SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:SW • IE00028FXN24

40.9 USD
-1.06 (-2.53%)
At close: Feb 3, 2026
41.27 USD
+0.37 (+0.9%)
Pre-Market: 2/4/2026, 4:57:47 AM
Fundamental Rating

4

Overall SW gets a fundamental rating of 4 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 correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

3

1. Profitability

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.
  • Each year in the past 5 years SW had a positive operating cash flow.
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 0 500M -500M 1B 1.5B

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.
  • Looking at the Return On Equity, with a value of 5.00%, SW is in line with its industry, outperforming 40.91% of the companies in the same industry.
  • SW has a worse Return On Invested Capital (5.31%) than 63.64% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SW is in line with the industry average of 7.62%.
Industry RankSector 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%
SW Yearly ROA, ROE, ROICSW Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 -20

1.3 Margins

  • The Profit Margin of SW (2.06%) is worse than 63.64% of its industry peers.
  • SW's Profit Margin has declined in the last couple of years.
  • With a Operating Margin value of 7.04%, 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 (19.81%) than 68.18% of its industry peers.
  • In the last couple of years the Gross Margin of SW has declined.
Industry RankSector 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%
SW Yearly Profit, Operating, Gross MarginsSW Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

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3

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

2.2 Solvency

  • SW has an Altman-Z score of 1.86. This is not the best score and indicates that SW is in the grey zone with still only limited risk for bankruptcy at the moment.
  • SW has a Altman-Z score of 1.86. This is comparable to the rest of the industry: SW outperforms 45.45% of its industry peers.
  • The Debt to FCF ratio of SW is 17.64, which is on the high side as it means it would take SW, 17.64 years of fcf income to pay off 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.
  • Looking at the Debt to Equity ratio, with a value of 0.72, SW is in the better half of the industry, outperforming 63.64% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF 17.64
Altman-Z 1.86
ROIC/WACC0.84
WACC6.35%
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 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.
  • 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.
  • 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.
  • With a decent Quick ratio value of 0.97, SW is doing good in the industry, outperforming 63.64% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.48
Quick Ratio 0.97
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 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 -48.83% in the last year.
  • The earnings per share for SW have been decreasing by -18.21% on average. This is quite bad
  • The Revenue has grown by 73.58% in the past year. This is a very strong growth!
  • Measured over the past years, SW shows a quite strong growth in Revenue. The Revenue has been growing by 15.83% on average per year.
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 quite strong growth in Earnings Per Share. The EPS will grow by 17.81% on average per year.
  • The Revenue is expected to grow by 5.80% on average over the next years.
EPS Next Y15.77%
EPS Next 2Y21.2%
EPS Next 3Y20.53%
EPS Next 5Y17.81%
Revenue Next Year14.06%
Revenue Next 2Y8.1%
Revenue Next 3Y6.19%
Revenue Next 5Y5.8%

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 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. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 15.32, the valuation of SW can be described as correct.
  • SW's Price/Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Earnings ratio is at 28.18. SW is valued slightly cheaper when compared to this.
  • The Price/Forward Earnings ratio is 13.16, which indicates a correct valuation of SW.
  • 72.73% of the companies in the same industry are more expensive than SW, based on the Price/Forward Earnings ratio.
  • SW is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 25.51, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 15.32
Fwd PE 13.16
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

  • 100.00% of the companies in the same industry are more expensive than SW, based on the Enterprise Value to EBITDA ratio.
  • SW's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 26.7
EV/EBITDA 6.16
SW Per share dataSW EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80

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.
  • SW's earnings are expected to grow with 20.53% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.97
PEG (5Y)N/A
EPS Next 2Y21.2%
EPS Next 3Y20.53%

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5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 4.09%, SW is a good candidate for dividend investing.
  • SW's Dividend Yield is rather good when compared to the industry average which is at 2.38. SW pays more dividend than 81.82% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.83, SW pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.09%

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
SW Yearly Dividends per shareSW Yearly Dividends per shareYearly Dividends per share 2024 2025 0.5 1 1.5

5.3 Sustainability

  • SW pays out 90.34% of its income as dividend. 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 2Y21.2%
EPS Next 3Y20.53%
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 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 (2/3/2026, 8:04:00 PM)

Premarket: 41.27 +0.37 (+0.9%)

40.9

-1.06 (-2.53%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)10-29
Earnings (Next)02-11
Inst Owners96.82%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner Change0.23%
Market Cap21.36B
Revenue(TTM)44.71B
Net Income(TTM)921.00M
Analysts83.85
Price Target54.01 (32.05%)
Short Float %4.5%
Short Ratio4.55
Dividend
Industry RankSector Rank
Dividend Yield 4.09%
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)-0.3%
PT rev (3m)-6.19%
EPS NQ rev (1m)-0.86%
EPS NQ rev (3m)-23.29%
EPS NY rev (1m)-1%
EPS NY rev (3m)-12.37%
Revenue NQ rev (1m)-0.4%
Revenue NQ rev (3m)-1.63%
Revenue NY rev (1m)-0.07%
Revenue NY rev (3m)-0.12%
Valuation
Industry RankSector Rank
PE 15.32
Fwd PE 13.16
P/S 0.48
P/FCF 26.7
P/OCF 7.17
P/B 1.16
P/tB 2.11
EV/EBITDA 6.16
EPS(TTM)2.67
EY6.53%
EPS(NY)3.11
Fwd EY7.6%
FCF(TTM)1.53
FCFY3.75%
OCF(TTM)5.7
OCFY13.94%
SpS85.62
BVpS35.3
TBVpS19.43
PEG (NY)0.97
PEG (5Y)N/A
Graham Number46.05
Profitability
Industry RankSector 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 RankSector 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 1.86
F-Score6
WACC6.35%
ROIC/WACC0.84
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 Y15.77%
EPS Next 2Y21.2%
EPS Next 3Y20.53%
EPS Next 5Y17.81%
Revenue 1Y (TTM)73.58%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%4.33%
Revenue Next Year14.06%
Revenue Next 2Y8.1%
Revenue Next 3Y6.19%
Revenue Next 5Y5.8%
EBIT growth 1Y26.96%
EBIT growth 3Y3.39%
EBIT growth 5Y3.36%
EBIT Next Year150.62%
EBIT Next 3Y42.32%
EBIT Next 5Y26.55%
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 15.32 and the Price/Book (PB) ratio is 1.16.


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%.