(PACK) Ranpak Holdings - Overview
Sector: Consumer Cyclical | Industry: Packaging & Containers | Exchange: NYSE (USA) | Market Cap: 517m USD | Total Return: 83.6% in 12m
Avg Turnover: 3.77M
Qual. Beats: 0
Rev. Trend: 99.6%
Qual. Beats: 1
Warnings
High Debt/EBITDA (8.5) with thin interest coverage (-0.6)
High Debt while negative Cash Flow
Interest Coverage Ratio -0.6 is critical
Altman Z'' -0.69 < 1.0 - financial distress zone
Choppy
Tailwinds
No distinct edge detected
Ranpak Holdings Corp. (NYSE: PACK) specializes in paper-based product protection and automated end-of-line packaging systems for e-commerce and industrial supply chains. The company’s portfolio includes void-fill, cushioning, wrapping, and cold chain insulation solutions, primarily marketed under brands such as PadPak, FillPak, and Geami. Its business model relies heavily on a razor-razorblade strategy, where the company provides proprietary machinery to customers to drive recurring revenue through the sale of specialized paper consumables.
The company operates within the sustainable packaging sector, benefiting from the global shift away from plastic-based protective materials like expanded polystyrene and air pillows. Ranpak utilizes a hybrid distribution model, reaching end users through a global network of third-party distributors as well as direct sales channels. For a deeper look into the companys valuation metrics, consider reviewing the latest data on ValueRay.
Headquartered in Ohio and founded in 1972, Ranpak maintains a geographic footprint across North America, Europe, and Asia. In addition to consumables, the firm develops automation technology designed to reduce labor costs and optimize box dimensions during the final stages of the shipping process.
- E-commerce shipping volume fluctuations directly impact recurring paper consumable revenue
- Global pulp and paper prices significantly influence manufacturing input costs
- Industrial automation adoption rates drive long-term capital equipment sales growth
- Shift toward sustainable fiber-based packaging increases market share over plastic alternatives
- High debt leverage makes share price sensitive to interest rate environments
| Net Income: -37.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.00 > 0.02 and ΔFCF/TA 0.36 > 1.0 |
| NWC/Revenue: 14.94% < 20% (prev 18.36%; Δ -3.42% < -1%) |
| CFO/TA 0.03 > 3% & CFO 28.3m > Net Income -37.6m |
| Net Debt (409.3m) to EBITDA (48.3m): 8.47 < 3 |
| Current Ratio: 1.73 > 1.5 & < 3 |
| Outstanding Shares: last quarter (84.8m) vs 12m ago 1.36% < -2% |
| Gross Margin: 24.37% > 18% (prev 0.35%; Δ 2.40k% > 0.5%) |
| Asset Turnover: 36.38% > 50% (prev 33.48%; Δ 2.90% > 0%) |
| Interest Coverage Ratio: -0.64 > 6 (EBITDA TTM 48.3m / Interest Expense TTM 31.6m) |
| A: 0.05 (Total Current Assets 143.7m - Total Current Liabilities 83.2m) / Total Assets 1.11b |
| B: -0.18 (Retained Earnings -193.8m / Total Assets 1.11b) |
| C: -0.02 (EBIT TTM -20.1m / Avg Total Assets 1.11b) |
| D: -0.34 (Book Value of Equity -199.9m / Total Liabilities 582.6m) |
| Altman-Z'' = -0.69 = B |
| DSRI: 0.88 (Receivables 43.6m/45.9m, Revenue 405.0m/374.8m) |
| GMI: 1.42 (GM 24.37% / 34.53%) |
| AQI: 1.02 (AQ_t 0.73 / AQ_t-1 0.72) |
| SGI: 1.08 (Revenue 405.0m / 374.8m) |
| TATA: -0.06 (NI -37.6m - CFO 28.3m) / TA 1.11b) |
| Beneish M = -2.74 (Cap -4..+1) = A |
As of May 25, 2026, the stock is trading at USD 6.18 with a total of 611,869 shares traded.
