Avery Dennison Corp vs Smurfit WestRock plc

Avery Dennison Corp (AVY) is slightly overvalued and Smurfit WestRock plc (SW) is overvalued.

Both trade above our estimate of their intrinsic value. AVY is the closer of the two: -6%, against -27% for SW.

Values as of the 22 Sept 2026 close.

Avery Dennison Corp (AVY)

Discounting its cash flows at 8.4% (average of 3 methods) values the shares at $162.49; the price of $172.09 is 6% above that value, and 78% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

Smurfit WestRock plc (SW)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $36.68; the price of $46.45 is 27% above that value, and 80% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MetricAVYSW
VerdictSlightly overvaluedOvervalued
Price$172.09$46.45
Intrinsic value$162.49$36.68
Margin of safety-6%-27%
Leak Score59/100 (3/12)0/100 (2/12)
Market cap$13.0B$24.3B
Revenue growth, 5 years4.9%26.2%
Operating margin13.3%5.8%
Net margin7.6%1.6%
Return on equity31.2%2.7%
Debt to equity1.580.79
P/E18.8x49.4x
Forward P/E15.4x13.3x
P/B5.6x1.4x
Dividend yield2.3%4.0%

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