Amcor PLC (AMCR)vsInternational Paper (IP)
AMCR
Amcor PLC
$39.93
+0.03%
CONSUMER CYCLICAL · Cap: $18.58B
IP
International Paper
$33.03
-0.15%
CONSUMER CYCLICAL · Cap: $17.52B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 10% more annual revenue ($24.34B vs $22.19B). AMCR leads profitability with a 3.1% profit margin vs -13.8%. AMCR appears more attractively valued with a PEG of 0.45. AMCR earns a higher WallStSmart Score of 64/100 (C+).
AMCR
Buy64
out of 100
Grade: C+
IP
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.5%
Fair Value
$44.53
Current Price
$39.93
$4.60 premium
Margin of Safety
-29.6%
Fair Value
$37.94
Current Price
$33.03
$4.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 77.4% year-over-year
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.1% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Operating margin of 3.7%
Weak financial health signals
ROE of -16.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AMCR
The strongest argument for AMCR centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 77.4% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bull Case : IP
The strongest argument for IP centers on Price/Book. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : AMCR
The primary concerns for AMCR are P/E Ratio, Profit Margin, Debt/Equity. Thin 3.1% margins leave little buffer for downturns.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
AMCR profiles as a hypergrowth stock while IP is a turnaround play — different risk/reward profiles.
IP carries more volatility with a beta of 0.90 — expect wider price swings.
AMCR is growing revenue faster at 77.4% — sustainability is the question.
IP generates stronger free cash flow (94M), providing more financial flexibility.
Bottom Line
AMCR scores higher overall (64/100 vs 50/100) and 77.4% revenue growth. 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.
Amcor PLC
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Amcor plc is an Australian-American, UK-domiciled packaging company. It develops and produces flexible packaging, rigid containers, specialty cartons, closures and services for food, beverage, pharmaceutical, medical-device, home and personal-care, and other products.
Visit Website →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.
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