SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis
NYSE:SW - New York Stock Exchange, Inc. - IE00028FXN24 - Common Stock - Currency: USD
Taking everything into account, SW scores 4 out of 10 in our fundamental rating. SW was compared to 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.
1. Profitability
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.
1.2 Ratios
SW has a Return On Assets of 1.15%. This is in the lower half of the industry: SW underperforms 63.64% of its industry peers.
Looking at the Return On Equity, with a value of 2.87%, 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 4.84%, SW is doing worse than 68.18% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for SW is in line with the industry average of 7.55%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.15% | ||
| ROE | 2.87% | ||
| ROIC | 4.84% |
ROA(3y)4.68%
ROA(5y)5%
ROE(3y)11.21%
ROE(5y)12.65%
ROIC(3y)7.54%
ROIC(5y)7.52%
1.3 Margins
With a Profit Margin value of 1.18%, 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.
The Operating Margin of SW (6.46%) is worse than 68.18% of its industry peers.
SW's Operating Margin has declined in the last couple of years.
SW has a Gross Margin of 19.46%. This is in the lower half of the industry: SW underperforms 72.73% of its industry peers.
SW's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 6.46% | ||
| PM (TTM) | 1.18% | ||
| GM | 19.46% |
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%
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
The debt/assets ratio for SW is higher compared to a year ago.
2.2 Solvency
SW has an Altman-Z score of 1.84. 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 1.84. This is comparable to the rest of the industry: SW outperforms 54.55% of its industry peers.
SW has a debt to FCF ratio of 168.98. This is a negative value and a sign of low solvency as SW would need 168.98 years to pay back of all of its debts.
SW has a Debt to FCF ratio of 168.98. This is in the lower half of the industry: SW underperforms 63.64% 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's Debt to Equity ratio of 0.73 is fine compared to the rest of the industry. SW outperforms 77.27% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.73 | ||
| Debt/FCF | 168.98 | ||
| Altman-Z | 1.84 |
ROIC/WACC0.77
WACC6.29%
2.3 Liquidity
A Current Ratio of 1.45 indicates that SW should not have too much problems paying its short term obligations.
SW has a Current ratio of 1.45. This is in the better half of the industry: SW outperforms 72.73% of its industry peers.
SW has a Quick Ratio of 1.45. 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's Quick ratio of 0.95 is in line compared to the rest of the industry. SW outperforms 59.09% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.45 | ||
| Quick Ratio | 0.95 |
3. Growth
3.1 Past
SW shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -73.97%.
Measured over the past years, SW shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -18.21% on average per year.
Looking at the last year, SW shows a very strong growth in Revenue. The Revenue has grown by 73.22%.
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)-73.97%
EPS 3Y-35.74%
EPS 5Y-18.21%
EPS Q2Q%15.69%
Revenue 1Y (TTM)73.22%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%167.43%
3.2 Future
The Earnings Per Share is expected to grow by 29.13% on average over the next years. This is a very strong growth
Based on estimates for the next years, SW will show a small growth in Revenue. The Revenue will grow by 6.26% on average per year.
EPS Next Y39.38%
EPS Next 2Y31.46%
EPS Next 3Y29.13%
EPS Next 5YN/A
Revenue Next Year14.63%
Revenue Next 2Y8.85%
Revenue Next 3Y6.26%
Revenue Next 5YN/A
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.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 23.63, which indicates a rather expensive current valuation of SW.
72.73% of the companies in the same industry are cheaper than SW, based on the Price/Earnings ratio.
Compared to an average S&P500 Price/Earnings ratio of 26.85, SW is valued at the same level.
A Price/Forward Earnings ratio of 11.57 indicates a reasonable valuation of SW.
SW's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. SW is cheaper than 68.18% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 34.98. SW is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.63 | ||
| Fwd PE | 11.57 |
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 95.45% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, SW is valued a bit more expensive than 68.18% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 259.81 | ||
| EV/EBITDA | 6.9 |
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 29.13% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.6
PEG (5Y)N/A
EPS Next 2Y31.46%
EPS Next 3Y29.13%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.65%, SW has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 3.13, 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 2.36.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.65% |
5.2 History
The dividend of SW is nicely growing with an annual growth rate of 8.23%!
