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 Growth (3Y CAGR): 394.61%
EPS Trend (3Y Correlation): 39.9%

SW Revenue

Revenue Growth (3Y CAGR): 6.88%
Revenue Trend (3Y Correlation): 33.8%

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	18,819m
Sub-Industry	Paper & Plastic Packaging Products & Materials
IPO / Inception	2024-07-08

SW Stock Ratings

Growth Rating	-13.4%
Fundamental	55.6%
Dividend Rating	38.1%
Return 12m vs S&P 500	-39.5%
Analyst Rating	4.17 of 5

SW Dividends

Dividend Yield 12m	4.40%
Yield on Cost 5y	4.43%
Annual Growth 5y	-3.52%
Payout Consistency	96.4%
Payout Ratio	77.0%

SW Growth Ratios

Growth Correlation 3m	-64.6%
Growth Correlation 12m	-65%
Growth Correlation 5y	16%
CAGR 5y	6.41%
CAGR/Max DD 3y (Calmar Ratio)	0.19
CAGR/Mean DD 3y (Pain Ratio)	0.49
Sharpe Ratio 12m	0.17
Alpha	-48.03
Beta	1.045
Volatility	98.29%
Current Volume	5230.1k
Average Volume 20d	4264.7k
Stop Loss	35.1 (-3.3%)
Signal	-0.05

Piotroski VR‑10 (Strict, 0-10) 5.5

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 20.86%; Δ -8.70pp) (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 14.29%; Δ 4.56pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 64.24% (prev 36.41%; Δ 27.83pp) >=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) 55.55

1. Piotroski 5.50pt = 0.50

2. FCF Yield 4.26% = 2.13

3. FCF Margin 2.75% = 0.69

4. Debt/Equity 0.04 = 2.50

5. Debt/Ebitda -0.01 = 2.50

6. ROIC - WACC (= -6.11)% = -7.63

7. RoE 3.99% = 0.33

8. Rev. Trend 33.78% = 2.53

9. EPS Trend 39.94% = 2.00

What is the price of SW shares?

As of November 05, 2025, the stock is trading at USD 36.31 with a total of 5,230,111 shares traded.
Over the past week, the price has changed by -15.73%, over one month by -9.92%, over three months by -16.77% and over the past year by -27.47%.

Is Smurfit WestRock a good stock to buy?

Neither. Based on ValueRay´s Fundamental Analyses, Smurfit WestRock is currently (November 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 55.55 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 32.57 USD . This means that SW is currently overvalued and has a potential downside of -10.3%.

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	54.3%
Analysts Target Price	56	54.3%
ValueRay Target Price	36.9	1.5%

SW Fundamental Data Overview November 01, 2025

Market Cap USD = 18.82b (18.82b USD * 1.0 USD.USD)
P/E Trailing = 24.6849
P/E Forward = 11.3507
P/S = 0.6044
P/B = 1.1951
P/EG = 0.277
Beta = 1.045
Revenue TTM = 29.10b USD
EBIT TTM = 1.76b USD
EBITDA TTM = 4.07b USD
Long Term Debt = 12.54b USD (from longTermDebt, last fiscal year)
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 = 18.77b USD (18.82b + Debt 798.0m - CCE 851.0m)
Interest Coverage Ratio = 2.40 (Ebit TTM 1.76b / Interest Expense TTM 731.7m)
FCF Yield = 4.26% (FCF TTM 800.0m / Enterprise Value 18.77b)
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 = 0.41 (Enterprise Value 18.77b / 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 = 5.76% (EBIT 1.76b / Capital Employed (Equity 17.99b + L.T.Debt 12.54b))
RoIC = 4.02% (NOPAT 1.28b / Invested Capital 31.90b)
WACC = 10.13% (E(18.82b)/V(19.62b) * Re(9.87%) + D(798.0m)/V(19.62b) * Rd(22.18%) * (1-Tc(0.27)))
Discount Rate = 9.87% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 42.02%
[DCF Debug] Terminal Value 62.68% ; FCFE base≈609.5m ; Y1≈400.2m ; Y5≈183.0m
Fair Price DCF = 5.24 (DCF Value 2.73b / Shares Outstanding 522.2m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 39.94 | EPS CAGR: 394.6% | SUE: -1.31 | # QB: 0
Revenue Correlation: 33.78 | Revenue CAGR: 6.88% | SUE: 0.03 | # QB: 0

Additional Sources for SW Stock

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Fund Manager Positions: Dataroma | Stockcircle