Ardagh Metal Packaging SA (AMBP)vsSmurfit WestRock plc (SW)
AMBP
Ardagh Metal Packaging SA
$3.94
-1.01%
CONSUMER CYCLICAL · Cap: $2.51B
SW
Smurfit WestRock plc
$41.28
-2.37%
CONSUMER CYCLICAL · Cap: $21.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 445% more annual revenue ($31.23B vs $5.73B). SW leads profitability with a 1.2% profit margin vs 0.2%. SW earns a higher WallStSmart Score of 54/100 (C-).
AMBP
Hold42
out of 100
Grade: D
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.7%
Fair Value
$4.19
Current Price
$3.94
$0.25 premium
Intrinsic value data unavailable for SW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 75.0% YoY
Conservative balance sheet, low leverage
18.6% revenue growth
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
0.2% margin — thin
Operating margin of 3.9%
ROE of -63.6% — below average capital efficiency
Negative free cash flow — burning cash
0.7% revenue growth
ROE of 2.1% — below average capital efficiency
1.2% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMBP
The strongest argument for AMBP centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 18.6% 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 : AMBP
The primary concerns for AMBP are Profit Margin, Operating Margin, Return on Equity. Thin 0.2% margins leave little buffer for downturns.
Bear Case : SW
The primary concerns for SW are Revenue Growth, Return on Equity, Profit Margin. A P/E of 57.4x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMBP profiles as a growth stock while SW is a value play — different risk/reward profiles.
SW carries more volatility with a beta of 0.96 — expect wider price swings.
AMBP is growing revenue faster at 18.6% — sustainability is the question.
AMBP generates stronger free cash flow (-405M), providing more financial flexibility.
Bottom Line
SW scores higher overall (54/100 vs 42/100). 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.
Ardagh Metal Packaging SA
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Ardagh Metal Packaging SA (AMBP) is a prominent global leader in sustainable metal packaging solutions serving the beverage, food, and personal care sectors. With an extensive network of manufacturing facilities worldwide, the company utilizes cutting-edge production technologies to produce high-quality, innovative packaging that caters to diverse market demands. Ardagh's unwavering commitment to sustainability and adherence to circular economy principles position it advantageously in a marketplace increasingly driven by environmental considerations, signaling considerable growth potential and attractive value propositions for institutional investors.
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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