PKG vs SW vs WY Stock Comparison

Packaging Corp Of America, Smurfit Westrock and Weyerhaeuser Prices as of Oct 23, 2026 Peers: Industry group
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PKG Packaging Corp Of America
$247.30 +2.6% 1M +16.0% 1Y
Market cap
$22.47B
P/E
32.5x
Revenue (TTM)
$9.53B
Div. yield
0.02%
Paper Packaging Basic Materials
7 wins
SW Smurfit Westrock plc
$41.85 -10.0% 1M -2.7% 1Y
Market cap
$22.12B
P/E
44.5x
Revenue (TTM)
$31.33B
Div. yield
–
Paper Packaging Basic Materials
2 wins
WY Weyerhaeuser Co
$19.49 -7.9% 1M -18.3% 1Y
Market cap
$14.12B
P/E
29.9x
Revenue (TTM)
$6.85B
Div. yield
0.04%
Lumber Basic Materials
3 wins

Head to Head

12 decided of 12

Packaging Corp Of America leads on 7 of the 12 questions below (Packaging Corp Of America 7, Weyerhaeuser 3, Smurfit Westrock 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionPKGSWWYLeader
Larger companyMarket capitalisation $22.47B $22.12B $14.12B PKG
Cheaper on earningsLower P/E, profitable companies only 32.5x 44.5x 29.9x WY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 22.6x 18.4x 69.6x SW
Faster revenue growthRevenue growth, trailing twelve months +10.3% +1.7% -2.6% PKG
More profitableNet margin, trailing twelve months 7.3% 1.6% 6.9% PKG
Better return on capitalReturn on invested capital 9.1% 3.1% 5.7% PKG
Less leveragedLower net debt / EBITDA 1.9x 3.2x 3.6x PKG
Higher dividend yieldTrailing dividend yield 0.02% 0.00% 0.04% WY
Better 1-year returnPrice return, last 12 months +16.0% -2.7% -18.3% PKG
Better 5-year returnAnnualised price return, 5 years +13.0%/yr -3.0%/yr -12.1%/yr PKG
Less volatileAnnualised volatility, 1 year 28.2% 44.1% 27.5% WY
Higher overall scoreMean of the five percentile scores vs peers 47/100 53/100 44/100 SW

Percentile Scorecard

PKGSWWY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisPKGSWWY
Valuation 13 #14 of 16 67 #6 of 16 51 #142 of 287
Growth 27 #12 of 16 67 #6 of 16 26 #198 of 267
Profitability 93 #2 of 16 40 #10 of 16 50 #121 of 240
Financial Health 88 #3 of 17 69 #6 of 17 39 #180 of 295
Shareholder Returns 15 #12 of 14 23 #11 of 14 54 #94 of 204
Overall 47 53 44
  • PKG ranked among 17 companies in Packaging
  • SW ranked among 17 companies in Packaging
  • WY ranked among 308 companies in Basic Materials

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodPKGSWWYSPY
1 month +2.6%-10.0%-7.9% -1.0%
3 months -2.8%-13.8%-18.6% +2.9%
6 months +16.2%+4.7%-22.1% +6.4%
Year to date +19.9%+8.2%-17.7% +11.4%
1 year +16.0%-2.7%-18.3% +13.1%
3 years +66.1%+32.4%-32.7% +79.4%
3 years, per year +18.4%+9.8%-12.4% +21.5%
5 years +84.6%-14.1%-47.5% +67.7%
5 years, per year +13.0%-3.0%-12.1% +10.9%
10 years +203.3%+91.0%-37.7% +255.2%
10 years, per year +11.7%+6.7%-4.6% +13.5%

