Overview Dividends

(SW) Smurfit WestRock - Ratings and Ratios

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

Containerboard, Corrugated Packaging, Consumer Packaging, Paper Sacks, Graphic Board

SW EPS (Earnings per Share)

EPS (Earnings per Share) of SW over the last years for every Quarter: "2020-12": null, "2021-06": null, "2021-12": null, "2022-06": null, "2022-12": null, "2023-06": null, "2023-09": null, "2023-12": null, "2024-03": 0, "2024-06": 0.74, "2024-09": 0.73, "2024-12": 0.42, "2025-03": 0.73, "2025-06": 0.5,
EPS Growth (3Y CAGR): 486.65%
EPS Trend (3Y Correlation): 42.4%

SW Revenue

Revenue of SW over the last years for every Quarter: 2020-12: 4168.809362, 2021-06: 4751.968153, 2021-12: 5556.091806, 2022-06: 6665.533612, 2022-12: 6054.326269, 2023-06: 5783.168669, 2023-09: 2764.415958, 2023-12: 3229.067429, 2024-03: 2726.365, 2024-06: 2766.5142, 2024-09: 7671.829, 2024-12: 7538.794, 2025-03: 7640.635, 2025-06: 7940.933,
Revenue Growth (3Y CAGR): 13.87%
Revenue Trend (3Y Correlation): 22.6%

Description: SW Smurfit WestRock

Smurfit WestRock Plc (NYSE: SW) is a Dublin-based, vertically integrated producer of containerboard and paper-based packaging, supplying linerboard, corrugated medium, solid board, kraft paper, graphic board, paper sacks, bag-in-box, and related machinery to food & beverage, e-commerce, retail, consumer goods, industrial, and food-service customers across roughly 40 countries.

Key operating metrics (FY 2023) show revenue of ≈ $10.5 billion and an adjusted EBITDA margin of ~ 12%, reflecting strong pricing power in the North American corrugated market where e-commerce volumes have been growing at ~10% YoY. The company’s recycling-content ratio sits near 55% of total production, a sector-wide advantage as regulatory pressure on virgin pulp intensifies. However, exposure to cyclical construction demand-particularly in the U.S. housing market, which historically accounts for ~30% of its linerboard sales-adds downside risk if the sector slows.

For a deeper quantitative view of SW’s valuation metrics, the ValueRay platform offers a granular, data-driven dashboard worth checking out.

SW Stock Overview

Market Cap in USD 21,120m
Sub-Industry Paper & Plastic Packaging Products & Materials
IPO / Inception 2024-07-08

SW Stock Ratings

Growth Rating 12.3%
Fundamental 52.6%
Dividend Rating 37.3%
Return 12m vs S&P 500 -14.7%
Analyst Rating 4.17 of 5

SW Dividends

Dividend Yield 12m 3.86%
Yield on Cost 5y 4.74%
Annual Growth 5y -3.52%
Payout Consistency 96.4%
Payout Ratio 67.1%

SW Growth Ratios

Growth Correlation 3m -60.8%
Growth Correlation 12m -54.6%
Growth Correlation 5y 18%
CAGR 5y 15.13%
CAGR/Max DD 3y (Calmar Ratio) 0.47
CAGR/Mean DD 3y (Pain Ratio) 1.20
Sharpe Ratio 12m 0.13
Alpha -20.22
Beta 1.045
Volatility 102.10%
Current Volume 4264.7k
Average Volume 20d 4016.8k
Stop Loss 39.9 (-3.6%)
Signal -0.16

Piotroski VR‑10 (Strict, 0-10) 5.5

Net Income (351.2m TTM) > 0 and > 6% of Revenue (6% = 1.85b TTM)
FCFTA 0.00 (>2.0%) and ΔFCFTA -4.13pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 11.00% (prev 32.52%; Δ -21.51pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.05 (>3.0%) and CFO 2.17b > Net Income 351.2m (YES >=105%, WARN >=100%)
Net Debt (256.0m) to EBITDA (3.74b) 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 19.10% (prev 13.80%; Δ 5.30pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 101.1% (prev 75.80%; Δ 25.32pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 1.85 (EBITDA TTM 3.74b / Interest Expense TTM 741.8m) >= 6 (WARN >= 3)

Altman Z'' 1.08

(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
(C) 0.04 = EBIT TTM 1.37b / Avg Total Assets 30.45b
(D) 0.09 = Book Value of Equity 2.34b / Total Liabilities 27.42b
Total Rating: 1.08 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 52.55

1. Piotroski 5.50pt = 0.50
2. FCF Yield 0.38% = 0.19
3. FCF Margin 0.27% = 0.07
4. Debt/Equity 0.06 = 2.50
5. Debt/Ebitda 0.07 = 2.50
6. ROIC - WACC (= -5.75)% = -7.18
7. RoE 1.97% = 0.16
8. Rev. Trend 22.62% = 1.70
9. EPS Trend 42.40% = 2.12

What is the price of SW shares?

