Smurfit WestRock plc (SW)vsTriMas Corporation (TRS)
SW
Smurfit WestRock plc
$40.67
+2.03%
CONSUMER CYCLICAL · Cap: $20.90B
TRS
TriMas Corporation
$37.17
+1.53%
CONSUMER CYCLICAL · Cap: $1.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 4729% more annual revenue ($31.18B vs $645.72M). TRS leads profitability with a 18.6% profit margin vs 2.2%. SW appears more attractively valued with a PEG of 0.26. TRS earns a higher WallStSmart Score of 58/100 (C).
SW
Buy54
out of 100
Grade: C-
TRS
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-456.2%
Fair Value
$9.04
Current Price
$40.67
$31.63 premium
Margin of Safety
+57.5%
Fair Value
$84.71
Current Price
$37.17
$47.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 1361.0% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
0.5% revenue growth
ROE of 3.9% — below average capital efficiency
2.2% margin — thin
Expensive relative to growth rate
Smaller company, higher risk/reward
Revenue declined 31.8%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TRS
The strongest argument for TRS centers on EPS Growth, Price/Book. Profitability is solid with margins at 18.6% and operating margin at -3.4%.
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.
Bear Case : TRS
The primary concerns for TRS are PEG Ratio, Market Cap, Revenue Growth.
Key Dynamics to Monitor
SW profiles as a value stock while TRS is a declining play — different risk/reward profiles.
SW carries more volatility with a beta of 1.00 — expect wider price swings.
SW is growing revenue faster at 0.5% — sustainability is the question.
SW generates stronger free cash flow (612M), providing more financial flexibility.
Bottom Line
TRS scores higher overall (58/100 vs 54/100), backed by strong 18.6% margins. 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.
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.
TriMas Corporation
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
TriMas Corporation manufactures and supplies products for the consumer, aerospace and industrial end markets globally. The company is headquartered in Bloomfield Hills, Michigan.
Visit Website →Compare with Other PACKAGING & CONTAINERS Stocks
Want to dig deeper into these stocks?