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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:65Neutral
Price Target:
$34.00
▲(3.85% Upside)
Sealed Air's overall stock score reflects a balance of positive technical momentum and reasonable valuation against financial challenges and mixed earnings sentiment. The strategic appointment of a new CFO adds a positive outlook for future transformation efforts.
Positive Factors
Earnings Performance
Shares of Sealed Air ended the day up more than 3% following better-than-expected second-quarter results.
Financial Leadership
A permanent CFO has been announced, which brings stability to the financial leadership team.
Negative Factors
Market Demand
The underlying demand outlook has become increasingly uncertain across both the food segment and the protective segment.
Price Realization
Tariff-driven deflationary pressures within the resin market are likely to constrain price realization in the second half across both segments.

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

Sealed Air Business Overview & Revenue Model

Company DescriptionSealed Air Corporation provides food safety and security, and product protection solutions and equipment in North America, South America, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments, Food and Protective. The Food segment offers integrated packaging materials and automation equipment solutions to provide food safety and shelf life extension, reduce food waste, automate processes, and optimize total cost for food processors in the fresh red meat, smoked and processed meats, poultry, seafood, plant-based, and dairy markets under the CRYOVAC, CRYOVAC Grip & Tear, CRYOVAC Darfresh, Simple Steps, and Optidure brands. This segment sells its solutions directly to customers through its sales, marketing, and customer service personnel. The Protective segment provides foam, inflatable, suspension and retention, temperature assurance packaging solutions to protect goods to e-commerce, consumer goods, pharmaceutical and medical devices, and industrial manufacturing markets under the SEALED AIR, BUBBLE WRAP, AUTOBAG, SEALED AIR, AUTOBAG, Instapak, Korrvu, Kevothermal, and TempGuard brands. This segment sells its solutions through supply distributors, as well as directly to fabricators, original equipment manufacturers, contract manufacturers, logistics partners, and e-commerce/fulfillment operations. Sealed Air Corporation was incorporated in 1960 and is headquartered in Charlotte, North Carolina.
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 Key Performance Indicators (KPIs)

Any
Any
Net Sales by Segment
Net Sales by Segment
Chart Insights
Data provided by:Main Street Data

Sealed Air Earnings Call Summary

Earnings Call Date:Aug 05, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Nov 04, 2025
Earnings Call Sentiment Neutral
The earnings call reflected a mixed sentiment, with strong sequential growth in the Protective segment and resilient performance in the Food business, offset by challenges in the beef market and negative price realization in the Protective segment.
Q2-2025 Updates
Positive Updates
Strong Performance in Protective Segment
Protective sales were up 4% sequentially and adjusted EBITDA was up 6% sequentially, marking the second quarter in a row with sequential adjusted EBITDA growth.
Resilient Food Business
Despite market pressures, the Food business performed well in the first half of 2025, with strong performance in the EMEA region and share gains in the Case Ready Retail Solutions.
Adjusted EBITDA Growth
Adjusted EBITDA in the quarter was $293 million, up 3% on a constant currency basis, with a margin of 22% up 70 basis points.
Improved Capital Allocation
Net debt reduced to below $4 billion for the first time since Q4 2022, with a focus on debt paydown and capital deployment discipline.
Negative Updates
Decline in Food Segment Volumes
Food volumes were down 2% due to softer-than-anticipated volumes for industrial food processing predominantly in North America.
Challenges in Beef Markets
U.S. beef slaughter rates declined at an accelerated pace, with production down 7%, affecting full-year volume assumptions.
Negative Price Realization in Protective
Protective segment experienced a 2% pricing decline, mainly due to deflationary raw materials and net price realization challenges.
Company Guidance
During the Sealed Air Second Quarter 2025 Earnings Conference Call, the company provided guidance on several key metrics for the fiscal year. Net sales are projected to remain within the range of $5.1 billion to $5.5 billion, with adjusted EBITDA expected between $1.075 billion to $1.175 billion. The company anticipates an adjusted earnings per share slightly above the midpoint of their previous guidance range of $2.90 to $3.30. Sealed Air plans to maintain its adjusted tax rate between 26% and 27% for the year. Free cash flow is projected to remain around the midpoint of $400 million. Despite challenging market conditions, including a decline in U.S. beef production, the company is optimistic about its ongoing transformation and cost-saving initiatives, which include a targeted $90 million in cost takeout savings for the year. The company also highlighted its focus on capital allocation, aiming to reduce its net debt to adjusted EBITDA ratio to approximately 3.0x by the end of 2026.

