International Paper (IP)vsSmurfit WestRock plc (SW)
IP
International Paper
$36.47
+0.91%
CONSUMER CYCLICAL · Cap: $19.14B
SW
Smurfit WestRock plc
$40.67
+2.03%
CONSUMER CYCLICAL · Cap: $20.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 32% more annual revenue ($31.18B vs $23.63B). SW leads profitability with a 2.2% profit margin vs -14.9%. SW appears more attractively valued with a PEG of 0.26. IP earns a higher WallStSmart Score of 55/100 (C-).
IP
Buy55
out of 100
Grade: C-
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IP.
Margin of Safety
-456.2%
Fair Value
$9.04
Current Price
$40.67
$31.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 53.1% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
ROE of -24.7% — below average capital efficiency
Earnings declined 90.1%
Moderate valuation
0.5% revenue growth
ROE of 3.9% — below average capital efficiency
2.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : IP
The strongest argument for IP centers on Price/Book, Revenue Growth. Revenue growth of 53.1% demonstrates continued momentum.
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 : IP
The primary concerns for IP are PEG Ratio, Piotroski F-Score, Return on Equity.
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
IP profiles as a hypergrowth stock while SW is a value play — different risk/reward profiles.
IP carries more volatility with a beta of 1.04 — expect wider price swings.
IP is growing revenue faster at 53.1% — sustainability is the question.
SW generates stronger free cash flow (612M), providing more financial flexibility.
Bottom Line
IP scores higher overall (55/100 vs 54/100) and 53.1% revenue growth. 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.
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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