Amcor PLC (AMCR)vsSmurfit WestRock plc (SW)
AMCR
Amcor PLC
$42.32
-1.58%
CONSUMER CYCLICAL · Cap: $20.87B
SW
Smurfit WestRock plc
$43.22
+2.39%
CONSUMER CYCLICAL · Cap: $24.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 33% more annual revenue ($31.33B vs $23.51B). AMCR leads profitability with a 4.7% profit margin vs 1.6%. SW appears more attractively valued with a PEG of 0.28. AMCR earns a higher WallStSmart Score of 60/100 (C).
AMCR
Buy60
out of 100
Grade: C
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$26.49
Current Price
$42.32
$15.83 premium
Intrinsic value data unavailable for SW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 25.9% year-over-year
Generating 1.4B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
4.7% margin — thin
Elevated debt levels
Earnings declined 11.7%
Distress zone — elevated risk
1.1% revenue growth
ROE of 2.7% — below average capital efficiency
1.6% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMCR
The strongest argument for AMCR centers on Price/Book, Revenue Growth, Free Cash Flow. Revenue growth of 25.9% demonstrates continued momentum. PEG of 1.04 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 0.28 suggests the stock is reasonably priced for its growth.
Bear Case : AMCR
The primary concerns for AMCR are Profit Margin, Debt/Equity, EPS Growth. Thin 4.7% 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 48.8x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMCR profiles as a growth stock while SW is a value play — different risk/reward profiles.
SW carries more volatility with a beta of 0.93 — expect wider price swings.
AMCR is growing revenue faster at 25.9% — sustainability is the question.
AMCR generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
AMCR scores higher overall (60/100 vs 54/100) and 25.9% 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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