Amcor PLC (AMCR)vsLowe's Companies Inc (LOW)
AMCR
Amcor PLC
$40.21
+6.83%
CONSUMER CYCLICAL · Cap: $17.44B
LOW
Lowe's Companies Inc
$233.37
+3.61%
CONSUMER CYCLICAL · Cap: $130.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 340% more annual revenue ($86.29B vs $19.61B). LOW leads profitability with a 7.7% profit margin vs 3.0%. AMCR appears more attractively valued with a PEG of 0.46. AMCR earns a higher WallStSmart Score of 64/100 (C+).
AMCR
Buy64
out of 100
Grade: C+
LOW
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.4%
Fair Value
$39.32
Current Price
$40.21
$0.89 premium
Margin of Safety
-34.2%
Fair Value
$167.88
Current Price
$233.37
$65.49 premium
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
Conservative balance sheet, low leverage
Large-cap with strong market position
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
ROE of 0.0% — below average capital efficiency
7.7% margin — thin
Earnings declined 11.0%
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 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap. Revenue growth of 10.9% 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 : LOW
The primary concerns for LOW are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
AMCR profiles as a hypergrowth stock while LOW is a value play — different risk/reward profiles.
LOW carries more volatility with a beta of 0.96 — expect wider price swings.
AMCR is growing revenue faster at 68.1% — sustainability is the question.
LOW generates stronger free cash flow (964M), providing more financial flexibility.
Bottom Line
AMCR scores higher overall (64/100 vs 44/100) and 68.1% 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 →Lowe's Companies Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Lowe's Companies, Inc. is an American retail company specializing in home improvement. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States and Canada.
Visit Website →Compare with Other PACKAGING & CONTAINERS Stocks
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