SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SW - IE00028FXN24 - Common Stock
37.98 USD
+0.81 (+2.18%)
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 may be in some trouble as it scores bad on both profitability and health. 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.
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
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 (5.00%) which is in line with 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.
The Average Return On Invested Capital over the past 3 years 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.
In the last couple of years the Profit Margin of SW has declined.
The Operating Margin of SW (7.04%) is worse than 68.18% of its industry peers.
In the last couple of years the Operating Margin of SW has declined.
SW has a Gross Margin of 19.81%. This is in the lower half of the industry: SW underperforms 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.
The number of shares outstanding for SW has been increased compared to 1 year ago.
SW has more shares outstanding than it did 5 years ago.
The debt/assets ratio for SW is higher compared to a year ago.
2.2 Solvency
An Altman-Z score of 1.82 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 1.82, SW is in line with its industry, outperforming 40.91% of the companies in the same industry.
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.
Looking at the Debt to FCF ratio, with a value of 17.64, SW is in line with its industry, outperforming 45.45% of the companies in the same industry.
A Debt/Equity ratio of 0.72 indicates that SW is somewhat dependend on debt financing.
The Debt to Equity ratio of SW (0.72) is better than 72.73% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.72 | ||
| Debt/FCF | 17.64 | ||
| Altman-Z | 1.82 |
ROIC/WACC0.86
WACC6.17%
2.3 Liquidity
A Current Ratio of 1.48 indicates that SW should not have too much problems paying its short term obligations.
The Current ratio of SW (1.48) is better than 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.
The Revenue has grown by 73.58% in the past year. This is a very strong growth!
Measured over the past years, SW shows a quite strong growth in Revenue. The Revenue has been growing by 15.83% on average per year.
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
Based on estimates for the next years, SW will show a very strong growth in Earnings Per Share. The EPS will grow by 20.46% on average per year.
The Revenue is expected to grow by 5.88% on average over the next years.
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
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 14.22.
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.
SW is valuated rather cheaply when we compare the Price/Earnings ratio to 26.59, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 11.75, the valuation of SW can be described as reasonable.
Based on the Price/Forward Earnings ratio, SW is valued a bit cheaper than the industry average as 72.73% of the companies are valued more expensively.
SW's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 23.80.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.22 | ||
| Fwd PE | 11.75 |
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 | 24.79 | ||
| EV/EBITDA | 5.82 |
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.
SW's earnings are expected to grow with 22.57% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.9
PEG (5Y)N/A
EPS Next 2Y23.59%
EPS Next 3Y22.57%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 4.38%, SW is a good candidate for dividend investing.
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.
SW's Dividend Yield is rather good when compared to the S&P500 average which is at 2.31.
| 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.
The dividend of SW is growing, but earnings are growing more, so the dividend growth is sustainable.
DP90.34%
EPS Next 2Y23.59%
EPS Next 3Y22.57%
NYSE:SW (12/11/2025, 11:18:08 AM)
37.98
+0.81 (+2.18%)
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 Cap19.83B
Revenue(TTM)44.71B
Net Income(TTM)921.00M
Analysts83.85
Price Target54.3 (42.97%)
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 | 14.22 | ||
| Fwd PE | 11.75 | ||
| P/S | 0.44 | ||
| P/FCF | 24.79 | ||
| P/OCF | 6.66 | ||
| P/B | 1.08 | ||
| P/tB | 1.95 | ||
| EV/EBITDA | 5.82 |
EPS(TTM)2.67
EY7.03%
EPS(NY)3.23
Fwd EY8.51%
FCF(TTM)1.53
FCFY4.03%
OCF(TTM)5.7
OCFY15.02%
SpS85.62
BVpS35.3
TBVpS19.43
PEG (NY)0.9
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 | 1.82 |
F-Score6
WACC6.17%
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 14.22 and the Price/Book (PB) ratio is 1.08.
Can you provide the financial health for SW stock?
The financial health rating of SMURFIT WESTROCK PLC (SW) is 3 / 10.