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Smurfit Westrock Plc Stock Price

NYSE:SW Community·US$24.6b 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$46.88
2.82 (6.40%)
US$53.46
Fair Value
US$46.88
2.82 (6.40%)
12.3% undervalued intrinsic discount
US$53.46
Fair Value
Price US$46.88
AnalystConsensusTarget US$53.46
AnalystLowTarget US$46.00
AnalystHighTarget US$66.02

SW Community Narratives

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Fair Value US$53.46 12.3% undervalued intrinsic discount

SW: Expected Margin Expansion Will Drive Future Upside Potential

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Fair Value US$46 1.9% overvalued intrinsic discount

Integration Risks Will Dim Packaging Outlook But Spur Savings

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Fair Value US$66.02 29.0% undervalued intrinsic discount

E-commerce And Sustainability Will Fuel Expanded Market Opportunities

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US$46
1.9% overvalued intrinsic discount
Revenue
1.04% p.a.
Profit Margin
5.86%
Future PE
16.41x
Price in 2029
US$58.11
US$53.46
12.3% undervalued intrinsic discount
Revenue
3.15% p.a.
Profit Margin
5.7%
Future PE
18.43x
Price in 2029
US$67.56

Trending Discussion

No trending discussion available.

Updated Narratives

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SW: Price Hikes And NYSE Listing Will Support Earnings Upside

Fair Value: US$66.02 29.0% undervalued intrinsic discount
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SW: Fair Value View Will Balance Margin Expansion With Listing Shift

Fair Value: US$46 1.9% overvalued intrinsic discount
2 users have set this as their fair value
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SW: LSE Delisting And NYSE Focus Will Drive Future Upside

Fair Value: US$53.46 12.3% undervalued intrinsic discount
11 users have set this as their fair value
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Snowflake Analysis

Moderate growth potential with acceptable track record.

3 Risks
3 Rewards

Smurfit Westrock Plc Key Details

US$31.3b

Revenue

US$25.6b

Cost of Revenue

US$5.7b

Gross Profit

US$5.2b

Other Expenses

US$497.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.95
18.16%
1.59%
75.4%
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 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 Alpha

Recent updates

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