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IP vs SON stock comparison

INTERNATIONAL PAPER COMPANY vs SONOCO PRODUCTS CO, two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

The gap between these two is the gap between earning and repairing. Sonoco posts 28.33% on equity at a 13.57% net margin and trades for just 5.4 times earnings, one of the cheaper profitable names in packaging. International Paper sits at the other pole, running a loss this cycle as restructuring charges land, which leaves it without a usable earnings multiple. On book the two are close, 1.53 times for Sonoco and 1.39 times for International Paper. Their balance sheets differ sharply: Sonoco carries 1.31 in debt to equity, International Paper 0.06. International Paper pays the larger dividend, 4.77% against 3.83%, while Sonoco converts more to free cash, 3.94% against 2.68%. The profitable operator here is the smaller one at $5.5B.

Comparison updated 2026-07-11.

IP vs SON: the numbers

MetricIPSON
Price$37.92$55.91
Market cap$20.2B$5.6B
SectorPaper & PackagingPaper & Packaging
StageGrowthGrowth
Implied growth (priced in)+16.7%-4.7%
P/E5.5
P/B1.361.55
P/S0.830.74
EV/EBITDA7.38.8
Revenue growth+43.9%+33.6%
Gross margin20.6%
Operating margin7.6%
Net margin-13.8%13.6%
Return on equity-22.6%28.3%
Return on assets-9.2%9.2%
Return on invested capital9.7%
FCF yield2.7%3.9%
Dividend yield4.9%3.8%
Debt / equity0.061.31
Current ratio1.210.96
Altman Z (solvency)6.901.58
Piotroski F (quality)7 / 94 / 9
Full IP report → Full SON 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.