Smurfit WestRock plc (SW)vsTriMas Corporation (TRS)
SW
Smurfit WestRock plc
$47.53
-1.51%
CONSUMER CYCLICAL · Cap: $26.64B
TRS
TriMas Corporation
$39.33
-2.21%
CONSUMER CYCLICAL · Cap: $1.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 4622% more annual revenue ($31.23B vs $661.54M). TRS leads profitability with a 137.3% profit margin vs 1.2%. SW appears more attractively valued with a PEG of 0.28. TRS earns a higher WallStSmart Score of 66/100 (B-).
SW
Buy54
out of 100
Grade: C-
TRS
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Every $100 of equity generates 63 in profit
Keeps 137 of every $100 in revenue as profit
Earnings expanding 6896.0% YoY
Areas to Watch
0.7% revenue growth
ROE of 2.1% — below average capital efficiency
1.2% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TRS
The strongest argument for TRS centers on Price/Book, Return on Equity, Profit Margin. Profitability is solid with margins at 137.3% and operating margin at 5.5%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : SW
The primary concerns for SW are Revenue Growth, Return on Equity, Profit Margin. A P/E of 69.6x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Bear Case : TRS
The primary concerns for TRS are PEG Ratio, Market Cap, Piotroski F-Score. A P/E of 112.6x leaves little room for execution misses.
Key Dynamics to Monitor
SW profiles as a value stock while TRS is a mature play — different risk/reward profiles.
SW carries more volatility with a beta of 0.94 — expect wider price swings.
TRS is growing revenue faster at 10.4% — sustainability is the question.
TRS generates stronger free cash flow (-25M), providing more financial flexibility.
Bottom Line
TRS scores higher overall (66/100 vs 54/100), backed by strong 137.3% margins and 10.4% revenue growth. Both earn "Strong 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.
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