Nutrien Ltd vs Packaging Corporation of America — how do they compare? Nutrien Ltd trades at $69.9 (market cap $33.52B), while Packaging Corporation of America trades at $231.22 (market cap $20.25B). The key difference: Nutrien Ltd is the larger of the two by market cap, and Nutrien Ltd pays the higher dividend (3.14%). Which is the better fit depends on your goals — on Pluang, investors hold Nutrien Ltd for 59 Days and Packaging Corporation of America for 45 Days on average.
| NTR | PKG | |
|---|---|---|
Market Cap | $33.52B | $20.25B |
Volume | 1,154,412 | 491,102 |
Sector | Basic Materials | Consumer Cyclical |
52-Week High | $83.94 | $257.43 |
52-Week Low | $53.64 | $191.68 |
Typical Hold Time | 59 Days | 45 Days |
Enterprise Value | $45.32B | $24.06B |
Dividend Yield | 3.14% | 2.64% |
Signals from Pluang's Aura AI — not financial advice
Nutrien (NTR) trades at $69.87, down 1.87% on the day, with mixed technical signals showing bearish moving averages but oversold RSI readings. The company reported Q2 2026 earnings of $2.61 per share, missing estimates, while revenue benefited from higher fertilizer prices. Analyst consensus remains moderately bullish with a $76.14 price target, though recent news highlights industry headwinds from potential Belarus potash imports.
The stock presents a value opportunity with reasonable P/E (14.16) and P/B (1.29) ratios, supported by strong cash flow generation. However, investors face risks from volatile fertilizer markets, competitive pressures, and cyclical agricultural demand. Near-term performance will depend on Q3 earnings results and management's strategic update at the November Investor Day.
Packaging Corporation of America (PKG) trades at $227.25, down 1.08% with bearish technical signals despite recent earnings beats. The company maintains solid fundamentals with $9.5B revenue projection for 2026 and 7.25% net margin, though facing margin compression from cost pressures. Recent institutional buying by BlackRock and Bank of New York Mellon contrasts with mixed analyst ratings.
PKG offers steady packaging demand exposure but faces headwinds from rising input costs and competitive pressures. The 19.8% upside to consensus price target of $272.43 presents opportunity, though investors should monitor Q3 2026 earnings results on October 22 for margin trajectory confirmation amid bearish technical indicators.
Trailing returns across standard periods
Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients--nitrogen, potash, and phosphate--although its main focus is potash, where it is the global leader in installed capacity with roughly 20% share. The company is also the largest agricultural retailer in the United States, selling fertilizers, crop chemicals, seeds, and services directly to farm customers through its brick-and-mortar stores and online platforms.
Read more on NTR →Packaging Corporation of America is a leading producer of containerboard and corrugated packaging products in North America. The company also produces white papers, which include printing and writing papers. PKG operates as an integrated manufacturer, with a strong focus on high-quality and sustainable packaging solutions for e-commerce, food and beverage, and other industrial and consumer markets.
Read more on PKG →