Smurfit Westrock (SW) Panoramica del titolo
Smurfit Westrock Plc, insieme alle sue consociate, produce, distribuisce e vende cartoni, contenitori ondulati e altri prodotti di imballaggio a base di carta in Nord America, Sud America, Europa, Asia, Africa, Australia e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
SW Community Fair Values
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Analyst Price Targets
Concorrenti di Smurfit Westrock Plc
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$43.22 |
| Massimo di 52 settimane | US$52.65 |
| Minimo di 52 settimane | US$32.73 |
| Beta | 0.93 |
| Variazione di 1 mese | -12.24% |
| Variazione a 3 mesi | -2.90% |
| Variazione di 1 anno | -2.37% |
| Variazione a 3 anni | 18.09% |
| Variazione a 5 anni | -23.79% |
| Variazione dall'IPO | 238.98% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Sep 03
SW: Fair Value View Will Balance LatAm Expansion With Listing Shift
Analysts have lifted their price target for Smurfit Westrock to about $47.90 from $46.00, reflecting updated views on its fair value, discount rate assumptions, revenue growth outlook, profit margins and future P/E expectations. What’s in the News for Smurfit Westrock Smurfit Westrock is seeking acquisitions.
Aggiornamento narrativa • Aug 13
SW: Containerboard Price Increases And Efficiency Actions Will Drive Future Upside
Analysts have adjusted their price target for Smurfit Westrock to $56.43 from $53.46, citing updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News for Smurfit Westrock Containerboard producers, including Smurfit Westrock, announced price increases following Packaging Corporation of America's planned US$140 per ton hike.
Aggiornamento narrativa • Jul 30
SW: Price Hikes And NYSE Listing Will Support Earnings Upside
Analysts have nudged their price target on Smurfit Westrock higher to about $66 from roughly $63, citing updated fair value work that reflects modest adjustments to the discount rate assumptions, revenue growth, profit margin and future P/E expectations. What’s in the News for Smurfit Westrock Containerboard producers, including Smurfit Westrock, announced a US$140 per ton price increase effective September 1, 2026, in response to tight market conditions and higher freight and energy costs.Recent updates
Aggiornamento narrativa • Sep 03
SW: Fair Value View Will Balance LatAm Expansion With Listing Shift
Analysts have lifted their price target for Smurfit Westrock to about $47.90 from $46.00, reflecting updated views on its fair value, discount rate assumptions, revenue growth outlook, profit margins and future P/E expectations. What’s in the News for Smurfit Westrock Smurfit Westrock is seeking acquisitions.Aggiornamento narrativa • Aug 13
SW: Containerboard Price Increases And Efficiency Actions Will Drive Future Upside
Analysts have adjusted their price target for Smurfit Westrock to $56.43 from $53.46, citing updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News for Smurfit Westrock Containerboard producers, including Smurfit Westrock, announced price increases following Packaging Corporation of America's planned US$140 per ton hike.Aggiornamento narrativa • Jul 30
SW: Price Hikes And NYSE Listing Will Support Earnings Upside
Analysts have nudged their price target on Smurfit Westrock higher to about $66 from roughly $63, citing updated fair value work that reflects modest adjustments to the discount rate assumptions, revenue growth, profit margin and future P/E expectations. What’s in the News for Smurfit Westrock Containerboard producers, including Smurfit Westrock, announced a US$140 per ton price increase effective September 1, 2026, in response to tight market conditions and higher freight and energy costs.Seeking Alpha • Jul 29
Smurfit Westrock: Guidance Cuts Masks A Stronger 2027 Earnings Opportunity
Summary Smurfit Westrock revenue increased 1.1% to $8.03 billion, while adjusted EBITDA remained under pressure from higher freight, energy, and other input costs. Management lowered its full-year adjusted EBITDA outlook to $4.9–5.1 billion, broadly in line with our existing $5 billion forecast. We therefore see the market’s negative reaction as largely focused on near-term cost pressures rather than a material deterioration in the underlying investment case. Planned price increases in North America should help recover cost inflation, while further benefits from the WestRock integration have not yet been fully reflected in our estimates. Our unchanged 2026 assumptions imply a buy target. Nevertheless, we see valuation upside in 2027. Read the full article on Seeking AlphaAggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.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
Nuova 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 AlphaRendimenti per gli azionisti
| SW | US Packaging | US Mercato | |
|---|---|---|---|
| 7D | -5.7% | -4.7% | -0.9% |
| 1Y | -2.4% | -2.8% | 14.2% |
Ritorno vs Industria: SW ha trovato corrispondenza nel US Packaging che ha restituito -2.8 % nell'ultimo anno.
Rendimento vs Mercato: SW ha avuto una performance inferiore al mercato US che ha registrato un rendimento 14.2 % nell'ultimo anno.
Volatilità dei prezzi
| SW volatility | |
|---|---|
| SW Average Weekly Movement | 6.3% |
| Packaging Industry Average Movement | 5.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: SW non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di SW è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1934 | 97,000 | Tony J. Smurfit | www.smurfitwestrock.com |
Smurfit Westrock Plc, insieme alle sue consociate, produce, distribuisce e vende cartoni, contenitori ondulati e altri prodotti di imballaggio a base di carta in Nord America, Sud America, Europa, Asia, Africa, Australia e a livello internazionale. L'azienda produce cartone e cartoncino, imballaggi per contenitori in cartone ondulato, imballaggi per i consumatori e offre cartone solido, carta kraft e cartone grafico, oltre ad altri prodotti di imballaggio, come imballaggi in cartone solido, sacchi di carta e bag-in-box. Produce cartone linerboard e ondulato medio e cartone; e altri imballaggi a base di carta, come cartoni pieghevoli, inserti, etichette e display.
Smurfit Westrock Plc Riepilogo dei fondamenti
| SW statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$22.64b |
| Utili (TTM) | US$497.00m |
| Ricavi(TTM) | US$31.33b |
45.6x
Rapporto P/E0.7x
Rapporto P/SSW è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SW Conto economico (TTM) | |
|---|---|
| Ricavi | US$31.33b |
| Costo del fatturato | US$25.64b |
| Profitto lordo | US$5.69b |
| Altre spese | US$5.19b |
| Utili | US$497.00m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.95 |
| Margine lordo | 18.16% |
| Margine di profitto netto | 1.59% |
| Rapporto debito/patrimonio netto | 75.4% |
Come si è comportato SW nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.2%
Rendimento attuale del dividendo186%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 04:20 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Smurfit Westrock Plc è coperta da 25 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Gaurav Jain | Barclays |
| Pallav Mittal | Barclays |
| Eoghan Reid | Berenberg |