International Paper (IP)vsPackaging Corp of America (PKG)
IP
International Paper
$35.71
+1.08%
CONSUMER CYCLICAL · Cap: $18.29B
PKG
Packaging Corp of America
$238.23
-0.03%
CONSUMER CYCLICAL · Cap: $20.74B
Smart Verdict
WallStSmart Research — data-driven comparison
International Paper generates 154% more annual revenue ($24.20B vs $9.53B). PKG leads profitability with a 7.3% profit margin vs -14.2%. IP appears more attractively valued with a PEG of 0.98. PKG earns a higher WallStSmart Score of 54/100 (C-).
IP
Hold48
out of 100
Grade: D+
PKG
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.1%
Fair Value
$28.41
Current Price
$35.71
$7.30 premium
Margin of Safety
-89.1%
Fair Value
$129.34
Current Price
$238.23
$108.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
No standout strengths identified
Areas to Watch
Operating margin of 2.3%
Weak financial health signals
ROE of -23.8% — below average capital efficiency
Revenue declined 2.2%
Premium valuation, high expectations priced in
7.3% margin — thin
Weak financial health signals
Earnings declined 19.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : IP
The strongest argument for IP centers on Price/Book, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bull Case : PKG
Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : IP
The primary concerns for IP are Operating Margin, Piotroski F-Score, Return on Equity.
Bear Case : PKG
The primary concerns for PKG are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
IP profiles as a turnaround stock while PKG is a value play — different risk/reward profiles.
IP carries more volatility with a beta of 0.88 — expect wider price swings.
PKG is growing revenue faster at 14.7% — sustainability is the question.
PKG generates stronger free cash flow (170M), providing more financial flexibility.
Bottom Line
PKG scores higher overall (54/100 vs 48/100) and 14.7% 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.
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.
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