COMPARE · Reviewed August 3, 2026
IP vs SLGN
Verdict: Side-by-side breakdown using the Bull Rankings model. IP scored 56.3, SLGN scored 58.3 — SLGN leads.
Compare another set
IP
International Paper Company
56.3
$41.45 · $21.9B
fundamentals as of
Score gap
2.0
SLGN leads
SLGN
Silgan Holdings Inc.
58.3
$41.37 · $4.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
IP
stronger →← stronger
SLGN
52
Qualityreturns · margins · balance sheet
54
82
Growthrevenue & earnings expansion
74
42
Valuevaluation vs sector peers
49
SLGN is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
IP
SLGN
$553mC+
FCF
$307mC
+41.6%A
Rev
+9.6%B
0.67B+
D/E
2.03C
0.9xB+
P/S
—
1.58C+
PEG
0.79A-
—
P/E
16.2xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
IP
SLGN
55% above
Price vs fair valuelower is cheaper
34% below
~26%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
-51%
1-yr DCF upside
+44%
-35%
5-yr DCF upside
+52%
-3%
10-yr DCF upside
+65%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
IP
No notable signals flagged.
SLGN
Why this score
- Raising its dividend
The companies
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.
SLGNSilgan Holdings Inc.
Why now
Packaging & Containers · market cap $4.4b. 17% off the 52-week high of $49.55. PEG 0.79 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $54.77 (implying +32% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 108% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.03 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 4.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.