Amcor PLC (AMCR)vsInternational Paper (IP)
AMCR
Amcor PLC
$44.87
-2.12%
CONSUMER CYCLICAL · Cap: $21.22B
IP
International Paper
$34.53
+0.85%
CONSUMER CYCLICAL · Cap: $18.26B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 3% more annual revenue ($24.20B vs $23.51B). AMCR leads profitability with a 4.7% profit margin vs -14.2%. IP appears more attractively valued with a PEG of 0.98. AMCR earns a higher WallStSmart Score of 60/100 (C).
AMCR
Buy60
out of 100
Grade: C
IP
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-87.7%
Fair Value
$26.68
Current Price
$44.87
$18.19 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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 25.9% year-over-year
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
4.7% margin — thin
Earnings declined 11.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of 2.3%
Weak financial health signals
ROE of -26.3% — below average capital efficiency
Revenue declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMCR
The strongest argument for AMCR centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 25.9% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
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 : AMCR
The primary concerns for AMCR are Profit Margin, EPS Growth, Free Cash Flow. Thin 4.7% 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
AMCR profiles as a growth stock while IP is a turnaround play — different risk/reward profiles.
IP carries more volatility with a beta of 0.89 — expect wider price swings.
AMCR is growing revenue faster at 25.9% — sustainability is the question.
IP generates stronger free cash flow (-267M), providing more financial flexibility.
Bottom Line
AMCR scores higher overall (60/100 vs 48/100) and 25.9% 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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