Packaging Corp of America vs Smurfit Westrock
PKG and SW side by side, both in paper and allied products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How PKG and SW compare
Packaging Corp of America and Smurfit Westrock are about the same size, with market caps of $22.9B and $22.6B.
On earnings, Packaging Corp of America is cheaper: it trades at 33.4× trailing earnings, against 45.8× for Smurfit Westrock.
Packaging Corp of America grew revenue faster over the last twelve months (10.3% versus 1.7% for Smurfit Westrock).
Packaging Corp of America keeps more of each dollar of sales as profit, with a net margin of 7.3% compared with 1.6% at Smurfit Westrock.
Both pay dividends: Packaging Corp of America yields 2.1% and Smurfit Westrock 3.1%.
Packaging Corp of America scores higher on the StockData Score (12 against 7 for Smurfit Westrock), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | PKG | SW |
|---|---|---|
| Size and price | ||
| Market cap | $22.9B | $22.6B |
| Share price | $256.82 | $43.09 |
| Change, 1 year | 30.6% | 13.9% |
| Change, 5 years | 89.7% | −20.2% |
| Beta (5Y) | 0.65 | 1.07 |
| Employees | 17K | 97K |
| StockData Score | ||
| Total score | 12 (better) | 7 |
| Valuation score | 0 | 2 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 4 (better) | 0 |
| Health score | 3 (better) | 2 |
| Dividend score | 4 (better) | 1 |
| Valuation | ||
| P/E | 33.4× (better) | 45.8× |
| P/S | 2.4× | 0.7× (better) |
| P/B | 4.9× | 1.3× (better) |
| EV/EBITDA | 14.5× | 8.6× (better) |
| P/FCF | 30.8× | 22.3× (better) |
| FCF yield | 3.2% | 4.5% (better) |
| Fair value | $154.51 | $30.58 |
| Margin of safety | −66.2% | −40.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 10.3% (better) | 1.7% |
| Revenue growth, 5Y average | 6.2% | – |
| Net income growth (TTM) | −23.5% | 41.2% (better) |
| EPS growth (TTM) | −23.2% | – |
| EPS growth, 5Y average | 12.1% | – |
| Profitability | ||
| Gross margin | 20.1% (better) | 17.9% |
| Operating margin | 10.9% (better) | 4.7% |
| Net margin | 7.3% (better) | 1.6% |
| FCF margin | 7.8% (better) | 3.2% |
| Return on equity | 14.9% (better) | 2.7% |
| Return on invested capital | 10.9% (better) | 3.2% |
| Financial health | ||
| Debt / equity | 0.85 | 0.79 (better) |
| Net debt / EBITDA | 1.86 (better) | 3.20 |
| Interest coverage | – | 1.8× |
| Current ratio | 2.94 (better) | 1.45 |
| Altman Z-score | 4.09 (better) | 1.46 |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.1% | 3.1% (better) |
| Payout ratio | 64.8% | 186% |
| Years of dividend growth | 0 | 0 |
| Dividend growth, 5Y average | 8.2% | – |
| Shareholder yield | 2.1% | 3.1% (better) |
| Ownership | ||
| Held by institutions | 98.1% | 96.0% |
| Held by insiders | 1.7% | 0.54% |
| Insider net buying, 12 months | −$15.0M | −$3.4M (better) |
| Short interest, % of float | 3.4% | 5.1% |
Go deeper
- PKG stock overview
- PKG income statement
- PKG valuation and score
- SW stock overview
- SW income statement
- SW valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.