SMURFIT WESTROCK PLC (SW) Fundamental Analysis & Valuation

NYSE:SW • IE00028FXN24

Current stock price

40.04 USD
+0.08 (+0.2%)
At close:
40.04 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

  • In the past year SW was profitable.
  • SW had a positive operating cash flow in the past year.
  • 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 has a Return On Assets (1.55%) which is in line with its industry peers.
  • Looking at the Return On Equity, with a value of 3.81%, SW is doing worse than 61.90% of the companies in the same industry.
  • The Return On Invested Capital of SW (3.77%) is worse than 71.43% 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 6.91%.
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 in line with its industry peers.
  • SW's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 7.08%, SW is doing worse than 66.67% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SW has declined.
  • SW's Gross Margin of 19.38% is on the low side compared to the rest of the industry. SW is outperformed by 61.90% 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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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.
  • Compared to 1 year ago, SW has more shares outstanding
  • Compared to 5 years ago, SW has more shares outstanding
  • Compared to 1 year ago, SW has an improved debt to assets ratio.
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

  • SW has an Altman-Z score of 1.49. This is a bad value and indicates that SW is not financially healthy and even has some risk of bankruptcy.
  • SW has a Altman-Z score (1.49) which is in line with its industry peers.
  • 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.
  • The Debt to FCF ratio of SW (11.48) is comparable to the rest of the 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 61.90% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.73
Debt/FCF 11.48
Altman-Z 1.49
ROIC/WACC0.63
WACC5.93%
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.
  • With a decent Current ratio value of 1.48, SW is doing good in the industry, outperforming 66.67% of the companies in the same industry.
  • A Quick Ratio of 0.95 indicates that SW may have some problems paying its short term obligations.
  • With a decent Quick ratio value of 0.95, SW is doing good in the industry, outperforming 61.90% 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

  • The earnings per share for SW have decreased strongly by -12.00% 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 -12.43% yearly.
  • SW shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -10.09%.
  • 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

  • SW is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 18.54% yearly.
  • SW is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.14% yearly.
EPS Next Y7.65%
EPS Next 2Y17.43%
EPS Next 3Y15.67%
EPS Next 5Y18.54%
Revenue Next Year0.94%
Revenue Next 2Y2.03%
Revenue Next 3Y2.12%
Revenue Next 5Y3.14%

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. SW Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 16.55 indicates a correct valuation of SW.
  • Compared to the rest of the industry, the Price/Earnings ratio of SW indicates a somewhat cheap valuation: SW is cheaper than 61.90% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.35, SW is valued a bit cheaper.
  • SW is valuated correctly with a Price/Forward Earnings ratio of 15.40.
  • 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 22.23, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 16.55
Fwd PE 15.4
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 cheaper than 80.95% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, SW is valued a bit cheaper than 76.19% of the companies in the same industry.
Industry RankSector Rank
P/FCF 17.49
EV/EBITDA 7.11
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 SW does not grow enough to justify the current Price/Earnings ratio.
  • A more expensive valuation may be justified as SW's earnings are expected to grow with 15.67% in the coming years.
PEG (NY)2.16
PEG (5Y)N/A
EPS Next 2Y17.43%
EPS Next 3Y15.67%

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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 4.25%, which is a nice return.
  • Compared to an average industry Dividend Yield of 2.66, SW pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, SW pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.25%

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.
  • The dividend of SW is growing, but earnings are growing more, so the dividend growth is sustainable.
DP128.76%
EPS Next 2Y17.43%
EPS Next 3Y15.67%
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 (4/27/2026, 8:19:16 PM)

After market: 40.04 0 (0%)

40.04

+0.08 (+0.2%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)02-11
Earnings (Next)04-30
Inst Owners96.99%
Inst Owner Change-0.38%
Ins Owners0.51%
Ins Owner Change12.18%
Market Cap20.99B
Revenue(TTM)31.18B
Net Income(TTM)699.00M
Analysts84.62
Price Target56.99 (42.33%)
Short Float %6.23%
Short Ratio5.01
Dividend
Industry RankSector Rank
Dividend Yield 4.25%
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)-2.32%
PT rev (3m)5.52%
EPS NQ rev (1m)-3.51%
EPS NQ rev (3m)-34.55%
EPS NY rev (1m)-0.1%
EPS NY rev (3m)-16.34%
Revenue NQ rev (1m)-0.6%
Revenue NQ rev (3m)-2.71%
Revenue NY rev (1m)-0.1%
Revenue NY rev (3m)-1.5%
Valuation
Industry RankSector Rank
PE 16.55
Fwd PE 15.4
P/S 0.67
P/FCF 17.49
P/OCF 6.19
P/B 1.15
P/tB 2.09
EV/EBITDA 7.11
EPS(TTM)2.42
EY6.04%
EPS(NY)2.6
Fwd EY6.49%
FCF(TTM)2.29
FCFY5.72%
OCF(TTM)6.47
OCFY16.16%
SpS59.47
BVpS34.96
TBVpS19.18
PEG (NY)2.16
PEG (5Y)N/A
Graham Number43.629 (8.96%)
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 1.49
F-Score5
WACC5.93%
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%
EPS 3Y-29.55%
EPS 5Y-12.43%
EPS Q2Q%-43.14%
EPS Next Y7.65%
EPS Next 2Y17.43%
EPS Next 3Y15.67%
EPS Next 5Y18.54%
Revenue 1Y (TTM)-10.09%
Revenue growth 3Y32.28%
Revenue growth 5Y26.25%
Sales Q2Q%0.54%
Revenue Next Year0.94%
Revenue Next 2Y2.03%
Revenue Next 3Y2.12%
Revenue Next 5Y3.14%
EBIT growth 1Y-6.32%
EBIT growth 3Y8.21%
EBIT growth 5Y16.18%
EBIT Next Year131.98%
EBIT Next 3Y37.8%
EBIT Next 5Y26.41%
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 5 / 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 5 / 10 and the dividend payout ratio is 128.76%.