International Paper (IP)vsO-I Glass Inc (OI)
IP
International Paper
$36.89
-0.80%
CONSUMER CYCLICAL · Cap: $19.14B
OI
O-I Glass Inc
$9.12
-1.49%
CONSUMER CYCLICAL · Cap: $1.41B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 280% more annual revenue ($24.34B vs $6.40B). OI leads profitability with a -2.9% profit margin vs -13.8%. OI appears more attractively valued with a PEG of 0.35. IP earns a higher WallStSmart Score of 50/100 (D+).
IP
Hold50
out of 100
Grade: D+
OI
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.0%
Fair Value
$28.43
Current Price
$36.89
$8.46 premium
Margin of Safety
+12.7%
Fair Value
$17.85
Current Price
$9.12
$8.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Operating margin of 3.7%
Weak financial health signals
ROE of -22.6% — below average capital efficiency
Smaller company, higher risk/reward
ROE of -14.6% — below average capital efficiency
Revenue declined 1.7%
Earnings declined 47.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : IP
The strongest argument for IP centers on Price/Book. Revenue growth of 13.4% demonstrates continued momentum.
Bull Case : OI
The strongest argument for OI centers on PEG Ratio, Price/Book. PEG of 0.35 suggests the stock is reasonably priced for its growth.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Operating Margin, Piotroski F-Score.
Bear Case : OI
The primary concerns for OI are Market Cap, Return on Equity, Revenue Growth. Debt-to-equity of 3.89 is elevated, increasing financial risk.
Key Dynamics to Monitor
IP carries more volatility with a beta of 0.93 — expect wider price swings.
IP is growing revenue faster at 13.4% — sustainability is the question.
IP generates stronger free cash flow (94M), providing more financial flexibility.
Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IP scores higher overall (50/100 vs 46/100) and 13.4% revenue growth. Both earn "Hold" 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.
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.
O-I Glass Inc
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
OI Glass, Inc. manufactures and sells glass containers to food and beverage manufacturers primarily in the Americas, Europe, and Asia Pacific. The company is headquartered in Perrysburg, Ohio.
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