Over the past week, the price has changed by +9.22%,
over one month by +49.17%,
over three months by +21.47% and
over the past year by +83.63%.
Ranpak Holdings has received a consensus analysts rating of 4.33. Therefore, it is recommended to buy PACK.
- StrongBuy: 2
- Buy: 0
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 7.1 | 14.6% |
P/B = 0.9085
Revenue TTM = 405.0m USD
EBIT TTM = -20.1m USD
EBITDA TTM = 48.3m USD
Long Term Debt = 396.5m USD (from longTermDebt, last quarter)
Short Term Debt = 10.2m USD (from shortTermDebt, last quarter)
Debt = 457.8m USD (from shortLongTermDebtTotal, last quarter) + Leases 28.1m
Net Debt = 409.3m USD (calculated: Debt 457.8m - CCE 48.5m)
Enterprise Value = 926.0m USD (516.7m + Debt 457.8m - CCE 48.5m)
Interest Coverage Ratio = -0.64 (Ebit TTM -20.1m / Interest Expense TTM 31.6m)
EV/FCF = -330.7x (Enterprise Value 926.0m / FCF TTM -2.80m)
FCF Yield = -0.30% (FCF TTM -2.80m / Enterprise Value 926.0m)
FCF Margin = -0.69% (FCF TTM -2.80m / Revenue TTM 405.0m)
Net Margin = -9.28% (Net Income TTM -37.6m / Revenue TTM 405.0m)
Gross Margin = 24.37% ((Revenue TTM 405.0m - Cost of Revenue TTM 306.3m) / Revenue TTM)
Gross Margin QoQ = 25.59% (prev 24.58%)
Tobins Q-Ratio = 0.84 (Enterprise Value 926.0m / Total Assets 1.11b)
Interest Expense / Debt = 6.90% (Interest Expense 31.6m / Debt 457.8m)
Taxrate = 21.0% (US default 21%)
NOPAT = -15.9m (EBIT -20.1m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 1.73 (Total Current Assets 143.7m / Total Current Liabilities 83.2m)
Debt / Equity = 0.87 (Debt 457.8m / totalStockholderEquity, last quarter 524.5m)
Debt / EBITDA = 8.47 (Net Debt 409.3m / EBITDA 48.3m)
Debt / FCF = -146.2 (out of range, set to none) (Net Debt 409.3m / FCF TTM -2.80m)
Total Stockholder Equity = 534.0m (last 4 quarters mean from totalStockholderEquity)
RoA = -3.38% (Net Income -37.6m / Total Assets 1.11b)
RoE = -5.17% (Net Income TTM -37.6m / Total Stockholder Equity 727.9m)
RoCE = -1.79% (EBIT -20.1m / Capital Employed (Equity 727.9m + L.T.Debt 396.5m))
RoIC = -1.61% (negative operating profit) (NOPAT -15.9m / Invested Capital 985.6m)
WACC = 9.49% (E(516.7m)/V(974.5m) * Re(13.07%) + D(457.8m)/V(974.5m) * Rd(6.90%) * (1-Tc(0.21)))
Discount Rate = 13.07% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 91.11 | Cagr: 1.19%
[DCF] Fair Price = unknown (Cash Flow -2.80m)
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.31 | # QB: 0
Revenue Correlation: 99.64 | Revenue CAGR: 9.03% | SUE: 4.0 | # QB: 1
EPS current Quarter (2026-06-30): EPS=-0.08 | Chg30d=+0.00% | Revisions=-20% | Analysts=1
EPS next Quarter (2026-09-30): EPS=-0.01 | Chg30d=N/A | Revisions=N/A | Analysts=1
EPS current Year (2026-12-31): EPS=-0.12 | Chg30d=+20.00% | Revisions=-20% | GrowthEPS=+57.4% | GrowthRev=+9.1%
EPS next Year (2027-12-31): EPS=-0.06 | Chg30d=+40.00% | Revisions=-20% | GrowthEPS=+50.0% | GrowthRev=+8.3%