Ardagh Metal Packaging S.A. (AMBP) vs Reynolds Consumer Products Inc. (REYN)

Ardagh Metal Packaging S.A. and Reynolds Consumer Products Inc. are both Packaging & Containers companies. Reynolds Consumer Products Inc. is the larger, with a market value of $4.6B against $2.6B — 1.8× the size. Reynolds Consumer Products Inc. trades at the lower P/E: 13.2× against 73.0×. Ardagh Metal Packaging S.A. grew revenue faster over the last twelve months: 14.5% against 2.66%. Reynolds Consumer Products Inc. has the higher net margin (9.11% vs 0.42%) and the higher return on invested capital (8.84% vs 5.36%). Both pay a dividend; Ardagh Metal Packaging S.A. yields more (11.0% vs 3.21%). Across the 22 metrics below, Ardagh Metal Packaging S.A. leads on 11 and Reynolds Consumer Products Inc. on 11.

Valuation

Metric AMBP REYN Packaging & Containers median
P/E 73.00 13.21 15.79
P/S 0.44 1.21 0.88
P/B n/m 1.98 1.60
Price to free cash flow 10.27 14.26 13.41
EV/EBITDA 8.80 9.04 9.04
EV/Sales 1.13 1.60 1.31
Earnings yield 1.37% 7.57% 5.04%
Free cash flow yield 9.74% 7.01% 6.34%

Profitability

Metric AMBP REYN Packaging & Containers median
Gross margin 12.72% 25.12% 20.03%
Operating margin 4.87% 14.10% 8.36%
Net margin 0.42% 9.11% 4.53%
Free cash flow margin 5.14% 8.45% 5.14%
Return on equity (4.68%) 15.48% 11.28%
Return on assets 0.45% 6.94% 4.29%
Return on invested capital 5.36% 8.84% 6.43%

Growth

Metric AMBP REYN Packaging & Containers median
Revenue growth (TTM) 14.53% 2.66% 9.10%
EPS growth (last fiscal year) 60.00% (14.37%) —
Revenue growth, 5-year CAGR 9.76% 2.66% 5.66%
Net income growth, 5-year CAGR 0.00% (3.68%) 0.00%

Health

Metric AMBP REYN Packaging & Containers median
Debt to equity (5.79) 0.66 0.78
Current ratio 1.06 1.80 1.29
Net debt to EBITDA 5.51 2.32 2.65

Dividend

Metric AMBP REYN Packaging & Containers median
Dividend yield 11.02% 3.21% 2.79%
Payout ratio 5.00 0.81 0.28

Size

Metric AMBP REYN Packaging & Containers median
Market cap 2.58b 4.55b 3.71b

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