Smurfit Westrock Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Smurfit Westrock de 35.1% y 3.1% por año respectivamente. Se prevé que el BPA crezca en un 35.8% al año. Se espera que la rentabilidad financiera sea de 9.8% en 3 años.
Información clave
35.1%
Tasa de crecimiento de los beneficios
35.80%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Packaging | 23.2% |
| Tasa de crecimiento de los ingresos | 3.1% |
| Rentabilidad financiera futura | 9.84% |
| Cobertura de analistas | Good |
| Última actualización | 19 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaActualización de narrativa • 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.
Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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).
Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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
Nueva narrativa • 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 AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 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 |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (35.1% al año) de SW es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (35.1% al año) de SW crezcan más rápidamente que el mercado US (16.7% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de SW crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (3.1% al año) de SW crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 3.1% al año) de SW crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de SW sea baja dentro de 3 años (9.8%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 13:39 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Smurfit Westrock Plc está cubierta por 25 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Pallav Mittal | Barclays |
| Gaurav Jain | Barclays |
| Eoghan Reid | Berenberg |