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SMURFIT WESTROCK PLC (SW) Stock Fundamental Analysis

NYSE:SW - New York Stock Exchange, Inc. - IE00028FXN24 - Common Stock - Currency: USD

47.18  +1.33 (+2.9%)

After market: 46.9 -0.28 (-0.59%)

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 has a bad profitability rating. Also its financial health evaluation is rather negative. SW has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

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.
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 2015 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 1.53%, SW perfoms like the industry average, outperforming 45.45% of the companies in the same industry.
Looking at the Return On Equity, with a value of 3.83%, SW is doing worse than 63.64% of the companies in the same industry.
SW has a worse Return On Invested Capital (4.53%) 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 7.58%.
Industry RankSector Rank
ROA 1.53%
ROE 3.83%
ROIC 4.53%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 -20

1.3 Margins

SW's Profit Margin of 1.74% is on the low side compared to the rest of the industry. SW is outperformed by 68.18% of its industry peers.
In the last couple of years the Profit Margin of SW has declined.
SW has a Operating Margin of 6.64%. This is in the lower half of the industry: SW underperforms 63.64% of its industry peers.
In the last couple of years the Operating Margin of SW has declined.
With a Gross Margin value of 19.83%, SW is not doing good in the industry: 72.73% of the companies in the same industry are doing better.
In the last couple of years the Gross Margin of SW has declined.
Industry RankSector Rank
OM 6.64%
PM (TTM) 1.74%
GM 19.83%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

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2

2. Health

2.1 Basic Checks

With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SW is creating some 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 is higher compared to a year ago.
SW Yearly Shares OutstandingSW Yearly Shares OutstandingYearly Shares Outstanding 2015 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

2.2 Solvency

Based on the Altman-Z score of 1.79, we must say that SW is in the distress zone and has some risk of bankruptcy.
With a Altman-Z score value of 1.79, SW is not doing good in the industry: 63.64% of the companies in the same industry are doing better.
A Debt/Equity ratio of 0.72 indicates that SW is somewhat dependend on debt financing.
SW has a Debt to Equity ratio of 0.72. This is in the better half of the industry: SW outperforms 77.27% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF N/A
Altman-Z 1.79
ROIC/WACC0.72
WACC6.31%
SW Yearly LT Debt VS Equity VS FCFSW Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

2.3 Liquidity

SW has a Current Ratio of 1.43. This is a normal value and indicates that SW is financially healthy and should not expect problems in meeting its short term obligations.
SW has a Current ratio of 1.43. This is in the better half of the industry: SW outperforms 68.18% of its industry peers.
SW has a Quick Ratio of 1.43. 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 of 0.93. This is comparable to the rest of the industry: SW outperforms 59.09% of its industry peers.
Industry RankSector Rank
Current Ratio 1.43
Quick Ratio 0.93
SW Yearly Current Assets VS Current LiabilitesSW Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 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 -73.97% 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 -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%.
The Revenue has been growing by 15.83% on average over the past years. This is quite good.
EPS 1Y (TTM)-73.97%
EPS 3Y-35.74%
EPS 5Y-18.21%
EPS Q2Q%0%
Revenue 1Y (TTM)73.22%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%161.3%

3.2 Future

SW is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 29.33% yearly.
The Revenue is expected to grow by 6.06% on average over the next years.
EPS Next Y39.2%
EPS Next 2Y32.46%
EPS Next 3Y29.33%
EPS Next 5YN/A
Revenue Next Year14.39%
Revenue Next 2Y8.65%
Revenue Next 3Y6.06%
Revenue Next 5YN/A

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 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 10B 20B 30B
SW Yearly EPS VS EstimatesSW Yearly EPS VS EstimatesYearly EPS VS Estimates 2024 2025 2026 2027 1 2 3 4

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4

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 27.59, which means the current valuation is very expensive for SW.
Based on the Price/Earnings ratio, SW is valued a bit more expensive than 72.73% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 27.28. SW is around the same levels.
A Price/Forward Earnings ratio of 12.71 indicates a correct 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.
SW's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 21.76.
Industry RankSector Rank
PE 27.59
Fwd PE 12.71
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

