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Sealed Air (SEE)
NYSE:SEE
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Sealed Air (SEE) AI Stock Analysis

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SEE

Sealed Air

(NYSE:SEE)

Rating:68Neutral
Price Target:
$32.00
▲(7.24% Upside)
Sealed Air's overall stock score reflects strong operational profitability and an attractive valuation, but is tempered by technical weaknesses and challenges in the Food segment. The recent leadership change is a positive strategic move, but the uncertain economic environment and high leverage remain concerns.
Positive Factors
Earnings
Shares of Sealed Air ended the day up more than 3% following better-than-expected second-quarter results.
Financial Performance
Margins improved, highlighting resiliency in a very tough volume quarter.
Management Stability
The appointment of a permanent CFO is expected to bring stability and could enhance strategic financial decisions.
Negative Factors
Market Uncertainty
The underlying demand outlook has become increasingly uncertain across both the food segment and the protective segment.
Tariff Pressures
Tariff-driven deflationary pressures within the resin market are likely to constrain price realization in the second half across both segments.
Volume Decline
Total volumes declined due to a slowdown in the Food segment, which could be a concern for future growth.

Sealed Air (SEE) vs. SPDR S&P 500 ETF (SPY)

Sealed Air Business Overview & Revenue Model

Company DescriptionSealed Air Corporation (SEE) is a global leader in packaging solutions, specializing in protective packaging materials and systems that ensure the safe transportation and preservation of products across various industries. Founded in 1960, the company operates through several segments, including Food Care and Product Care, offering innovative products such as Bubble Wrap, Cryovac food packaging, and automated packaging solutions. Sealed Air serves a diverse clientele, including food manufacturers, e-commerce businesses, and manufacturers in sectors such as healthcare and electronics.
How the Company Makes MoneySealed Air generates revenue primarily through the sale of its packaging products and solutions. Key revenue streams include the Food Care segment, which focuses on packaging for perishable goods, and the Product Care segment, which provides protective packaging solutions for various industries. The company employs a strategic pricing model that reflects the value of its innovative products and the cost savings they provide to customers. Additionally, Sealed Air has established significant partnerships with major retailers and manufacturers, enhancing its distribution network and increasing market penetration. Factors contributing to its earnings include the growing demand for sustainable packaging solutions, the expansion of e-commerce, and ongoing investments in research and development to innovate new products that meet changing customer needs.

Sealed Air Earnings Call Summary

Earnings Call Date:Aug 05, 2025
(Q2-2025)
|
% Change Since: 2.97%|
Next Earnings Date:Nov 04, 2025
Earnings Call Sentiment Neutral
Sealed Air's earnings call highlighted progress in leadership transition and stabilization in the Protective segment, with strong regional performances in EMEA and Asia. However, challenges in the Food segment, particularly in North America, and an uncertain economic environment presented notable headwinds. The company's strategic focus on debt reduction and cost savings efforts were positive, but the balance of highlights and lowlights suggests cautious optimism.
Q2-2025 Updates
Positive Updates
Leadership Transition
Kristen Actis-Grande announced as Sealed Air's new CFO, bringing experience in transformations across complex businesses. Roni Johnson, interim CFO, recognized for her contributions during the transition.
Protective Segment Progress
Protective segment volumes were down 2%, marking the most stable year-on-year quarterly volume results since 2021. Sales were up 4% sequentially, and adjusted EBITDA was up 6% sequentially.
Strong EMEA and Asia Performance
Food EMEA region continues to take market share, showing volume growth in low-single-digits. Asia region also showed volume growth in low-single-digits.
Capital Allocation and Debt Reduction
Net debt reduced to below $4 billion for the first time since Q4 2022. Company remains on track to drive net debt to adjusted EBITDA to approximately 3.0x by the end of 2026.
Adjusted EBITDA and Earnings Per Share Growth
Adjusted EBITDA for the quarter was $293 million, up 3% on a constant currency basis. Adjusted earnings per share were $0.89, up 7% as reported and 10% on a constant currency basis.
Negative Updates
Food Segment Challenges
Food volumes down 2% in the second quarter, primarily due to softer volumes for industrial food processing in North America. U.S. beef slaughter rates declined at an accelerated pace, with a 7% decrease, worse than the previous expectation of down 1%.
Net Price Realization Decline
Overall, unfavorable net price realization was a drag, with price impacts being offset by deflationary raw materials.
Uncertain Economic and Trade Environment
Low visibility and more volatile environment within both Food and Protective businesses due to global trade impacts and shifting consumer spending patterns.
Company Guidance
During the Sealed Air second quarter 2025 earnings call, the company provided guidance with a focus on navigating market challenges and organizational transformation. The company maintained its full-year sales guidance of $5.1 billion to $5.5 billion and adjusted EBITDA guidance of $1.075 billion to $1.175 billion, despite a softer volume outlook, especially in its Food segment. The adjusted EBITDA for the second quarter was $293 million, marking a 3% increase on a constant currency basis, with an adjusted earnings per share of $0.89, up 10% on a constant currency basis. Sealed Air's net sales in the quarter were $1.34 billion, down 1% on a constant currency basis. The company emphasized cost takeout, productivity improvements, and a disciplined approach to capital allocation, aiming to reduce net debt to adjusted EBITDA to approximately 3.0x by the end of 2026. Additionally, the new CFO, Kristen Actis-Grande, was announced, expected to drive further transformation and shareholder value.

