Mulya.ai
Ticker
PKG
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.896
Beta (levered) ?1.047
Terminal OM% ?11.9%
Segment conc. ?92% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

PKG · Packaging Corporation of America

$204.462026-05-17
Sector: Consumer Cyclical; Industry: Packaging & Containers; Sub-Industry: Paper & Plastic Packaging Products & Materials

Intrinsic Value Range Comparison · Mulya.ai

Bull
$130
-36.4% vs market
Base · active
$121
-40.8% vs market
Bear
$104
-49.3% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $104
Base $121
Bull $130
Market $204
Median $235
Market Price $204
Mulya.ai Base $121
Analysts Median $235
Mulya.ai IV range ($104 · $130)
Analysts Range ($233 · $270)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$7.7B16.6%24.1%$973MM−$403MM$570MM6.7%17.9%$5.4B$9.39
2022.Q4$8.5B9.7%16.8%24.5%$1.1B$381MM$1.5B7.8%19.1%$5.8B$11.49
2023.Q4$7.8B-8.0%13.8%24.5%$811MM−$89MM$722MM7.6%14.0%$5.8B$8.54
2024.Q4$8.4B7.4%13.1%24.4%$833MM−$345MM$488MM8.2%13.9%$6.2B$8.99
2025.Q4$9.0B7.2%13.6%24.7%$919MM−$2.0B−$1.1B8.1%12.9%$8.1B$8.6315.0
italics below = DCF projection · 10yr Rev CAGR: 5.1%
2026.Q4$10.2B+13.6%13.8%24.2%$1.1B−$1.5B−$455MM8.1%−$421MM12.1%$9.6B$11.9417.1
2027.Q4$10.7B+4.3%13.8%23.8%$1.1B−$488MM$635MM8.1%$543MM11.4%$10.1B$12.5316.3
2028.Q4$11.1B+4.3%13.8%23.3%$1.2B−$453MM$725MM8.2%$573MM11.4%$10.5B$13.1515.5
2029.Q4$11.6B+4.3%13.8%22.8%$1.2B−$429MM$807MM8.3%$590MM11.5%$11.0B$13.7914.8
2030.Q4$12.1B+4.2%13.8%22.4%$1.3B−$443MM$853MM8.3%$576MM11.6%$11.4B$14.4714.1
Term. Yr+$15.4B4.1%11.9%20.0%$1.5B−$459MM$1.0B8.6%$10.1B13.1%
Active scenario IV: $121 (-40.8% vs market)