SMURFIT WESTROCK PLC (SW) Fundamental Analysis & Valuation

NYSE:SW • IE00028FXN24

Current stock price

39.29 USD
-0.84 (-2.09%)
At close:
39.29 USD
0 (0%)
After Hours:

This SW fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

3

1. SW Profitability Analysis

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 2025 0 1B 2B 3B

1.2 Ratios

  • SW's Return On Assets of 1.55% is in line compared to the rest of the industry. SW outperforms 40.91% of its industry peers.
  • The Return On Equity of SW (3.81%) is worse than 63.64% of its industry peers.
  • SW has a worse Return On Invested Capital (3.77%) than 72.73% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SW is below the industry average of 7.18%.
Industry RankSector Rank
ROA 1.55%
ROE 3.81%
ROIC 3.77%
ROA(3y)2.72%
ROA(5y)4.32%
ROE(3y)6.34%
ROE(5y)10.72%
ROIC(3y)5.11%
ROIC(5y)6.95%
SW Yearly ROA, ROE, ROICSW Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20 -20

1.3 Margins

  • SW has a Profit Margin (2.24%) which is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of SW has declined.
  • SW has a worse Operating Margin (7.08%) than 68.18% of its industry peers.
  • In the last couple of years the Operating Margin of SW has declined.
  • With a Gross Margin value of 19.38%, SW is not doing good in the industry: 63.64% of the companies in the same industry are doing better.
  • In the last couple of years the Gross Margin of SW has declined.
Industry RankSector Rank
OM 7.08%
PM (TTM) 2.24%
GM 19.38%
OM growth 3Y-18.2%
OM growth 5Y-7.98%
PM growth 3Y-32.74%
PM growth 5Y-18.9%
GM growth 3Y-15.13%
GM growth 5Y-10.47%
SW Yearly Profit, Operating, Gross MarginsSW Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30

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3

2. SW Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SW is destroying 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.
  • SW has a better debt/assets ratio than last year.
SW Yearly Shares OutstandingSW Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 10B 20B 30B 40B

2.2 Solvency

  • Based on the Altman-Z score of 1.48, we must say that SW is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of SW (1.48) is comparable to the rest of the industry.
  • The Debt to FCF ratio of SW is 11.48, which is on the high side as it means it would take SW, 11.48 years of fcf income to pay off all of its debts.
  • SW has a Debt to FCF ratio of 11.48. This is comparable to the rest of the industry: SW outperforms 50.00% of its industry peers.
  • SW has a Debt/Equity ratio of 0.73. This is a neutral value indicating SW is somewhat dependend on debt financing.
  • The Debt to Equity ratio of SW (0.73) is better than 63.64% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.73
Debt/FCF 11.48
Altman-Z 1.48
ROIC/WACC0.64
WACC5.91%
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 2025 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.
  • SW's Current ratio of 1.48 is fine compared to the rest of the industry. SW outperforms 68.18% 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 has a better Quick ratio (0.95) than 63.64% of its industry peers.
Industry RankSector Rank
Current Ratio 1.48
Quick Ratio 0.95
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 2025 2B 4B 6B 8B 10B

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

4

3. SW Growth Analysis

3.1 Past

  • SW shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -12.00%.
  • SW shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -12.43% yearly.
  • The Revenue for SW has decreased by -10.09% in the past year. This is quite bad
  • Measured over the past years, SW shows a very strong growth in Revenue. The Revenue has been growing by 26.25% on average per year.
EPS 1Y (TTM)-12%
EPS 3Y-29.55%
EPS 5Y-12.43%
EPS Q2Q%-43.14%
Revenue 1Y (TTM)-10.09%
Revenue growth 3Y32.28%
Revenue growth 5Y26.25%
Sales Q2Q%0.54%

