Sealed Air (SEE)
:SEE
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Sealed Air
(SEE)
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Select Model
Rating:60Neutral
Price Target:
$44.00
▲(4.56% Upside)
Action:ReiteratedDate:04/10/26
The score is mainly held back by financial risk factors—especially high leverage and a recent deterioration in operating/free cash flow—despite a strong TTM revenue and earnings rebound. Technicals are supportive but near overbought, valuation is moderate with a modest yield, and the completed take-private deal provides a favorable, definitive cash outcome for shareholders.
Positive Factors
Recurring consumables and equipment revenue model
The business mixes high-frequency consumables (films, cushioning, trays) with equipment and services, creating recurring demand and aftermarket pull-through. That durable revenue mix supports predictable volumes, customer stickiness, and steady long-term cash opportunities.
Negative Factors
Structurally elevated leverage
A thin equity base and historically high debt amplify downside risk: leverage constrains strategic flexibility, increases interest and refinancing sensitivity, and magnifies earnings volatility if volumes or margins slip, stressing credit profiles over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring consumables and equipment revenue model
The business mixes high-frequency consumables (films, cushioning, trays) with equipment and services, creating recurring demand and aftermarket pull-through. That durable revenue mix supports predictable volumes, customer stickiness, and steady long-term cash opportunities.
Read all positive factors
Sealed Air (SEE) vs. SPDR S&P 500 ETF (SPY)
Market Cap
N/A
Dividend Yield1.94%
Average Volume (3M)N/A
Price to Earnings (P/E)―
Beta (1Y)N/A
Revenue Growth-1.22%
EPS Growth-0.76%
CountryUS
EmployeesN/A
SectorConsumer Cyclical
Sector Strength84
IndustryN/A
Share Statistics
EPS (TTM)0.77
Shares OutstandingN/A
10 Day Avg. VolumeN/A
30 Day Avg. VolumeN/A
Financial Highlights & Ratios
PEG Ratio0.14
Price to Book (P/B)4.92
Price to Sales (P/S)1.14
P/FCF Ratio13.27
Enterprise Value/Market Cap10.00T>
Enterprise Value/Revenue1.86
Enterprise Value/Gross Profit6.24
Enterprise Value/Ebitda8.20
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)3.45
Revenue Forecast (FY)$5.40B
Sealed Air Business Overview & Revenue Model
How the Company Makes Money
Sealed Air primarily makes money by selling packaging consumables and related equipment/services to commercial customers. A major revenue stream comes from recurring sales of consumable materials used in day-to-day operations—protective packaging ...
Sealed Air Key Performance Indicators (KPIs)
Any
Adjusted EBITDA by Segment
Highlights profitability across different business units, indicating which segments drive earnings and where operational efficiencies or challenges exist.
Highlights profitability across different business units, indicating which segments drive earnings and where operational efficiencies or challenges exist.
Data provided by:
The Fly
The FlySealed Air Earnings Call Summary
Earnings Call Date:Nov 04, 2025
(Q3-2025)
| % Change Since: |
Next Earnings Date:May 05, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted several positive developments, such as growth in Protective materials and foodservice volumes, strong financial performance, and competitive wins. However, these are balanced by challenges in the Food segment, particularly in North America, macroeconomic uncertainties, and negative net price realization. The company's strategic initiatives and transformation efforts appear to be yielding results but are set against a backdrop of significant market pressures.Positive Updates
Protective Segment Volume Growth
Protective materials grew for the first time since 2021, with a 1% year-over-year increase in Q3, driven by strength in industrial portfolio, Instapak, AUTOBAG, and specialty foam.
Negative Updates
Food Segment Challenges in North America
Volume pressures in the North American food sector, particularly in industrial processing, with beef production down approximately 10.5% year-over-year in Q3.
Read all updates
Q3-2025 Updates
Positive
Negative
Protective Segment Volume Growth
Protective materials grew for the first time since 2021, with a 1% year-over-year increase in Q3, driven by strength in industrial portfolio, Instapak, AUTOBAG, and specialty foam.
