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SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis

NYSE:SW - New York Stock Exchange, Inc. - IE00028FXN24 - Common Stock - Currency: USD

44.74  -1.2 (-2.61%)

Fundamental Rating

3

Taking everything into account, SW scores 3 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 has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

1.1 Basic Checks

In the past year SW was profitable.
SW had a positive operating cash flow in the past year.
SW had positive earnings in each of the past 5 years.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M -500M 1B 1.5B

1.2 Ratios

The Return On Assets of SW (1.53%) is comparable to the rest of the industry.
SW has a Return On Equity (3.83%) which is comparable to the rest of the industry.
The Return On Invested Capital of SW (4.53%) is worse than 63.64% of its industry peers.
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 7.48%.
Industry RankSector Rank
ROA 1.53%
ROE 3.83%
ROIC 4.53%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 -20

1.3 Margins

Looking at the Profit Margin, with a value of 1.74%, SW is doing worse than 63.64% of the companies in the same industry.
In the last couple of years the Profit Margin of SW has declined.
Looking at the Operating Margin, with a value of 6.64%, SW is doing worse than 63.64% 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 (19.83%) than 72.73% of its industry peers.
In the last couple of years the Gross Margin of SW has declined.
Industry RankSector Rank
OM 6.64%
PM (TTM) 1.74%
GM 19.83%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

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2

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.
Compared to 1 year ago, SW has more shares outstanding
SW has more shares outstanding than it did 5 years ago.
Compared to 1 year ago, SW has a worse debt to assets ratio.
SW Yearly Shares OutstandingSW Yearly Shares OutstandingYearly Shares Outstanding 2015 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

2.2 Solvency

Based on the Altman-Z score of 1.79, we must say that SW is in the distress zone and has some risk of bankruptcy.
The Altman-Z score of SW (1.79) 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's Debt to Equity ratio of 0.72 is fine compared to the rest of the industry. SW outperforms 77.27% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF N/A
Altman-Z 1.79
ROIC/WACC0.7
WACC6.48%
SW Yearly LT Debt VS Equity VS FCFSW Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

2.3 Liquidity

A Current Ratio of 1.43 indicates that SW should not have too much problems paying its short term obligations.
With a decent Current ratio value of 1.43, SW is doing good in the industry, outperforming 68.18% of the companies in the same industry.
A Quick Ratio of 0.93 indicates that SW may have some problems paying its short term obligations.
Looking at the Quick ratio, with a value of 0.93, SW is in line with its industry, outperforming 59.09% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.43
Quick Ratio 0.93
SW Yearly Current Assets VS Current LiabilitesSW Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

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5

3. Growth

3.1 Past

The earnings per share for SW have decreased strongly by -73.97% in the last year.
Measured over the past years, SW shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -18.21% on average per year.
Looking at the last year, SW shows a very strong growth in Revenue. The Revenue has grown by 73.22%.
The Revenue has been growing by 15.83% on average over the past years. This is quite good.
EPS 1Y (TTM)-73.97%
EPS 3Y-35.74%
EPS 5Y-18.21%
EPS Q2Q%0%
Revenue 1Y (TTM)73.22%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%161.3%

3.2 Future

SW is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 29.90% yearly.
Based on estimates for the next years, SW will show a small growth in Revenue. The Revenue will grow by 5.77% on average per year.
EPS Next Y44.5%
EPS Next 2Y33.89%
EPS Next 3Y29.9%
EPS Next 5YN/A
Revenue Next Year14.4%
Revenue Next 2Y8.56%
Revenue Next 3Y5.77%
Revenue Next 5YN/A

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.
SW Yearly Revenue VS EstimatesSW Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 10B 20B 30B
SW Yearly EPS VS EstimatesSW Yearly EPS VS EstimatesYearly EPS VS Estimates 2024 2025 2026 2027 1 2 3 4

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4

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 26.16, which means the current valuation is very expensive for SW.
68.18% of the companies in the same industry are cheaper than SW, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of SW to the average of the S&P500 Index (26.60), we can say SW is valued inline with the index average.
Based on the Price/Forward Earnings ratio of 11.80, 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 63.64% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 22.43. SW is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 26.16
Fwd PE 11.8
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

77.27% of the companies in the same industry are more expensive than SW, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 8.25
SW Per share dataSW EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60

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 29.90% in the coming years.
PEG (NY)0.59
PEG (5Y)N/A
EPS Next 2Y33.89%
EPS Next 3Y29.9%

