Smurfit Westrock Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
Smurfit Westrock wird ein jährliches Gewinn- und Umsatzwachstum von 35.1% bzw. 3.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 35.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 9.8% betragen.
Wichtige Informationen
35.1%
Wachstumsrate der Gewinne
35.80%
EPS-Wachstumsrate
| Packaging Gewinnwachstum | 23.0% |
| Wachstumsrate der Einnahmen | 3.1% |
| Zukünftige Eigenkapitalrendite | 9.84% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 19 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • May 18
SW: Quebec Mill Closures And Ongoing Dividend Will Support Future Upside
Analysts have adjusted their price target for Smurfit Westrock slightly lower to about $53.68 from around $53.89, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E that largely offset one another. Valuation Changes Fair Value: Updated slightly lower to about $53.68 from around $53.89.Narrativ-Update • May 02
SW: Quebec Mill Closures And Ongoing Dividend Will Support Future Upside
Analysts have trimmed their average Smurfit Westrock price target from about $55.13 to roughly $53.89, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual production capacity of 127,000 tons of solid bleached sulfate paperboard, as part of efforts to refine its SBS portfolio and support the long term competitiveness of its paperboard operations (Key Developments).Seeking Alpha • May 02
Smurfit Westrock: Demand Inflection And Pricing Power Support Upside Despite Near-Term Pressure
Summary Revenues were slightly ahead of expectations, while EBITDA missed due to weather and cost pressures; underlying demand trends improved into April with order books strengthening materially. SW's value-over-volume strategy, price increases, and ongoing optimization support downside protection and margin expansion targets. Solid new customer momentum and announced price increases in North America and Europe should support margin recovery. Even on conservative assumptions, the stock offers > 30% upside with a ~4.5% yield. There is also a clear path to margin expansion by 2030. Read the full article on Seeking AlphaNarrativ-Update • Apr 17
SW: Cost Resets Through Quebec Closures And Reliable Dividend Will Support Future Upside
Analysts have adjusted Smurfit Westrock's price target from about $59.07 to $55.13. This change reflects updated assumptions around revenue growth, profit margins and a slightly different future P/E multiple.
Narrativ-Update • Apr 02
SW: Mill Closures And Higher Future P/E Will Support Upside Potential
Analysts now see Smurfit Westrock's fair value at about $67.91 per share, compared with roughly $66.89 previously, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual capacity of 127,000 tons of solid bleached sulfate, as part of efforts to address scale and cost challenges and support the long term competitiveness of its paperboard operations (Key Developments).Narrativ-Update • Mar 19
SW: Cost Resets And Reliable Dividend Will Support Future Share Price Momentum
Analysts now place Smurfit Westrock's fair value at $59.07, up from $52.82, reflecting updated views on the discount rate, revenue growth, profit margins, and a higher assumed future P/E multiple. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual production capacity of 127,000 tons of solid bleached sulfate paperboard, citing ongoing scale and cost challenges (Key Developments).Narrativ-Update • Mar 04
SW: Mill Closures And Higher Future P/E Will Support Upside Potential
Analysts have updated their view on Smurfit Westrock with a higher price target, lifting fair value from $63.00 to about $66.89 as they factor in revised assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual production capacity of 127,000 tons of solid bleached sulfate, citing ongoing scale and cost challenges in that asset (Key Developments).
Narrativ-Update • Feb 18
SW: Fair Value View Will Weigh Quebec Closures Against Earnings Potential
Analysts have raised their price target on Smurfit WestRock from $44.50 to $51.00. They attribute the higher valuation mainly to a revised future P/E assumption of 20.49x, along with adjusted expectations for revenue growth and profit margins.Analyseartikel • Feb 06
Smurfit Westrock's (NYSE:SW) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Smurfit Westrock Plc ( NYSE:SW ) has announced that it will be paying its dividend of $0.4523 on the 18th...Narrativ-Update • Feb 04
SW: Dividend Visibility And Margin Resilience Will Support Future Share Price Momentum
Analysts have trimmed their price target on Smurfit Westrock by about €0.21, reflecting minor adjustments to fair value, the discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News The board has approved a quarterly dividend of $0.4523 per ordinary share on Smurfit Westrock plc shares, with payment scheduled for March 18, 2026, to shareholders of record on February 17, 2026 (Key Developments).Narrativ-Update • Jan 21
SW: Lower Impairment Charges And Margin Resilience Will Support Future Share Price Momentum
Analysts have trimmed their price target for Smurfit Westrock from about $53.73 to roughly $53.04, reflecting updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple and a small adjustment to the discount rate. What's in the News Smurfit Westrock reported impairment charges of $58 million for the three months ended September 30, 2025, compared with $2 million for the same period a year earlier (Key Developments).Narrativ-Update • Jan 06
SW: Fair Value View Will Balance Impairment Risk And Earnings Potential
Analysts have nudged their price target for Smurfit Westrock to €44.50. The update reflects adjusted assumptions around revenue growth at 3.18%, profit margin at 6.18% and a forward P/E of 14.01x, while keeping fair value steady at €44.50.Analyseartikel • Dec 28
Is Smurfit Westrock Plc (NYSE:SW) Potentially Undervalued?
