International Paper (IP)vsPackaging Corp of America (PKG)
IP
International Paper
$36.47
+0.91%
CONSUMER CYCLICAL · Cap: $19.14B
PKG
Packaging Corp of America
$213.36
-0.07%
CONSUMER CYCLICAL · Cap: $19.21B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 163% more annual revenue ($23.63B vs $8.99B). PKG leads profitability with a 8.6% profit margin vs -14.9%. IP appears more attractively valued with a PEG of 1.58. IP earns a higher WallStSmart Score of 55/100 (C-).
IP
Buy55
out of 100
Grade: C-
PKG
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IP.
Margin of Safety
-319.6%
Fair Value
$58.28
Current Price
$213.36
$155.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 53.1% year-over-year
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
ROE of -24.7% — below average capital efficiency
Earnings declined 90.1%
Expensive relative to growth rate
Weak financial health signals
Earnings declined 56.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : IP
The strongest argument for IP centers on Price/Book, Revenue Growth. Revenue growth of 53.1% demonstrates continued momentum.
Bull Case : PKG
Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Piotroski F-Score, Return on Equity.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
IP profiles as a hypergrowth stock while PKG is a value play — different risk/reward profiles.
IP carries more volatility with a beta of 1.04 — expect wider price swings.
IP is growing revenue faster at 53.1% — sustainability is the question.
IP generates stronger free cash flow (255M), providing more financial flexibility.
Bottom Line
IP scores higher overall (55/100 vs 54/100) and 53.1% 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.
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.
Packaging Corp of America
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Packaging Corporation of America is an American manufacturing company based in Lake Forest, Illinois.
Visit Website →Compare with Other PACKAGING & CONTAINERS Stocks
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