Amcor PLC (AMCR)vsSmurfit WestRock plc (SW)
AMCR
Amcor PLC
$40.55
+3.63%
CONSUMER CYCLICAL · Cap: $18.08B
SW
Smurfit WestRock plc
$40.67
+2.03%
CONSUMER CYCLICAL · Cap: $20.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 59% more annual revenue ($31.18B vs $19.61B). AMCR leads profitability with a 3.0% profit margin vs 2.2%. SW appears more attractively valued with a PEG of 0.26. AMCR earns a higher WallStSmart Score of 64/100 (C+).
AMCR
Buy64
out of 100
Grade: C+
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-454.1%
Fair Value
$9.04
Current Price
$40.55
$31.51 premium
Margin of Safety
-456.2%
Fair Value
$9.04
Current Price
$40.67
$31.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 68.1% year-over-year
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
ROE of 7.7% — below average capital efficiency
3.0% margin — thin
Elevated debt levels
Moderate valuation
0.5% revenue growth
ROE of 3.9% — below average capital efficiency
2.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AMCR
The strongest argument for AMCR centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 68.1% demonstrates continued momentum. PEG of 0.47 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : AMCR
The primary concerns for AMCR are P/E Ratio, Return on Equity, Profit Margin. Thin 3.0% margins leave little buffer for downturns.
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.
Key Dynamics to Monitor
AMCR profiles as a hypergrowth stock while SW is a value play — different risk/reward profiles.
SW carries more volatility with a beta of 1.00 — expect wider price swings.
AMCR is growing revenue faster at 68.1% — sustainability is the question.
SW generates stronger free cash flow (612M), providing more financial flexibility.
Bottom Line
AMCR scores higher overall (64/100 vs 54/100) and 68.1% 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.
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 →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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