SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SW - IE00028FXN24 - Common Stock
43.235 USD
+3.59 (+9.07%)
SW gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 22 industry peers in the Containers & Packaging industry. Both the profitability and financial health of SW have multiple concerns. 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.
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
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.
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.
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 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
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SW is creating some value.
SW has more shares outstanding than it did 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 1.85 indicates that SW is not a great score, but indicates only limited risk for bankruptcy at the moment.
With a Altman-Z score value of 1.85, SW perfoms like the industry average, 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.
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.
SW has a better Debt to Equity ratio (0.72) than 72.73% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.72 | ||
| Debt/FCF | 17.64 | ||
| Altman-Z | 1.85 |
ROIC/WACC0.85
WACC6.24%
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 63.64% of the companies in the same industry.
A Quick Ratio of 0.97 indicates that SW may have some problems paying its short term obligations.
SW has a Quick ratio (0.97) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.48 | ||
| Quick Ratio | 0.97 |
3. Growth
3.1 Past
The earnings per share for SW have decreased strongly by -48.83% in the last year.
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!
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
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.
SW is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.88% yearly.
EPS Next Y16.94%
EPS Next 2Y23.69%
EPS Next 3Y22.48%
EPS Next 5Y20.46%
Revenue Next Year14.14%
Revenue Next 2Y8.29%
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
Based on the Price/Earnings ratio of 16.19, the valuation of SW can be described as correct.
Based on the Price/Earnings ratio, SW is valued a bit cheaper than the industry average as 68.18% of the companies are valued more expensively.
Compared to an average S&P500 Price/Earnings ratio of 26.92, SW is valued a bit cheaper.
SW is valuated correctly with a Price/Forward Earnings ratio of 13.36.
68.18% of the companies in the same industry are more expensive than SW, based on the Price/Forward Earnings ratio.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.57, SW is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.19 | ||
| Fwd PE | 13.36 |
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.
The rest of the industry has a similar Price/Free Cash Flow ratio as SW.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 28.22 | ||
| EV/EBITDA | 6.05 |
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 22.48% in the coming years.
PEG (NY)0.96
PEG (5Y)N/A
EPS Next 2Y23.69%
EPS Next 3Y22.48%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 4.46%, SW is a good candidate for dividend investing.
SW's Dividend Yield is rather good when compared to the industry average which is at 2.52. 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 1.94.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.46% |
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
90.34% 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.
DP90.34%
EPS Next 2Y23.69%
EPS Next 3Y22.48%
NYSE:SW (1/8/2026, 2:34:05 PM)
43.235
+3.59 (+9.07%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)
Earnings (Next)
Inst Owners96.82%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner Change0.23%
Market Cap22.58B
Revenue(TTM)44.71B
Net Income(TTM)921.00M
Analysts83.85
Price Target54.17 (25.29%)
Short Float %4.39%
Short Ratio4.25
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.46% |
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)-1.68%
PT rev (3m)-4.76%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-27.67%
EPS NY rev (1m)0.99%
EPS NY rev (3m)-9.53%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.6%
Revenue NY rev (1m)-0.02%
Revenue NY rev (3m)-0.23%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.19 | ||
| Fwd PE | 13.36 | ||
| P/S | 0.5 | ||
| P/FCF | 28.22 | ||
| P/OCF | 7.58 | ||
| P/B | 1.22 | ||
| P/tB | 2.23 | ||
| EV/EBITDA | 6.05 |
EPS(TTM)2.67
EY6.18%
EPS(NY)3.24
Fwd EY7.49%
FCF(TTM)1.53
FCFY3.54%
OCF(TTM)5.7
OCFY13.19%
SpS85.62
BVpS35.3
TBVpS19.43
PEG (NY)0.96
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 | 1.85 |
F-Score6
WACC6.24%
ROIC/WACC0.85
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 Y16.94%
EPS Next 2Y23.69%
EPS Next 3Y22.48%
EPS Next 5Y20.46%
Revenue 1Y (TTM)73.58%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%4.33%
Revenue Next Year14.14%
Revenue Next 2Y8.29%
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 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 16.19 and the Price/Book (PB) ratio is 1.22.
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%.