International Paper (IP)vsPackaging Corp of America (PKG)
IP
International Paper
$33.03
-0.15%
CONSUMER CYCLICAL · Cap: $17.52B
PKG
Packaging Corp of America
$224.59
+0.52%
CONSUMER CYCLICAL · Cap: $19.93B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 164% more annual revenue ($24.34B vs $9.22B). PKG leads profitability with a 8.0% profit margin vs -13.8%. IP appears more attractively valued with a PEG of 1.58. PKG earns a higher WallStSmart Score of 54/100 (C-).
IP
Hold50
out of 100
Grade: D+
PKG
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.6%
Fair Value
$37.94
Current Price
$33.03
$4.91 premium
Margin of Safety
-71.4%
Fair Value
$142.69
Current Price
$224.59
$81.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Operating margin of 3.7%
Weak financial health signals
ROE of -16.0% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Earnings declined 15.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : IP
The strongest argument for IP centers on Price/Book. Revenue growth of 13.4% demonstrates continued momentum.
Bull Case : PKG
Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Operating Margin, Piotroski F-Score.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, P/E Ratio, Piotroski F-Score.
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 0.90 — expect wider price swings.
IP is growing revenue faster at 13.4% — sustainability is the question.
Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PKG scores higher overall (54/100 vs 50/100) and 10.6% 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.
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