3.2 Future

  • Based on estimates for the next years, SW will show a quite strong growth in Earnings Per Share. The EPS will grow by 19.62% on average per year.
  • Based on estimates for the next years, SW will show a small growth in Revenue. The Revenue will grow by 4.04% on average per year.
EPS Next Y7.76%
EPS Next 2Y18.35%
EPS Next 3Y17.64%
EPS Next 5Y19.62%
Revenue Next Year1.04%
Revenue Next 2Y1.98%
Revenue Next 3Y2.17%
Revenue Next 5Y4.04%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • 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 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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4

4. SW Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 16.24, SW is valued correctly.
  • Compared to the rest of the industry, the Price/Earnings ratio of SW is on the same level as its industry peers.
  • SW's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 25.60.
  • SW is valuated correctly with a Price/Forward Earnings ratio of 15.10.
  • SW's Price/Forward Earnings ratio is in line with the industry average.
  • SW is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.84, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 16.24
Fwd PE 15.1
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 86.36% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, SW is valued a bit cheaper than 68.18% of the companies in the same industry.
Industry RankSector Rank
P/FCF 17.16
EV/EBITDA 7.03
SW Per share dataSW EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40 50

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • SW's earnings are expected to grow with 17.64% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.09
PEG (5Y)N/A
EPS Next 2Y18.35%
EPS Next 3Y17.64%

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

6

5. SW Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.26%, SW is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 2.63, 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 1.90.
Industry RankSector Rank
Dividend Yield 4.26%

5.2 History

  • On average, the dividend of SW grows each year by 7.63%, which is quite nice.
  • SW has been paying a dividend for less than 5 years, so it still needs to build a track record.
Dividend Growth(5Y)7.63%
Div Incr Years1
Div Non Decr Years1
SW Yearly Dividends per shareSW Yearly Dividends per shareYearly Dividends per share 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • SW pays out 128.76% 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.
DP128.76%
EPS Next 2Y18.35%
EPS Next 3Y17.64%
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 2025 0 500M -500M 1B
SW Dividend Payout.SW Dividend Payout, showing the Payout Ratio.SW Dividend Payout.PayoutRetained Earnings

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SW Fundamentals: All Metrics, Ratios and Statistics

SMURFIT WESTROCK PLC

NYSE:SW (4/2/2026, 8:04:00 PM)

After market: 39.29 0 (0%)

