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PKG vs. IP
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

PKG vs. IP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Packaging Corporation of America (PKG) and International Paper Company (IP). The values are adjusted to include any dividend payments, if applicable.

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PKG vs. IP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PKG
Packaging Corporation of America
3.51%-6.08%41.70%31.90%-2.62%1.55%27.20%38.35%-28.85%45.51%
IP
International Paper Company
-8.46%-23.83%55.31%10.20%-23.05%3.48%13.83%19.47%-27.72%13.13%

Fundamentals

Market Cap

PKG:

$19.01B

IP:

$18.85B

EPS

PKG:

$8.60

IP:

-$6.64

PS Ratio

PKG:

2.12

IP:

0.76

PB Ratio

PKG:

4.14

IP:

1.27

Total Revenue (TTM)

PKG:

$8.99B

IP:

$24.90B

Gross Profit (TTM)

PKG:

$1.89B

IP:

$7.35B

EBITDA (TTM)

PKG:

$1.76B

IP:

-$136.00M

Returns By Period

In the year-to-date period, PKG achieves a 3.51% return, which is significantly higher than IP's -8.46% return. Over the past 10 years, PKG has outperformed IP with an annualized return of 16.69%, while IP has yielded a comparatively lower 3.50% annualized return.


PKG

1D
1.52%
1M
-8.04%
YTD
3.51%
6M
-1.45%
1Y
9.81%
3Y*
18.36%
5Y*
12.66%
10Y*
16.69%

IP

1D
2.00%
1M
-18.03%
YTD
-8.46%
6M
-21.33%
1Y
-30.25%
3Y*
4.24%
5Y*
-2.94%
10Y*
3.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PKG vs. IP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PKG
PKG Risk / Return Rank: 5454
Overall Rank
PKG Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
PKG Sortino Ratio Rank: 4949
Sortino Ratio Rank
PKG Omega Ratio Rank: 4747
Omega Ratio Rank
PKG Calmar Ratio Rank: 5757
Calmar Ratio Rank
PKG Martin Ratio Rank: 6060
Martin Ratio Rank

IP
IP Risk / Return Rank: 1212
Overall Rank
IP Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
IP Sortino Ratio Rank: 1414
Sortino Ratio Rank
IP Omega Ratio Rank: 1313
Omega Ratio Rank
IP Calmar Ratio Rank: 1313
Calmar Ratio Rank
IP Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PKG vs. IP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Packaging Corporation of America (PKG) and International Paper Company (IP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PKGIPDifference

Sharpe ratio

Return per unit of total volatility

0.36

-0.73

+1.09

Sortino ratio

Return per unit of downside risk

0.72

-0.86

+1.58

Omega ratio

Gain probability vs. loss probability

1.09

0.88

+0.20

Calmar ratio

Return relative to maximum drawdown

0.65

-0.80

+1.46

Martin ratio

Return relative to average drawdown

1.73

-1.50

+3.24

PKG vs. IP - Sharpe Ratio Comparison

The current PKG Sharpe Ratio is 0.36, which is higher than the IP Sharpe Ratio of -0.73. The chart below compares the historical Sharpe Ratios of PKG and IP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PKGIPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.36

-0.73

+1.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

-0.09

+0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.11

+0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.20

+0.27

Correlation

The correlation between PKG and IP is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

PKG vs. IP - Dividend Comparison

PKG's dividend yield for the trailing twelve months is around 2.36%, less than IP's 5.18% yield.


TTM20252024202320222021202020192018201720162015
PKG
Packaging Corporation of America
2.36%2.42%2.22%3.07%3.71%2.94%2.44%2.82%3.59%2.09%2.78%3.49%
IP
International Paper Company
5.18%4.70%3.44%5.12%5.34%4.08%4.12%4.37%4.77%3.21%3.36%4.35%

Drawdowns

PKG vs. IP - Drawdown Comparison

The maximum PKG drawdown since its inception was -66.88%, smaller than the maximum IP drawdown of -90.62%. Use the drawdown chart below to compare losses from any high point for PKG and IP.


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Drawdown Indicators


PKGIPDifference

Max Drawdown

Largest peak-to-trough decline

-66.88%

-90.62%

+23.74%

Max Drawdown (1Y)

Largest decline over 1 year

-17.21%

-37.40%

+20.19%

Max Drawdown (5Y)

Largest decline over 5 years

-31.78%

-48.00%

+16.22%

Max Drawdown (10Y)

Largest decline over 10 years

-38.18%

-55.27%

+17.09%

Current Drawdown

Current decline from peak

-13.33%

-37.55%

+24.22%

Average Drawdown

Average peak-to-trough decline

-11.72%

-20.82%

+9.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.47%

20.01%

-13.54%

Volatility

PKG vs. IP - Volatility Comparison

The current volatility for Packaging Corporation of America (PKG) is 7.89%, while International Paper Company (IP) has a volatility of 14.64%. This indicates that PKG experiences smaller price fluctuations and is considered to be less risky than IP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PKGIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.89%

14.64%

-6.75%

Volatility (6M)

Calculated over the trailing 6-month period

18.66%

30.71%

-12.05%

Volatility (1Y)

Calculated over the trailing 1-year period

27.50%

41.64%

-14.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.86%

31.37%

-6.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.13%

31.63%

-4.50%

Financials

PKG vs. IP - Financials Comparison

This section allows you to compare key financial metrics between Packaging Corporation of America and International Paper Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B3.00B4.00B5.00B6.00B7.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.36B
6.01B
(PKG) Total Revenue
(IP) Total Revenue
Values in USD except per share items

PKG vs. IP - Profitability Comparison

The chart below illustrates the profitability comparison between Packaging Corporation of America and International Paper Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
18.9%
31.4%
Portfolio components
PKG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Packaging Corporation of America reported a gross profit of 447.50M and revenue of 2.36B. Therefore, the gross margin over that period was 18.9%.

IP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, International Paper Company reported a gross profit of 1.88B and revenue of 6.01B. Therefore, the gross margin over that period was 31.4%.

PKG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Packaging Corporation of America reported an operating income of 282.20M and revenue of 2.36B, resulting in an operating margin of 11.9%.

IP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, International Paper Company reported an operating income of -2.57B and revenue of 6.01B, resulting in an operating margin of -42.7%.

PKG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Packaging Corporation of America reported a net income of 101.10M and revenue of 2.36B, resulting in a net margin of 4.3%.

IP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, International Paper Company reported a net income of -2.38B and revenue of 6.01B, resulting in a net margin of -39.7%.