INTERNATIONAL PAPER COMPANY vs KIMBERLY-CLARK CORPORATION, two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where IP and KMB diverge most: on net margin, IP reads -14.2% and KMB reads 11.8%; on return on equity, IP reads -23.8% and KMB reads 104.3%. The rest of the comparable metrics sit closer together. What KMB's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | IP | KMB |
|---|---|---|
| Price | $32.12 | $97.61 |
| Market cap | $17.0B | $32.5B |
| Sector | Paper & Packaging | Paper & Packaging |
| Stage | Growth | Mature |
| P/E | — | 16.6 |
| P/B | 1.18 | 17.36 |
| P/S | 0.70 | 1.96 |
| EV/EBITDA | 9.5 | 12.3 |
| Revenue growth | +30.2% | +0.7% |
| Gross margin | — | 38.3% |
| Operating margin | — | 15.1% |
| Net margin | -14.2% | 11.8% |
| Return on equity | -23.8% | 104.3% |
| Return on assets | -9.4% | 10.5% |
| Return on invested capital | — | 27.4% |
| FCF yield | 2.9% | 5.6% |
| Dividend yield | 5.8% | 5.2% |
| Debt / equity | 0.64 | 3.48 |
| Current ratio | 1.10 | 0.91 |
| Altman Z (solvency) | 6.86 | 7.70 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.