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/PACK
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Ranpak Holdings Corp

Ranpak Holdings Corp

PACK
$3.95USD↓-0.75%-0.03 today

MARKET CAP

338.7M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$4 – $4

52W RANGE

$3
$8

AI Summary

Stalk
Buy NowHigh

Price is in a Stage 2 Advancing trend with intact higher highs and lows, and the active Parabola pattern signaling trend acceleration. EMAs are rising and price is tightly tracking above them, with shallow pullbacks into the EMAs offering a structurally favorable buy zone. Despite overbought conditions, no exhaustion is evident, supporting immediate participation. Medium- and long-term biases remain bullish, though moderate stage transition risk persists.

  • ↑Automation revenue +139% YOY in Q2 2026, forecast >$60 M full year
  • ↑Walmart/Amazon partnerships expected to generate >$1 B cumulative revenue over 8–10 years
  • ↓Leverage ratio elevated at 2.39, heightening debt servicing risk amid rising rates
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Ranpak Holdings Corp (NASDAQ:RAMP) is a leading provider of protective packaging solutions that emphasize sustainability through paper-based products. The company serves a diverse range of sectors, including e-commerce, where it is strategically positioned to leverage strong partnerships with major retailers such as Walmart and Amazon. As part of the broader packaging and automation industry, Ranpak is benefiting from a rising demand for automation solutions aimed at enhancing operational efficiency in warehouses and distribution centers.

Bull says

  • ↑Automation revenue +139% YOY in Q2 2026, forecast >$60 M full year
  • ↑Walmart/Amazon partnerships expected to generate >$1 B cumulative revenue over 8–10 years
  • ↑Gross margins rose 150 bps to 43.1% in Q2 2026, driven by operational efficiencies
  • ↑$43.2 M cash on hand with zero draws on revolving credit facility
  • ↑North America e-commerce volume +5.5% in Q4 2025, supporting packaging demand
  • ↑High book-to-price ratio suggests potential undervaluation and value appeal

Bear says

  • ↓Leverage ratio elevated at 2.39, heightening debt servicing risk amid rising rates
  • ↓Gross profit fell 16% YOY in Q4 2025 due to input cost inflation
  • ↓European volumes down 2.5% recently, reflecting geopolitical and market volatility
  • ↓Execution risk in automation deployments could delay revenue targets
  • ↓Negative earnings yield indicates returns below alternative investments
  • ↓Customer caution from higher oil/gas prices may dampen demand

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-19-2026neutral

Transcript signals

Bull points

  • July, we started seeing volume growth again in Europe. It is really hard to obviously tell you it's the beginning of a trend. We do think the tariff, if you will, discussion is going to be helpful.
  • we saw volume increases in July year over year, which we think is a good sign.
  • despite the slower start to the year, we remain confident in the outlook for the business. We expect that our financial performance will improve meaningfully in the second half of the year as our cost improvement initiatives and structural realignment takes hold.

Bear points

  • Gross profit declined 12% in the quarter on a constant currency basis and would have declined 8.2%, excluding the 1.2 million non-cash impact of Amazon warrants. As lower sales in Europe and APAC, combined with higher production costs, drove a 13% decline in gross profit in the region.
  • Lower gross profit from both geographies and slightly higher G&A drove a decline in adjusted EBITDA of 18.4% in the quarter on a constant currency basis, or 12.4%, excluding the $1.2 million non-cash impact of Amazon warrants.
  • volumes to be up, call it high single digits or so. Gross margin, X depreciation, you're going to see the compression, right? So you'll see that go lower by about five points.
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