SW does not have a reliable dividend history as it only pays dividend since a couple or years.
Dividend Growth(5Y)8.23%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
SW pays out 145.71% 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.
DP145.71%
EPS Next 2Y31.46%
EPS Next 3Y29.13%
NYSE:SW (8/20/2025, 2:55:07 PM)
42.295
-0.87 (-2.03%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)
Earnings (Next)
Inst Owners91.36%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner Change3.79%
Market Cap22.08B
Analysts82.4
Price Target56.77 (34.22%)
Short Float %3.66%
Short Ratio5.08
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.65% |
Yearly Dividend1.67
Dividend Growth(5Y)8.23%
DP145.71%
Div Incr Years1
Div Non Decr Years1
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)12.12%
Min EPS beat(2)-3.1%
Max EPS beat(2)27.34%
EPS beat(4)1
Avg EPS beat(4)-31.6%
Min EPS beat(4)-138.26%
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)-3.65%
Min Revenue beat(2)-4.35%
Max Revenue beat(2)-2.95%
Revenue beat(4)0
Avg Revenue beat(4)-5.33%
Min Revenue beat(4)-8.48%
Max Revenue beat(4)-2.95%
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)3.41%
PT rev (3m)2.29%
EPS NQ rev (1m)-4.33%
EPS NQ rev (3m)-13.86%
EPS NY rev (1m)0%
EPS NY rev (3m)-10.16%
Revenue NQ rev (1m)0.38%
Revenue NQ rev (3m)0.11%
Revenue NY rev (1m)0.24%
Revenue NY rev (3m)-0.1%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.63 | ||
| Fwd PE | 11.57 | ||
| P/S | 0.5 | ||
| P/FCF | 259.81 | ||
| P/OCF | 10.2 | ||
| P/B | 1.21 | ||
| P/tB | 2.21 | ||
| EV/EBITDA | 6.9 |
EPS(TTM)1.79
EY4.23%
EPS(NY)3.66
Fwd EY8.64%
FCF(TTM)0.16
FCFY0.38%
OCF(TTM)4.15
OCFY9.8%
SpS84.99
BVpS35.04
TBVpS19.12
PEG (NY)0.6
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.15% | ||
| ROE | 2.87% | ||
| ROCE | 7.51% | ||
| ROIC | 4.84% | ||
| ROICexc | 4.94% | ||
| ROICexgc | 6.35% | ||
| OM | 6.46% | ||
| PM (TTM) | 1.18% | ||
| GM | 19.46% | ||
| FCFM | 0.19% |
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%
ROICexcg growth 3Y-37.76%
ROICexcg 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-Score5
Asset Turnover0.97
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.73 | ||
| Debt/FCF | 168.98 | ||
| Debt/EBITDA | 2.55 | ||
| Cap/Depr | 87.69% | ||
| Cap/Sales | 4.69% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 41.34% | ||
| Profit Quality | 16.19% | ||
| Current Ratio | 1.45 | ||
| Quick Ratio | 0.95 | ||
| Altman-Z | 1.84 |
F-Score5
WACC6.29%
ROIC/WACC0.77
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)-73.97%
EPS 3Y-35.74%
EPS 5Y-18.21%
EPS Q2Q%15.69%
EPS Next Y39.38%
EPS Next 2Y31.46%
EPS Next 3Y29.13%
EPS Next 5YN/A
Revenue 1Y (TTM)73.22%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%167.43%
Revenue Next Year14.63%
Revenue Next 2Y8.85%
Revenue Next 3Y6.26%
Revenue Next 5YN/A
EBIT growth 1Y-8.03%
EBIT growth 3Y3.39%
EBIT growth 5Y3.36%
EBIT Next Year156.67%
EBIT Next 3Y44.03%
EBIT Next 5YN/A
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%