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PKG vs SUZ stock comparison

PACKAGING CORP OF AMERICA vs Suzano S.A., two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Where PKG and SUZ diverge most: on debt / equity, PKG reads 0.85 and SUZ reads 0.00; on altman z (solvency), PKG reads 7.70 and SUZ reads 0.88. The rest of the comparable metrics sit closer together. 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.

PKG vs SUZ: the numbers

MetricPKGSUZ
Price$234.47$9.38
Market cap$20.9B$11.9B
SectorPaper & PackagingPaper & Packaging
StageMatureMature
Implied growth (priced in)+14.7%—
P/E30.44.4
P/B4.481.38
P/S2.191.21
EV/EBITDA13.53.5
Revenue growth+10.3%+7.3%
Gross margin20.6%30.6%
Operating margin11.7%27.0%
Net margin7.3%15.4%
Return on equity14.8%17.6%
Return on assets6.3%4.6%
Return on invested capital8.9%19.1%
FCF yield3.6%22.4%
Dividend yield2.1%—
Debt / equity0.850.00
Current ratio2.943.19
Altman Z (solvency)7.700.88
Piotroski F (quality)8 / 98 / 9
Full PKG report → Full SUZ report →
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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.