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

EPS (Earnings per Share)

EPS Growth (3y CAGR): 157.46%
EPS Trend (3y Corr): 79.4%

Last SUE: -0.18σ
Qual. Beats: 0

Revenue

Revenue Growth (3y CAGR): 39.68%
Revenue Trend (3y Corr): 80.6%

Last SUE: 0.03σ
Qual. Beats: 0

Risk via 10d forecast
Volatility	156%
Value at Risk 5%th	69.3%
Relative Tail Risk	-73.03%

Reward TTM
Sharpe Ratio	-1.11
Alpha	-48.89

Character TTM
Hurst Exponent	0.431
Beta	1.226
Beta Downside	1.230

Drawdowns 3y
Max DD	39.78%
Mean DD	13.43%
Median DD	13.46%

Description: SW Smurfit WestRock October 16, 2025

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	18,318m
Sub-Industry	Paper & Plastic Packaging Products & Materials
IPO / Inception	2024-07-08
Return 12m vs S&P 500	-44.5%
Analyst Rating	4.17 of 5

SW Dividends

Metric	Value
Dividend Yield	5.10%
Yield on Cost 5y	4.96%
Yield CAGR 5y	-3.52%
Payout Consistency	96.4%
Payout Ratio	77.0%

SW Growth Ratios

Metric	Value
CAGR 3y	1.95%
CAGR/Max DD Calmar Ratio	0.05
CAGR/Mean DD Pain Ratio	0.15
Current Volume	4788.7k
Average Volume	4891.8k

Piotroski VR‑10 (Strict, 0-10) 4.5

Net Income (718.1m TTM) > 0 and > 6% of Revenue (6% = 1.75b TTM)

FCFTA 0.02 (>2.0%) and ΔFCFTA 1.04pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 12.16% (prev 22.84%; Δ -10.68pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.07 (>3.0%) and CFO 2.98b > Net Income 718.1m (YES >=105%, WARN >=100%)

Net Debt (-53.0m) to EBITDA (4.07b) ratio: -0.01 <= 3.0 (WARN <= 3.5)

Current Ratio 1.48 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (523.4m) change vs 12m ago 3.03% (target <= -2.0% for YES)

Gross Margin 18.85% (prev 22.42%; Δ -3.57pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 64.24% (prev 33.24%; Δ 30.99pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 2.40 (EBITDA TTM 4.07b / Interest Expense TTM 731.7m) >= 6 (WARN >= 3)

Altman Z'' 1.06

(A) 0.08 = (Total Current Assets 10.88b - Total Current Liabilities 7.34b) / Total Assets 45.57b

(B) 0.06 = Retained Earnings (Balance) 2.79b / Total Assets 45.57b

(D) 0.09 = Book Value of Equity 2.44b / Total Liabilities 27.11b

Total Rating: 1.06 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 59.27

1. Piotroski 4.50pt

2. FCF Yield 4.38%

3. FCF Margin 2.75%

4. Debt/Equity 0.04

5. Debt/Ebitda -0.01

6. ROIC - WACC (= -6.77)%

7. RoE 3.99%

8. Rev. Trend 80.61%

9. EPS Trend 79.36%

What is the price of SW shares?

As of November 22, 2025, the stock is trading at USD 33.78 with a total of 4,788,710 shares traded.
Over the past week, the price has changed by -1.49%, over one month by -19.55%, over three months by -21.72% and over the past year by -37.66%.

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	54.6	61.5%
Analysts Target Price	54.6	61.5%
ValueRay Target Price	33.8	0.1%

SW Fundamental Data Overview November 17, 2025

Market Cap USD = 18.32b (18.32b USD * 1.0 USD.USD)
P/E Trailing = 23.4863
P/E Forward = 10.5708
P/S = 0.5883
P/B = 0.9714
P/EG = 0.277
Beta = 1.005
Revenue TTM = 29.10b USD
EBIT TTM = 1.76b USD
EBITDA TTM = 4.07b USD
Long Term Debt = 13.31b USD (from longTermDebt, last quarter)
Short Term Debt = 798.0m USD (from shortTermDebt, last quarter)
Debt = 798.0m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -53.0m USD (from netDebt column, last quarter)
Enterprise Value = 18.27b USD (18.32b + Debt 798.0m - CCE 851.0m)
Interest Coverage Ratio = 2.40 (Ebit TTM 1.76b / Interest Expense TTM 731.7m)
FCF Yield = 4.38% (FCF TTM 800.0m / Enterprise Value 18.27b)
FCF Margin = 2.75% (FCF TTM 800.0m / Revenue TTM 29.10b)
Net Margin = 2.47% (Net Income TTM 718.1m / Revenue TTM 29.10b)
Gross Margin = 18.85% ((Revenue TTM 29.10b - Cost of Revenue TTM 23.61b) / Revenue TTM)
Gross Margin QoQ = 19.61% (prev 19.08%)
Tobins Q-Ratio = 0.40 (Enterprise Value 18.27b / Total Assets 45.57b)
Interest Expense / Debt = 22.18% (Interest Expense 177.0m / Debt 798.0m)
Taxrate = 27.08% (91.0m / 336.0m)
NOPAT = 1.28b (EBIT 1.76b * (1 - 27.08%))
Current Ratio = 1.48 (Total Current Assets 10.88b / Total Current Liabilities 7.34b)
Debt / Equity = 0.04 (Debt 798.0m / totalStockholderEquity, last quarter 18.43b)
Debt / EBITDA = -0.01 (Net Debt -53.0m / EBITDA 4.07b)
Debt / FCF = -0.07 (Net Debt -53.0m / FCF TTM 800.0m)
Total Stockholder Equity = 17.99b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.58% (Net Income 718.1m / Total Assets 45.57b)
RoE = 3.99% (Net Income TTM 718.1m / Total Stockholder Equity 17.99b)
RoCE = 5.62% (EBIT 1.76b / Capital Employed (Equity 17.99b + L.T.Debt 13.31b))
RoIC = 4.00% (NOPAT 1.28b / Invested Capital 32.06b)
WACC = 10.77% (E(18.32b)/V(19.12b) * Re(10.53%) + D(798.0m)/V(19.12b) * Rd(22.18%) * (1-Tc(0.27)))
Discount Rate = 10.53% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 42.02%
[DCF Debug] Terminal Value 60.13% ; FCFE base≈609.5m ; Y1≈400.2m ; Y5≈183.0m
Fair Price DCF = 4.83 (DCF Value 2.52b / Shares Outstanding 522.2m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 79.36 | EPS CAGR: 157.5% | SUE: -0.18 | # QB: 0
Revenue Correlation: 80.61 | Revenue CAGR: 39.68% | SUE: 0.03 | # QB: 0

Additional Sources for SW Stock

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Fund Manager Positions: Dataroma | Stockcircle