Ardagh Metal Packaging SA (AMBP)vsInternational Paper (IP)
AMBP
Ardagh Metal Packaging SA
$4.63
-1.49%
CONSUMER CYCLICAL · Cap: $2.93B
IP
International Paper
$34.53
-2.87%
CONSUMER CYCLICAL · Cap: $19.32B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 304% more annual revenue ($24.20B vs $5.99B). AMBP leads profitability with a 0.7% profit margin vs -14.2%. IP earns a higher WallStSmart Score of 48/100 (D+).
AMBP
Hold43
out of 100
Grade: D
IP
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.5%
Fair Value
$4.31
Current Price
$4.63
$0.32 premium
Margin of Safety
-73.1%
Fair Value
$28.41
Current Price
$34.53
$6.12 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 75.0% YoY
Conservative balance sheet, low leverage
17.7% revenue growth
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
0.7% margin — thin
Premium valuation, high expectations priced in
ROE of -63.6% — below average capital efficiency
Distress zone — elevated risk
Operating margin of 2.3%
Weak financial health signals
ROE of -23.8% — below average capital efficiency
Revenue declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMBP
The strongest argument for AMBP centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 17.7% demonstrates continued momentum.
Bull Case : IP
The strongest argument for IP centers on Price/Book, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : AMBP
The primary concerns for AMBP are Profit Margin, P/E Ratio, Return on Equity. A P/E of 98.0x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.
Bear Case : IP
The primary concerns for IP are Operating Margin, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
AMBP profiles as a growth stock while IP is a turnaround play — different risk/reward profiles.
IP carries more volatility with a beta of 0.88 — expect wider price swings.
AMBP is growing revenue faster at 17.7% — sustainability is the question.
AMBP generates stronger free cash flow (256M), providing more financial flexibility.
Bottom Line
IP scores higher overall (48/100 vs 43/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ardagh Metal Packaging SA
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Ardagh Metal Packaging SA (AMBP) is a leading global provider of sustainable metal packaging solutions, primarily for the beverage, food, and personal care industries. Leveraging an extensive network of state-of-the-art manufacturing facilities, the company is dedicated to producing innovative and high-quality packaging that meets the evolving needs of its diverse clientele. Ardagh's strong focus on sustainability and commitment to circular economy principles not only enhance its market position but also reflect a growing trend among consumers and businesses towards environmentally responsible practices, presenting significant growth potential and compelling investment opportunities for institutional investors.
Visit Website →International Paper
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
The International Paper Company (NYSE: IP) is an American pulp and paper company, the largest such company in the world. The company is headquartered in Memphis, Tennessee.
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