Smurfit Westrock PLC

SW Consumer Cyclical Packaging & Containers

Smurfit Westrock PLC’s revenue for fiscal 2025 (year ended December 2025) was $31.2 billion, up 47.7% from fiscal 2024. In the quarter to June 2026, revenue grew 1.15%, EPS grew 440.0%, free cash flow was flat and total debt fell 1.39%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for five consecutive years.

41.16 0.08 −0.19%
Market cap
$21.6B
P/E
43.3×
Fwd P/E
18.6×
Dividend yield
4.34%
F-score
6/9
Altman Z
1.44
Beneish M
−2.63
Dividend safety
28/100

Insider Decisions trades per month

Total sells 3.36
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — 3 — — — — — — — —
Insider Ownership 0.38%

Capital & Financial Ratios $m

Market Cap 21,560.00
Revenue 31,326.00
Net Income 494.00
Free Cash Flow 1,046.00
Net Debt 13,487.00
Current Ratio 1.45
Debt/Equity 0.78
P/E ratio 43.33 (above 35: high)
Fwd P/E 18.60
P/S ratio 0.69
P/B ratio 1.19
Past 5Y EPS Growth —
This Y EPS Growth 5.03%
Next Y EPS Growth 65.29% (at or above 15%: strong)
Next Y revenue growth 3.20%
Next 5Y EPS Growth 25.44% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 81.33%
10-year low 10-year high
P/S against its own 10 years 67.90%
10-year low 10-year high
P/B against its own 10 years 74.79%
10-year low 10-year high
EV/Sales against its own 10 years 67.38%
10-year low 10-year high
EV/FCF against its own 10 years 76.93%
10-year low 10-year high

Dividends

Payout Ratio 1.90
Annual Dividend Rate 1.79
Annual Dividend Yield 4.34%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.84
0.45
0.45
0.45
2025 1.72
0.43
0.43
0.43
0.43
2024 1.21
0.30
0.30
0.30
0.30
2023 1.13
0.28
0.28
0.28
0.30
2022 1.03
0.25
0.25
0.25
0.28
2021 0.93
0.20
0.24
0.24
0.25
2020 1.07
0.47
0.20
0.20
0.20
2019 1.83
0.46
0.46
0.46
0.47
2018 1.75
0.43
0.43
0.43
0.46
2017 1.63
0.40
0.40
0.40
0.43
2016 1.45
0.34
0.34
0.38
0.40
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 393 855 892 677
Receivables 2,592 4,117 4,268 4,922
Inventory 2,332 3,550 3,693 3,612
Other 1,676 1,533 1,586 1,607
6,993 10,055 10,439 10,818
2023 2024 2025 Q'26
Payables 2,124 3,290 3,597 3,467
ST’ Debt 533 1,053 346 931
Other 1,738 1,393 1,523 1,607
4,919 7,333 7,064 7,476

Compound Annual Growth %

10y 5y 3y
Sales 7.69% 7.96% 15.36%
Cash Flow 8.77% 10.92% 22.89%
Earnings (0.13%) (5.84%) 0.00%
Book Value 6.44% 9.44% 22.04%

Revenue $m

Mar Jun Sep Dec Year
’26 7,712 8,031 — — —
’25 7,656 7,940 8,003 7,580 31,179
’24 2,930 2,969 7,671 7,539 21,109
’23 — — — 4,620 12,093
’23 5,278 5,121 2,915 — 20,310
’22 — — — 4,923 13,509
’22 5,382 5,520 5,402 4,952 21,257
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 204 765 — — —
’25 235 829 1,133 1,195 3,392
’24 42 340 320 781 1,483
’23 — — — (673) 1,559
’23 550 694 948 — 1,828
’22 — — — 266 1,433
’22 643 837 540 253 2,020
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (411) 310 — — —
’25 (242) 307 538 609 1,212
’24 (166) 166 (180) 258 78
’23 — — — (262) 647
’23 5 442 298 — 713
’22 — — — (12) 516
’22 313 625 250 104 1,188
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 0.12 0.17 — — —
’25 0.73 (0.05) 0.47 0.18 1.33
’24 0.73 0.51 (0.30) 0.28 0.82
’23 — — — (0.09) 3.18
’23 (7.85) 0.79 0.88 — (6.43)
’22 — — — 0.18 3.61
’22 0.15 1.47 1.34 0.68 3.63
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 21.02 22.77 25.11 26.33 21.36 45.85 26.17 30.62 35.42 32.73

