.675.0%
+US$509.4m		-3.7%PE15x
AVY Avery DennisonUS$158.753.6%
+US$420.7m		-11.5%PE17.6x

Latest News

GPK
US$10.63
Graphic Packaging Holding
7D
-0.09%
1Y
-50.9%
ATR
US$116.58
AptarGroup
7D
3.6%
1Y
-24.5%
AVY
US$158.75
Avery Dennison
7D
3.6%
1Y
-11.5%
Narrative Update • Jun 10

AVY: RFID Partnership And Acquisitions Will Drive 2026 Upside Potential

Avery Dennison's consensus analyst price target has shifted slightly, with several firms trimming their targets by amounts ranging from about $1 to $20 as analysts balance optimism around the company's RFID partnership with Walmart and recent acquisitions against ongoing tariff and earnings risk. Analyst Commentary Recent research on Avery Dennison reflects a mix of optimism around growth projects and caution around near term earnings risk.
AMCR
US$39.92
Amcor
7D
6.1%
1Y
-13.6%
Narrative Update • Jun 10

AMCR: Future Returns Will Rely On Synergy Capture And Healthcare Capacity Expansion

Amcor's updated analyst price target has been trimmed by $2 to $41, as analysts cite recent target cuts across several firms, reflecting cautious views on volume visibility, synergy execution and regional risks, despite generally balanced risk and reward. Analyst Commentary Recent research points to a mixed but generally cautious stance, with several firms trimming price targets while still seeing some offsetting positives in Amcor's execution plans and balance sheet priorities.
IP
US$34.95
International Paper
7D
3.2%
1Y
-25.9%
SON
US$50.53
Sonoco Products
7D
5.6%
1Y
10.7%
PKG
US$224.40
Packaging Corporation of America
7D
-0.1%
1Y
16.1%
SLGN
US$40.22
Silgan Holdings
7D
10.9%
1Y
-27.1%
Narrative Update • Jun 05

SLGN: Cautious Price Resets May Set Up Future Re Rating Potential

The analyst fair value estimate for Silgan Holdings has been revised from $49.00 to $44.00 as several firms adjusted their price targets, with analysts citing updated assumptions regarding discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research has tilted more cautious on Silgan Holdings, with several bearish analysts trimming price targets and updating their models to reflect revised assumptions on discount rates, revenue trends, profit margins, and future P/E levels.
BALL
US$56.34
Ball
7D
6.9%
1Y
2.2%
Narrative Update • Jun 03

BALL: Tighter Can Supply And Buybacks Are Expected To Support Upside

Analysts have nudged Ball's implied fair value slightly higher to about $60.81, as updated targets factor in tighter beverage can supply, growing aluminum can use by energy drink brands, and expectations for steadier volume momentum supported by South American demand and recent rating and target moves across the Street. Analyst Commentary Street research on Ball has been active, with a mix of rating changes and price target revisions that highlight both optimism and caution around the stock.
CCK
US$97.67
Crown Holdings
7D
5.0%
1Y
-3.7%
Narrative Update • Jun 03

CCK: Asia Beverage Can Expansion And Dividend Increases Will Drive Future Returns

Analysts have trimmed their price target on Crown Holdings to $125.00 from about $125.85, reflecting updated assumptions for slightly different revenue growth, profit margin, discount rate, and future P/E expectations. What's in the News JPMorgan upgraded Crown Holdings' stock rating from Neutral to Overweight, citing tighter supply and demand balances in the beverage can industry.