SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SW - IE00028FXN24 - Common Stock
37.175 USD
-0.84 (-2.2%)
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. SW has a bad profitability rating. Also its financial health evaluation is rather negative. SW is not valued too expensively and it also shows a decent growth rate.
1. Profitability
1.1 Basic Checks
SW had positive earnings in the past year.
In the past year SW had a positive cash flow from operations.
In the past 5 years SW has always been profitable.
SW had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 2.02%, SW is in line with its industry, outperforming 40.91% of the companies in the same industry.
SW's Return On Equity of 5.00% is in line compared 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.
Measured over the past 3 years, the Average Return On Invested Capital for SW 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.
SW's Operating Margin of 7.04% is on the low side compared to the rest of the industry. SW is outperformed by 68.18% of its industry peers.
SW's Operating Margin has declined in the last couple of years.
With a Gross Margin value of 19.81%, SW is not doing good in the industry: 68.18% of the companies in the same industry are doing better.
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
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SW is still creating some value.
The number of shares outstanding for SW has been increased compared to 1 year ago.
The number of shares outstanding for SW has been increased compared to 5 years ago.
The debt/assets ratio for SW is higher compared to a year ago.
2.2 Solvency
An Altman-Z score of 1.83 indicates that SW is not a great score, but indicates only limited risk for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 1.83, SW is in line with its industry, outperforming 40.91% of the companies in the same industry.
SW has a debt to FCF ratio of 17.64. This is a negative value and a sign of low solvency as SW would need 17.64 years to pay back of 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.
Looking at the Debt to Equity ratio, with a value of 0.72, SW is in the better half of the industry, outperforming 72.73% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.72 | ||
| Debt/FCF | 17.64 | ||
| Altman-Z | 1.83 |
ROIC/WACC0.86
WACC6.19%
2.3 Liquidity
SW has a Current Ratio of 1.48. This is a normal value and indicates that SW is financially healthy and should not expect problems in meeting its short term obligations.
SW's Current ratio of 1.48 is fine compared to the rest of the industry. SW outperforms 63.64% of its industry peers.
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 54.55% 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.
SW shows a strong growth in Revenue. In the last year, the Revenue has grown by 73.58%.
The Revenue has been growing by 15.83% on average over the past years. This is quite good.
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 Y15.79%
EPS Next 2Y23.59%
EPS Next 3Y22.57%
EPS Next 5Y20.46%
Revenue Next Year14.17%
Revenue Next 2Y8.31%
Revenue Next 3Y6.39%
Revenue Next 5Y5.88%
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
SW is valuated correctly with a Price/Earnings ratio of 13.92.
SW's Price/Earnings ratio is a bit cheaper when compared to the industry. SW is cheaper than 63.64% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 26.76, SW is valued a bit cheaper.
A Price/Forward Earnings ratio of 11.50 indicates a reasonable valuation of SW.
Based on the Price/Forward Earnings ratio, SW is valued a bit cheaper than 72.73% of the companies in the same industry.
When comparing the Price/Forward Earnings ratio of SW to the average of the S&P500 Index (23.96), we can say SW is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.92 | ||
| Fwd PE | 11.5 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SW indicates a rather cheap valuation: SW is cheaper than 100.00% of the companies listed in the same industry.
The rest of the industry has a similar Price/Free Cash Flow ratio as SW.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 24.27 | ||
| EV/EBITDA | 5.9 |
4.3 Compensation for Growth
SW's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
A more expensive valuation may be justified as SW's earnings are expected to grow with 22.57% in the coming years.
PEG (NY)0.88
PEG (5Y)N/A
EPS Next 2Y23.59%
EPS Next 3Y22.57%
5. Dividend
5.1 Amount
SW has a Yearly Dividend Yield of 4.38%, which is a nice return.
SW's Dividend Yield is rather good when compared to the industry average which is at 3.34. SW pays more dividend than 81.82% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.31, SW pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.38% |
5.2 History
The dividend of SW is nicely growing with an annual growth rate of 8.23%!
SW does not have a reliable dividend history as it only pays dividend since a couple or years.
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.
SW's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP90.34%
EPS Next 2Y23.59%
EPS Next 3Y22.57%
NYSE:SW (12/12/2025, 2:50:06 PM)
37.175
-0.84 (-2.2%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)
Earnings (Next)
Inst Owners96.77%
Inst Owner ChangeN/A
Ins Owners0.48%
Ins Owner Change0.22%
Market Cap19.41B
Revenue(TTM)44.71B
Net Income(TTM)921.00M
Analysts83.85
Price Target54.3 (46.07%)
Short Float %4.24%
Short Ratio4.33
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.38% |
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)-5.69%
PT rev (3m)-3.73%
EPS NQ rev (1m)-8.23%
EPS NQ rev (3m)-27.67%
EPS NY rev (1m)-9.39%
EPS NY rev (3m)-11.08%
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)-1.75%
Revenue NY rev (1m)0.06%
Revenue NY rev (3m)-0.24%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.92 | ||
| Fwd PE | 11.5 | ||
| P/S | 0.43 | ||
| P/FCF | 24.27 | ||
| P/OCF | 6.52 | ||
| P/B | 1.05 | ||
| P/tB | 1.91 | ||
| EV/EBITDA | 5.9 |
EPS(TTM)2.67
EY7.18%
EPS(NY)3.23
Fwd EY8.69%
FCF(TTM)1.53
FCFY4.12%
OCF(TTM)5.7
OCFY15.34%
SpS85.62
BVpS35.3
TBVpS19.43
PEG (NY)0.88
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 | 1.83 |
F-Score6
WACC6.19%
ROIC/WACC0.86
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 Y15.79%
EPS Next 2Y23.59%
EPS Next 3Y22.57%
EPS Next 5Y20.46%
Revenue 1Y (TTM)73.58%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%4.33%
Revenue Next Year14.17%
Revenue Next 2Y8.31%
Revenue Next 3Y6.39%
Revenue Next 5Y5.88%
EBIT growth 1Y26.96%
EBIT growth 3Y3.39%
EBIT growth 5Y3.36%
EBIT Next Year150.71%
EBIT Next 3Y43.31%
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 6 / 10 to SMURFIT WESTROCK PLC (SW). This can be considered as Fairly Valued.
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 13.92 and the Price/Book (PB) ratio is 1.05.
Can you provide the financial health for SW stock?
The financial health rating of SMURFIT WESTROCK PLC (SW) is 3 / 10.