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4

5. Dividend

5.1 Amount

SW has a Yearly Dividend Yield of 2.96%.
SW's Dividend Yield is a higher than the industry average which is at 3.20.
SW's Dividend Yield is a higher than the S&P500 average which is at 2.36.
Industry RankSector Rank
Dividend Yield 2.96%

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 Years0
Div Non Decr Years0
SW Yearly Dividends per shareSW Yearly Dividends per shareYearly Dividends per share 2024 2025 0.2 0.4 0.6 0.8

5.3 Sustainability

127.74% of the earnings are spent on dividend by SW. This is not a sustainable payout ratio.
The dividend of SW is growing, but earnings are growing more, so the dividend growth is sustainable.
DP127.74%
EPS Next 2Y33.89%
EPS Next 3Y29.9%
SW Yearly Income VS Free CF VS DividendSW Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 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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SMURFIT WESTROCK PLC

NYSE:SW (5/21/2025, 3:08:03 PM)

44.74

-1.2 (-2.61%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)05-01 2025-05-01/bmo
Earnings (Next)07-28 2025-07-28
Inst Owners90.83%
Inst Owner ChangeN/A
Ins Owners0.4%
Ins Owner Change9.64%
Market Cap23.35B
Analysts80.87
Price Target55.5 (24.05%)
Short Float %2.85%
Short Ratio3.6
Dividend
Industry RankSector Rank
Dividend Yield 2.96%
Yearly Dividend1.67
Dividend Growth(5Y)8.23%
DP127.74%
Div Incr Years0
Div Non Decr Years0
Ex-Date05-16 2025-05-16 (0.4308)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)7.49%
Min EPS beat(2)-12.36%
Max EPS beat(2)27.34%
EPS beat(4)1
Avg EPS beat(4)-39.53%
Min EPS beat(4)-138.26%
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)-4.95%
Min Revenue beat(2)-5.56%
Max Revenue beat(2)-4.35%
Revenue beat(4)0
Avg Revenue beat(4)-6.45%
Min Revenue beat(4)-8.48%
Max Revenue beat(4)-4.35%
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)-10.21%
PT rev (3m)-9.62%
EPS NQ rev (1m)-13.42%
EPS NQ rev (3m)-26.17%
EPS NY rev (1m)-6.87%
EPS NY rev (3m)-13.46%
Revenue NQ rev (1m)-1.31%
Revenue NQ rev (3m)-1.64%
Revenue NY rev (1m)-1.06%
Revenue NY rev (3m)-2.03%
Valuation
Industry RankSector Rank
PE 26.16
Fwd PE 11.8
P/S 0.59
P/FCF N/A
P/OCF 13.93
P/B 1.31
P/tB 2.39
EV/EBITDA 8.25
EPS(TTM)1.71
EY3.82%
EPS(NY)3.79
Fwd EY8.48%
FCF(TTM)-0.11
FCFYN/A
OCF(TTM)3.21
OCFY7.18%
SpS75.49
BVpS34.22
TBVpS18.69
PEG (NY)0.59
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 1.53%
ROE 3.83%
ROCE 7.03%
ROIC 4.53%
ROICexc 4.63%
ROICexgc 5.96%
OM 6.64%
PM (TTM) 1.74%
GM 19.83%
FCFM N/A
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%
ROICexcg growth 3Y-37.76%
ROICexcg 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-Score4
Asset Turnover0.88
Health
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF N/A
Debt/EBITDA 2.85
Cap/Depr 90.41%
Cap/Sales 4.4%
Interest Coverage 250
Cash Conversion 36.95%
Profit Quality N/A
Current Ratio 1.43
Quick Ratio 0.93
Altman-Z 1.79
F-Score4
WACC6.48%
ROIC/WACC0.7
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)-73.97%
EPS 3Y-35.74%
EPS 5Y-18.21%
EPS Q2Q%0%
EPS Next Y44.5%
EPS Next 2Y33.89%
EPS Next 3Y29.9%
EPS Next 5YN/A
Revenue 1Y (TTM)73.22%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%161.3%
Revenue Next Year14.4%
Revenue Next 2Y8.56%
Revenue Next 3Y5.77%
Revenue Next 5YN/A
EBIT growth 1Y-8.03%
EBIT growth 3Y3.39%
EBIT growth 5Y3.36%
EBIT Next Year169.41%
EBIT Next 3Y45.64%
EBIT Next 5YN/A
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%