Packaging Corp of America (PKG)vsSmurfit WestRock plc (SW)
PKG
Packaging Corp of America
$248.44
-1.81%
CONSUMER CYCLICAL · Cap: $22.14B
SW
Smurfit WestRock plc
$40.33
-5.20%
CONSUMER CYCLICAL · Cap: $21.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 219% more annual revenue ($31.33B vs $9.82B). PKG leads profitability with a 7.4% profit margin vs 1.6%. SW appears more attractively valued with a PEG of 0.28. PKG earns a higher WallStSmart Score of 60/100 (C).
PKG
Buy60
out of 100
Grade: C
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.1%
Fair Value
$134.28
Current Price
$248.44
$114.16 premium
Intrinsic value data unavailable for SW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
7.4% margin — thin
Weak financial health signals
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 : PKG
Revenue growth of 12.5% demonstrates continued momentum.
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 : PKG
The primary concerns for PKG are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : SW
The primary concerns for SW are Revenue Growth, Return on Equity, Profit Margin. A P/E of 44.0x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SW carries more volatility with a beta of 0.91 — expect wider price swings.
PKG is growing revenue faster at 12.5% — sustainability is the question.
SW generates stronger free cash flow (300M), providing more financial flexibility.
Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PKG scores higher overall (60/100 vs 54/100) and 12.5% 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.
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 →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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