Consumer Cyclical
Smurfit Westrock Plc(SW)
Live Price
Offline$44.20
+1.80% today
1Y Change
+4.20%
Window
Jun 23, 2025 β Jun 18, 2026
- Market Cap
- $20.52B
- Revenue Growth
- +53.0%
- EPS Growth
- +67.5%
- Dividend Yield
- 4.5%
Coverage: 250 bars Β· Jun 23, 2025 β Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Smurfit Westrock Plc (SW) is a Consumer Cyclical stock with a market cap of $20.52B and listed on NYSE. The stock last traded around $44.20 and up 4.2% across the available one-year price window (Jun 23, 2025 β Jun 18, 2026). Baseline metrics include revenue growth of +53.0%, EPS growth of +67.5%, a dividend yield of 4.5%. What stands out right now is revenue +53.0%, EPS +67.5%, free cash flow +5907.8% with operating margin 4.8% and ROIC 2.2%. The dividend matters to the case here, with a current yield around 4.5%. Valuation already assumes a fairly strong business story at P/E 55.8 and price/sales 0.7. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines SW price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+53.0% vs +7.5% peer median
Operating Margin
Below sector median
+4.8% vs +8.4% peer median
P/E
Above sector median
55.8 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 30, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +53.0% and EPS at +67.5%, with operating margin around 4.8%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 4.5%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.9% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 30, 2026 | β | +2.7% | +8.4% | +7.2% |
2026 Feb 11, 2026 | -28.7% | +2.3% | -1.0% | -21.0% |
2025 Oct 29, 2025 | -14.7% | -4.8% | -4.7% | -5.4% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SW
β
Normalized return
SPY
β
S&P 500
Excess Return
β
Relative to SPY
SW Max Drawdown
-32.88%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SW and SPY.
Company Overview
Smurfit Westrock Plc
New York Stock Exchange
Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box. It also produces linerboard and corrugated medium, paperboard, and non-packaging grades of paper, as well as converted products, such as folding cartons and corrugated boxes, and other products; recycled paper-based packaging products; and packaging machinery. The company primarily serves food and beverage, e-commerce, retail, consumer goods, industrial, and foodservice markets. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.
- Leadership
- Anthony Paul J. Smurfit
- IPO Date
- Jul 8, 2024
- Employees
- 100.0k
- Street Address
- Beech Hill
- Mailing
- Dublin, D04 N2R2
- Region
- Dublin, IE
- Reporting Currency
- USD
- Investor Line
- 353 1 202 7000
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 55.8
- EV/EBITDA
- 8.2
- Price/Sales
- 0.7
- Price/Book
- 1.2
Growth
- Revenue
- +53.0%
- EPS
- +67.5%
- Free Cash Flow
- +5907.8%
Profitability
- Gross Margin
- 18.4%
- Operating Margin
- 4.8%
- Net Margin
- 1.2%
- ROE
- 2.1%
- ROIC
- 2.2%
Balance Sheet
- Debt/Equity
- 0.79
- Current Ratio
- 1.44
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.