Inside the research
Smurfit Westrock Plc
SW Research profile · latest available data
Price overview
$46.41
▲ +0.41 (+0.9%)
| 52w hi | $50.79 |
|---|---|
| 52w lo | $31.85 |
| Vol | 3.23M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.20
| Short | -0.02 |
|---|---|
| Medium | -0.29 |
| Long | -0.39 |
computed 2026-09-27
Key fundamentals
Smurfit Westrock Plc
Consumer Cyclical · Packaging & Containers
| Market cap | $24.34B |
|---|---|
| Enterprise value | $37.82B |
| Trailing P/E | 49.37x |
| Forward P/E | 13.53x |
| EV / EBITDA | 8.27x |
| P / S (ttm) | 0.78x |
| Profit margin | 1.6% |
| Return on equity | 2.7% |
| Revenue growth | +1.1% |
| Debt / equity | 78.43 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.12 | |
| Sector | -0.03 | |
| Technical | -0.09 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally. The company produces containerboard and paperboard; packaging of corrugated containers; consumer packaging; and offers solid board, kraft paper, and graphic board, as well as other packaging products, such as solidboard packaging, paper sacks and bag-in-box. It produces linerboard and corrugated medium and paperboard; and other paper-based packaging, such as folding cartons, inserts, labels and displays. The company primarily serves food and beverage, healthcare, beauty and personal care, garden, consumer goods, industrial, and foodservice markets. It markets its products through its own sales force, independent sales representatives, and independent distributors. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.
Risk Metrics
| Beta vs SPX | 1.28 |
|---|---|
| Corr SPX | 0.49 |
| Annual vol | 41.7% |
| Annual ret | +7.6% |
| Sharpe | 0.18 |
| Max DD | -42.1% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $53.68 |
|---|---|
| High / Low | $62.00 / $46.00 |
| Median | $54.00 |
| Analysts | 14 |
| Strong Buy | 5 | |
|---|---|---|
| Buy | 10 | |
| Hold | 0 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | Citigroup | → Buy |
| 2026-05-01 | RBC Capital | → Outperform |
| 2026-05-01 | JP Morgan | → Overweight |
| 2026-04-15 | Truist Securities | → Buy |
| 2026-04-14 | Citigroup | → Buy |
| 2026-04-13 | UBS | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-01 | Shareholder Vote | read |
| 2026-04-30 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-27 | Officer / Director Change | read |
| 2026-02-11 | Earnings Release, Reg FD Disclosure… | read |
| 2025-11-24 | Material Obligation, Other Material Event… | read |
| 2025-10-29 | Earnings Release, Reg FD Disclosure… | read |
| 2025-07-30 | Earnings Release, Reg FD Disclosure… | read |
| 2025-05-02 | Shareholder Vote | read |
| 2025-05-01 | Earnings Release, Reg FD Disclosure… | read |
| 2025-04-30 | Restructuring, 2.06… | read |
| 2025-03-11 | Officer / Director Change | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 96.1% |
| HHI | 4,099 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $1.30B | 28.06M |
| Fidelity / FMR LLC | $346.93M | 7.50M |
| Capital Research / Capital World | $171.85M | 3.71M |
| AQR Capital Management | $127.37M | 2.80M |
| Citadel Advisors | $107.62M | 2.33M |
| Millennium Management | $60.48M | 1.31M |
| Bridgewater Associates | $21.83M | 471.95K |
| T. Rowe Price Group | $60.09K | 1.30M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.97% |
|---|---|
| $ / share (TTM) | $0.45 |
| 5y CAGR | -9.8% |
Annual dividend per share
| 2021 | $1.38 |
|---|---|
| 2022 | $1.36 |
| 2023 | $1.54 |
| 2024 | $1.88 |
| 2025 | $1.29 |
| 2026 | $0.45 |
SEC Filings
The Long Run
FY 2024–2025 · 2 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $31.18B | +157.8% | |
| Gross profit | $3.05B | -6.7% | |
| Operating income | $1.01B | -35.4% | |
| Net income | $825.00M | -20.2% | |
| Cash from ops | $1.56B | +5.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $46.54 | $46.67 | $45.90 | $46.41 | 3.23M |
| Sep 24 | $46.28 | $46.67 | $44.93 | $46.00 | 5.05M |
| Sep 23 | $46.89 | $47.29 | $46.33 | $46.49 | 4.53M |
| Sep 22 | $46.31 | $46.69 | $45.65 | $46.45 | 3.38M |
| Sep 21 | $45.52 | $46.45 | $45.40 | $45.41 | 3.68M |
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