ITP vs PKG vs IP vs CLW vs GPK

For growth investors, International Paper Company (IP) is the stronger pick with 33.

7% revenue growth year-over-year, versus -12. 4% for IT Tech Packaging, Inc. (ITP). Graphic Packaging Holding Company (GPK) offers the better valuation at 7. 2x trailing P/E (12. 6x forward), making it the more compelling value choice. Analysts rate International Paper Company (IP) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Graphic Packaging Holding Company (GPK) is the cheapest at 7.

2x versus Packaging Corporation of America at 26. 7x. On forward P/E, Graphic Packaging Holding Company is actually cheaper at 12. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Graphic Packaging Holding Company wins at 0. 63x versus Packaging Corporation of America's 1. 83x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Packaging Corporation of America (PKG) delivered a total return of +91.

0%, compared to -95. 8% for IT Tech Packaging, Inc. (ITP). Over 10 years, the gap is even starker: PKG returned +297. 9% versus ITP's -98. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Packaging Corporation of America (PKG) is the lower-risk stock at 0.

75β versus Clearwater Paper Corporation's 1. 28β — meaning CLW is approximately 70% more volatile than PKG relative to the S&P 500. On balance sheet safety, IT Tech Packaging, Inc. (ITP) carries a lower debt/equity ratio of 6% versus 167% for Graphic Packaging Holding Company — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), International Paper Company (IP) is pulling ahead at 33.

7% versus -12. 4% for IT Tech Packaging, Inc. (ITP). On earnings-per-share growth, the picture is similar: IT Tech Packaging, Inc. grew EPS 1. 0% year-over-year, compared to -527. 4% for International Paper Company. Over a 3-year CAGR, IP leads at 5. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Packaging Corporation of America (PKG) is the more profitable company, earning 8.

6% net margin versus -14. 1% for International Paper Company — meaning it keeps 8. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PKG leads at 14. 0% versus -11. 3% for IP. At the gross margin level — before operating expenses — IP leads at 29. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Graphic Packaging Holding Company (GPK) is the more undervalued stock at a PEG of 0. 63x versus Packaging Corporation of America's 1. 83x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Graphic Packaging Holding Company (GPK) trades at 12. 6x forward P/E versus 26. 1x for International Paper Company — 13. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IP: 27. 0% to $46. 75.

In this comparison, IP (5.

0% yield), GPK (4. 0% yield), PKG (2. 2% yield) pay a dividend. ITP, CLW do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Packaging Corporation of America (PKG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

75), 2. 2% yield, +297. 9% 10Y return). Both have compounded well over 10 years (PKG: +297. 9%, CLW: -73. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (ITP (Basic Materials) and PKG (Consumer Cyclical) and IP (Consumer Cyclical) and CLW (Basic Materials) and GPK (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: ITP is a small-cap quality compounder stock; PKG is a mid-cap quality compounder stock; IP is a mid-cap high-growth stock; CLW is a small-cap quality compounder stock; GPK is a small-cap deep-value stock. PKG, IP, GPK pay a dividend while ITP, CLW do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.