Packaging Corporation of America vs Trade Desk Inc — how do they compare? Packaging Corporation of America trades at $228.27 (market cap $20.33B), while Trade Desk Inc trades at $17.55 (market cap $8.58B). The key difference: Packaging Corporation of America is far larger — about 2.4× Trade Desk Inc's market cap, and Packaging Corporation of America pays a 2.63% dividend while Trade Desk Inc pays none. Which is the better fit depends on your goals.
| PKG | TTD | |
|---|---|---|
Market Cap | $20.33B | $8.58B |
Sector | Technology | Technology |
52-Week High | $246.31 | $89.76 |
52-Week Low | $191.41 | $17.33 |
Enterprise Value | $24.16B | $7.60B |
Dividend Yield | 2.63% | — |
Signals from Pluang's Aura AI — not financial advice
Packaging Corp of America (PKG) trades at $228.43, down 1.99% on the day, with a bullish technical signal supported by moving averages. The company maintains solid fundamentals with $8.99B revenue and 8.04% net margin, though recent earnings show mixed performance with Q1 2026 beating estimates but Q3/Q4 2025 missing. A 20% dividend increase to $6.00 annually reflects management confidence. Analyst consensus is mixed with 34.62% buy ratings and a $256.14 price target suggesting 12% upside potential.
PKG presents a balanced investment case with attractive dividend yield and analyst upside, but faces earnings volatility and margin pressure. The upcoming Q2 2026 earnings report on July 22 will be crucial for confirming growth trajectory. Key risks include integration challenges from the Greif acquisition and ongoing cost pressures affecting profitability.
The Trade Desk (TTD) trades at $18.25, down 1.83% with bearish technical signals. Revenue grew to $2.9B in 2025 with strong 77.8% gross margins, though Q1 2026 EPS missed expectations. Recent executive appointments and the Publicis dispute settlement provide operational stability. The stock faces headwinds from slowing growth and competitive pressure from tech giants.
TTD presents a value opportunity at 21x P/E with 49% analyst buy ratings and $25.23 price target upside. Risks include persistent revenue deceleration and market share loss to walled gardens. The company's profitability and strategic partnerships support long-term potential despite near-term challenges.
Trailing returns across standard periods
Latest headlines on both assets
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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →