

Packaging Corp of America vs Cemex
This page compares Packaging Corp of America and Cemex, focusing on business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Packaging Corp of America and Cemex, focusing on business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Which Baskets Do They Appear In?
Green Packaging Investment Theme: 18 Stocks (2025)
International Paper's $1.5 billion sale of its cellulose fibers unit signals a strategic pivot to its core sustainable packaging business. This move highlights a broader industry trend of portfolio optimization, creating potential growth opportunities for companies focused on eco-friendly packaging solutions and related industries.
Published: August 22, 2025
Explore BasketWhich Baskets Do They Appear In?
Green Packaging Investment Theme: 18 Stocks (2025)
International Paper's $1.5 billion sale of its cellulose fibers unit signals a strategic pivot to its core sustainable packaging business. This move highlights a broader industry trend of portfolio optimization, creating potential growth opportunities for companies focused on eco-friendly packaging solutions and related industries.
Published: August 22, 2025
Explore BasketInvestment Analysis
Pros
- Packaging Corporation of America is considered undervalued by over 50% according to discounted cash flow analysis, suggesting potential rebound value.
- The company benefits from improving supply chains and rising demand in e-commerce packaging, supporting growth prospects.
- It maintains strong financial health with a solid current ratio of 3.54 and a low debt-to-equity ratio of 0.54, indicating liquidity and moderate leverage.
Considerations
- PKG’s stock has declined about 11.6% year-to-date and delivered negative returns of around 15.5% over the last year, reflecting recent market challenges.
- Earnings per share recently missed analyst estimates, with uncertain quarterly outlook guidance fixed at 2.40 EPS for Q4 2025.
- The company exhibits cyclicality linked to packaging demand and is vulnerable to raw material cost fluctuations affecting margins.

Cemex
CX
Pros
- Cemex has shown strong recent price appreciation, with a 1-year change nearing 64%, indicating significant market recovery and investor interest.
- The company has a diverse and integrated product portfolio including cement, ready-mix concrete, aggregates, and urbanization solutions worldwide.
- Cemex exhibits a commitment to sustainability and innovation, positioning itself as a net-zero CO2 company with circular economy initiatives.
Considerations
- Its price-to-book ratio of 0.9x is lower than sector averages, potentially reflecting market concerns about asset valuation or operational risks.
- The company operates in highly cyclical construction materials markets, risking exposure to economic downturns and commodity price volatility.
- Cemex's relatively high total debt levels pose ongoing refinancing and interest burden risks amid a fluctuating global economic environment.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons


Packaging Corp of America vs Carpenter Technology
Packaging Corp of America vs Carpenter Technology


Packaging Corp of America vs POSCO
Packaging Corp of America vs POSCO


Packaging Corp of America vs Dow
Packaging Corp of America vs Dow