Packaging Corporation of America PKG NYSE

Packaging Corporation of America (PKG) reported moderate year-over-year revenue growth of +7.2% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed earnings decline of -3.7% YoY, reaching $101M in the latest quarter. The net profit margin is 4.3%, which is thin. The company has maintained profitability in all 4 quarters. The gross margin is 21% (low), down 0.2pp vs the prior year. With a $19B market cap, MOAT composite score of 55/100 (moderate competitive position).

Criteria proven by this page:

• GROWTH (30/100, Partial) — growth is present but not consistently above 5% across both metrics
• PAST (100/100, Pass) — proving consistent earnings. Looking at the full 28-year annual history, the company was profitable in 27 of 28 years — an excellent long-term track record
• INCOME (45/100, Partial) — the company is profitable but margin is below 15%
• MOAT (55/100, Partial) — some competitive advantages are present but not dominant

Overall SharesGrow Score: 60/100 with 3/7 criteria passed.