INTERNATIONAL PAPER COMPANY vs PACKAGING CORP OF AMERICA, two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where IP and PKG diverge most: on net margin, IP reads -14.2% and PKG reads 7.3%; on return on equity, IP reads -23.8% and PKG reads 14.8%. The rest of the comparable metrics sit closer together. What PKG'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 | PKG |
|---|---|---|
| Price | $32.12 | $230.98 |
| Market cap | $17.0B | $20.6B |
| Sector | Paper & Packaging | Paper & Packaging |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +13.7% |
| P/E | — | 30.0 |
| P/B | 1.18 | 4.41 |
| P/S | 0.70 | 2.16 |
| EV/EBITDA | 9.5 | 13.3 |
| Revenue growth | +30.2% | +10.3% |
| Gross margin | — | 20.6% |
| Operating margin | — | 11.7% |
| Net margin | -14.2% | 7.3% |
| Return on equity | -23.8% | 14.8% |
| Return on assets | -9.4% | 6.3% |
| Return on invested capital | — | 8.9% |
| FCF yield | 2.9% | 3.6% |
| Dividend yield | 5.8% | 2.2% |
| Debt / equity | 0.64 | 0.85 |
| Current ratio | 1.10 | 2.94 |
| Altman Z (solvency) | 6.86 | 7.70 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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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.