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Smurfit Westrock Community
NYSE:SW Community
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Smurfit Westrock
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SW
Smurfit Westrock
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Operational Efficiency And Sustainable Packaging Will Expand Global Markets
Key Takeaways Shifting to higher-margin contracts, leveraging synergies, and emphasizing operational discipline support margin expansion, earnings growth, and strengthened cash flow. Strategic investments in sustainable packaging and emerging markets drive product differentiation and create long-term global revenue opportunities.
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US$56.03
FV
21.8% undervalued
intrinsic discount
3.23%
Revenue growth p.a.
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1 day ago
author updated this narrative
SW
Smurfit Westrock
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Integration Risks Will Dim Packaging Outlook But Spur Savings
Key Takeaways Integration challenges and industry headwinds may limit margin expansion and revenue growth, despite recent investments in automation and productivity. Reliance on paper-based products and rising costs expose the company to substitution risks and regulatory pressures, potentially impacting future profitability.
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US$45.00
FV
2.7% undervalued
intrinsic discount
7.27%
Revenue growth p.a.
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16 days ago
author updated this narrative
SW
Smurfit Westrock
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
E-commerce And Sustainability Will Fuel Expanded Market Opportunities
Key Takeaways The merger and operational improvements are driving significant cost savings, margin expansion, and stronger returns through automation, asset optimization, and targeted investments. Strategic positioning in sustainability, e-commerce, and emerging markets supports above-market revenue growth and long-term competitive advantages in fiber-based packaging solutions.
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US$63.00
FV
30.5% undervalued
intrinsic discount
12.33%
Revenue growth p.a.
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16 days ago
author updated this narrative
Your Valuation for
SW
SW
Smurfit Westrock
Your Fair Value
US$
Current Price
US$43.80
77.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-691m
36b
2015
2018
2021
2024
2025
2027
2030
Revenue US$35.9b
Earnings US$410.0m
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