COMPARE · Reviewed August 3, 2026
AVY vs IP
Verdict: Side-by-side breakdown using the Bull Rankings model. AVY scored 60.6, IP scored 56.3 — AVY leads.
Compare another set
AVY
Avery Dennison Corporation
60.6
$172.27 · $13.2B
fundamentals as of
Score gap
4.3
AVY leads
IP
International Paper Company
56.3
$41.45 · $21.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
AVY
stronger →← stronger
IP
72
Qualityreturns · margins · balance sheet
52
61
Growthrevenue & earnings expansion
82
51
Valuevaluation vs sector peers
42
AVY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AVY
IP
$873mC+
FCF
$553mC+
+2.9%C
Rev
+41.6%A
1.58C+
D/E
0.67B+
18.8xB+
P/E
—
1.92C+
PEG
1.58C+
—
P/S
0.9xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AVY
IP
26% below
Price vs fair valuelower is cheaper
55% above
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~26%/yr
+23%
1-yr DCF upside
-51%
+35%
5-yr DCF upside
-35%
+55%
10-yr DCF upside
-3%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AVY
Why this score
- Buying back stock
- Raising its dividend
- Short track record
IP
No notable signals flagged.
The companies
AVYAvery Dennison Corporation
Why now
Packaging & Containers · market cap $13.2b. 14% off the 52-week high of $199.54. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $201.80 (implying +17% upside).
Moat
ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
IPInternational Paper Company
Why now
Packaging & Containers · market cap $21.9b. 18% off the 52-week high of $50.25. Revenue growing +42% — in hypergrowth territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $47.45 (implying +14% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -13.8%) — path to GAAP profitability is the core thesis risk. Dividend payout 158% of earnings on a 4.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE -23% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.