Sealed Air Financial Statement Overview

Summary
Sealed Air's financial performance is challenged by declining revenue and profitability margins, high leverage, and a mixed cash flow situation. While cash flow management shows some resilience, overall financial stability is pressured by these factors.
Income Statement
65
Positive
Sealed Air's income statement shows a mixed performance. The company has maintained a stable gross profit margin around 30%, but its net profit margin has declined over the years, reaching 5.49% in the TTM period. Revenue growth has been negative, indicating a challenging market environment. EBIT and EBITDA margins have also shown a slight decline, reflecting pressure on operational efficiency.
Balance Sheet
50
Neutral
The balance sheet reveals high leverage with a debt-to-equity ratio of 4.66 in the TTM period, though it has improved from previous years. Return on equity has decreased to 37.13% from higher levels, indicating reduced profitability on shareholders' equity. The equity ratio remains low, suggesting a reliance on debt financing.
Cash Flow
60
Neutral
Cash flow analysis shows a decline in free cash flow growth, which was negative in the TTM period. The operating cash flow to net income ratio has decreased, indicating less cash generation relative to net income. However, the free cash flow to net income ratio remains relatively healthy at 65.41%, suggesting some resilience in cash flow management.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue5.33B5.39B5.49B5.64B5.53B4.90B
Gross Profit1.61B1.63B1.64B1.77B1.68B1.61B
EBITDA932.60M987.30M946.30M1.08B1.08B991.30M
Net Income292.10M264.70M341.60M491.60M506.80M502.90M
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 Flow381.50M507.80M272.00M376.00M496.60M555.90M
Operating Cash Flow583.20M728.00M516.20M613.30M709.70M737.00M
Investing Cash Flow-214.70M-232.50M-1.38B-243.00M-125.70M-159.80M
Financing Cash Flow-435.50M-432.80M755.70M-446.70M-575.80M-261.70M

Sealed Air Technical Analysis

Technical Analysis Sentiment
Positive
Last Price32.74
Price Trends
50DMA
31.18
Positive
100DMA
30.66
Positive
200DMA
31.63
Positive
Market Momentum
MACD
0.51
Negative
RSI
61.97
Neutral
STOCH
62.23
Neutral
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 32.74 is above the 20-day moving average (MA) of 31.45, above the 50-day MA of 31.18, and above the 200-day MA of 31.63, indicating a bullish trend. The MACD of 0.51 indicates Negative momentum. The RSI at 61.97 is Neutral, neither overbought nor oversold. The STOCH value of 62.23 is Neutral, 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 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
67
Neutral
$6.19B11.8417.71%2.01%-5.05%-24.52%
65
Neutral
$4.75B15.8537.35%2.44%-2.00%-18.50%
63
Neutral
$4.49B30.973.98%4.54%0.90%-118.86%
61
Neutral
$17.97B12.87-5.30%2.97%1.26%-14.45%
61
Neutral
$4.80B15.8214.54%1.75%5.49%-1.01%
58
Neutral
$2.12B-69.06%11.17%8.39%72.18%
53
Neutral
$1.95B-18.69%-3.36%11.88%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SEE
Sealed Air
32.74
0.24
0.74%
GPK
Graphic Packaging
21.53
-7.28
-25.27%
OI
O-I Glass
12.77
0.59
4.84%
SLGN
Silgan Holdings
45.17
-4.02
-8.17%
SON
Sonoco Products
46.22
-5.92
-11.35%
AMBP
Ardagh Metal Packaging
3.58
0.49
15.86%

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.

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.

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 22, 2025