Read all positive updates
Company Guidance
During the Q3 2025 earnings call, Sealed Air provided guidance metrics indicating a challenging macroeconomic environment, with sales forecasted to reach the $5.3 billion midpoint for the year. Adjusted EBITDA was raised to a range of $1.12 billion to $1.14 billion, reflecting a $5 million increase from prior expectations, implying $274 million in Q4. Adjusted earnings per share were revised to $3.25 to $3.35, considering a 26% tax rate and approximately 147 million fully diluted shares. The company maintained its free cash flow projection at $400 million, with a reduction in capital expenditures to $175 million. Despite headwinds, Sealed Air reported year-to-date free cash flow as a source of $201 million, with Q3 free cash flow up 4% year-over-year. The guidance also highlighted volume declines, particularly in North American Food, offset by productivity gains and currency tailwinds.Sealed Air Financial Statement Overview
Summary
Income Statement
64
Positive
Balance Sheet
40
Negative
Cash Flow
46
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 5.36B | 5.39B | 5.49B | 5.64B | 5.53B |
| Gross Profit | 1.60B | 1.63B | 1.64B | 1.77B | 1.68B |
| EBITDA | 695.40M | 987.30M | 940.60M | 1.08B | 1.08B |
| Net Income | 505.50M | 264.70M | 341.60M | 491.60M | 506.80M |
Balance Sheet | |||||
| Total Assets | 7.01B | 7.02B | 7.20B | 6.21B | 6.23B |
| Cash, Cash Equivalents and Short-Term Investments | 344.00M | 371.80M | 346.10M | 456.10M | 561.00M |
| Total Debt | 4.10B | 4.51B | 4.79B | 3.75B | 3.77B |
| Total Liabilities | 5.78B | 6.40B | 6.65B | 5.87B | 5.98B |
| Stockholders Equity | 1.24B | 624.50M | 549.50M | 344.10M | 248.70M |
Cash Flow | |||||
| Free Cash Flow | 458.50M | 507.80M | 272.00M | 376.00M | 496.60M |
| Operating Cash Flow | 628.00M | 728.00M | 516.20M | 613.30M | 709.70M |
| Investing Cash Flow | -133.60M | -232.50M | -1.38B | -243.00M | -125.70M |
| Financing Cash Flow | -567.60M | -432.80M | 755.70M | -446.70M | -575.80M |
Sealed Air Technical Analysis
Positive
42.08
Price Trends
41.81
Positive
41.68
Positive
37.03
Positive
Market Momentum
0.10
Negative
69.78
Neutral
95.56
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SEE, the sentiment is Positive. The current price of 42.08 is above the 20-day moving average (MA) of 41.95, above the 50-day MA of 41.81, and above the 200-day MA of 37.03, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 69.78 is Neutral, neither overbought nor oversold. The STOCH value of 95.56 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SEE.
Sealed Air Risk Analysis
Sealed Air disclosed 35 risk factors in its most recent earnings report. Sealed Air reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Sealed Air Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | $5.57B | 10.96 | 32.44% | 4.33% | 8.31% | -99.39% | |
65 Neutral | $3.68B | 5.59 | 2.08% | 3.19% | -17.63% | -80.32% | |
63 Neutral | $4.37B | 14.78 | 13.03% | 1.97% | 11.10% | 6.54% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | ― | ― | 48.39% | 1.94% | -1.22% | -0.76% | |
60 Neutral | $4.67B | 16.01 | 13.83% | 3.97% | 0.76% | -17.69% | |
56 Neutral | $2.86B | 10.06 | 13.67% | 2.91% | -3.93% | -27.37% |
* Consumer Cyclical Sector Average
SEE
Sealed Air
42.15
16.57
64.78%
GPK
Graphic Packaging
9.80
-14.34
-59.40%
GEF
Greif Class A
69.45
19.92
40.22%
SLGN
Silgan Holdings
41.87
-6.27
-13.02%
SON
Sonoco Products
54.94
12.88
30.64%
REYN
Reynolds Consumer Products
21.83
-0.86
-3.80%
Sealed Air Corporate Events
Business Operations and StrategyDelistings and Listing ChangesM&A Transactions
Sealed Air Goes Private After CD&R Acquisition Completion
Positive
Apr 9, 2026
On April 9, 2026, Sealed Air announced the completion of its acquisition by funds affiliated with private investment firm Clayton, Dubilier Rice (CDR), under a deal first disclosed on November 17, 2025 at an enterprise value of $10.3 billion. Wit...
Delistings and Listing ChangesM&A Transactions
Sealed Air Gains Regulatory Clearance for Take-Private Acquisition
Positive
Mar 23, 2026
On March 23, 2026, Sealed Air said it had secured all regulatory approvals needed for its acquisition by funds affiliated with private equity firm Clayton, Dubilier Rice. The deal, governed by a merger agreement signed in November 2025, is expect...
M&A TransactionsPrivate Placements and FinancingShareholder Meetings
Sealed Air Stockholders Approve Private Equity Buyout Plan
Neutral
Mar 5, 2026
On February 25, 2026, stockholders of Sealed Air Corporation approved the acquisition of the company by affiliates of private equity firm Clayton, Dubilier Rice, pursuant to a merger agreement signed on November 16, 2025. In connection with closi...
Financial DisclosuresM&A TransactionsPrivate Placements and FinancingShareholder Meetings
Sealed Air Shareholders Approve Acquisition by CD&R Affiliates
Positive
Mar 5, 2026
On February 25, 2026, Sealed Air stockholders approved the company’s acquisition by affiliates of private equity firm Clayton, Dubilier Rice under a merger agreement signed on November 16, 2025. In support of the buyer’s efforts to se...
M&A TransactionsShareholder Meetings
Sealed Air Shareholders Approve Take-Private Acquisition by CD&R
Positive
Feb 25, 2026
On February 25, 2026, Sealed Air stockholders held a special meeting to vote on proposals connected to the company’s planned acquisition by an affiliate of private equity firm Clayton, Dubilier Rice. Shareholders approved the merger agreeme...
Financial DisclosuresLegal ProceedingsM&A TransactionsRegulatory Filings and ComplianceShareholder Meetings
Sealed Air Issues Supplemental Disclosures Amid Merger Lawsuits
Neutral
Feb 18, 2026
On November 16, 2025, Sealed Air agreed to be acquired by an affiliate of private equity firm Clayton, Dubilier Rice, with a merger sub to be folded into Sealed Air so it becomes a wholly owned subsidiary, a deal unanimously approved by the board...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.