Smurfit Westrock Plc ( NYSE:SW ) saw a double-digit share price rise of over 10% in the past couple of months on the...Narrativ-Update • Dec 15
SW: Rising Margins And Index Inclusion Will Support Future Upside Potential
Analysts have trimmed their price target for Smurfit Westrock by 0.50 dollars to 44.50 dollars, citing lower long term revenue growth expectations, partially offset by improved profit margin forecasts and a reduced future earnings multiple. What's in the News Smurfit Westrock Plc recorded impairment charges of 58 million dollars for the three months ended September 30, 2025, compared with 2 million dollars recorded a year earlier (company filing) Smurfit Westrock Plc (ticker: SW) was added to the FTSE All World Index (USD), expanding its presence in global equity benchmarks (index announcement) Smurfit Westrock Plc (ticker: SWR) was simultaneously dropped from the FTSE All World Index (USD) on the London Stock Exchange, reflecting changes in index constituent listings following its cross market structure (index announcement) Valuation Changes The fair value estimate was lowered slightly to $44.50 from $45.00, reflecting modestly weaker long term assumptions.Narrativ-Update • Nov 30
SW: Future Index Addition And Margin Resilience Will Boost Share Price Momentum
Analysts have slightly lowered their price target for Smurfit Westrock from $54.57 to $53.73, citing more cautious assumptions around revenue growth and profit margins in their updated outlook. What's in the News Reported $58 million in impairment charges for the quarter ended September 30, 2025, compared to $2 million a year ago (Key Developments).Narrativ-Update • Nov 16
SW: Future Index Moves And Margin Strength Will Drive Share Price Momentum
Analysts have slightly reduced their price target for Smurfit Westrock from $55.90 to $54.57, citing updated forecasts for the company's growth, margins, and risk profile. What's in the News Reported $58 million impairment charges for the quarter ended September 30, 2025, a significant increase from $2 million a year ago (Key Developments) Added to the FTSE All-World Index (NYSE: SW) (Key Developments) Dropped from the FTSE All-World Index (LSE: SWR) (Key Developments) Valuation Changes Consensus Analyst Price Target has decreased slightly from $55.90 to $54.57.Analyseartikel • Nov 15
Smurfit Westrock's (NYSE:SW) Strong Earnings Are Of Good Quality
Smurfit Westrock Plc's ( NYSE:SW ) earnings announcement last week was disappointing for investors, despite the decent...Narrativ-Update • Nov 01
SW: Expected Margin Expansion Will Drive Future Upside Potential
Analysts have slightly reduced their price target for Smurfit Westrock from $56.03 to $55.90, citing updated assumptions regarding revenue growth, profit margins, and discount rates. What's in the News Reported $58 million in impairment charges for the quarter ended September 30, 2025.Narrativ-Update • Oct 18
Operational Efficiency And Sustainable Packaging Will Expand Global Markets
Analysts have slightly lowered their price target for Smurfit Westrock to $56.03 from $56.69. They cite updated assumptions for growth rates and profitability as the reason for the change.Analyseartikel • Sep 20
Is It Time To Consider Buying Smurfit Westrock Plc (NYSE:SW)?
Smurfit Westrock Plc ( NYSE:SW ) received a lot of attention from a substantial price movement on the NYSE over the...Narrativ-Update • Sep 16
Operational Efficiency And Sustainable Packaging Will Expand Global Markets
With both the discount rate and consensus revenue growth forecasts essentially unchanged, there is little fundamental shift in outlook for Smurfit Westrock, and as a result, the consensus analyst price target increased only marginally from $56.46 to $56.69. What's in the News Smurfit Westrock was dropped from the Russell 2500 Index.Analyseartikel • Sep 02
With Smurfit Westrock Plc (NYSE:SW) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 70.1x Smurfit Westrock Plc ( NYSE:SW ) may be sending very bearish signals...Analyseartikel • Jul 31
Smurfit Westrock (NYSE:SW) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 16
Smurfit Westrock: Stock Price Weakness Represents A Clear Buy Opportunity
Summary Smurfit WestRock's stock has declined by 17%, but the merger offers growth potential through synergies and operational efficiencies. A Russia-Ukraine peace deal and International Paper's mill closure could reduce costs and tighten the US market, benefiting Smurfit WestRock. The company's global presence mitigates risks from tariffs and counter-tariffs. Considering Smurfit WestRock valuation vs. peers, the company is a clear buy. Read the full article on Seeking AlphaSeeking Alpha • Nov 06