Risk

MeasurePKGSWWYSPY
Volatility, 1Y 28.2%44.1%27.5% 12.7%
Downside volatility, 1Y 26.3%40.4%25.5% 12.7%
Beta vs S&P 500, 1Y 0.681.450.23 1.00
Return / volatility, 1Y 0.57-0.06-0.67 1.03
Max drawdown, 5Y -32.7%-55.1%-56.6% -25.4%
From 52-week high -3.9%-19.3%-28.1% -2.5%
52-week high $257.38$51.84$27.10 $779.14
52-week low $191.68$32.79$18.48 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultiplePKGSWWY
P/E now vs peer median 31.6xmedian 18.2x 44.1xmedian 18.2x 29.8xmedian 17.9x
P/S now vs peer median 2.3xmedian 0.7x 0.7xmedian 0.7x 2.0xmedian 1.8x
EV/EBITDA now vs peer median 14.0xmedian 9.5x 8.4xmedian 9.5x 14.0xmedian 9.8x
P/FCF now vs peer median 29.8xmedian 15.7x 21.6xmedian 15.7x -31.4xmedian 16.0x
P/B now vs peer median 4.7xmedian 1.4x 1.2xmedian 1.4x 1.5xmedian 1.8x
PEG now vs peer median -4.47median 0.83 —median 0.83 -2.49median 0.73

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsPKGSWWY
Revenue $9.53B $31.33B $6.85B
Gross profit $1.92B $5.62B $994.00M
Operating income $1.04B $1.48B $844.00M
Net income $691.80M $497.00M $472.00M
Free cash flow $739.90M $1.02B -$447.00M
R&D – – $5.00M
EPS (diluted) $7.77 $0.94 $0.65
Cash & equivalents $442.80M $677.00M $527.00M
Total debt $12.89B $14.16B $5.43B
Shares (diluted) 89.00M 526.00M 721.90M
Enterprise value $20.00B $19.02B $12.43B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricPKGSWWY
P/E 31.6x 44.1x 29.8x
P/FCF 29.8x 21.6x -31.4x
P/Operating cash flow 13.6x 6.7x 25.7x
P/S 2.3x 0.7x 2.0x
P/B 4.7x 1.2x 1.5x
P/Tangible book 5.4x 1.3x 1.5x
EV/EBITDA 14.0x 8.4x 14.0x
EV/EBIT 24.5x 24.0x 22.4x
EV/Revenue 2.7x 1.1x 2.8x
EV/FCF 34.3x 34.9x -42.4x
EV/Operating cash flow 15.6x 10.7x 34.6x
PEG (3Y EPS CAGR) -4.47 – -2.49

Growth

14 metrics
MetricPKGSWWY
Revenue growth (1Y) 10.3% 1.7% -2.6%
Revenue CAGR (3Y) 5.9% – -4.9%
Gross profit growth (1Y) 0.2% -4.5% -18.1%
Gross profit CAGR (3Y) 1.3% – -18.1%
Operating income growth (1Y) -16.7% 17.2% 46.5%
Operating income CAGR (3Y) -4.9% – -12.1%
Net income growth (1Y) -23.5% 41.2% 69.2%
Net income CAGR (3Y) -7.2% – -12.4%
EPS growth (1Y) -22.9% 40.1% 69.7%
EPS CAGR (3Y) -7.1% – -12.0%
Operating cash flow growth (1Y) 25.8% 52.3% -40.4%
Operating cash flow CAGR (3Y) 2.9% – -26.0%
Free cash flow growth (1Y) 18.7% 1,094% -263.1%
Free cash flow CAGR (3Y) -3.4% – -36.0%

Profitability

14 metrics
MetricPKGSWWY
Gross margin 20.1% 17.9% 14.5%
EBITDA margin 19.1% 13.5% 19.8%
Operating margin 10.9% 4.7% 12.3%
Pretax margin 9.6% 2.3% 5.5%
Net margin 7.3% 1.6% 6.9%
FCF margin 7.8% 3.2% -6.5%
Operating cash flow margin 17.0% 10.5% 8.0%
Return on equity 15.0% 2.7% 5.0%
Return on assets 6.3% 1.1% 2.9%
Return on invested capital 9.1% 3.1% 5.7%
Return on capital employed 10.6% 3.9% 5.4%
Asset turnover 0.9x 0.7x 0.4x
Cash conversion (OCF / net income) 2.3x 6.6x 1.2x
Stock comp / revenue 0.5% 0.4% 0.6%

Financial Health

11 metrics
MetricPKGSWWY
Debt / assets 36.0% 31.3% 32.9%
Debt / equity 0.9x 0.8x 0.6x
Net debt / EBITDA 1.9x 3.2x 3.6x
Debt / FCF 5.4x 14.0x -12.1x
Liabilities / assets 57.7% 60.0% 42.7%
Equity / assets 42.3% 40.0% 57.3%
Interest coverage – – 3.1x
Current ratio 2.9x 1.4x 1.8x
Quick ratio 1.7x 0.7x 1.0x
Cash ratio 0.5x 0.1x 0.6x
Altman Z-score 4.01 1.44 1.95