SW's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SW is cheaper than 77.27% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 8.24
SW Per share dataSW EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60

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 29.33% in the coming years.
PEG (NY)0.7
PEG (5Y)N/A
EPS Next 2Y32.46%
EPS Next 3Y29.33%

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4

5. Dividend

5.1 Amount

SW has a Yearly Dividend Yield of 3.24%.
Compared to an average industry Dividend Yield of 3.06, SW pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 2.42, SW pays a bit more dividend than the S&P500 average.
Industry RankSector Rank
Dividend Yield 3.24%

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
SW Yearly Dividends per shareSW Yearly Dividends per shareYearly Dividends per share 2024 2025 0.2 0.4 0.6 0.8

5.3 Sustainability

127.74% 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.
DP127.74%
EPS Next 2Y32.46%
EPS Next 3Y29.33%
SW Yearly Income VS Free CF VS DividendSW Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 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 (7/2/2025, 8:04:00 PM)

After market: 46.9 -0.28 (-0.59%)

47.18

+1.33 (+2.9%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)05-01 2025-05-01/bmo
Earnings (Next)07-28 2025-07-28
Inst Owners91.63%
Inst Owner ChangeN/A
Ins Owners0.47%
Ins Owner Change10.75%
Market Cap24.63B
Analysts80.8
Price Target54.9 (16.36%)
Short Float %3.57%
Short Ratio5.21
Dividend
Industry RankSector Rank
Dividend Yield 3.24%
Yearly Dividend1.67
Dividend Growth(5Y)8.23%
DP127.74%
Div Incr Years1
Div Non Decr Years1
Ex-Date05-16 2025-05-16 (0.4308)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)7.49%
Min EPS beat(2)-12.36%
Max EPS beat(2)27.34%
EPS beat(4)1
Avg EPS beat(4)-39.53%
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)-4.95%
Min Revenue beat(2)-5.56%
Max Revenue beat(2)-4.35%
Revenue beat(4)0
Avg Revenue beat(4)-6.45%
Min Revenue beat(4)-8.48%
Max Revenue beat(4)-4.35%
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)-1.08%
PT rev (3m)-12.19%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-23.82%
EPS NY rev (1m)-3.67%
EPS NY rev (3m)-14.53%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.29%
Revenue NY rev (1m)-0.01%
Revenue NY rev (3m)-0.78%
Valuation
Industry RankSector Rank
PE 27.59
Fwd PE 12.71
P/S 0.63
P/FCF N/A
P/OCF 14.69
P/B 1.38
P/tB 2.52
EV/EBITDA 8.24
EPS(TTM)1.71
EY3.62%
EPS(NY)3.71
Fwd EY7.87%
FCF(TTM)-0.11
FCFYN/A
OCF(TTM)3.21
OCFY6.81%
SpS75.49
BVpS34.22
TBVpS18.69
PEG (NY)0.7
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 1.53%
ROE 3.83%
ROCE 7.03%
ROIC 4.53%
ROICexc 4.63%
ROICexgc 5.96%
OM 6.64%
PM (TTM) 1.74%
GM 19.83%
FCFM N/A
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-Score4
Asset Turnover0.88
Health
Industry RankSector Rank
Debt/Equity 0.72
Debt/FCF N/A
Debt/EBITDA 2.85
Cap/Depr 90.41%
Cap/Sales 4.4%
Interest Coverage 250
Cash Conversion 36.95%
Profit Quality N/A
Current Ratio 1.43
Quick Ratio 0.93
Altman-Z 1.79
F-Score4
WACC6.31%
ROIC/WACC0.72
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%0%
EPS Next Y39.2%
EPS Next 2Y32.46%
EPS Next 3Y29.33%
EPS Next 5YN/A
Revenue 1Y (TTM)73.22%
Revenue growth 3Y20.89%
Revenue growth 5Y15.83%
Sales Q2Q%161.3%
Revenue Next Year14.39%
Revenue Next 2Y8.65%
Revenue Next 3Y6.06%
Revenue Next 5YN/A
EBIT growth 1Y-8.03%
EBIT growth 3Y3.39%
EBIT growth 5Y3.36%
EBIT Next Year157.8%
EBIT Next 3Y44.04%
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%