SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis
USA - NYSE:SW - IE00028FXN24 - Common Stock
33.56 USD
-0.26 (-0.77%)
Taking everything into account, SW scores 4 out of 10 in our fundamental rating. SW was compared to 22 industry peers in the Containers & Packaging industry. Both the profitability and financial health of SW have multiple concerns. SW is valued quite cheap, while showing a decent growth score. This is a good combination!
1. Profitability
1.1 Basic Checks
SW had positive earnings in the past year.
SW had a positive operating cash flow in the past year.
Each year in the past 5 years SW has been profitable.
SW had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
The Return On Assets of SW (2.02%) is comparable to the rest of the industry.
SW has a Return On Equity of 5.00%. This is comparable to the rest of the industry: SW outperforms 40.91% of its industry peers.
Looking at the Return On Invested Capital, with a value of 5.31%, SW is doing worse than 63.64% of the companies in the same industry.
SW had an Average Return On Invested Capital over the past 3 years of 7.54%. This is in line with the industry average of 7.62%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.02% | ||
| ROE | 5% | ||
| ROIC | 5.31% |
ROA(3y)4.68%
ROA(5y)5%
ROE(3y)11.21%
ROE(5y)12.65%
ROIC(3y)7.54%
ROIC(5y)7.52%
1.3 Margins
SW's Profit Margin of 2.06% is on the low side compared to the rest of the industry. SW is outperformed by 63.64% of its industry peers.
SW's Profit Margin has declined in the last couple of years.
Looking at the Operating Margin, with a value of 7.04%, SW is doing worse than 68.18% of the companies in the same industry.
SW's Operating Margin has declined in the last couple of years.
SW has a worse Gross Margin (19.81%) than 68.18% of its industry peers.
In the last couple of years the Gross Margin of SW has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 7.04% | ||
| PM (TTM) | 2.06% | ||
| GM | 19.81% |
OM growth 3Y-14.47%
OM growth 5Y-10.76%
PM growth 3Y-39.18%
PM growth 5Y-22.08%
GM growth 3Y-13.39%
GM growth 5Y-9.76%
2. Health
2.1 Basic Checks
SW has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
SW has more shares outstanding than it did 1 year ago.
SW has more shares outstanding than it did 5 years ago.
Compared to 1 year ago, SW has a worse debt to assets ratio.
2.2 Solvency
SW has an Altman-Z score of 1.78. This is a bad value and indicates that SW is not financially healthy and even has some risk of bankruptcy.
SW's Altman-Z score of 1.78 is in line compared to the rest of the industry. SW outperforms 40.91% of its industry peers.
The Debt to FCF ratio of SW is 17.64, which is on the high side as it means it would take SW, 17.64 years of fcf income to pay off all of its debts.
SW has a Debt to FCF ratio of 17.64. This is comparable to the rest of the industry: SW outperforms 45.45% of its industry peers.
A Debt/Equity ratio of 0.72 indicates that SW is somewhat dependend on debt financing.
SW has a better Debt to Equity ratio (0.72) than 77.27% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.72 | ||
| Debt/FCF | 17.64 | ||
| Altman-Z | 1.78 |
ROIC/WACC0.87
WACC6.13%
2.3 Liquidity
A Current Ratio of 1.48 indicates that SW should not have too much problems paying its short term obligations.
With a decent Current ratio value of 1.48, SW is doing good in the industry, outperforming 68.18% of the companies in the same industry.
SW has a Quick Ratio of 1.48. This is a bad value and indicates that SW is not financially healthy enough and could expect problems in meeting its short term obligations.
SW's Quick ratio of 0.97 is in line compared to the rest of the industry. SW outperforms 59.09% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.48 | ||
| Quick Ratio | 0.97 |
3. Growth
3.1 Past
SW shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -48.83%.
SW shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -18.21% yearly.
Looking at the last year, SW shows a very strong growth in Revenue. The Revenue has grown by 73.58%.
SW shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 15.83% yearly.