As of October 19, 2025, the stock is trading at USD 41.40 with a total of 4,264,684 shares traded.
Over the past week, the price has changed by +2.35%, over one month by -5.99%, over three months by -9.26% and over the past year by -1.44%.

Is Smurfit WestRock a good stock to buy?

Neither. Based on ValueRay´s Fundamental Analyses, Smurfit WestRock is currently (October 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 52.55 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SW is around 38.94 USD . This means that SW is currently overvalued and has a potential downside of -5.94%.

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 36.5%
Analysts Target Price 56.5 36.5%
ValueRay Target Price 43.8 5.7%

Last update: 2025-10-13 02:03

SW Fundamental Data Overview

Market Cap USD = 21.12b (21.12b USD * 1.0 USD.USD)
P/E Trailing = 155.5769
P/E Forward = 11.3507
P/S = 0.6856
P/B = 1.1951
P/EG = 0.277
Beta = 1.045
Revenue TTM = 30.79b USD
EBIT TTM = 1.37b USD
EBITDA TTM = 3.74b USD
Long Term Debt = 13.33b USD (from longTermDebt, last quarter)
Short Term Debt = 1.03b USD (from shortTermDebt, last quarter)
Debt = 1.03b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 256.0m USD (from netDebt column, last quarter)
Enterprise Value = 21.38b USD (21.12b + Debt 1.03b - CCE 778.0m)
Interest Coverage Ratio = 1.85 (Ebit TTM 1.37b / Interest Expense TTM 741.8m)
FCF Yield = 0.38% (FCF TTM 82.0m / Enterprise Value 21.38b)
FCF Margin = 0.27% (FCF TTM 82.0m / Revenue TTM 30.79b)
Net Margin = 1.14% (Net Income TTM 351.2m / Revenue TTM 30.79b)
Gross Margin = 19.10% ((Revenue TTM 30.79b - Cost of Revenue TTM 24.91b) / Revenue TTM)
Gross Margin QoQ = 19.08% (prev 20.60%)
Tobins Q-Ratio = 0.47 (Enterprise Value 21.38b / Total Assets 45.75b)
Interest Expense / Debt = 17.09% (Interest Expense 176.7m / Debt 1.03b)
Taxrate = 144.8% (out of range, set to none) (84.0m / 58.0m)
NOPAT = unknown (EBIT/Op.Income or Taxrate missing)
Current Ratio = 1.45 (Total Current Assets 10.98b / Total Current Liabilities 7.59b)
Debt / Equity = 0.06 (Debt 1.03b / totalStockholderEquity, last quarter 18.30b)
Debt / EBITDA = 0.07 (Net Debt 256.0m / EBITDA 3.74b)
Debt / FCF = 3.12 (Net Debt 256.0m / FCF TTM 82.0m)
Total Stockholder Equity = 17.87b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.77% (Net Income 351.2m / Total Assets 45.75b)
RoE = 1.97% (Net Income TTM 351.2m / Total Stockholder Equity 17.87b)
RoCE = 4.39% (EBIT 1.37b / Capital Employed (Equity 17.87b + L.T.Debt 13.33b))
RoIC = 3.66% (EBIT 1.37b / (Assets 45.75b - Curr.Liab 7.59b - Cash 778.0m))
WACC = 9.41% (E(21.12b)/V(22.15b) * Re(9.87%) + (debt cost/tax rate unavailable))
Discount Rate = 9.87% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 22.08%
[DCF Debug] Terminal Value 62.68% ; FCFE base≈310.2m ; Y1≈203.7m ; Y5≈93.1m
Fair Price DCF = 2.67 (DCF Value 1.39b / Shares Outstanding 522.1m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 42.40 | EPS CAGR: 486.7% | SUE: -0.76 | # QB: 0
Revenue Correlation: 22.62 | Revenue CAGR: 13.87% | SUE: N/A | # QB: 0

Additional Sources for SW Stock

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