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Smurfit Westrock

NYSE: SW

Stock price

41.45 USD

(-17.56%) 5 years

Paper & Plastic Packaging Products & MaterialsPackaging & Containers

Financial Performance

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5Y price score: (22)

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 19.1%

DATE RANGE:

%

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  • Earnings per share

  • Free cash flow per share

  • Stock price

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32.7

52-week range

52.6

41.45

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Required return / cost of capital
%
FCFF terminal growth rate
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Your fair value & Margin of safety

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Valuation

Free Cash Flow Yield

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

5.2 %

Dividend Yield TTM

3.9 %

Market cap $

$ 21,742

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

39.3

Price / Book TTM

1.1

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

0.6

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

(0.3) %

(1.9) %

19.1 %

Free cash flow per share growth

(2.6) %

(36.5) %

44.8 %

Earnings per share growth

417.2 %

(50.2) %

(21.3) %

Founded: 1,934

Employees: 100,000

Business Summary:Smurfit Westrock Plc, operating through its various group entities, is dedicated to the creation, supply, and sale of a wide array of paper-based packaging solutions across Ireland and globally. The company primarily produces containerboard, which it either transforms into corrugated containers for its own use or distributes to other businesses. Its extensive product range also features diverse paper types, including board for consumer packaging, sack paper, graphic paper, and both solid and graphic board. Beyond these materials, Smurfit Westrock offers a comprehensive selection of paper-based packaging items, such as consumer packaging, robust solid board packaging, paper sacks, and unique options like bag-in-box systems. The firm further manufactures linerboard, corrugated medium, various grades of paperboard, and non-packaging paper. Additionally, it develops converted products like folding cartons and corrugated boxes, alongside other goods. A key aspect of their operations involves creating packaging from recycled paper, and they also provide packaging machinery. Smurfit Westrock primarily caters to a broad clientele across sectors such as food and beverage, online retail, general commerce, consumer products, industrial applications, and the foodservice industry. The company was established in 1934 and is headquartered in Dublin, Ireland.

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Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q2 (Jul 29, 2026)

1) Strategy & Leadership - Smurfit Westrock is focused on being the most innovative and sustainable packaging partner, emphasizing quality and service. - The company is committed to a performance-led culture, with a full team in place to drive operational and cultural change. - Progress in the owner-operator model is noted, enhancing customer service and operational efficiency. - The integration of Smurfit and Westrock is progressing well, with a focus on transferring best practices and innovation across regions.

2) Financial & Segment Results - Adjusted EBITDA for Q2 2026 was $1.14 billion, with an adjusted EBITDA margin of 14.2%. - North America saw a 4.8% decline in corrugated volumes, aligning with expectations as the company prioritizes value over volume. - EMEA and APAC regions reported a 1.9% increase in corrugated volumes, with full capacity utilization in their mill systems. - Latin America continues to perform strongly, benefiting from healthy demand and operational improvements.

3) Problems / Headwinds - Freight costs have been a significant headwind, with a projected $300 million increase in costs due to higher fuel prices and shipping rates. - The company is facing a lag in pricing recovery, as cost increases are felt immediately while price adjustments take time to implement. - Ongoing energy cost inflation is also impacting margins, although hedging strategies are in place to mitigate some effects.

4) Operational or Product Plans - The company is implementing pricing initiatives to recover costs, with expectations for improved pricing in Q3 and Q4. - New investments in the consumer business are expected to enhance productivity and cost efficiency. - The focus remains on optimizing asset utilization and reducing loss-making operations, with approximately 10 out of 100 identified as needing improvement.

5) Guidance & Outlook / Investor Angle - Full-year adjusted EBITDA is now expected to be in the range of $4.9 billion to $5.1 billion. - The company anticipates a stronger second half of 2026, with positive volume growth expected in North America. - Smurfit Westrock is committed to maintaining a strong balance sheet and investment-grade credit rating, with a quarterly dividend of $0.4523 per share announced.

Bottom line: Smurfit Westrock is navigating significant cost pressures while positioning itself for future growth through operational improvements and strategic pricing initiatives. The company remains optimistic about its long-term earnings potential and is focused on delivering value to shareholders amidst a challenging market environment.

Annual Reports, Presentations And IR Contacts

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Annual report links (10K)
20252024

Smurfit Westrock — Financial Overview, Stock Price, Market Cap

Smurfit Westrock is a company. Founded in 1934. As of October 9, 2026, the company's market capitalization is $21741474205 with a current stock price of $41.45.