SEE

Sealed Air

Fundamental data last updated:April 13, 2026

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company profile

SECTOR

Consumer Cyclical

industry

Packaging & Containers

Exchange

NYSE

County of HQ

United States

Next Earnings Date

05/05/26

Business Summary

Sealed Air generates cash by designing and manufacturing protective and food packaging solutions that are embedded into customers’ supply chains. Its moat is rooted in scale, long-term customer relationships, and the operational integration of its packaging systems into distribution and food preservation workflows. Switching costs arise because packaging formats, equipment, and logistics processes are tightly coordinated, making replacement disruptive. The company converts this embedded position into steady revenue, strong operating margins, and recurring demand tied to global goods movement.

 


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VALUATION

P/E

14.1

Market Cap ($M USD)

$6,211

Forward P/E

11.5

PEG

2.8

PRICE TO SALES

1.2

PRICE TO BOOK

5

EV / EBITDA

10.1

5-Year Average P/E

Free Cash Flow Yield

DCF Value

Graham Number

Price to FCF

EV to FCF

Earnings Yield

FCF Yield

DIVIDEND

Yield

1.90%

Annual Payout

$0.80

Payout Ratio

23.30%

Consecutive Years of Dividend Growth

0

5-Year Dividend Growth Rate

4.60%

Financial Health & Profitability

Earnings Per Share

$3.00

Next Year EPS Growth Estimate

$3.67

Next Year Revenue Growth Estimate

1.80%

Return on Equity (ROE)

40.90%

FREE CASH FLOW

Operating Margin

14.80%

Debt-to-Equity

3.3

Piotroski F-Score

6

Altman Z-Score

2

Return on Invested Capital (ROIC)

13.50%

Current Ratio

0.9

Quick Ratio

Net Debt to EBITDA

Interest Coverage

Gross Profit margin

FCF PER SHARE

REVENUE PER SHARE

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Gainseekers Quantitative Analysis

Summary

At 14.1x earnings and 11.5x forward earnings, SEE trades at a modest multiple for a company generating a 40.90% operating margin and 13.50% ROIC, which signals underlying operating strength. However, the PEG Forward of 2.8 suggests the growth embedded in that valuation is not particularly compelling, and the Altman Z-Score of 2 places the balance sheet in a gray zone rather than in financial safety. The market appears to be pricing this as a stable but leveraged cyclical rather than a structural growth story. With a 3.3% TTM yield and a $6,211M market cap, this is not distressed, but it is not screamingly cheap either—this is a cautiously valued cash generator with balance sheet risk.

AI Exposure / Tech Reliance

As a Packaging & Containers company in the Consumer Cyclical sector, SEE’s AI exposure is indirect and operational rather than product-driven. Efficiency gains from automation, supply chain optimization, and smart manufacturing could reinforce its already strong 40.90% operating margin. The business is resilient to tech disruption because packaging demand is tied to physical goods, not digital substitution.

The Bull Case

A GARP or disciplined value investor could justify ownership based on capital efficiency and profitability metrics that are stronger than the headline multiple suggests. A 13.50% ROIC comfortably exceeds its cost discipline threshold for value investors, and a Piotroski F-Score of 6 indicates fundamentally stable operations rather than deterioration. The 40.90% operating margin is exceptionally strong for a cyclical industrial name, and the 3.3% TTM yield provides tangible shareholder return while waiting for forward earnings of $3.00 to materialize. With a Forward P/E of 11.5, investors are paying a reasonable multiple for a business that still produces solid returns on invested capital, making this a pragmatic, income-supported GARP setup rather than a speculative turnaround.

The Bear Case

The red flags are structural and balance-sheet driven. A Debt/Equity ratio of 14.80% combined with a Current Ratio of 0.9 signals tight liquidity, and the Altman Z-Score of 2 reinforces that this is not fortress-grade financially. The PEG Forward of 2.8 implies investors are paying up relative to growth, which is inconsistent with the modest Sales Growth Next Year figure of $3.67 and EPS Next Year (Est.) of $3.00. Add in 4.60% short interest and a Return on Equity of just 1.80%, and you have a business where leverage and capital structure are muting what should otherwise be stronger shareholder returns.

Market Sentiment & Smart Money

Short Interest %

10.30%

Analyst Consensus

2.38

Average Analyst Price Target

$44.69

Institutional Ownership %

95.70%

1-Year Beta

0.41

Insider Buying % (6 Mo)

0.30%%

Distance to 52-Week High

95.20%

Distance to 52-Week Low

169.80%

EARNINGS SURPRISE %

50-DAY SMA

200-DAY SMA

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.