WallStSmart

Packaging Corp of America (PKG)vsTriMas Corporation (TRS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Packaging Corp of America generates 1293% more annual revenue ($9.22B vs $661.54M). TRS leads profitability with a 137.3% profit margin vs 8.0%. PKG appears more attractively valued with a PEG of 1.71. TRS earns a higher WallStSmart Score of 64/100 (C+).

PKG

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 7.0Value: 5.0Quality: 6.5
Piotroski: 1/9Altman Z: 2.34

TRS

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 3.7Quality: 6.5
Piotroski: 3/9Altman Z: 1.35

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PKG0 strengths · Avg: 0/10

No standout strengths identified

TRS4 strengths · Avg: 9.5/10
Return on EquityProfitability
62.7%10/10

Every $100 of equity generates 63 in profit

Profit MarginProfitability
137.3%10/10

Keeps 137 of every $100 in revenue as profit

EPS GrowthGrowth
6896.0%10/10

Earnings expanding 6896.0% YoY

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

PKG4 concerns · Avg: 3.3/10
PEG RatioValuation
1.714/10

Expensive relative to growth rate

P/E RatioValuation
27.7x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-15.5%2/10

Earnings declined 15.5%

TRS4 concerns · Avg: 3.0/10
PEG RatioValuation
1.944/10

Expensive relative to growth rate

Market CapQuality
$1.47B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
116.9x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : PKG

Revenue growth of 10.6% demonstrates continued momentum.

Bull Case : TRS

The strongest argument for TRS centers on Return on Equity, Profit Margin, EPS Growth. Profitability is solid with margins at 137.3% and operating margin at 5.5%. Revenue growth of 10.4% demonstrates continued momentum.

Bear Case : PKG

The primary concerns for PKG are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : TRS

The primary concerns for TRS are PEG Ratio, Market Cap, Piotroski F-Score. A P/E of 116.9x leaves little room for execution misses.

Key Dynamics to Monitor

PKG profiles as a value stock while TRS is a mature play — different risk/reward profiles.

PKG carries more volatility with a beta of 0.83 — expect wider price swings.

PKG is growing revenue faster at 10.6% — sustainability is the question.

PKG generates stronger free cash flow (165M), providing more financial flexibility.

Bottom Line

TRS scores higher overall (64/100 vs 54/100), backed by strong 137.3% margins and 10.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Packaging Corp of America

CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA

Packaging Corporation of America is an American manufacturing company based in Lake Forest, Illinois.

Visit Website →

TriMas Corporation

CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA

TriMas Corporation manufactures and supplies products for the consumer, aerospace and industrial end markets globally. The company is headquartered in Bloomfield Hills, Michigan.

Visit Website →

Want to dig deeper into these stocks?