International Paper (IP)vsPackaging Corp of America (PKG)
IP
International Paper
$34.53
+0.85%
CONSUMER CYCLICAL · Cap: $18.26B
PKG
Packaging Corp of America
$249.70
+0.36%
CONSUMER CYCLICAL · Cap: $22.14B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 146% more annual revenue ($24.20B vs $9.82B). PKG leads profitability with a 7.4% profit margin vs -14.2%. IP appears more attractively valued with a PEG of 0.98. PKG earns a higher WallStSmart Score of 60/100 (C).
IP
Hold48
out of 100
Grade: D+
PKG
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.1%
Fair Value
$28.41
Current Price
$34.53
$6.12 premium
Margin of Safety
-81.6%
Fair Value
$134.66
Current Price
$249.70
$115.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
No standout strengths identified
Areas to Watch
Operating margin of 2.3%
Weak financial health signals
ROE of -26.3% — below average capital efficiency
Revenue declined 2.2%
Expensive relative to growth rate
Premium valuation, high expectations priced in
7.4% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PKG
Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : IP
The primary concerns for IP are Operating Margin, Piotroski F-Score, Return on Equity.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
IP profiles as a turnaround stock while PKG is a value play — different risk/reward profiles.
IP carries more volatility with a beta of 0.89 — expect wider price swings.
PKG is growing revenue faster at 12.5% — sustainability is the question.
PKG generates stronger free cash flow (170M), providing more financial flexibility.
Bottom Line
PKG scores higher overall (60/100 vs 48/100) and 12.5% 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.
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.
Packaging Corp of America
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Packaging Corporation of America is an American manufacturing company based in Lake Forest, Illinois.
Visit Website →Compare with Other PACKAGING & CONTAINERS Stocks
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