Packaging Corp of America (PKG)vsTriMas Corporation (TRS)
PKG
Packaging Corp of America
$213.36
-0.07%
CONSUMER CYCLICAL · Cap: $19.21B
TRS
TriMas Corporation
$37.17
+1.53%
CONSUMER CYCLICAL · Cap: $1.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Packaging Corp of America generates 1292% more annual revenue ($8.99B vs $645.72M). TRS leads profitability with a 18.6% profit margin vs 8.6%. PKG appears more attractively valued with a PEG of 1.63. TRS earns a higher WallStSmart Score of 58/100 (C).
PKG
Buy54
out of 100
Grade: C-
TRS
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-319.6%
Fair Value
$58.28
Current Price
$213.36
$155.08 premium
Margin of Safety
+57.5%
Fair Value
$84.71
Current Price
$37.17
$47.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Earnings expanding 1361.0% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Earnings declined 56.5%
Expensive relative to growth rate
Smaller company, higher risk/reward
Revenue declined 31.8%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PKG
Revenue growth of 10.1% demonstrates continued momentum.
Bull Case : TRS
The strongest argument for TRS centers on EPS Growth, Price/Book. Profitability is solid with margins at 18.6% and operating margin at -3.4%.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, Piotroski F-Score, EPS Growth.
Bear Case : TRS
The primary concerns for TRS are PEG Ratio, Market Cap, Revenue Growth.
Key Dynamics to Monitor
PKG profiles as a value stock while TRS is a declining play — different risk/reward profiles.
PKG carries more volatility with a beta of 0.90 — expect wider price swings.
PKG is growing revenue faster at 10.1% — sustainability is the question.
PKG generates stronger free cash flow (128M), providing more financial flexibility.
Bottom Line
TRS scores higher overall (58/100 vs 54/100), backed by strong 18.6% margins. 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 →Compare with Other PACKAGING & CONTAINERS Stocks
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