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 ($22.2B and $21.2B). Amcor PLC trades at the lower P/E: 19.2× against 30.6×. Amcor PLC grew revenue faster over the last twelve months: 37.3% against 12.0%. Packaging Corporation of America has the higher net margin (7.37% vs 4.55%) and the lower return on invested capital (0.00% vs 17.2%). Both pay a dividend; Amcor PLC yields more (5.78% vs 2.21%). Across the 21 metrics below, Amcor PLC leads on 14 and Packaging Corporation of America on 7.

Valuation

Metric AMCR PKG Packaging & Containers median
P/E 19.19 30.55 19.19
P/S 0.87 2.26 0.82
P/B 1.76 4.77 1.76
Price to free cash flow 23.64 29.85 12.39
EV/EBITDA 3.87 14.30 8.92
EV/Sales 1.45 2.65 1.33
Earnings yield 5.21% 3.27% 2.91%
Free cash flow yield 4.23% 3.35% 6.15%

Profitability

Metric AMCR PKG Packaging & Containers median
Gross margin 19.78% 20.53% 20.00%
Operating margin 7.92% 11.16% 6.42%
Net margin 4.55% 7.37% 3.43%
Free cash flow margin 0.00% 0.00% 4.78%
Return on equity 0.00% 0.00% 0.00%
Return on assets 2.94% 0.00% 1.04%
Return on invested capital 17.18% 0.00% 4.57%

Growth

Metric AMCR PKG Packaging & Containers median
Revenue growth (TTM) 37.29% 11.98% 4.05%
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 1.24 0.85 0.79
Current ratio 2.40 2.94 1.33
Net debt to EBITDA 3.73 1.91 2.59

Dividend

Metric AMCR PKG Packaging & Containers median
Dividend yield 5.78% 2.21% 3.54%
Payout ratio 1.12 0.68 0.60

Size

Metric AMCR PKG Packaging & Containers median
Market cap 21.19b 22.17b 3.71b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack