Analysis Article • May 06
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- 7D3.6%
- 3M-10.8%
- 1Y-3.1%
- YTD-1.9%
Amcor is up 7.7%, leading the way for the Packaging industry, which has gained 3.6%. In contrast, the industry has lost 3.1% in the last 12 months. Earnings are forecast to grow by 23% annually.
Industry Valuation and Performance
Has the U.S. Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 07 May 2026 | US$140.8b | US$161.6b | US$3.1b | 18.5x | 46.1x | 0.9x |
| Sat, 04 Apr 2026 | US$150.5b | US$162.2b | US$3.8b | 18.9x | 39.5x | 0.9x |
| Mon, 02 Mar 2026 | US$174.9b | US$162.5b | US$3.7b | 22x | 47.3x | 1.1x |
| Wed, 28 Jan 2026 | US$164.9b | US$159.8b | US$5.7b | 22x | 29.2x | 1x |
| Fri, 26 Dec 2025 | US$154.0b | US$159.8b | US$5.7b | 20.5x | 27.3x | 1x |
| Sun, 23 Nov 2025 | US$147.6b | US$159.8b | US$5.7b | 19.4x | 26.1x | 0.9x |
| Tue, 21 Oct 2025 | US$157.8b | US$154.2b | US$5.0b | 21.2x | 31.4x | 1x |
| Thu, 18 Sep 2025 | US$160.1b | US$154.1b | US$5.0b | 21.9x | 31.8x | 1x |
| Sat, 16 Aug 2025 | US$163.7b | US$154.3b | US$5.1b | 22.1x | 31.9x | 1.1x |
| Mon, 14 Jul 2025 | US$175.8b | US$144.3b | US$6.0b | 27.4x | 29.3x | 1.2x |
| Wed, 11 Jun 2025 | US$166.7b | US$144.4b | US$6.0b | 26.3x | 27.7x | 1.2x |
| Fri, 09 May 2025 | US$157.2b | US$144.3b | US$6.0b | 23.2x | 26.1x | 1.1x |
| Sun, 06 Apr 2025 | US$156.5b | US$149.9b | US$6.3b | 21.6x | 24.8x | 1x |
| Tue, 04 Mar 2025 | US$181.9b | US$155.0b | US$6.2b | 23x | 29.4x | 1.2x |
| Thu, 30 Jan 2025 | US$179.2b | US$153.7b | US$6.0b | 22.5x | 30.1x | 1.2x |
| Sat, 28 Dec 2024 | US$175.1b | US$153.4b | US$5.9b | 22.3x | 29.5x | 1.1x |
| Mon, 25 Nov 2024 | US$187.7b | US$153.3b | US$5.9b | 24.3x | 31.6x | 1.2x |
| Wed, 23 Oct 2024 | US$177.2b | US$148.6b | US$6.7b | 27.1x | 26.6x | 1.2x |
| Fri, 20 Sep 2024 | US$177.4b | US$148.6b | US$7.0b | 26.5x | 25.3x | 1.2x |
| Sun, 18 Aug 2024 | US$168.3b | US$148.4b | US$7.0b | 22.2x | 24x | 1.1x |
| Tue, 16 Jul 2024 | US$166.6b | US$149.6b | US$6.6b | 20.7x | 25.3x | 1.1x |
| Thu, 13 Jun 2024 | US$158.5b | US$156.8b | US$6.1b | 22.7x | 26.2x | 1x |
| Sat, 11 May 2024 | US$159.9b | US$156.9b | US$6.2b | 22.3x | 25.8x | 1x |
| Mon, 08 Apr 2024 | US$155.2b | US$159.1b | US$4.4b | 18.6x | 35x | 1x |
| Wed, 06 Mar 2024 | US$149.8b | US$159.1b | US$4.4b | 17.7x | 33.8x | 0.9x |
| Fri, 02 Feb 2024 | US$140.5b | US$155.4b | US$5.5b | 14.7x | 25.7x | 0.9x |
| Sun, 31 Dec 2023 | US$141.3b | US$155.9b | US$5.4b | 15.5x | 26.2x | 0.9x |
| Tue, 28 Nov 2023 | US$133.2b | US$156.1b | US$5.4b | 14.7x | 24.5x | 0.9x |
| Thu, 26 Oct 2023 | US$122.1b | US$159.1b | US$7.0b | 12x | 17.5x | 0.8x |
| Sat, 23 Sep 2023 | US$129.6b | US$159.5b | US$7.0b | 13.2x | 18.4x | 0.8x |
| Mon, 21 Aug 2023 | US$131.7b | US$159.8b | US$7.1b | 13.8x | 18.6x | 0.8x |
| Wed, 19 Jul 2023 | US$135.0b | US$168.2b | US$7.9b | 13x | 17.1x | 0.8x |
| Fri, 16 Jun 2023 | US$132.3b | US$168.2b | US$7.9b | 13x | 16.7x | 0.8x |
| Sun, 14 May 2023 | US$132.4b | US$168.5b | US$8.0b | 13x | 16.6x | 0.8x |
Price to Earnings Ratio
16.6x
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 46.1x which is higher than its 3-year average PE of 28.0x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.87x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 27% 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 | 3.19% | |
| Materials | 3.75% | |
| Packaging | 3.57% | |
| Paper Packaging | 4.88% | |
| Metal and Glass Containers | 0.90% | |
Industry PE
- Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 38.0x.
- Analysts are expecting annual earnings growth of 27.6%, 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 22.4x.
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMCR Amcor | US$40.21 | 7.7% +US$1.3b | -11.7% | PE27.4x | |
| SW Smurfit Westrock | US$41.89 | 5.6% +US$1.2b | 4.7% | PE57.7x | |
| PKG Packaging Corporation of America | US$226.82 | 5.0% +US$952.4m | 26.0% | PE27.2x | |
| GPK Graphic Packaging Holding | US$11.20 | 16.7% +US$474.8m | -48.7% | PE12.1x | |
| SON Sonoco Products | US$52.30 | 6.4% +US$311.4m | 18.4% | PE8.5x |