International Paper (IP)vsSmurfit WestRock plc (SW)
IP
International Paper
$34.36
+0.20%
CONSUMER CYCLICAL · Cap: $19.32B
SW
Smurfit WestRock plc
$43.22
+2.39%
CONSUMER CYCLICAL · Cap: $24.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 29% more annual revenue ($31.33B vs $24.20B). SW leads profitability with a 1.6% profit margin vs -14.2%. SW appears more attractively valued with a PEG of 0.28. SW earns a higher WallStSmart Score of 54/100 (C-).
IP
Hold48
out of 100
Grade: D+
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.3%
Fair Value
$28.39
Current Price
$34.36
$5.97 premium
Intrinsic value data unavailable for SW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Operating margin of 2.3%
Weak financial health signals
ROE of -23.8% — below average capital efficiency
Revenue declined 2.2%
1.1% revenue growth
ROE of 2.7% — below average capital efficiency
1.6% margin — thin
Premium valuation, high expectations priced in
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 : SW
The strongest argument for SW centers on PEG Ratio, Price/Book. PEG of 0.28 suggests the stock is reasonably priced for its growth.
Bear Case : IP
The primary concerns for IP are Operating Margin, Piotroski F-Score, Return on Equity.
Bear Case : SW
The primary concerns for SW are Revenue Growth, Return on Equity, Profit Margin. A P/E of 48.8x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
IP profiles as a turnaround stock while SW is a value play — different risk/reward profiles.
SW carries more volatility with a beta of 0.93 — expect wider price swings.
SW is growing revenue faster at 1.1% — sustainability is the question.
SW generates stronger free cash flow (300M), providing more financial flexibility.
Bottom Line
SW scores higher overall (54/100 vs 48/100). 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.
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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