Overview Dividends

(SW) Smurfit WestRock - Ratings and Ratios

Exchange: NYSE • Country: Ireland • Currency: USD • Type: Common Stock • ISIN: IE00028FXN24

Containerboard, Corrugated, Cartons, Paper, Sacks

SW EPS (Earnings per Share)

EPS Growth (3Y CAGR): 0.00%
EPS Trend (3Y Correlation): -79.8%

SW Revenue

Revenue Growth (3Y CAGR): 17.35%
Revenue Trend (3Y Correlation): 26.9%

Description: SW Smurfit WestRock

Smurfit WestRock Plc is a leading manufacturer and distributor of paper-based packaging products, serving various industries including food and beverage, e-commerce, and consumer goods across 40 countries. The companys diverse product portfolio includes containerboard, corrugated containers, consumer packaging, and other paper-based packaging solutions.

To evaluate the companys performance, we can examine key performance indicators (KPIs) such as revenue growth, EBITDA margin, and return on capital employed (ROCE). Given the companys diversified product portfolio and global presence, a steady revenue growth and stable EBITDA margin would be expected. A ROCE above 15% would indicate efficient capital allocation and a competitive advantage.

From a financial perspective, Smurfit WestRock Plc has a market capitalization of approximately $24.6 billion, with a forward P/E ratio of 15.15, suggesting a relatively reasonable valuation. However, the companys RoE of 3.27% is relatively low, indicating potential areas for improvement in terms of profitability and capital efficiency.

To further analyze the companys prospects, we can examine its operational efficiency, debt profile, and industry trends. A strong operational performance, coupled with a manageable debt burden and favorable industry trends, could support long-term growth and profitability. Key metrics to monitor include the companys debt-to-equity ratio, interest coverage ratio, and cash conversion cycle.

SW Stock Overview

Market Cap in USD	23,637m
Sub-Industry	Paper & Plastic Packaging Products & Materials
IPO / Inception	2024-07-08

SW Stock Ratings

Growth Rating	16.7%
Fundamental	47.2%
Dividend Rating	36.9%
Return 12m vs S&P 500	-17.3%
Analyst Rating	4.17 of 5

SW Dividends

Dividend Yield 12m	3.55%
Yield on Cost 5y	5.18%
Annual Growth 5y	-2.82%
Payout Consistency	80.2%
Payout Ratio	64.4%

SW Growth Ratios

Growth Correlation 3m	23.8%
Growth Correlation 12m	-40.2%
Growth Correlation 5y	20.1%
CAGR 5y	14.70%
CAGR/Max DD 3y	0.46
CAGR/Mean DD 3y	1.28
Sharpe Ratio 12m	0.14
Alpha	-15.09
Beta	1.000
Volatility	134.73%
Current Volume	3880.8k
Average Volume 20d	3880.8k
Stop Loss	43 (-3.3%)
Signal	-1.25

Piotroski VR‑10 (Strict, 0-10) 5.5

Net Income (365.2m TTM) > 0 and > 6% of Revenue (6% = 1.85b TTM)

FCFTA 0.00 (>2.0%) and ΔFCFTA -4.02pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 10.99% (prev 30.86%; Δ -19.87pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.05 (>3.0%) and CFO 2.17b > Net Income 365.2m (YES >=105%, WARN >=100%)

Net Debt (256.0m) to EBITDA (3.72b) ratio: 0.07 <= 3.0 (WARN <= 3.5)

Current Ratio 1.45 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (526.0m) change vs 12m ago 103.2% (target <= -2.0% for YES)

Gross Margin 19.17% (prev 14.09%; Δ 5.07pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 101.2% (prev 79.87%; Δ 21.33pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 1.80 (EBITDA TTM 3.72b / Interest Expense TTM 747.1m) >= 6 (WARN >= 3)

Altman Z'' 1.07

(A) 0.07 = (Total Current Assets 10.98b - Total Current Liabilities 7.59b) / Total Assets 45.75b

(B) 0.06 = Retained Earnings (Balance) 2.77b / Total Assets 45.75b

(D) 0.09 = Book Value of Equity 2.34b / Total Liabilities 27.42b

Total Rating: 1.07 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 47.20

1. Piotroski 5.50pt = 0.50

2. FCF Yield 0.22% = 0.11

3. FCF Margin 0.27% = 0.07

4. Debt/Equity 0.78 = 2.20

5. Debt/Ebitda 3.87 = -2.49

6. ROIC - WACC -3.91% = -4.88

7. RoE 2.04% = 0.17

8. Rev. Trend 26.91% = 1.35

9. Rev. CAGR 17.35% = 2.17

10. EPS Trend -79.76% = -1.99

11. EPS CAGR 0.0% = 0.0

What is the price of SW shares?

