PKG · Packaging Corporation of America

$241.552026-07-21

Sector: Consumer Cyclical; Industry: Packaging & Containers; Sub-Industry: Paper & Plastic Packaging Products & Materials

Intrinsic Value Range Comparison · Mulya.ai

Bull

$81

-66.3% vs market

Base · active

$77

-67.9% vs market

Bear

$71

-70.6% vs market

Mulya.ai vs Analyst IV Comparison?

Bear $71

Base $77

Bull $81

Market $242

Median $251

Market Price $242

Mulya.ai Base $77

Analysts Median $251

Mulya.ai IV range ($71 · $81)

Analysts Range ($245 · $258)

Fundamentals · historical + forward · base

italics = DCF projection

Period	Revenue	Rev Gr ?	Ops M% ?	Tax Rate ?	NOPAT ?	Reinvest ?	FCFF ?	WACC% ?	PV FCFF ?	ROIC ?	Inv. Cap ?	EPS ?	P/E
2024.Q1	$7.8B	—	13.8%	23.9%	$819MM	$87MM	$905MM	7.6%	—	14.1%	$5.8B	$8.59	—
2024.Q4	$7.8B	0.0%	13.8%	24.4%	$813MM	−$345MM	$468MM	8.2%	—	13.6%	$6.2B	$8.59	—
2025.Q1	$8.4B	7.4%	13.1%	24.7%	$830MM	−$383MM	$446MM	8.1%	—	13.4%	$6.2B	$9.04	—
2025.Q4	$8.4B	0.0%	13.1%	24.7%	$829MM	−$2.0B	−$1.2B	8.1%	—	11.6%	$8.1B	$9.04	—
2026.Q1	$9.2B	9.9%	13.2%	24.4%	$917MM	−$2.0B	−$1.1B	7.9%	—	11.3%	$8.1B	$8.31	17.7
italics below = DCF projection · 10yr Rev CAGR: 4.7%
2027.Q1	$10.1B	+9.6%	13.8%	23.9%	$1.1B	−$2.2B	−$1.1B	7.9%	−$1.1B	11.5%	$10.3B	$11.92	20.3
2028.Q1	$10.5B	+4.3%	13.8%	23.5%	$1.1B	−$676MM	$439MM	8.0%	$377MM	10.5%	$11.0B	$12.51	19.3
2029.Q1	$11.0B	+4.3%	13.8%	23.1%	$1.2B	−$508MM	$661MM	8.0%	$525MM	10.4%	$11.5B	$13.12	18.4
2030.Q1	$11.5B	+4.3%	13.8%	22.6%	$1.2B	−$683MM	$543MM	8.1%	$399MM	10.3%	$12.2B	$13.76	17.6
2031.Q1	$11.9B	+4.2%	13.8%	22.2%	$1.3B	−$653MM	$632MM	8.2%	$430MM	10.3%	$12.8B	$14.42	16.8

Term. Yr+	$15.2B	4.1%	11.9%	20.0%	$1.5B	−$692MM	$759MM	8.6%	$7.7B	8.6%	—	—	—

Active scenario IV: $77 (-67.9% vs market)