COMPARE · Reviewed July 29, 2026
SLVM vs SSD
Verdict: Side-by-side breakdown using the Bull Rankings model. SLVM scored 41.8, SSD scored 74.4 — SSD leads.
Compare another set
SLVM
Sylvamo Corporation
41.8
$37.32 · $1.5B
fundamentals as of
Score gap
32.6
SSD leads
SSD
Simpson Manufacturing Co Inc
74.4
$185.23 · $7.8B
The model, pillar by pillar (0–100 each)
SLVM
stronger →← stronger
SSD
53
Qualityreturns · margins · balance sheet
83
29
Growthrevenue & earnings expansion
84
47
Valuevaluation vs sector peers
59
SSD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
SLVM
SSD
$10mC-
FCF
$358mC
-11.0%D
Rev
+14.0%B+
1.01C
D/E
0.06A
14.9xB+
P/E
20.8xB
—
PEG
1.48B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
SLVM
SSD
412% above
Price vs fair valuelower is cheaper
47% above
~59%/yr
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
-85%
1-yr DCF upside
-41%
-80%
5-yr DCF upside
-32%
-70%
10-yr DCF upside
-18%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SLVM
Why this score
- Buying back stock
SSD
Why this score
- Durable high returns
The companies
SLVMSylvamo Corporation
Why now
Paper & Paper Products · market cap $1.5b. Down 34% from 52-week high of $56.80 — deep drawdown territory. Revenue -11% — in contraction; any catalyst that reverses this triggers re-rating. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $51.75 (implying +39% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -11% — the operational turn is not yet visible in the top line. Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 90% of earnings on a 4.6% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
SSDSimpson Manufacturing Co Inc
Why now
Building · market cap $7.8b. 13% off the 52-week high of $213.49. Revenue growing +14%, comfortably above the S&P median.
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
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.
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.