KIMBERLY-CLARK CORPORATION vs Smurfit Westrock plc, two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where KMB and SW diverge most: on implied growth (priced in), KMB reads -3.3% and SW reads +16.9%; on return on equity, KMB reads 110.7% and SW reads 2.8%. The rest of the comparable metrics sit closer together. On valuation, today's KMB price has a different growth bar priced in than SW (-3.3% implied for KMB vs +16.9% for SW); the higher figure is the steeper assumption to clear, not a better or worse stock. 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 | KMB | SW |
|---|---|---|
| Price | $109.26 | $45.97 |
| Market cap | $36.4B | $24.2B |
| Sector | Paper & Packaging | Paper & Packaging |
| Stage | Mature | Mature |
| Implied growth (priced in) | -3.3% | +16.9% |
| P/E | 17.1 | 48.9 |
| P/B | 19.02 | 1.34 |
| P/S | 2.20 | 0.77 |
| EV/EBITDA | 14.4 | 5.8 |
| Revenue growth | +0.2% | +1.7% |
| Gross margin | 36.9% | 17.4% |
| Operating margin | 18.1% | 3.9% |
| Net margin | 12.8% | 1.6% |
| Return on equity | 110.7% | 2.8% |
| Return on assets | 12.3% | 1.1% |
| Return on invested capital | 73.1% | 5.3% |
| FCF yield | 5.0% | 4.2% |
| Dividend yield | 4.6% | 3.7% |
| Debt / equity | 0.32 | 0.05 |
| Current ratio | 0.77 | 1.45 |
| Altman Z (solvency) | 7.80 | 1.41 |
| Piotroski F (quality) | 8 / 9 | 7 / 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.