PACKAGING CORP OF AMERICA vs REYNOLDS CONSUMER PRODUCTS INC., two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where PKG and REYN diverge most: on implied growth (priced in), PKG reads +15.1% and REYN reads -3.1%; on ev/ebitda, PKG reads 14.1 and REYN reads 49.5. The rest of the comparable metrics sit closer together. On valuation, today's PKG price has a different growth bar priced in than REYN (+15.1% implied for PKG vs -3.1% for REYN); the higher figure is the steeper assumption to clear, not a better or worse stock. What PKG's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | PKG | REYN |
|---|---|---|
| Price | $246.66 | $24.91 |
| Market cap | $22.0B | $5.3B |
| Sector | Paper & Packaging | Paper & Packaging |
| Stage | Mature | Mature |
| Implied growth (priced in) | +15.1% | -3.1% |
| P/E | 30.0 | 16.0 |
| P/B | 4.79 | 2.33 |
| P/S | 2.38 | 1.40 |
| EV/EBITDA | 14.1 | 49.5 |
| Revenue growth | +7.8% | +2.9% |
| Gross margin | 19.1% | 23.6% |
| Operating margin | 10.6% | — |
| Net margin | 8.0% | 8.7% |
| Return on equity | 16.2% | 14.5% |
| Return on assets | 6.9% | 6.7% |
| Return on invested capital | 9.8% | — |
| FCF yield | 3.2% | 6.2% |
| Dividend yield | 2.0% | 3.7% |
| Debt / equity | 0.86 | 0.68 |
| Current ratio | 3.07 | 1.79 |
| Altman Z (solvency) | 7.68 | 2.30 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.