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U.S. Packaging Industry Analysis

UpdatedJul 23, 2025
DataAggregated Company Financials
Companies26
  • 7D2.8%
  • 3M10.8%
  • 1Y0.5%
  • YTD-0.2%

In the last week, the Packaging industry is up 2.8%, with International Paper up 3.4%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 23 Jul 2025US$172.3bUS$144.4bUS$6.0b27.7x28.6x1.2x
Fri, 20 Jun 2025US$162.7bUS$144.4bUS$6.0b25.7x27.1x1.1x
Sun, 18 May 2025US$169.9bUS$144.3bUS$6.0b26.9x28.3x1.2x
Tue, 15 Apr 2025US$156.7bUS$149.9bUS$6.3b22.4x24.9x1x
Thu, 13 Mar 2025US$170.7bUS$155.1bUS$6.2b22.4x27.6x1.1x
Sat, 08 Feb 2025US$183.7bUS$151.6bUS$6.5b22.1x28.4x1.2x
Mon, 06 Jan 2025US$170.4bUS$153.4bUS$5.9b21.8x28.7x1.1x
Wed, 04 Dec 2024US$187.9bUS$153.3bUS$5.9b24.6x31.6x1.2x
Fri, 01 Nov 2024US$181.0bUS$153.5bUS$6.3b23.9x28.9x1.2x
Sun, 29 Sep 2024US$181.5bUS$148.6bUS$7.0b26.6x25.9x1.2x
Tue, 27 Aug 2024US$174.6bUS$148.4bUS$7.0b22.2x24.9x1.2x
Thu, 25 Jul 2024US$171.0bUS$149.3bUS$6.6b23x26x1.1x
Sat, 22 Jun 2024US$156.4bUS$156.8bUS$6.1b22.2x25.8x1x
Mon, 20 May 2024US$161.1bUS$156.7bUS$6.1b22.8x26.3x1x
Wed, 17 Apr 2024US$150.4bUS$159.1bUS$4.4b18x33.9x0.9x
Fri, 15 Mar 2024US$153.2bUS$159.1bUS$4.4b18.1x34.5x1x
Sun, 11 Feb 2024US$139.6bUS$154.1bUS$4.6b17.2x30.4x0.9x
Tue, 09 Jan 2024US$142.1bUS$155.9bUS$5.4b15.7x26.3x0.9x
Thu, 07 Dec 2023US$138.3bUS$156.1bUS$5.4b15x25.4x0.9x
Sat, 04 Nov 2023US$130.8bUS$156.0bUS$5.6b15.8x23.5x0.8x
Mon, 02 Oct 2023US$131.2bUS$159.5bUS$7.0b13x18.6x0.8x
Wed, 30 Aug 2023US$135.0bUS$159.8bUS$7.1b13.6x19x0.8x
Fri, 28 Jul 2023US$139.5bUS$166.4bUS$7.3b14.1x19x0.8x
Sun, 25 Jun 2023US$129.3bUS$168.2bUS$7.9b12.2x16.4x0.8x
Tue, 23 May 2023US$131.3bUS$168.6bUS$7.9b12.9x16.6x0.8x
Thu, 20 Apr 2023US$137.2bUS$170.1bUS$10.8b13x12.7x0.8x
Sat, 18 Mar 2023US$128.7bUS$170.0bUS$10.8b12x11.9x0.8x
Mon, 13 Feb 2023US$141.9bUS$170.2bUS$10.5b13.8x13.6x0.8x
Wed, 11 Jan 2023US$143.5bUS$170.4bUS$10.0b13.9x14.4x0.8x
Fri, 09 Dec 2022US$140.4bUS$170.4bUS$10.0b13.6x14.1x0.8x
Sun, 06 Nov 2022US$131.0bUS$169.8bUS$9.8b13x13.4x0.8x
Tue, 04 Oct 2022US$126.5bUS$166.6bUS$8.5b12.6x14.9x0.8x
Thu, 01 Sep 2022US$144.1bUS$166.4bUS$8.5b14.1x17x0.9x
Sat, 30 Jul 2022US$156.9bUS$164.1bUS$8.7b16.7x18.1x1x
Price to Earnings Ratio

18.1x


Total Market Cap: US$156.9bTotal Earnings: US$8.7bTotal Revenue: US$164.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaging Industry Price to Earnings3Y Average 22.7x202320242025
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 28.6x which is higher than its 3-year average PE of 22.7x.
  • The 3-year average PS ratio of 0.96x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Packaging industry have declined 11% per year over the last three years,
  • Revenues have also declined 4.2% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

US Market1.27%
Materials3.31%
Packaging2.75%
Paper Packaging2.88%
Metal and Glass Containers2.45%
Industry PE
  • Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 25.4x.
    • Analysts are expecting annual earnings growth of 19.3%, which is higher than its past year's earnings growth of 2.0% per year.
  • Investors are most pessimistic about the Metal and Glass Containers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 21.4x.
Forecasted Growth
  • Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 2.0% per year.
  • In contrast, the Metal and Glass Containers industry is expected to see its earnings grow by 15% 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
IP International PaperUS$52.653.4%
+US$908.0m		14.7%PE70.2x
BALL BallUS$59.703.6%
+US$582.6m		-4.8%PE31.4x
AMCR AmcorUS$9.692.6%
+US$576.1m		-3.8%PE27.7x
PKG Packaging Corporation of AmericaUS$205.292.8%
+US$501.2m		6.5%PE21.4x
SW Smurfit WestrockUS$46.241.9%
+US$437.3m		-5.8%PE47x

Latest News

IP
US$52.65
International Paper
7D
3.4%
1Y
14.7%
GPK
US$23.24
Graphic Packaging Holding
7D
5.8%
1Y
-16.1%

Graphic Packaging Holding (NYSE:GPK) Shareholders Will Want The ROCE Trajectory To Continue

Jul 23
Graphic Packaging Holding (NYSE:GPK) Shareholders Will Want The ROCE Trajectory To Continue
OCTO
US$1.27
Eightco Holdings
7D
-11.2%
1Y
-38.2%
AVY
US$181.67
Avery Dennison
7D
2.5%
1Y
-17.6%
CCK
US$105.05
Crown Holdings
7D
-0.6%
1Y
24.5%
PKG
US$205.29
Packaging Corporation of America
7D
2.8%
1Y
6.5%

Packaging Corporation of America (NYSE:PKG) Shares Could Be 42% Below Their Intrinsic Value Estimate

Jul 17
Packaging Corporation of America (NYSE:PKG) Shares Could Be 42% Below Their Intrinsic Value Estimate
ATR
US$159.17
AptarGroup
7D
3.2%
1Y
9.0%

AptarGroup's (NYSE:ATR) Dividend Will Be $0.45

Jul 15
AptarGroup's (NYSE:ATR) Dividend Will Be $0.45
SW
US$46.24
Smurfit Westrock
7D
1.9%
1Y
-5.8%
BALL
US$59.70
Ball
7D
3.6%
1Y
-4.8%
JBDI
US$1.00
JBDI Holdings
7D
-1.0%
1Y
n/a
AMCR
US$9.69
Amcor
7D
2.6%
1Y
-3.8%