Sealed Air Financial Statement Overview

Summary
Sealed Air demonstrates strong operational profitability but faces challenges in growth and leverage. While EBIT and EBITDA margins illustrate solid operational efficiency, decreasing revenue and net margins raise concerns. The balance sheet highlights potential risks with high debt levels, but improved ROE reflects effective equity utilization. Cash flow metrics indicate possible liquidity pressures, necessitating careful capital management.
Income Statement
70
Positive
The income statement shows a stable gross profit margin of around 30% over recent periods, indicating efficient cost management in production. However, the net profit margin has declined, reflecting increased operational costs or interest burdens. Revenue growth has been inconsistent, with a recent downward trend, but the EBIT and EBITDA margins remain robust, indicating strong operational profitability.
Balance Sheet
65
Positive
The balance sheet reflects a relatively high debt-to-equity ratio, which could present leverage risks. However, the company's return on equity has been improving, driven by effective use of equity to generate earnings. The equity ratio is low, suggesting a high reliance on debt financing, which may pose financial stability concerns.
Cash Flow
68
Positive
Cash flows show a decline in free cash flow growth, indicating potential challenges in generating cash from operations. The operating cash flow to net income ratio is healthy, suggesting efficient cash generation relative to reported earnings. However, the free cash flow to net income ratio has decreased, highlighting potential pressures on liquidity.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue5.33B5.39B5.49B5.64B5.53B4.90B
Gross Profit1.61B1.63B1.64B1.77B1.68B1.61B
EBITDA626.00M735.90M946.30M1.15B1.06B991.30M
Net Income291.00M264.70M341.60M491.60M506.80M502.90M
Balance Sheet
Total Assets7.25B7.02B7.20B6.21B6.23B6.08B
Cash, Cash Equivalents and Short-Term Investments354.40M371.80M346.10M456.10M561.00M548.70M
Total Debt4.44B4.51B4.79B3.75B3.77B3.84B
Total Liabilities6.29B6.40B6.65B5.87B5.98B5.91B
Stockholders Equity953.10M624.50M549.50M344.10M248.70M172.50M
Cash Flow
Free Cash Flow288.30M507.80M272.00M376.00M496.60M555.90M
Operating Cash Flow446.60M728.00M516.20M613.30M709.70M737.00M
Investing Cash Flow-178.10M-232.50M-1.38B-243.00M-125.70M-159.80M
Financing Cash Flow-317.30M-432.80M755.70M-446.70M-575.80M-261.70M

Sealed Air Technical Analysis

Technical Analysis Sentiment
Negative
Last Price29.84
Price Trends
50DMA
31.01
Negative
100DMA
29.94
Negative
200DMA
31.88
Negative
Market Momentum
MACD
-0.41
Negative
RSI
46.62
Neutral
STOCH
76.73
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SEE, the sentiment is Negative. The current price of 29.84 is below the 20-day moving average (MA) of 30.08, below the 50-day MA of 31.01, and below the 200-day MA of 31.88, indicating a bearish trend. The MACD of -0.41 indicates Negative momentum. The RSI at 46.62 is Neutral, neither overbought nor oversold. The STOCH value of 76.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SEE.

Sealed Air Risk Analysis

Sealed Air disclosed 31 risk factors in its most recent earnings report. Sealed Air reported the most risks in the "Macro & Political" 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

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$6.73B12.8717.71%1.86%-5.05%-24.52%
69
Neutral
$4.97B16.4914.54%1.66%5.49%-1.01%
68
Neutral
$4.39B14.6437.35%2.68%-2.00%-18.50%
66
Neutral
$4.47B30.973.98%4.56%0.90%-118.86%
61
Neutral
$17.22B11.49-5.97%3.08%1.37%-15.54%
57
Neutral
$2.31B-69.06%10.10%8.39%72.18%
54
Neutral
$2.04B-18.69%-3.36%11.88%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SEE
Sealed Air
29.84
-2.50
-7.73%
GPK
Graphic Packaging
22.63
-5.48
-19.49%
OI
O-I Glass
13.67
1.42
11.59%
SLGN
Silgan Holdings
47.00
-2.38
-4.82%
SON
Sonoco Products
46.01
-2.61
-5.37%
AMBP
Ardagh Metal Packaging
3.86
0.94
32.19%

Sealed Air Corporate Events

Executive/Board ChangesBusiness Operations and Strategy
Sealed Air Appoints New CFO Kristen Actis-Grande
Positive
Aug 4, 2025

On August 4, 2025, Sealed Air Corporation announced the appointment of Kristen Actis-Grande as Chief Financial Officer, effective August 25, 2025. Actis-Grande, who previously served as CFO at MSC Industrial Direct Co., brings extensive experience from her 17-year tenure at Ingersoll Rand. Her appointment is part of Sealed Air’s strategy to accelerate its transformation and enhance shareholder value. Veronika Johnson, who served as Interim CFO, will continue as Chief Accounting Officer. This leadership change is expected to support Sealed Air’s focus on its two market segments: Food and Protective.

The most recent analyst rating on (SEE) stock is a Buy with a $44.00 price target. To see the full list of analyst forecasts on Sealed Air stock, see the SEE Stock Forecast page.

Executive/Board ChangesShareholder Meetings
Sealed Air Holds Annual Stockholders Meeting, Elects Directors
Neutral
May 30, 2025

On May 29, 2025, Sealed Air Corporation held its Annual Meeting of Stockholders, where several proposals were voted on. The stockholders elected directors for terms expiring in 2026, ratified the appointment of PricewaterhouseCoopers LLP as the independent auditor for 2025, and approved the executive compensation on an advisory basis. These decisions reflect the company’s ongoing governance and operational strategies, potentially impacting its market positioning and stakeholder interests.

The most recent analyst rating on (SEE) stock is a Buy with a $43.00 price target. To see the full list of analyst forecasts on Sealed Air stock, see the SEE Stock Forecast page.

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.Date of analysis: Aug 11, 2025