Smurfit Westrock Dirección
Dirección controles de criterios 4/4
El CEO de Smurfit Westrock es Tony J. Smurfit , nombrado en Sep 2015, tiene una permanencia de 10.83 años. compensación anual total es $16.43M, compuesta por 9.5% salario y 90.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.31% de las acciones de la empresa, por valor de $77.59M. La antigüedad media del equipo directivo y de la junta directiva es de 5.5 años y 4.6 años, respectivamente.
Información clave
Tony J. Smurfit
Chief Executive Officer (CEO)
US$16.4m
Compensación total
| Porcentaje del salario del CEO | 9.53% |
| Permanencia del CEO | 10.8yrs |
| Participación del CEO | 0.3% |
| Permanencia media de la dirección | 5.5yrs |
| Promedio de permanencia en la Junta Directiva | 4.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jul 20
Why I View Smurfit Westrock As Overvalued Above $40/Share
Summary Smurfit Westrock Plc is a BBB-rated, Ireland-based packaging company offering a well-covered 4.1% yield. SW trades at a seemingly high P/E due to multi-year earnings lows, making current valuation appear expensive. Despite sector-wide caution, I rate SW a 'Hold' with a $39/share price target, citing insufficient risk/reward upside. SW meets quality and dividend criteria but lacks compelling valuation or upside to justify a Buy at present. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 16
SW: Single NYSE Listing And Q2 Earnings Outlook Will Support Upside
Analysts have revised their price target for Smurfit Westrock to $63.17 from $61.89, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E. These factors collectively support a modest upward adjustment in the estimated fair value.
Actualización de narrativa • Jul 02
SW: Fair Value View Will Balance Margin Expansion With Listing Shift
Analysts have reduced their price target for Smurfit Westrock from $51.00 to $46.00 as they update their assumptions on fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News for Smurfit Westrock Smurfit Westrock stock has trailed the broader materials sector recently, with Q1 2026 results showing a significant fall in net income and adjusted EBITDA, according to recent coverage.
Actualización de narrativa • Jun 17
SW: LSE Delisting And NYSE Focus Will Drive Future Upside
Analysts have nudged their price target on Smurfit Westrock slightly lower to about $53.46 from roughly $53.68. This reflects updated views on fair value, discount rate, profit margins and future P/E assumptions.Actualización de narrativa • Jun 02
SW: Single NYSE Listing And Lower P/E Assumptions Will Support Upside
Analysts have adjusted their fair value estimate for Smurfit Westrock to $61.89 from $67.91. This change reflects updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions.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).Actualización 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 AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$380m |
| Dec 31 2025 | US$16m | US$2m | US$699m |
| Sep 30 2025 | n/a | n/a | US$748m |
| Jun 30 2025 | n/a | n/a | US$352m |
| Mar 31 2025 | n/a | n/a | US$512m |
| Dec 31 2024 | US$21m | US$1m | US$319m |
| Sep 30 2024 | n/a | n/a | US$221m |
| Jun 30 2024 | n/a | n/a | US$638m |
| Mar 31 2024 | n/a | n/a | US$735m |
| Dec 31 2023 | US$6m | US$1m | US$825m |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$923m |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$6m | US$1m | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$990m |
| Mar 31 2022 | n/a | n/a | US$898m |
| Dec 31 2021 | US$7m | US$1m | US$802m |
| Sep 30 2021 | n/a | n/a | US$727m |
| Jun 30 2021 | n/a | n/a | US$683m |
| Mar 31 2021 | n/a | n/a | US$657m |
| Dec 31 2020 | US$6m | US$1m | US$666m |
| Sep 30 2020 | n/a | n/a | US$566m |
| Jun 30 2020 | n/a | n/a | US$473m |
| Mar 31 2020 | n/a | n/a | US$494m |
| Dec 31 2019 | US$4m | US$1m | US$534m |
Compensación vs. Mercado: La compensación total ($USD16.43M) de Tony está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.63M).
Compensación vs. Ingresos: La compensación de Tony ha sido consistente con los resultados de la empresa en el último año.
CEO
Tony J. Smurfit (63 yo)
10.8yrs
Permanencia
US$16,429,689
Compensación
Mr. Anthony Paul J. Smurfit, also known as Tony, has been Group Chief Executive Officer of Smurfit Westrock Plc (formerly known as Smurfit Kappa Group plc) since September 1, 2015 and serves as its Preside...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 10.8yrs | US$16.43m | 0.31% $ 77.6m | |
| Executive VP | 10.3yrs | US$7.17m | 0.026% $ 6.6m | |
| EVP & Group General Counsel | 2yrs | US$2.66m | 0.00035% $ 89.0k | |
| President & Chief Executive Officer North America (Including Mexico) | no data | US$6.09m | 0.020% $ 5.0m | |
| President & Chief Executive Officer of Europe | 10.8yrs | US$5.20m | 0.040% $ 10.1m | |
| Group Chief Accounting Officer | 2yrs | sin datos | 0.012% $ 3.0m | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Chief Human Resources Officer | 7.5yrs | sin datos | sin datos | |
| Group Chief Sustainability Officer | 5yrs | sin datos | sin datos | |
| President & CEO of LATAM | 2.5yrs | sin datos | 0.012% $ 3.0m | |
| Group SVP Finance & Company Secretary | 6.1yrs | sin datos | sin datos | |
| Group Treasurer | 4.5yrs | sin datos | sin datos |
5.5yrs
Permanencia media
56yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de SW es experimentado (5.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 37.5yrs | US$16.43m | 0.31% $ 77.6m | |
| Executive VP | 9.6yrs | US$7.17m | 0.026% $ 6.6m | |
| Independent Non-Executive Director | 2yrs | US$373.01k | 0.010% $ 2.6m | |
| Independent Non-Executive Chairman | 14.4yrs | US$606.18k | 0.0099% $ 2.5m | |
| Independent Non-Executive Director | 2yrs | US$353.01k | 0.00077% $ 195.9k | |
| Independent Non-Executive Director | 2yrs | US$353.01k | 0.0045% $ 1.1m | |
| Independent Non-Executive Director | 9.3yrs | US$353.01k | 0.0020% $ 498.5k | |
| Independent Non-Executive Director | 2yrs | US$353.01k | 0.00080% $ 203.5k | |
| Independent Non-Executive Director | 3.5yrs | US$353.01k | 0.00078% $ 198.4k | |
| Independent Non-Executive Director | 8.5yrs | US$373.01k | 0.0014% $ 345.9k | |
| Senior Independent Director | 5.8yrs | US$373.01k | 0.0011% $ 269.6k | |
| Independent Director | 1.3yrs | US$271.91k | 0.00044% $ 111.9k |
4.6yrs
Permanencia media
66.5yo
Promedio de edad
Junta con experiencia: La junta directiva de SW se considera experimentada (4.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/27 19:58 |
| Precio de las acciones al final del día | 2026/07/27 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 |
|
|
| 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 26 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 |
|---|---|
| Gaurav Jain | Barclays |
| Pallav Mittal | Barclays |
| Eoghan Reid | Berenberg |