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Bull Of The Day: Packaging Corp of America (PKG)

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Packaging Corp of America (PKG - Free Report) is a Zacks Rank #1 (Strong Buy) and has an A for its growth style score.  That puts this stock on my radar screen and the more I dig into the story, the more I like it.  That is why this stock is the Bull of the Day.

Description

Packaging Corporation of America is the fourth largest producer of containerboard and corrugated packaging products and the third largest producer of uncoated freesheet paper in the United States.

Earnings History

When I look at a stock, the first thing I look at is the earnings history.  PKG has beaten the Zacks Consensus Estimate in 3 of the last 4 quarters so that is already a good thing to see.

Earnings Estimates

The Zacks Rank is an algorithm that is based on earnings estimate revisions.  When a stock has positive revisions the Rank moves higher.  This is the case for PKG, which has seen estimates for 2018 move from $6.67 to $7.54 over the last 90 days.

The same can be said of 2019, with numbers moving from $7.30 to $8.56 over the same time period.

Financial Overview

The financial overview tab on the Zacks.com website shows all sorts of good data.  I see the company posted 14% revenue growth over the last year and 26% earnings growth over that same time period.  That tells me that margins are headed higher.

I also see that the net margin increased from 8.05% in the June quarter of 2017 to 10.37% in the December quarter.  That is just what aggressive growth investors like to see.

Chart

Packaging Corporation of America Price and Consensus

Zacks Editor-in-Chief Goes "All In" on This Stock

Full disclosure, Kevin Matras now has more of his own money in one particular stock than in any other. He believes in its short-term profit potential and also in its prospects to more than double by 2019. Today he reveals and explains his surprising move in a new Special Report.

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