SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:SW • IE00028FXN24

44.14 USD
+0.97 (+2.25%)
At close: Feb 6, 2026
44 USD
-0.14 (-0.32%)
After Hours: 2/6/2026, 8:07:33 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

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 has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

3

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.
  • 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.
SW Yearly Net Income VS EBIT VS OCF VS FCFSW Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M -500M 1B 1.5B

1.2 Ratios

  • With a Return On Assets value of 2.02%, SW perfoms like the industry average, outperforming 40.91% of the companies in the same 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.
  • The Return On Invested Capital of SW (5.31%) is worse than 63.64% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SW is in line with the industry average of 7.59%.
Industry RankSector 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%
SW Yearly ROA, ROE, ROICSW Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 -20

1.3 Margins

  • With a Profit Margin value of 2.06%, SW is not doing good in the industry: 63.64% of the companies in the same industry are doing better.
  • SW's Profit Margin has declined in the last couple of years.
  • With a Operating Margin value of 7.04%, 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 Operating Margin of SW has declined.
  • Looking at the Gross Margin, with a value of 19.81%, SW is in line with its industry, outperforming 40.91% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SW has declined.
Industry RankSector 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%
SW Yearly Profit, Operating, Gross MarginsSW Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

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.
  • Compared to 1 year ago, SW has more shares outstanding
  • The number of shares outstanding for SW has been increased compared to 5 years ago.
  • SW has a worse debt/assets ratio than last year.
SW Yearly Shares OutstandingSW Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M
SW Yearly Total Debt VS Total AssetsSW Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

2.2 Solvency

  • SW has an Altman-Z score of 1.90. This is not the best score and indicates that SW is in the grey zone with still only limited risk for bankruptcy at the moment.
  • SW has a Altman-Z score (1.90) which is in line with its industry peers.
  • 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 (17.64) which is comparable to the rest of the industry.
  • A Debt/Equity ratio of 0.72 indicates that SW is somewhat dependend on debt financing.
  • SW has a Debt to Equity ratio of 0.72. This is in the better half of the industry: SW outperforms 63.64% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF 17.64
Altman-Z 1.9
ROIC/WACC0.83
WACC6.42%
SW Yearly LT Debt VS Equity VS FCFSW Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

2.3 Liquidity

  • A Current Ratio of 1.48 indicates that SW should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.48, SW is in the better half of 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 has a Quick ratio of 0.97. This is in the better half of the industry: SW outperforms 63.64% of its industry peers.
Industry RankSector Rank
Current Ratio 1.48
Quick Ratio 0.97
SW Yearly Current Assets VS Current LiabilitesSW Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

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.
  • The Revenue has grown by 73.58% in the past year. This is a very strong growth!
  • 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 17.81% on average over the next years. This is quite good.
  • Based on estimates for the next years, SW will show a small growth in Revenue. The Revenue will grow by 5.80% on average per year.
EPS Next Y17.91%
EPS Next 2Y20.25%
EPS Next 3Y20.01%
EPS Next 5Y17.81%
Revenue Next Year14.06%
Revenue Next 2Y8.08%
Revenue Next 3Y6.19%
Revenue Next 5Y5.8%

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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
SW Yearly Revenue VS EstimatesSW Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 10B 20B 30B 40B
SW Yearly EPS VS EstimatesSW Yearly EPS VS EstimatesYearly EPS VS Estimates 2024 2025 2026 2027 2028 2029 1 2 3 4

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 16.53, SW is valued correctly.
  • SW's Price/Earnings is on the same level as the industry average.
  • The average S&P500 Price/Earnings ratio is at 27.93. SW is valued slightly cheaper when compared to this.
  • Based on the Price/Forward Earnings ratio of 14.43, the valuation of SW can be described as correct.
  • 68.18% of the companies in the same industry are more expensive than SW, based on the Price/Forward Earnings ratio.
  • SW is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 27.77, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 16.53
Fwd PE 14.43
SW Price Earnings VS Forward Price EarningsSW Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

