SMURFIT WESTROCK PLC (SW) Fundamental Analysis & Valuation

NYSE:SW • IE00028FXN24

42.85 USD
-1.74 (-3.9%)
At close: Mar 6, 2026
42.65 USD
-0.2 (-0.47%)
After Hours: 3/6/2026, 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

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. 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.


Dividend Valuation Growth Profitability Health

2

1. SW Profitability Analysis

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.
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 has a worse Return On Assets (1.55%) than 63.64% of its industry peers.
  • The Return On Equity of SW (3.81%) is worse than 63.64% of its industry peers.
  • SW has a Return On Invested Capital of 3.77%. This is in the lower half of the industry: SW underperforms 72.73% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SW is below the industry average of 7.65%.
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

  • Looking at the Profit Margin, with a value of 2.24%, 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.
  • With a Operating Margin value of 7.08%, SW is not doing good in the industry: 68.18% of the companies in the same industry are doing better.
  • In the last couple of years the Operating Margin of SW has declined.
  • SW has a worse Gross Margin (19.38%) 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
  • The debt/assets ratio for SW has been reduced compared to a year ago.
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 1.54, we must say that SW is in the distress zone and has some risk of bankruptcy.
  • With a Altman-Z score value of 1.54, SW perfoms like the industry average, outperforming 54.55% of the companies in the same 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's Debt to FCF ratio of 11.48 is in line compared to the rest of the industry. SW outperforms 45.45% 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.
  • SW has a better Debt to Equity ratio (0.73) than 63.64% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.73
Debt/FCF 11.48
Altman-Z 1.54
ROIC/WACC0.63
WACC6.01%
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

  • SW has a Current Ratio of 1.48. This is a normal value and indicates that SW is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 1.48, SW is in line with its industry, outperforming 59.09% of the companies in the same industry.
  • 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 Quick ratio (0.95) which is comparable to the rest of the 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

  • The earnings per share for SW have decreased strongly by -12.23% 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 -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%.
  • SW shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 26.25% yearly.
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

  • Based on estimates for the next years, SW will show a quite strong growth in Earnings Per Share. The EPS will grow by 17.18% on average per year.
  • 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

  • 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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
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

  • SW is valuated rather expensively with a Price/Earnings ratio of 17.71.
  • SW's Price/Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 26.29, SW is valued a bit cheaper.
  • A Price/Forward Earnings ratio of 14.01 indicates a correct valuation of SW.
  • 63.64% of the companies in the same industry are more expensive than SW, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 24.57. SW is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 17.71
Fwd PE 14.01
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 77.27% of the companies in the same industry.
  • 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 18.65
EV/EBITDA 7.6
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.
  • A more expensive valuation may be justified as SW's earnings are expected to grow with 26.98% in the coming years.
PEG (NY)0.66
PEG (5Y)N/A
EPS Next 2Y23.04%
EPS Next 3Y26.98%

More info and screens

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.
  • Compared to an average industry Dividend Yield of 2.26, SW pays a better dividend. On top of this SW pays more dividend than 81.82% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, SW pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.71%

5.2 History

  • The dividend of SW is nicely growing with an annual growth rate of 7.63%!
  • 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

  • 128.76% of the earnings are spent on dividend by SW. 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 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 (3/6/2026, 8:04:00 PM)

After market: 42.65 -0.2 (-0.47%)

42.85

-1.74 (-3.9%)

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 Cap22.38B
Revenue(TTM)31.18B
Net Income(TTM)699.00M
Analysts83.2
Price Target58.34 (36.15%)
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 17.71
Fwd PE 14.01
P/S 0.72
P/FCF 18.65
P/OCF 6.6
P/B 1.22
P/tB 2.23
EV/EBITDA 7.6
EPS(TTM)2.42
EY5.65%
EPS(NY)3.06
Fwd EY7.14%
FCF(TTM)2.3
FCFY5.36%
OCF(TTM)6.49
OCFY15.15%
SpS59.68
BVpS35.08
TBVpS19.24
PEG (NY)0.66
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 1.54
F-Score5
WACC6.01%
ROIC/WACC0.63
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 17.71 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 128.76%.