Smurfit Westrock: Bigger Opportunity To Catch
Summary Smurfit Westrock's merger is a catalyst for growth, driving synergies and enhancing operational efficiencies. It will make Smurfit Westrock a sector champion in disciplined capital allocation. The company might benefit from lower oil prices and has substantial EBITDA sensitivity to energy costs, with recycled paper prices also being a crucial input factor. Smurfit Westrock still trades at a discount vs. peers. Our buy is confirmed. Read the full article on Seeking Alpha
Neues Narrativ • Aug 29
WestRock Merger Sets Stage For Global Packaging Domination Through Innovation And Sustainability
Smurfit WestRock's merger creates the largest listed packaging company, driving synergies, operational efficiencies, and expanding market reach to boost revenues and profitability.Seeking Alpha • Aug 01
Smurfit WestRock Plc: Ready To Rock
Summary The Smurfit-WestRock merger is complete, the combined entity will report financials from Q3 2024. Q2 earnings show a positive EBITDA performance, with the CEO optimistic about the paper industry cycle. Synergies, investments, and valuation suggest potential upside. Our target price is set at $54.4 per share, with 20% upside from here. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 33,952 | 1,813 | 2,164 | 4,572 | 10 |
| 12/31/2027 | 33,196 | 1,626 | 1,751 | 4,052 | 13 |
| 12/31/2026 | 31,930 | 1,174 | 1,372 | 3,627 | 13 |
| 3/31/2026 | 31,235 | 380 | 1,022 | 3,361 | N/A |
| 12/31/2025 | 31,179 | 699 | 1,200 | 3,392 | N/A |
| 9/30/2025 | 31,138 | 748 | 800 | 2,978 | N/A |
| 6/30/2025 | 30,806 | 352 | 85 | 2,165 | N/A |
| 3/31/2025 | 25,835 | 512 | -59 | 1,676 | N/A |
| 12/31/2024 | 21,109 | 319 | 17 | 1,483 | N/A |
| 9/30/2024 | 16,432 | 221 | 148 | 1,313 | N/A |
| 6/30/2024 | 11,738 | 638 | 476 | 1,335 | N/A |
| 3/31/2024 | 11,783 | 735 | 436 | 1,338 | N/A |
| 12/31/2023 | 12,093 | 825 | 630 | 1,559 | N/A |
| 9/30/2023 | 12,855 | 1,013 | 534 | 1,451 | N/A |
| 6/30/2023 | 13,386 | 923 | 756 | 1,726 | N/A |
| 3/31/2023 | 13,280 | 1,003 | 526 | 1,459 | N/A |
| 12/31/2022 | 13,509 | 1,034 | 503 | 1,433 | N/A |
| 9/30/2022 | 14,569 | 1,117 | 378 | 1,351 | N/A |
| 6/30/2022 | 12,376 | 990 | 264 | 1,109 | N/A |
| 3/31/2022 | 12,125 | 898 | 345 | 1,131 | N/A |
| 12/31/2021 | 11,933 | 802 | 367 | 1,082 | N/A |
| 9/30/2021 | 11,068 | 727 | 565 | 1,207 | N/A |
| 6/30/2021 | 10,681 | 683 | 718 | 1,302 | N/A |
| 3/31/2021 | 10,279 | 657 | 784 | 1,375 | N/A |
| 12/31/2020 | 10,420 | 666 | 895 | 1,523 | N/A |
| 9/30/2020 | 10,060 | 566 | 801 | 1,453 | N/A |
| 6/30/2020 | 9,697 | 473 | 712 | 1,383 | N/A |
| 3/31/2020 | 9,740 | 494 | 642 | 1,319 | N/A |
| 12/31/2019 | 10,149 | 534 | N/A | 1,305 | N/A |
| 9/30/2019 | 9,913 | -72 | N/A | 1,245 | N/A |
| 6/30/2019 | 10,393 | -691 | N/A | 1,276 | N/A |
| 3/31/2019 | 10,144 | -703 | N/A | 1,209 | N/A |
| 12/31/2018 | 10,249 | -740 | N/A | 1,183 | N/A |
| 9/30/2018 | 10,326 | -67 | N/A | 1,092 | N/A |
| 6/30/2018 | 10,225 | 626 | N/A | 976 | N/A |
| 3/31/2018 | 10,652 | 604 | N/A | 973 | N/A |
| 12/31/2017 | 10,272 | 500 | N/A | 891 | N/A |
| 9/30/2017 | 9,944 | 470 | N/A | 857 | N/A |
| 6/30/2017 | 9,529 | 465 | N/A | 859 | N/A |
| 3/31/2017 | 8,841 | 457 | N/A | 816 | N/A |
| 12/31/2016 | 8,588 | 467 | N/A | 773 | N/A |
| 9/30/2016 | 9,197 | 526 | N/A | 883 | N/A |
| 6/30/2016 | 9,064 | 492 | N/A | 875 | N/A |
| 3/31/2016 | 9,280 | 477 | N/A | 900 | N/A |
| 12/31/2015 | 8,807 | 434 | N/A | 846 | N/A |
| 9/30/2015 | 9,071 | 338 | N/A | 781 | N/A |
| 6/30/2015 | 9,058 | 299 | N/A | 759 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: SWDas prognostizierte Gewinnwachstum (35.1% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: SWDie Erträge des Unternehmens (35.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).
Hohe Wachstumserträge: SWEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: SWDie Einnahmen des Unternehmens (3.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).
Hohe Wachstumseinnahmen: SWDie Einnahmen des Unternehmens (3.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: SWDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (9.8%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 21:39 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Smurfit Westrock Plc wird von 25 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Pallav Mittal | Barclays |
| Gaurav Jain | Barclays |
| Eoghan Reid | Berenberg |