International Paper vs Smurfit Westrock
IP and SW side by side, both in paper and allied products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How IP and SW compare
Smurfit Westrock is the larger company, worth 1.2 times as much as International Paper ($23.1B against $18.6B).
International Paper grew revenue faster over the last twelve months (12.2% versus 1.1% for Smurfit Westrock).
Smurfit Westrock keeps more of each dollar of sales as profit, with a net margin of 1.5% compared with −14.3% at International Paper.
Both pay dividends: International Paper yields 5.3% and Smurfit Westrock 3.1%.
International Paper scores higher on the StockData Score (10 against 9 for Smurfit Westrock), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | IP | SW |
|---|---|---|
| Size and price | ||
| Market cap | $18.6B | $23.1B |
| Share price | $35.13 | $44.03 |
| Change, 1 year | −7.8% | 24.0% |
| Change, 5 years | −26.2% | −16.8% |
| Beta (5Y) | 0.81 | 1.05 |
| Employees | 63K | 97K |
| StockData Score | ||
| Total score | 10 (better) | 9 |
| Valuation score | 2 | 2 |
| Growth score | 2 | 2 |
| Performance score | 0 | 2 (better) |
| Health score | 2 | 2 |
| Dividend score | 4 (better) | 1 |
| Valuation | ||
| P/E | – | 49.5× |
| P/S | 0.8× | 0.7× (better) |
| P/B | 1.4× | 1.3× (better) |
| EV/EBITDA | – | 8.7× |
| P/FCF | 248× | 27.1× (better) |
| FCF yield | 0.40% | 3.7% (better) |
| Fair value | $39.24 | $33.09 |
| Margin of safety | 10.5% (better) | −33.1% |
| Growth | ||
| Revenue growth (TTM) | 12.2% (better) | 1.1% |
| Revenue growth, 5Y average | 6.1% | – |
| Net income growth (TTM) | – | −36.8% |
| Profitability | ||
| Gross margin | 29.8% (better) | 17.4% |
| Operating margin | – | 4.6% |
| Net margin | −14.3% | 1.5% (better) |
| FCF margin | 0.31% | 2.7% (better) |
| Return on equity | −22.7% | 2.6% (better) |
| Return on invested capital | – | 3.0% |
| Financial health | ||
| Debt / equity | 0.74 (better) | 0.78 |
| Net debt / EBITDA | – | 3.18 |
| Interest coverage | – | 1.7× |
| Current ratio | 0.99 | 1.48 (better) |
| Altman Z-score | 1.29 | 1.48 (better) |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Dividend yield | 5.3% (better) | 3.1% |
| Payout ratio | – | 198% |
| Years of dividend growth | 0 | 0 |
| Dividend growth, 5Y average | −2.0% | – |
| Buyback yield | 0.17% | – |
| Shareholder yield | 5.4% (better) | 3.1% |
| Ownership | ||
| Held by institutions | 101% | 96.0% |
| Held by insiders | 0.18% | 0.54% |
| Insider net buying, 12 months | $3.2M (better) | −$3.4M |
| Short interest, % of float | – | 4.7% |
Go deeper
- IP stock overview
- IP income statement
- IP valuation and score
- SW stock overview
- SW income statement
- SW valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.