Amcor PLC (AMCR) vs Smurfit Westrock PLC (SW)

Amcor PLC and Smurfit Westrock PLC are both Packaging & Containers companies. Amcor PLC and Smurfit Westrock PLC are of similar size ($23.3B and $21.2B). Amcor PLC trades at the lower P/E: 19.4× against 49.6×. Amcor PLC grew revenue faster over the last twelve months: 56.6% against 1.11%. Amcor PLC has the higher net margin (4.71% vs 1.50%) and the higher return on invested capital (17.9% vs 2.87%). Both pay a dividend; Amcor PLC yields more (5.64% vs 4.03%). Across the 23 metrics below, Amcor PLC leads on 16 and Smurfit Westrock PLC on 7.

Valuation

Metric AMCR SW Packaging & Containers median
P/E 19.44 49.65 20.50
P/S 0.91 0.75 0.84
P/B 1.81 1.30 1.81
Price to free cash flow 24.28 26.43 13.39
EV/EBITDA 3.82 8.73 9.53
EV/Sales 1.45 1.17 1.39
Earnings yield 5.14% 2.01% 2.89%
Free cash flow yield 4.12% 3.78% 5.42%

Profitability

Metric AMCR SW Packaging & Containers median
Gross margin 19.95% 17.43% 20.09%
Operating margin 8.08% 4.57% 6.42%
Net margin 4.71% 1.50% 3.43%
Free cash flow margin 3.74% 2.82% 4.78%
Return on equity 9.40% 2.59% 2.28%
Return on assets 5.97% 1.04% 1.04%
Return on invested capital 17.85% 2.87% 4.57%

Growth

Metric AMCR SW Packaging & Containers median
Revenue growth (TTM) 56.61% 1.11% 4.05%
EPS growth (last fiscal year) 46.66% 62.20% 0.69%
Revenue growth, 5-year CAGR 12.82% 7.96% 5.66%
Net income growth, 5-year CAGR 3.33% (5.84%) 0.00%

Health

Metric AMCR SW Packaging & Containers median
Debt to equity 1.18 0.78 0.79
Current ratio 1.25 1.48 1.29
Net debt to EBITDA 3.73 3.02 2.59

Dividend

Metric AMCR SW Packaging & Containers median
Dividend yield 5.64% 4.03% 3.38%
Payout ratio 1.10 2.02 0.60

Size

Metric AMCR SW Packaging & Containers median
Market cap 21.19b 23.27b 3.71b

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