Shareholder Returns

7 metrics
MetricPKGSWWY
Dividend yield 2.2% 4.3% 4.3%
Net buyback yield 0.3% -0.1% 0.4%
Shareholder yield 2.5% 4.2% 4.7%
Payout ratio (earnings) 64.8% – 128.2%
Payout ratio (FCF) 60.6% – -135.3%
Dividend growth (1Y) -0.3% – 1.9%
Dividend CAGR (3Y) -0.7% – -20.5%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusPKGSWWY
Forward P/E 22.6xFY2026 18.4xFY2026 69.6xFY2026
EPS, next fiscal year $10.94FY2026 $2.27FY2026 $0.28FY2026
EPS growth, next FY +11.2%FY2026 +10.7%FY2026 +40.0%FY2026
EPS growth, the year after +31.6% +66.5% +107.1%
Revenue, next fiscal year $9.52BFY2026 $33.69BFY2026 $7.59BFY2026
Revenue growth, next FY +5.9%FY2026 +8.1%FY2026 +9.9%FY2026
Revenue growth, the year after +17.6% +8.8% -2.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersPKGSWWY
Held by institutions 97.9% 95.9% 90.2%
Institutions holding 901 640 903
Change in shares held, QoQ +1.6% +5.7% +2.1%
Institutions buying 456 373 432
Institutions selling 291 191 318
Buyers to sellers 1.57 1.95 1.36

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

PKGSWWY
PKG 1.00 0.78 0.43
SW 0.78 1.00 0.41
WY 0.43 0.41 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, PKG, SW and WY?

Packaging Corp Of America (PKG) is the largest by market capitalisation: Packaging Corp Of America (PKG) $22.47B, Smurfit Westrock (SW) $22.12B, Weyerhaeuser (WY) $14.12B.

Which stock is cheaper, PKG, SW and WY?

Weyerhaeuser (WY) trades on the lowest price-to-earnings ratio (Packaging Corp Of America (PKG) 32.5x, Smurfit Westrock (SW) 44.5x, Weyerhaeuser (WY) 29.9x). On next year's consensus earnings, Smurfit Westrock (SW) is cheapest (Packaging Corp Of America (PKG) 22.6x, Smurfit Westrock (SW) 18.4x, Weyerhaeuser (WY) 69.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Packaging Corp Of America (PKG) grew revenue fastest over the trailing twelve months: Packaging Corp Of America (PKG) +10.3%, Smurfit Westrock (SW) +1.7%, Weyerhaeuser (WY) -2.6%.

Which company is more profitable?

Packaging Corp Of America (PKG) has the highest net margin (Packaging Corp Of America (PKG) 7.3%, Smurfit Westrock (SW) 1.6%, Weyerhaeuser (WY) 6.9%). On return on invested capital, Packaging Corp Of America (PKG) leads (Packaging Corp Of America (PKG) 9.1%, Smurfit Westrock (SW) 3.1%, Weyerhaeuser (WY) 5.7%).

Which stock has performed better?

Over the past year Packaging Corp Of America (PKG) returned the most: Packaging Corp Of America (PKG) +16.0%, Smurfit Westrock (SW) -2.7%, Weyerhaeuser (WY) -18.3%. Over five years, Packaging Corp Of America (PKG) compounded fastest (Packaging Corp Of America (PKG) +13.0%/yr, Smurfit Westrock (SW) -3.0%/yr, Weyerhaeuser (WY) -12.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Weyerhaeuser (WY) has the highest dividend yield: Packaging Corp Of America (PKG) 0.02%, Smurfit Westrock (SW) 0.00%, Weyerhaeuser (WY) 0.04%. Smurfit Westrock (SW) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Weyerhaeuser (WY) has been the steadiest (Packaging Corp Of America (PKG) 28.2%, Smurfit Westrock (SW) 44.1%, Weyerhaeuser (WY) 27.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, PKG, SW and WY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Packaging Corp Of America (PKG) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.