EPS 1Y (TTM)-48.83%
EPS 3Y-35.74%
EPS 5Y-18.21%
EPS Q2Q%293.33%
Revenue 1Y (TTM)73.58%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%4.33%
3.2 Future
The Earnings Per Share is expected to grow by 20.46% on average over the next years. This is a very strong growth
SW is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.88% yearly.
EPS Next Y27.79%
EPS Next 2Y28.46%
EPS Next 3Y24.1%
EPS Next 5Y20.46%
Revenue Next Year14.1%
Revenue Next 2Y8.45%
Revenue Next 3Y6.45%
Revenue Next 5Y5.88%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
SW is valuated correctly with a Price/Earnings ratio of 12.57.
Based on the Price/Earnings ratio, SW is valued a bit cheaper than the industry average as 72.73% of the companies are valued more expensively.
The average S&P500 Price/Earnings ratio is at 25.51. SW is valued rather cheaply when compared to this.
Based on the Price/Forward Earnings ratio of 9.61, the valuation of SW can be described as reasonable.
SW's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. SW is cheaper than 77.27% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 34.98. SW is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.57 | ||
| Fwd PE | 9.61 |
4.2 Price Multiples
SW's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SW is cheaper than 100.00% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of SW indicates a somewhat cheap valuation: SW is cheaper than 63.64% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 21.9 | ||
| EV/EBITDA | 5.51 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
SW's earnings are expected to grow with 24.10% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.45
PEG (5Y)N/A
EPS Next 2Y28.46%
EPS Next 3Y24.1%
5. Dividend
5.1 Amount
SW has a Yearly Dividend Yield of 4.55%, which is a nice return.
In the last 3 months the price of SW has falen by -26.00%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
SW's Dividend Yield is rather good when compared to the industry average which is at 3.59. SW pays more dividend than 81.82% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.44, SW pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.55% |
5.2 History
On average, the dividend of SW grows each year by 8.23%, which is quite nice.
SW is new to the dividend game and has less than 3 years of track record.
Dividend Growth(5Y)8.23%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
SW pays out 90.34% of its income as dividend. This is not a sustainable payout ratio.
The dividend of SW is growing, but earnings are growing more, so the dividend growth is sustainable.
DP90.34%
EPS Next 2Y28.46%
EPS Next 3Y24.1%
NYSE:SW (11/19/2025, 2:58:19 PM)
33.56
-0.26 (-0.77%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)
Earnings (Next)
Inst Owners91.39%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner Change0.22%
Market Cap17.52B
Revenue(TTM)44.71B
Net Income(TTM)921.00M
Analysts83.85
Price Target57.58 (71.57%)
Short Float %3.86%
Short Ratio3.95
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.55% |
Yearly Dividend1.67
Dividend Growth(5Y)8.23%
DP90.34%
Div Incr Years1
Div Non Decr Years1
Ex-Date
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-11.65%
Min EPS beat(2)-20.2%
Max EPS beat(2)-3.1%
EPS beat(4)1
Avg EPS beat(4)-2.08%
Min EPS beat(4)-20.2%
Max EPS beat(4)27.34%
