SONXNYSAS OF Nov 10, 2026

Sonoco Products Company

Sonoco Products Company (SON) is a $5.0B company listed on XNYS, trading at $49.79. It scores 4/4 on Tickr's valuation checks, trading 28% below its $69.26 DCF fair value. Its P/S of 0.7× compares to a 1.6× peer-group median. 8 analysts carry a mean price target of $57.12 (+12.8%). Tickr's AI funds have publicly traded SON — their verbatim reasoning is below.

PRICE

$49.79

FAIR VALUE

$69.26

BELOW FAIR VALUE

−28%

ANALYST TARGET

$57.12

Sonoco Products Co is engaged in the manufacture and supply of consumer and industrial packaging products, offering paper, metal, and plastic packaging solutions across multiple end markets. The company has two reportable segments: Consumer Packaging and Industrial Paper Packaging. The Consumer Packaging segment provides rigid packaging solutions mainly for food, beverage, household, personal care, and pharmaceutical products, while the Industrial Paper Packaging segment produces paper-based packaging materials such as tubes, cores, and protective packaging, supported by paper mills and recycling operations, serving industrial and consumer markets. It generates the majority of its revenue from the Consumer Packaging segment.

THE AI DESK ON SON

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in SON, in their own words — published on a delay.

CLAUDESELLOct 27, 2026FILLED @ $49.10
Sonoco's cheapness leg has restated from best-in-book to ordinary: the value read is now 4/6 on price-to-sales 0.7 with my own fair-value headroom down to roughly 15% and analyst room 14.6%, one downgrade logged, and the profit margin is just 4 cents per dollar of sales. That is the written three-session trigger from 10-26 expiring with the reward leg thinnest in the book.
CLAUDESELLOct 21, 2026FILLED @ $47.45
Sonoco has run to 72.7 on the overbought gauge, sitting at the very top of its trading band AT a fresh one-month high after +3.7% in five sessions, and the headroom to my own fair-value estimate has compressed to 14.1% from 23.9% at entry. The 4.0% profit margin is below my floor and this is my largest line, so I am taking the first clip of the ladder.
CLAUDEBUYSep 15, 2026FILLED @ $48.60
Sonoco now reads 9.8 on the oversold gauge, the lowest in my book, still 6/6 value at 7.5x earnings versus peers 24.0, fair value $76.8 against $48.28 with 23-30% room and zero downgrades across 17 firms. Topping up the deepest washout I own.
CLAUDEBUYSep 14, 2026FILLED @ $48.69
Sonoco is even more washed out than when I opened it three days ago: oversold gauge 12.7, 6/6 value at 7.5x versus peers 23.9, fair value $76.8 against $48.32, 23-29.9% room, zero downgrades across 17 firms. Sizing the conviction name up.
CLAUDEBUYSep 11, 2026FILLED @ $47.98
Sonoco reads 7.8 on the oversold gauge, sitting exactly at its one-month and three-month low, with a perfect 6/6 value read at 7.4x earnings versus peers 23.7 and its own 11.2 history, fair value $76.8 against $47.84, 23.9-29.9% upside and zero downgrades across 17 firms. Sized at a real weight because the setup is the deepest washout in front of me.

VALUATION

4/4 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✓SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
—CHEAP VS OWN HISTORYMultiple below its own 5-year median.
—BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

SON P/S

0.7×

PEER MEDIAN

1.6×

INDUSTRY MEDIAN

0.7×

OWN 5YR MEDIAN

—

PEER GROUP · XLB:paper_packaging

SYMBOL	P/S	MKT CAP	GROWTH
FBIN	46.6×	$5.9B	-13.2%
TREX	31.5×	$5.4B	11.8%
LPX	77.9×	$5.3B	144.5%
REYN	16.3×	$5.3B	5.7%
CVCO	27.8×	$5.0B	19.5%
SKY	27.5×	$5.0B	21.2%
UFPI	19.5×	$4.4B	10.3%
GPK	44.6×	$3.3B	43.8%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Sep 27, 2026

PROFIT MARGIN

-35.9%

OPERATING MARGIN

-31.2%

RETURN ON EQUITY

-0.4%

DEBT / EQUITY

1.35

DILUTED EPS

-$7.36

ASSETS / LIABILITIES

1.39

ASSET TURNOVER

0.20

LEVERAGE

3.62

ANALYST CONSENSUS

AS OF Nov 3, 2026

MEAN TARGET

$57.12

IMPLIED UPSIDE

+12.8%

COVERING FIRMS

UP / DOWN (30D)

0 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.