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 95.45% of the companies listed in the same industry.
  • SW's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 28.81
EV/EBITDA 6.47
SW Per share dataSW EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

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.
  • A more expensive valuation may be justified as SW's earnings are expected to grow with 20.01% in the coming years.
PEG (NY)0.92
PEG (5Y)N/A
EPS Next 2Y20.25%
EPS Next 3Y20.01%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.99%, SW has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 2.27, SW pays a better dividend. On top of this SW pays more dividend than 81.82% of the companies listed in the same industry.
  • SW's Dividend Yield is rather good when compared to the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 3.99%

5.2 History

  • The dividend of SW is nicely growing with an annual growth rate of 8.23%!
  • 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
SW Yearly Dividends per shareSW Yearly Dividends per shareYearly Dividends per share 2024 2025 0.5 1 1.5

5.3 Sustainability

  • 90.34% of the earnings are spent on dividend by SW. 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 2Y20.25%
EPS Next 3Y20.01%
SW Yearly Income VS Free CF VS DividendSW Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M -500M
SW Dividend Payout.SW Dividend Payout, showing the Payout Ratio.SW Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

SMURFIT WESTROCK PLC

NYSE:SW (2/6/2026, 8:07:33 PM)

After market: 44 -0.14 (-0.32%)

44.14

+0.97 (+2.25%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)10-29
Earnings (Next)02-11
Inst Owners96.82%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner Change0.23%
Market Cap23.05B
Revenue(TTM)44.71B
Net Income(TTM)921.00M
Analysts83.85
Price Target53.21 (20.55%)
Short Float %4.5%
Short Ratio4.55
Dividend
Industry RankSector Rank
Dividend Yield 3.99%
Yearly Dividend1.67
Dividend Growth(5Y)8.23%
DP90.34%
Div Incr Years1
Div Non Decr Years1
Ex-DateN/A
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)-1.79%
PT rev (3m)-7.59%
EPS NQ rev (1m)-0.86%
EPS NQ rev (3m)-23.29%
EPS NY rev (1m)0.83%
EPS NY rev (3m)-10.75%
Revenue NQ rev (1m)-0.4%
Revenue NQ rev (3m)-1.63%
Revenue NY rev (1m)-0.07%
Revenue NY rev (3m)-0.12%
Valuation
Industry RankSector Rank
PE 16.53
Fwd PE 14.43
P/S 0.52
P/FCF 28.81
P/OCF 7.74
P/B 1.25
P/tB 2.27
EV/EBITDA 6.47
EPS(TTM)2.67
EY6.05%
EPS(NY)3.06
Fwd EY6.93%
FCF(TTM)1.53
FCFY3.47%
OCF(TTM)5.7
OCFY12.92%
SpS85.62
BVpS35.3
TBVpS19.43
PEG (NY)0.92
PEG (5Y)N/A
Graham Number46.05
Profitability
Industry RankSector 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 RankSector 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 1.9
F-Score6
WACC6.42%
ROIC/WACC0.83
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 Y17.91%
EPS Next 2Y20.25%
EPS Next 3Y20.01%
EPS Next 5Y17.81%
Revenue 1Y (TTM)73.58%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%4.33%
Revenue Next Year14.06%
Revenue Next 2Y8.08%
Revenue Next 3Y6.19%
Revenue Next 5Y5.8%
EBIT growth 1Y26.96%
EBIT growth 3Y3.39%
EBIT growth 5Y3.36%
EBIT Next Year150.62%
EBIT Next 3Y42.32%
EBIT Next 5Y26.55%
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 for SW stock?

ChartMill assigns a valuation rating of 5 / 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.


What is the valuation of SMURFIT WESTROCK PLC based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SMURFIT WESTROCK PLC (SW) is 16.53 and the Price/Book (PB) ratio is 1.25.


How sustainable is the dividend of SMURFIT WESTROCK PLC (SW) stock?

The dividend rating of SMURFIT WESTROCK PLC (SW) is 5 / 10 and the dividend payout ratio is 90.34%.