Amcor PLC (AMCR)vsInternational Paper (IP)
AMCR
Amcor PLC
$40.68
+1.30%
CONSUMER CYCLICAL · Cap: $18.77B
IP
International Paper
$36.89
-0.80%
CONSUMER CYCLICAL · Cap: $19.14B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 10% more annual revenue ($24.34B vs $22.19B). AMCR leads profitability with a 3.1% profit margin vs -13.8%. AMCR appears more attractively valued with a PEG of 0.56. AMCR earns a higher WallStSmart Score of 64/100 (C+).
AMCR
Buy64
out of 100
Grade: C+
IP
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMCR.
Margin of Safety
-73.0%
Fair Value
$28.43
Current Price
$36.89
$8.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 77.4% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.7% — below average capital efficiency
3.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Operating margin of 3.7%
Weak financial health signals
ROE of -22.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AMCR
The strongest argument for AMCR centers on Revenue Growth, PEG Ratio, Price/Book. Revenue growth of 77.4% demonstrates continued momentum. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bull Case : IP
The strongest argument for IP centers on Price/Book. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : AMCR
The primary concerns for AMCR are P/E Ratio, Return on Equity, Profit Margin. Thin 3.1% margins leave little buffer for downturns.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
AMCR profiles as a hypergrowth stock while IP is a turnaround play — different risk/reward profiles.
IP carries more volatility with a beta of 0.93 — expect wider price swings.
AMCR is growing revenue faster at 77.4% — sustainability is the question.
IP generates stronger free cash flow (94M), providing more financial flexibility.
Bottom Line
AMCR scores higher overall (64/100 vs 50/100) and 77.4% revenue growth. Both earn "Buy" 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.
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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