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)0
Avg Revenue beat(2)-2.28%
Min Revenue beat(2)-2.95%
Max Revenue beat(2)-1.62%
Revenue beat(4)0
Avg Revenue beat(4)-3.62%
Min Revenue beat(4)-5.56%
Max Revenue beat(4)-1.62%
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0.88%
PT rev (3m)1.42%
EPS NQ rev (1m)-15.48%
EPS NQ rev (3m)-24.63%
EPS NY rev (1m)-1.13%
EPS NY rev (3m)-8.32%
Revenue NQ rev (1m)-1.5%
Revenue NQ rev (3m)-2.14%
Revenue NY rev (1m)-0.3%
Revenue NY rev (3m)-0.46%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.57 | ||
| Fwd PE | 9.61 | ||
| P/S | 0.39 | ||
| P/FCF | 21.9 | ||
| P/OCF | 5.88 | ||
| P/B | 0.95 | ||
| P/tB | 1.73 | ||
| EV/EBITDA | 5.51 |
EPS(TTM)2.67
EY7.96%
EPS(NY)3.49
Fwd EY10.4%
FCF(TTM)1.53
FCFY4.57%
OCF(TTM)5.7
OCFY17%
SpS85.63
BVpS35.3
TBVpS19.43
PEG (NY)0.45
PEG (5Y)N/A
Graham Number46.05
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.02% | ||
| ROE | 5% | ||
| ROCE | 8.24% | ||
| ROIC | 5.31% | ||
| ROICexc | 5.43% | ||
| ROICexgc | 6.98% | ||
| OM | 7.04% | ||
| PM (TTM) | 2.06% | ||
| GM | 19.81% | ||
| FCFM | 1.79% |
ROA(3y)4.68%
ROA(5y)5%
ROE(3y)11.21%
ROE(5y)12.65%
ROIC(3y)7.54%
ROIC(5y)7.52%
ROICexc(3y)8.19%
ROICexc(5y)8.25%
ROICexgc(3y)11.61%
ROICexgc(5y)12.08%
ROCE(3y)11.7%
ROCE(5y)11.67%
ROICexgc growth 3Y-37.76%
ROICexgc growth 5Y-25.16%
ROICexc growth 3Y-34.31%
ROICexc growth 5Y-22.5%
OM growth 3Y-14.47%
OM growth 5Y-10.76%
PM growth 3Y-39.18%
PM growth 5Y-22.08%
GM growth 3Y-13.39%
GM growth 5Y-9.76%
F-Score6
Asset Turnover0.98
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.72 | ||
| Debt/FCF | 17.64 | ||
| Debt/EBITDA | 2.37 | ||
| Cap/Depr | 88.29% | ||
| Cap/Sales | 4.87% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 53.03% | ||
| Profit Quality | 86.86% | ||
| Current Ratio | 1.48 | ||
| Quick Ratio | 0.97 | ||
| Altman-Z | 1.78 |
F-Score6
WACC6.13%
ROIC/WACC0.87
Cap/Depr(3y)125.56%
Cap/Depr(5y)116.04%
Cap/Sales(3y)7.17%
Cap/Sales(5y)6.72%
Profit Quality(3y)50.56%
Profit Quality(5y)68.16%
High Growth Momentum
Growth
EPS 1Y (TTM)-48.83%
EPS 3Y-35.74%
EPS 5Y-18.21%
EPS Q2Q%293.33%
EPS Next Y27.79%
EPS Next 2Y28.46%
EPS Next 3Y24.1%
EPS Next 5Y20.46%
Revenue 1Y (TTM)73.58%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%4.33%
Revenue Next Year14.1%
Revenue Next 2Y8.45%
Revenue Next 3Y6.45%
Revenue Next 5Y5.88%
EBIT growth 1Y26.96%
EBIT growth 3Y3.39%
EBIT growth 5Y3.36%
EBIT Next Year155.63%
EBIT Next 3Y44.22%
EBIT Next 5Y27.13%
FCF growth 1Y-97.61%
FCF growth 3Y-66.16%
FCF growth 5Y-50.88%
OCF growth 1Y-9.58%
OCF growth 3Y8.36%
OCF growth 5Y2.64%
SMURFIT WESTROCK PLC / SW FAQ
Can you provide the ChartMill fundamental rating for SMURFIT WESTROCK PLC?
ChartMill assigns a fundamental rating of 4 / 10 to SW.
What is the valuation status of SMURFIT WESTROCK PLC (SW) stock?
ChartMill assigns a valuation rating of 7 / 10 to SMURFIT WESTROCK PLC (SW). This can be considered as Undervalued.
How profitable is SMURFIT WESTROCK PLC (SW) stock?
SMURFIT WESTROCK PLC (SW) has a profitability rating of 3 / 10.
Can you provide the PE and PB ratios for SW stock?
The Price/Earnings (PE) ratio for SMURFIT WESTROCK PLC (SW) is 12.57 and the Price/Book (PB) ratio is 0.95.
Can you provide the financial health for SW stock?
The financial health rating of SMURFIT WESTROCK PLC (SW) is 3 / 10.