WallStSmart

Graphic Packaging Holding Company (GPK)vsSmurfit WestRock plc (SW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Smurfit WestRock plc generates 262% more annual revenue ($31.18B vs $8.62B). GPK leads profitability with a 5.1% profit margin vs 2.2%. SW appears more attractively valued with a PEG of 0.26. SW earns a higher WallStSmart Score of 54/100 (C-).

GPK

Buy

53

out of 100

Grade: C-

Growth: 2.7Profit: 5.5Value: 4.7Quality: 4.3
Piotroski: 2/9Altman Z: 1.45

SW

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 5.0Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GPKSignificantly Overvalued (-23.4%)

Margin of Safety

-23.4%

Fair Value

$10.06

Current Price

$9.38

$0.68 premium

UndervaluedFair: $10.06Overvalued
SWSignificantly Overvalued (-456.2%)

Margin of Safety

-456.2%

Fair Value

$9.04

Current Price

$40.67

$31.63 premium

UndervaluedFair: $9.04Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GPK2 strengths · Avg: 10.0/10
P/E RatioValuation
6.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

SW2 strengths · Avg: 10.0/10
PEG RatioValuation
0.2610/10

Growing faster than its price suggests

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Areas to Watch

GPK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.332/10

Expensive relative to growth rate

SW4 concerns · Avg: 3.5/10
P/E RatioValuation
30.0x4/10

Moderate valuation

Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Return on EquityProfitability
3.9%3/10

ROE of 3.9% — below average capital efficiency

Profit MarginProfitability
2.2%3/10

2.2% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : GPK

The strongest argument for GPK centers on P/E Ratio, Price/Book.

Bull Case : SW

The strongest argument for SW centers on PEG Ratio, Price/Book. PEG of 0.26 suggests the stock is reasonably priced for its growth.

Bear Case : GPK

The primary concerns for GPK are Revenue Growth, Profit Margin, Piotroski F-Score.

Bear Case : SW

The primary concerns for SW are P/E Ratio, Revenue Growth, Return on Equity. Thin 2.2% margins leave little buffer for downturns.

Key Dynamics to Monitor

SW carries more volatility with a beta of 1.00 — expect wider price swings.

SW is growing revenue faster at 0.5% — sustainability is the question.

SW generates stronger free cash flow (612M), providing more financial flexibility.

Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SW scores higher overall (54/100 vs 53/100). 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.

Graphic Packaging Holding Company

CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA

Graphic Packaging Holding Company, offers paper packaging solutions for food, beverage, food service and other consumer products companies. The company is headquartered in Atlanta, Georgia.

Smurfit WestRock plc

CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA

Smurfit Westrock Plc, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company is headquartered in Dublin, Ireland.

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