Added to YB: 2026-08-19
Pitch date: 2026-05-31
GPK [bullish]
Graphic Packaging Holding Company
Author Info
No bio for this author
Company Info
Graphic Packaging Holding Company, together with its subsidiaries, engages in the design, production, and sale of consumer packaging products to brands in food, beverage, foodservice, household, and other consumer products in the Americas, Europe, and the Asia Pacific.
Market Cap
$3.4B
Pitch Price
N/A
Price Target
22.00
Dividend
3.86%
EV/EBITDA
6.86
P/E
17.44
EV/Sales
1.03
Sector
Containers and Packaging
Category
turnaround
Graphic Packaging Holding Company - $GPK
GPK: North America's largest, low-cost paper folding-carton maker, ~100% upside to $22 fair value. Down 60% on cyclical trough, margin pressure, $5B capex now complete (late 2025), FCF inflection. 13% EBITDA margin vs 16.4% hist avg; normalized EBITDA ~$1.4B at 8x = $22. Risks: 4.4x leverage, GLP-1 volume hit, mgmt turnover, Eminence exit. Catalysts: FCF/deleveraging, margin normalization, plastic-to-paper shift.
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