39.29

-0.84 (-2.09%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)02-11
Earnings (Next)04-29
Inst Owners94.16%
Inst Owner ChangeN/A
Ins Owners0.5%
Ins Owner Change12.18%
Market Cap20.60B
Revenue(TTM)31.18B
Net Income(TTM)699.00M
Analysts84
Price Target57.71 (46.88%)
Short Float %5.74%
Short Ratio4.45
Dividend
Industry RankSector Rank
Dividend Yield 4.26%
Yearly Dividend1.73
Dividend Growth(5Y)7.63%
DP128.76%
Div Incr Years1
Div Non Decr Years1
Ex-Date02-17
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-27.48%
Min EPS beat(2)-34.75%
Max EPS beat(2)-20.2%
EPS beat(4)1
Avg EPS beat(4)-7.68%
Min EPS beat(4)-34.75%
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)-2.71%
Min Revenue beat(2)-3.79%
Max Revenue beat(2)-1.62%
Revenue beat(4)0
Avg Revenue beat(4)-3.18%
Min Revenue beat(4)-4.35%
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)9.65%
PT rev (3m)7.7%
EPS NQ rev (1m)-33.41%
EPS NQ rev (3m)-35.71%
EPS NY rev (1m)-14.93%
EPS NY rev (3m)-19.59%
Revenue NQ rev (1m)-2.27%
Revenue NQ rev (3m)-2.3%
Revenue NY rev (1m)-1.37%
Revenue NY rev (3m)-1.75%
Valuation
Industry RankSector Rank
PE 16.24
Fwd PE 15.1
P/S 0.66
P/FCF 17.16
P/OCF 6.07
P/B 1.12
P/tB 2.05
EV/EBITDA 7.03
EPS(TTM)2.42
EY6.16%
EPS(NY)2.6
Fwd EY6.62%
FCF(TTM)2.29
FCFY5.83%
OCF(TTM)6.47
OCFY16.47%
SpS59.47
BVpS34.96
TBVpS19.18
PEG (NY)2.09
PEG (5Y)N/A
Graham Number43.63
Profitability
Industry RankSector Rank
ROA 1.55%
ROE 3.81%
ROCE 5.8%
ROIC 3.77%
ROICexc 3.86%
ROICexgc 4.96%
OM 7.08%
PM (TTM) 2.24%
GM 19.38%
FCFM 3.85%
ROA(3y)2.72%
ROA(5y)4.32%
ROE(3y)6.34%
ROE(5y)10.72%
ROIC(3y)5.11%
ROIC(5y)6.95%
ROICexc(3y)5.45%
ROICexc(5y)7.53%
ROICexgc(3y)7.45%
ROICexgc(5y)10.75%
ROCE(3y)7.86%
ROCE(5y)10.7%
ROICexgc growth 3Y-34.46%
ROICexgc growth 5Y-16.23%
ROICexc growth 3Y-31.87%
ROICexc growth 5Y-13.01%
OM growth 3Y-18.2%
OM growth 5Y-7.98%
PM growth 3Y-32.74%
PM growth 5Y-18.9%
GM growth 3Y-15.13%
GM growth 5Y-10.47%
F-Score5
Asset Turnover0.69
Health
Industry RankSector Rank
Debt/Equity 0.73
Debt/FCF 11.48
Debt/EBITDA 2.82
Cap/Depr 85.96%
Cap/Sales 7.03%
Interest Coverage 250
Cash Conversion 71.28%
Profit Quality 171.67%
Current Ratio 1.48
Quick Ratio 0.95
Altman-Z 1.48
F-Score5
WACC5.91%
ROIC/WACC0.64
Cap/Depr(3y)107.12%
Cap/Depr(5y)114.77%
Cap/Sales(3y)7.2%
Cap/Sales(5y)6.93%
Profit Quality(3y)87.94%
Profit Quality(5y)75.6%
High Growth Momentum
Growth
EPS 1Y (TTM)-12%
EPS 3Y-29.55%
EPS 5Y-12.43%
EPS Q2Q%-43.14%
EPS Next Y7.76%
EPS Next 2Y18.35%
EPS Next 3Y17.64%
EPS Next 5Y19.62%
Revenue 1Y (TTM)-10.09%
Revenue growth 3Y32.28%
Revenue growth 5Y26.25%
Sales Q2Q%0.54%
Revenue Next Year1.04%
Revenue Next 2Y1.98%
Revenue Next 3Y2.17%
Revenue Next 5Y4.04%
EBIT growth 1Y-6.32%
EBIT growth 3Y8.21%
EBIT growth 5Y16.18%
EBIT Next Year133.19%
EBIT Next 3Y38.19%
EBIT Next 5Y25.64%
FCF growth 1Y6958.82%
FCF growth 3Y26.65%
FCF growth 5Y7.51%
OCF growth 1Y128.73%
OCF growth 3Y30.5%
OCF growth 5Y19%

SMURFIT WESTROCK PLC / SW Fundamental Analysis 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 4 / 10 to SMURFIT WESTROCK PLC (SW). This can be considered as Fairly Valued.


Can you provide the profitability details for SMURFIT WESTROCK PLC?

SMURFIT WESTROCK PLC (SW) has a profitability rating of 3 / 10.


What is the financial health of SMURFIT WESTROCK PLC (SW) stock?

The financial health rating of SMURFIT WESTROCK PLC (SW) is 3 / 10.


Is the dividend of SMURFIT WESTROCK PLC sustainable?

The dividend rating of SMURFIT WESTROCK PLC (SW) is 6 / 10 and the dividend payout ratio is 128.76%.