SMURFIT WESTROCK PLC (SW) Fundamental Analysis & Valuation

NYSE:SW • IE00028FXN24

45.2 USD
-1.62 (-3.46%)
At close: Mar 3, 2026
44.93 USD
-0.27 (-0.6%)
After Hours: 3/3/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

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

Fundamental Rating

3

Overall SW gets a fundamental rating of 3 out of 10. We evaluated SW against 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

2

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.
  • In the past 5 years SW has always been profitable.
  • In the past 5 years SW always reported a positive cash flow from operatings.
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 on the low side compared to the rest of the industry. SW is outperformed by 63.64% of its industry peers.
  • Looking at the Return On Equity, with a value of 3.81%, SW is doing worse than 63.64% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 3.77%, SW is doing worse than 72.73% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for SW is below the industry average of 7.52%.
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

  • With a Profit Margin value of 2.24%, 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 Profit Margin of SW has declined.
  • SW has a Operating Margin of 7.08%. This is in the lower half of the industry: SW underperforms 68.18% of its industry peers.
  • In the last couple of years the Operating Margin of SW has declined.
  • The Gross Margin of SW (19.38%) is worse than 63.64% of its industry peers.
  • SW's Gross Margin has declined in the last couple of years.
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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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. SW Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SW is destroying value.
  • The number of shares outstanding for SW has been increased compared to 1 year ago.
  • Compared to 5 years ago, SW has more shares outstanding
  • 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 1.55, we must say that SW is in the distress zone and has some risk of bankruptcy.
  • SW has a Altman-Z score (1.55) which is comparable to the rest of the industry.
  • SW has a debt to FCF ratio of 11.48. This is a negative value and a sign of low solvency as SW would need 11.48 years to pay back of all of its debts.
  • With a Debt to FCF ratio value of 11.48, SW perfoms like the industry average, outperforming 45.45% of the companies in the same industry.
  • SW has a Debt/Equity ratio of 0.73. This is a neutral value indicating SW is somewhat dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.73, SW is in the better half of the industry, outperforming 63.64% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.73
Debt/FCF 11.48
Altman-Z 1.55
ROIC/WACC0.62
WACC6.07%
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 has a Current ratio (1.48) which is in line with its industry peers.
  • A Quick Ratio of 0.95 indicates that SW may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.95, SW perfoms like the industry average, outperforming 54.55% of the companies in the same industry.
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 -12.23%.
  • Measured over the past years, SW shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -12.41% on average per year.
  • SW shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -10.09%.
  • The Revenue has been growing by 26.25% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)-12.23%
EPS 3Y-29.53%
EPS 5Y-12.41%
EPS Q2Q%-43.14%
Revenue 1Y (TTM)-10.09%
Revenue growth 3Y32.28%
Revenue growth 5Y26.25%
Sales Q2Q%0.54%

3.2 Future

  • The Earnings Per Share is expected to grow by 17.18% on average over the next years. This is quite good.
  • SW is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.04% yearly.
EPS Next Y26.67%
EPS Next 2Y23.04%
EPS Next 3Y26.98%
EPS Next 5Y17.18%
Revenue Next Year1.88%
Revenue Next 2Y2.22%
Revenue Next 3Y1.92%
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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5

4. SW Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 18.68 indicates a rather expensive valuation of SW.
  • SW's Price/Earnings is on the same level as the industry average.
  • SW's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.83.
  • Based on the Price/Forward Earnings ratio of 14.78, the valuation of SW can be described as correct.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SW indicates a somewhat cheap valuation: SW is cheaper than 63.64% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.95, SW is valued a bit cheaper.
Industry RankSector Rank
PE 18.68
Fwd PE 14.78
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

  • Based on the Enterprise Value to EBITDA ratio, SW is valued a bit cheaper than the industry average as 77.27% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, SW is valued a bit cheaper than the industry average as 68.18% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 19.68
EV/EBITDA 7.67
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

  • 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 26.98% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.7
PEG (5Y)N/A
EPS Next 2Y23.04%
EPS Next 3Y26.98%

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

5

5. SW Dividend Analysis

5.1 Amount

  • SW has a Yearly Dividend Yield of 3.71%. Purely for dividend investing, there may be better candidates out there.
  • SW's Dividend Yield is rather good when compared to the industry average which is at 2.24. 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 1.82.
Industry RankSector Rank
Dividend Yield 3.71%

5.2 History

  • On average, the dividend of SW grows each year by 7.63%, which is quite nice.
  • SW has paid a dividend for less than 5 years, so there is no long track record yet.
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

  • 128.76% 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.
DP128.76%
EPS Next 2Y23.04%
EPS Next 3Y26.98%
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 (3/3/2026, 8:04:00 PM)

After market: 44.93 -0.27 (-0.6%)

45.2

-1.62 (-3.46%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)02-11
Earnings (Next)04-29
Inst Owners96.82%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner Change6.71%
Market Cap23.61B
Revenue(TTM)31.18B
Net Income(TTM)699.00M
Analysts83.2
Price Target58.34 (29.07%)
Short Float %5.31%
Short Ratio4.56
Dividend
Industry RankSector Rank
Dividend Yield 3.71%
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)8.02%
PT rev (3m)5.89%
EPS NQ rev (1m)-33.41%
EPS NQ rev (3m)-37.29%
EPS NY rev (1m)-1.56%
EPS NY rev (3m)-12.36%
Revenue NQ rev (1m)-2.27%
Revenue NQ rev (3m)-2.44%
Revenue NY rev (1m)-0.58%
Revenue NY rev (3m)-1.23%
Valuation
Industry RankSector Rank
PE 18.68
Fwd PE 14.78
P/S 0.76
P/FCF 19.68
P/OCF 6.96
P/B 1.29
P/tB 2.35
EV/EBITDA 7.67
EPS(TTM)2.42
EY5.35%
EPS(NY)3.06
Fwd EY6.77%
FCF(TTM)2.3
FCFY5.08%
OCF(TTM)6.49
OCFY14.37%
SpS59.68
BVpS35.08
TBVpS19.24
PEG (NY)0.7
PEG (5Y)N/A
Graham Number43.71
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 1.55
F-Score5
WACC6.07%
ROIC/WACC0.62
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)-12.23%
EPS 3Y-29.53%
EPS 5Y-12.41%
EPS Q2Q%-43.14%
EPS Next Y26.67%
EPS Next 2Y23.04%
EPS Next 3Y26.98%
EPS Next 5Y17.18%
Revenue 1Y (TTM)-10.09%
Revenue growth 3Y32.28%
Revenue growth 5Y26.25%
Sales Q2Q%0.54%
Revenue Next Year1.88%
Revenue Next 2Y2.22%
Revenue Next 3Y1.92%
Revenue Next 5Y4.04%
EBIT growth 1Y-6.32%
EBIT growth 3Y8.21%
EBIT growth 5Y16.18%
EBIT Next Year133.62%
EBIT Next 3Y38.26%
EBIT Next 5Y24.81%
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 FAQ

Can you provide the ChartMill fundamental rating for SMURFIT WESTROCK PLC?

ChartMill assigns a fundamental rating of 3 / 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 2 / 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 18.68 and the Price/Book (PB) ratio is 1.29.


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 128.76%.