Smurfit Westrock Plc

NYSE:SW 株式レポート

時価総額：US$19.4b

Smurfit Westrock 将来の成長

Future 基準チェック /36

Smurfit Westrock利益と収益がそれぞれ年間35.1%と3.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.8% 35.8%なると予測されています。

主要情報

35.1%

収益成長率

35.80%

EPS成長率

Packaging 収益成長23.2%
収益成長率3.1%
将来の株主資本利益率9.84%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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
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新しいナラティブ • 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 Alpha

業績と収益の成長予測

NYSE:SW - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202833,9521,8132,1644,57210
12/31/202733,1961,6261,7514,05213
12/31/202631,9301,1741,3723,62713
3/31/202631,2353801,0223,361N/A
12/31/202531,1796991,2003,392N/A
9/30/202531,1387488002,978N/A
6/30/202530,806352852,165N/A
3/31/202525,835512-591,676N/A
12/31/202421,109319171,483N/A
9/30/202416,4322211481,313N/A
6/30/202411,7386384761,335N/A
3/31/202411,7837354361,338N/A
12/31/202312,0938256301,559N/A
9/30/202312,8551,0135341,451N/A
6/30/202313,3869237561,726N/A
3/31/202313,2801,0035261,459N/A
12/31/202213,5091,0345031,433N/A
9/30/202214,5691,1173781,351N/A
6/30/202212,3769902641,109N/A
3/31/202212,1258983451,131N/A
12/31/202111,9338023671,082N/A
9/30/202111,0687275651,207N/A
6/30/202110,6816837181,302N/A
3/31/202110,2796577841,375N/A
12/31/202010,4206668951,523N/A
9/30/202010,0605668011,453N/A
6/30/20209,6974737121,383N/A
3/31/20209,7404946421,319N/A
12/31/201910,149534N/A1,305N/A
9/30/20199,913-72N/A1,245N/A
6/30/201910,393-691N/A1,276N/A
3/31/201910,144-703N/A1,209N/A
12/31/201810,249-740N/A1,183N/A
9/30/201810,326-67N/A1,092N/A
6/30/201810,225626N/A976N/A
3/31/201810,652604N/A973N/A
12/31/201710,272500N/A891N/A
9/30/20179,944470N/A857N/A
6/30/20179,529465N/A859N/A
3/31/20178,841457N/A816N/A
12/31/20168,588467N/A773N/A
9/30/20169,197526N/A883N/A
6/30/20169,064492N/A875N/A
3/31/20169,280477N/A900N/A
12/31/20158,807434N/A846N/A
9/30/20159,071338N/A781N/A
6/30/20159,058299N/A759N/A

アナリストによる今後の成長予測

収入対貯蓄率: SWの予測収益成長率 (年間35.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: SWの収益 ( 35.1% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: SWの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: SWの収益 ( 3.1% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: SWの収益 ( 3.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SWの 自己資本利益率 は、3年後には低くなると予測されています ( 9.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 13:50
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Smurfit Westrock Plc 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
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