Analyst estimates 2026–2028

Powerpack
High 27.68 33.27 45.49 38.15 47.46 60.07 58.32 45.70 56.99 56.05
People
People Employees 39,000 44,800 45,100 51,100 49,300 49,900 50,500 56,100 100,000 97,000
Revenue/emp, $m 0.36 0.33 0.36 0.36 0.36 0.38 0.00 0.00 0.21 0.32
Income, $m
Income, $m Revenue 14,172 14,860 16,285 18,289 17,579 18,746 13,509 12,093 21,109 31,179
Gross margin, % 19.47 18.29 20.64 20.50 18.19 18.27 24.22 25.25 19.87 19.38
EBT 245 858 1,035 1,145 (523) 1,086 1,426 1,138 560 959
EBT margin, % 1.73 5.77 6.35 6.26 (2.97) 5.79 10.56 9.41 2.65 3.08
Net income (390) 699 1,909 868 (686) 843 1,035 826 319 699
Depreciation 1,142 1,112 1,252 1,511 2,820 1,460 576 580 1,464 2,550
Per share, $
Per share, $ Revenue 55.79 58.92 63.74 71.27 67.82 70.69 52.36 46.87 54.69 59.73
Earnings (1.53) 2.77 7.47 3.38 (2.65) 3.18 3.61 3.20 0.83 1.34
Cash flow 6.65 5.80 7.56 9.00 7.99 8.60 5.55 6.04 3.84 6.50
Capex (3.01) (2.86) (3.79) (4.77) (3.61) (3.04) (3.55) (3.53) (3.64) (4.18)
Free cash flow 3.63 2.94 3.77 4.23 4.38 5.56 2.00 2.51 0.20 2.32
Book value 38.70 41.18 44.94 45.53 41.08 44.08 0.00 23.93 45.04 35.16
Shares, m 254 252 256 257 259 265 258 258 386 522
Valuation, ×
Valuation, × P/E 0.00 11.84 5.56 8.95 0.00 16.38 12.14 0.00 43.88 28.64
P/S 0.47 0.56 0.64 0.42 0.58 0.72 0.46 0.56 0.98 0.65
P/B 0.68 0.80 0.91 0.66 0.95 1.16 0.84 1.64 1.20 1.10
EV/Sales 0.85 0.98 1.00 0.96 1.10 1.14 0.88 0.72 1.59 1.06
EV/FCF 9.66 13.36 16.10 15.22 16.12 10.60 15.95 26.66 429.87 27.28
Cash, $m
Cash, $m Operating cash flow 1,688 1,464 1,931 2,310 2,071 2,280 1,433 1,559 1,483 3,392
Capex (765) (722) (969) (1,224) (937) (806) (917) (912) (1,405) (2,180)
Free cash flow 923 741 963 1,086 1,134 1,474 516 647 78 1,212
Balance, $m
Balance, $m Working capital 1,730 1,481 1,452 1,539 2,016 2,016 2,083 1,564 2,722 3,375
Total debt 5,789 6,555 6,415 10,063 9,431 8,194 7,787 3,747 13,595 13,773
Net debt 5,423 6,251 5,778 9,912 9,180 7,903 7,527 2,747 12,740 12,881
Shareholders’ equity 9,830 10,386 11,482 11,684 10,648 11,690 11,420 6,174 17,387 18,354
Returns, %
Returns, % ROA (1.64) 2.94 7.56 3.11 (2.34) 2.89 7.28 3.98 1.10 1.57
ROIC 1.76 2.94 4.30 4.32 (0.81) 4.09 0.00 9.61 2.09 3.44
ROE (3.67) 7.01 17.43 7.45 (6.19) 7.51 0.00 10.14 2.71 3.91
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026 · fundamentals updated 28 Sep 2026

Charts ten years each

Smurfit Westrock PLC vs peers in Packaging & Containers (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SW Smurfit Westrock PLC $21.6B 43.3× 18.6× +1.15% (above 0%: growing) n/m +0.98% (above 0%: growing) 17.42% 3.85%
PKG Packaging Corporation of America $20.7B 30.6× 22.6× +14.67% (above 0%: growing) −19.40% (below 0%: shrinking) +5.30% (above 0%: growing) 20.58% 11.70% Compare
AMCR Amcor PLC $20.2B 18.5× 11.8× +25.90% (above 0%: growing) n/m +54.49% (above 0%: growing) 20.90% 10.10% Compare
IP International Paper Company $18.1B — (loss-making) 25.3× −2.25% (below 0%: shrinking) n/m −95.31% (below 0%: shrinking) 27.65% 1.42% Compare
BALL Ball Corporation $16.6B 17.9× 15.0× +19.74% (above 0%: growing) +7.79% (above 0%: growing) +97.88% (above 0%: growing) 17.44% 8.68% Compare
AVY Avery Dennison Corporation $13.3B 19.2× 16.3× +10.92% (above 0%: growing) +10.79% (above 0%: growing) +94.11% (above 0%: growing) 29.62% 12.73% Compare
CCK Crown Holdings, Inc. $12.4B 16.3× 12.9× +16.48% (above 0%: growing) +42.68% (above 0%: growing) +52.62% (above 0%: growing) 17.23% 12.65% Compare
SON Sonoco Products Company $4.9B 7.9× 11.9× −1.31% (below 0%: shrinking) −78.83% (below 0%: shrinking) +138.94% (above 0%: growing) 20.81% 10.23% Compare
REYN Reynolds Consumer Products Inc. $4.8B 13.9× 14.0× +0.64% (above 0%: growing) +20.00% (above 0%: growing) −11.76% (below 0%: shrinking) 25.95% 14.62% Compare
Median of peers $15.0B 17.9× 14.5× +12.80% +9.29% +53.56% 20.86% 10.97%

All 23 Packaging & Containers stocks →

SW metrics, ten years each

Smurfit Westrock PLC (SW) key facts

  • Strength: Smurfit Westrock PLC’s revenue for fiscal 2025 (year ended December 2025) was $31.2 billion, up 47.7% from fiscal 2024.
  • Smurfit Westrock PLC (SW) is a Packaging & Containers company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, SW traded at $41.16, a market capitalization of $21.6 billion.
  • Smurfit Westrock PLC pays an annual dividend of $1.79 per share, a yield of 4.34%, with a payout ratio of 190.2%.
  • Return on equity was 3.91% and debt-to-equity 0.78.
  • Its Piotroski F-score is 6 out of 9 and its Altman Z-score is 1.44 (distress zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations · fundamentals updated Sep 28, 2026.

Smurfit Westrock PLC (SW) Latest News

7 Aug

stockrow.com/SW · Data as of Sep 28, 2026 · For information only; not investment advice. · © 2026 stockrow.com