As of September 16, 2025, the stock is trading at USD 44.47 with a total of 3,880,787 shares traded.
Over the past week, the price has changed by -4.75%, over one month by +4.17%, over three months by +3.84% and over the past year by -1.63%.

Is Smurfit WestRock a good stock to buy?

No, based on ValueRay´s Fundamental Analyses, Smurfit WestRock (NYSE:SW) is currently (September 2025) a stock to sell. It has a ValueRay Fundamental Rating of 47.20 and therefor a negative outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SW is around 43.02 USD . This means that SW is currently overvalued and has a potential downside of -3.26%.

Is SW a buy, sell or hold?

Smurfit WestRock has received a consensus analysts rating of 4.17. Therefore, it is recommended to buy SW.

Strong Buy: 8
Buy: 5
Hold: 5
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the SW price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	56.5	27%
Analysts Target Price	56.5	27%
ValueRay Target Price	47	5.7%

Last update: 2025-09-12 04:45

SW Fundamental Data Overview

Market Cap USD = 23.64b (23.64b USD * 1.0 USD.USD)
CCE Cash And Equivalents = 778.0m USD (last quarter)
P/E Trailing = 174.1154
P/E Forward = 12.1359
P/S = 0.7673
P/B = 1.2918
P/EG = 0.2962
Beta = 1.02
Revenue TTM = 30.82b USD
EBIT TTM = 1.34b USD
EBITDA TTM = 3.72b USD
Long Term Debt = 13.33b USD (from longTermDebt, last quarter)
Short Term Debt = 1.03b USD (from shortTermDebt, last quarter)
Debt = 14.36b USD (Calculated: Short Term 1.03b + Long Term 13.33b)
Net Debt = 256.0m USD (from netDebt column, last quarter)
Enterprise Value = 37.22b USD (23.64b + Debt 14.36b - CCE 778.0m)
Interest Coverage Ratio = 1.80 (Ebit TTM 1.34b / Interest Expense TTM 747.1m)
FCF Yield = 0.22% (FCF TTM 82.0m / Enterprise Value 37.22b)
FCF Margin = 0.27% (FCF TTM 82.0m / Revenue TTM 30.82b)
Net Margin = 1.19% (Net Income TTM 365.2m / Revenue TTM 30.82b)
Gross Margin = 19.17% ((Revenue TTM 30.82b - Cost of Revenue TTM 24.91b) / Revenue TTM)
Tobins Q-Ratio = 15.88 (Enterprise Value 37.22b / Book Value Of Equity 2.34b)
Interest Expense / Debt = 1.27% (Interest Expense 182.0m / Debt 14.36b)
Taxrate = 43.04% (232.7m / 540.8m)
NOPAT = 765.6m (EBIT 1.34b * (1 - 43.04%))
Current Ratio = 1.45 (Total Current Assets 10.98b / Total Current Liabilities 7.59b)
Debt / Equity = 0.78 (Debt 14.36b / last Quarter total Stockholder Equity 18.30b)
Debt / EBITDA = 3.87 (Net Debt 256.0m / EBITDA 3.72b)
Debt / FCF = 175.2 (Debt 14.36b / FCF TTM 82.0m)
Total Stockholder Equity = 17.87b (last 4 quarters mean)
RoA = 0.80% (Net Income 365.2m, Total Assets 45.75b )
RoE = 2.04% (Net Income TTM 365.2m / Total Stockholder Equity 17.87b)
RoCE = 4.31% (Ebit 1.34b / (Equity 17.87b + L.T.Debt 13.33b))
RoIC = 2.40% (NOPAT 765.6m / Invested Capital 31.90b)
WACC = 6.31% (E(23.64b)/V(38.00b) * Re(9.70%)) + (D(14.36b)/V(38.00b) * Rd(1.27%) * (1-Tc(0.43)))
Shares Correlation 3-Years: 49.24 | Cagr: 6.65%
Discount Rate = 9.70% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 63.35% ; FCFE base≈303.5m ; Y1≈199.2m ; Y5≈91.1m
Fair Price DCF = 2.67 (DCF Value 1.39b / Shares Outstanding 522.1m; 5y FCF grow -40.0% → 3.0% )
Revenue Correlation: 26.91 | Revenue CAGR: 17.35%
Rev Growth-of-Growth: 119.5
EPS Correlation: -79.76 | EPS CAGR: 0.0%
EPS Growth-of-Growth: -0.68

Additional Sources for SW Stock

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