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GPK vs SW stock comparison

Graphic Packaging Holding Co vs Smurfit Westrock plc, two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Smurfit Westrock's profits are still buried under merger-integration costs, so its 65.26 times earnings and 2.1% return on equity read low for a temporary reason. Graphic Packaging, working through no such distortion, earns 8.44% on equity at 11.96 times earnings. The two trade near book, 1.00 times for Graphic Packaging and 1.37 times for Smurfit Westrock. Their debt loads sit at opposite ends: Graphic Packaging carries 1.9, Smurfit Westrock almost nothing at 0.05. Graphic Packaging's 27.64% free cash flow yield looks huge next to Smurfit Westrock's 4.13%, but a figure that size usually reflects a one-off and should be treated with caution. Smurfit Westrock is far larger, $24.7B against $3.3B.

Comparison updated 2026-07-11.

GPK vs SW: the numbers

MetricGPKSW
Price$10.25$44.22
Market cap$3.0B$23.3B
SectorPaper & PackagingPaper & Packaging
StageMatureGrowth
Implied growth (priced in)+13.9%
P/E11.161.4
P/B0.941.29
P/S0.350.74
EV/EBITDA7.95.8
Revenue growth-0.1%+43.3%
Gross margin16.4%
Operating margin0.9%3.3%
Net margin3.2%1.2%
Return on equity8.4%2.1%
Return on assets2.3%0.8%
Return on invested capital5.0%5.6%
FCF yield29.7%4.4%
Dividend yield3.9%
Debt / equity1.900.05
Current ratio1.411.44
Altman Z (solvency)7.021.39
Piotroski F (quality)3 / 96 / 9
Full GPK report → Full SW report →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.