Smurfit Westrock
NYSE: SW
Stock price
49.43 USD
(+0%) TODAY
Financial Performance
5Y price score: (4)
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: 34.6%
US$ Per
Share
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32.7
52-week range
52.6
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
4.5 %
Dividend Yield TTM
3.9 %
Market cap $
$ 25,927
Price / Earnings TTM
45.1
Price / Book TTM
1.2
PEG TTM
0.1
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
11.4 %
11.8 %
34.6 %
Free cash flow per share growth
(2.6) %
(36.5) %
44.8 %
Earnings per share growth
417.2 %
(50.2) %
(21.3) %
Business Summary:
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
Go to the websiteSmurfit Westrock — Financial Overview, Stock Price, Market Cap
Smurfit Westrock is a company. Founded in 1934. As of August 26, 2026, the company's market capitalization is $25927166947 with a current stock price of $49.43.
