Amcor PLC (AMCR)vsInternational Paper (IP)
AMCR
Amcor PLC
$40.55
+3.63%
CONSUMER CYCLICAL · Cap: $18.08B
IP
International Paper
$36.47
+0.91%
CONSUMER CYCLICAL · Cap: $19.14B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 21% more annual revenue ($23.63B vs $19.61B). AMCR leads profitability with a 3.0% profit margin vs -14.9%. AMCR appears more attractively valued with a PEG of 0.47. AMCR earns a higher WallStSmart Score of 64/100 (C+).
AMCR
Buy64
out of 100
Grade: C+
IP
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-454.1%
Fair Value
$9.04
Current Price
$40.55
$31.51 premium
Intrinsic value data unavailable for IP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 68.1% year-over-year
Reasonable price relative to book value
Reasonable price relative to book value
Revenue surging 53.1% year-over-year
Areas to Watch
Moderate valuation
ROE of 7.7% — below average capital efficiency
3.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
Weak financial health signals
ROE of -24.7% — below average capital efficiency
Earnings declined 90.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMCR
The strongest argument for AMCR centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 68.1% demonstrates continued momentum. PEG of 0.47 suggests the stock is reasonably priced for its growth.
Bull Case : IP
The strongest argument for IP centers on Price/Book, Revenue Growth. Revenue growth of 53.1% demonstrates continued momentum.
Bear Case : AMCR
The primary concerns for AMCR are P/E Ratio, Return on Equity, Profit Margin. Thin 3.0% margins leave little buffer for downturns.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
IP carries more volatility with a beta of 1.04 — expect wider price swings.
AMCR is growing revenue faster at 68.1% — sustainability is the question.
AMCR generates stronger free cash flow (416M), providing more financial flexibility.
Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMCR scores higher overall (64/100 vs 55/100) and 68.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amcor PLC
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Amcor plc is an Australian-American, UK-domiciled packaging company. It develops and produces flexible packaging, rigid containers, specialty cartons, closures and services for food, beverage, pharmaceutical, medical-device, home and personal-care, and other products.
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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