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Smurfit Westrock Plc Stock Price

NYSE:SW Community·US$20.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 23 Fair Values set on narratives written by author

SW Share Price Performance

US$41.89
1.89 (4.73%)
US$53.89
Fair Value
US$41.89
1.89 (4.73%)
22.3% undervalued intrinsic discount
US$53.89
Fair Value
Price US$41.89
AnalystConsensusTarget US$53.89
AnalystLowTarget US$51.00
AnalystHighTarget US$67.91

SW Community Narratives

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Fair Value US$53.89 22.3% undervalued intrinsic discount

SW: Expected Margin Expansion Will Drive Future Upside Potential

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Fair Value US$51 17.9% undervalued intrinsic discount

Integration Risks Will Dim Packaging Outlook But Spur Savings

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Fair Value US$67.91 38.3% undervalued intrinsic discount

E-commerce And Sustainability Will Fuel Expanded Market Opportunities

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US$51
17.9% undervalued intrinsic discount
Revenue
0.13% p.a.
Profit Margin
5.25%
Future PE
20.49x
Price in 2029
US$64.59

Trending Discussion

Updated Narratives

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SW: Quebec Mill Closures And Ongoing Dividend Will Support Future Upside

Fair Value: US$53.89 22.3% undervalued intrinsic discount
11 users have set this as their fair value
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SW: Mill Closures And Higher Future P/E Will Support Upside Potential

Fair Value: US$67.91 38.3% undervalued intrinsic discount
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SW: Fair Value View Will Weigh Quebec Closures Against Earnings Potential

Fair Value: US$51 17.9% undervalued intrinsic discount
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Snowflake Analysis

Moderate risk and fair value.

5 Risks
3 Rewards

Smurfit Westrock Plc Key Details

US$31.2b

Revenue

US$25.3b

Cost of Revenue

US$5.9b

Gross Profit

US$5.6b

Other Expenses

US$380.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.73
19.03%
1.22%
75.8%
View Full Analysis

About SW

Founded
1934
Employees
97000
CEO
Anthony J. Smurfit
WebsiteView website
www.smurfitwestrock.com

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally. The company produces containerboard and paperboard; packaging of corrugated containers; consumer packaging; and offers solid board, kraft paper, and graphic board, as well as other packaging products, such as solidboard packaging, paper sacks and bag-in-box. It produces linerboard and corrugated medium and paperboard; and other paper-based packaging, such as folding cartons, inserts, labels and displays. The company primarily serves food and beverage, healthcare, beauty and personal care, garden, consumer goods, industrial, and foodservice markets. It markets its products through its own sales force, independent sales representatives, and independent distributors. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.

Recent SW News & Updates

Narrative 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 Alpha

Recent updates

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