Amcor PLC (AMCR) vs Packaging Corporation of America (PKG)

Amcor PLC and Packaging Corporation of America are both Packaging & Containers companies. Amcor PLC and Packaging Corporation of America are of similar size ($20.7B and $20.2B). Amcor PLC trades at the lower P/E: 18.5× against 30.6×. Amcor PLC grew revenue faster over the last twelve months: 56.6% against 10.4%. Packaging Corporation of America has the higher net margin (7.21% vs 4.71%) and the lower return on invested capital (8.05% vs 17.9%). Both pay a dividend; Amcor PLC yields more (5.93% vs 2.33%). Across the 23 metrics below, Amcor PLC leads on 13 and Packaging Corporation of America on 10.

Valuation

Metric AMCR PKG Packaging & Containers median
P/E 18.49 30.57 17.11
P/S 0.86 2.19 0.87
P/B 1.72 4.49 1.66
Price to free cash flow 16.25 28.10 13.16
EV/EBITDA 3.70 13.59 9.21
EV/Sales 1.41 2.59 1.35
Earnings yield 5.41% 3.27% 4.96%
Free cash flow yield 6.15% 3.56% 6.15%

Profitability

Metric AMCR PKG Packaging & Containers median
Gross margin 19.95% 20.11% 20.03%
Operating margin 8.08% 10.86% 8.36%
Net margin 4.71% 7.21% 4.53%
Free cash flow margin 5.31% 7.80% 5.14%
Return on equity 9.40% 14.79% 11.28%
Return on assets 5.97% 6.85% 4.29%
Return on invested capital 17.85% 8.05% 6.43%

Growth

Metric AMCR PKG Packaging & Containers median
Revenue growth (TTM) 56.61% 10.35% 9.10%
EPS growth (last fiscal year) 46.66% (3.92%) 0.69%
Revenue growth, 5-year CAGR 12.82% 6.19% 5.66%
Net income growth, 5-year CAGR 3.33% 10.95% 0.00%

Health

Metric AMCR PKG Packaging & Containers median
Debt to equity 1.18 0.85 0.78
Current ratio 1.25 2.94 1.29
Net debt to EBITDA 3.73 1.91 2.65

Dividend

Metric AMCR PKG Packaging & Containers median
Dividend yield 5.93% 2.33% 3.14%
Payout ratio 1.10 0.71 0.56

Size

Metric AMCR PKG Packaging & Containers median
Market cap 20.22b 20.72b 3.71b

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