Smurfit Westrock Framtida tillväxt
Future kriterier kontrolleras 3/6
Smurfit Westrock förväntas öka intäkter och intäkter med 35.1% respektive 3.1% per år. EPS förväntas tillväxt med 35.8% per år. Avkastningen på eget kapital förväntas bli 9.8% om 3 år.
Viktig information
35.1%
Tillväxttakt i vinsten
35.80%
Tillväxttakt för EPS
| Packaging vinsttillväxt | 23.2% |
| Intäkternas tillväxttakt | 3.1% |
| Framtida avkastning på eget kapital | 9.84% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 19 May 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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
Ny berättelse • 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 AlphaPrognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 33,952 | 1,813 | 2,164 | 4,572 | 10 |
| 12/31/2027 | 33,196 | 1,626 | 1,751 | 4,052 | 13 |
| 12/31/2026 | 31,930 | 1,174 | 1,372 | 3,627 | 13 |
| 3/31/2026 | 31,235 | 380 | 1,022 | 3,361 | N/A |
| 12/31/2025 | 31,179 | 699 | 1,200 | 3,392 | N/A |
| 9/30/2025 | 31,138 | 748 | 800 | 2,978 | N/A |
| 6/30/2025 | 30,806 | 352 | 85 | 2,165 | N/A |
| 3/31/2025 | 25,835 | 512 | -59 | 1,676 | N/A |
| 12/31/2024 | 21,109 | 319 | 17 | 1,483 | N/A |
| 9/30/2024 | 16,432 | 221 | 148 | 1,313 | N/A |
| 6/30/2024 | 11,738 | 638 | 476 | 1,335 | N/A |
| 3/31/2024 | 11,783 | 735 | 436 | 1,338 | N/A |
| 12/31/2023 | 12,093 | 825 | 630 | 1,559 | N/A |
| 9/30/2023 | 12,855 | 1,013 | 534 | 1,451 | N/A |
| 6/30/2023 | 13,386 | 923 | 756 | 1,726 | N/A |
| 3/31/2023 | 13,280 | 1,003 | 526 | 1,459 | N/A |
| 12/31/2022 | 13,509 | 1,034 | 503 | 1,433 | N/A |
| 9/30/2022 | 14,569 | 1,117 | 378 | 1,351 | N/A |
| 6/30/2022 | 12,376 | 990 | 264 | 1,109 | N/A |
| 3/31/2022 | 12,125 | 898 | 345 | 1,131 | N/A |
| 12/31/2021 | 11,933 | 802 | 367 | 1,082 | N/A |
| 9/30/2021 | 11,068 | 727 | 565 | 1,207 | N/A |
| 6/30/2021 | 10,681 | 683 | 718 | 1,302 | N/A |
| 3/31/2021 | 10,279 | 657 | 784 | 1,375 | N/A |
| 12/31/2020 | 10,420 | 666 | 895 | 1,523 | N/A |
| 9/30/2020 | 10,060 | 566 | 801 | 1,453 | N/A |
| 6/30/2020 | 9,697 | 473 | 712 | 1,383 | N/A |
| 3/31/2020 | 9,740 | 494 | 642 | 1,319 | N/A |
| 12/31/2019 | 10,149 | 534 | N/A | 1,305 | N/A |
| 9/30/2019 | 9,913 | -72 | N/A | 1,245 | N/A |
| 6/30/2019 | 10,393 | -691 | N/A | 1,276 | N/A |
| 3/31/2019 | 10,144 | -703 | N/A | 1,209 | N/A |
| 12/31/2018 | 10,249 | -740 | N/A | 1,183 | N/A |
| 9/30/2018 | 10,326 | -67 | N/A | 1,092 | N/A |
| 6/30/2018 | 10,225 | 626 | N/A | 976 | N/A |
| 3/31/2018 | 10,652 | 604 | N/A | 973 | N/A |
| 12/31/2017 | 10,272 | 500 | N/A | 891 | N/A |
| 9/30/2017 | 9,944 | 470 | N/A | 857 | N/A |
| 6/30/2017 | 9,529 | 465 | N/A | 859 | N/A |
| 3/31/2017 | 8,841 | 457 | N/A | 816 | N/A |
| 12/31/2016 | 8,588 | 467 | N/A | 773 | N/A |
| 9/30/2016 | 9,197 | 526 | N/A | 883 | N/A |
| 6/30/2016 | 9,064 | 492 | N/A | 875 | N/A |
| 3/31/2016 | 9,280 | 477 | N/A | 900 | N/A |
| 12/31/2015 | 8,807 | 434 | N/A | 846 | N/A |
| 9/30/2015 | 9,071 | 338 | N/A | 781 | N/A |
| 6/30/2015 | 9,058 | 299 | N/A | 759 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: SW s prognostiserade vinsttillväxt ( 35.1% per år) är över sparkvoten ( 3.5% ).
Resultat vs marknad: SW s intäkter ( 35.1% per år) förväntas växa snabbare än marknaden för US ( 16.8% per år).
Höga tillväxtresultat: SW s intäkter förväntas växa avsevärt under de kommande 3 åren.
Intäkt vs marknad: SW s intäkter ( 3.1% per år) förväntas växa långsammare än marknaden för US ( 11.7% per år).
Hög tillväxtintäkter: SW s intäkter ( 3.1% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: SW s avkastning på eget kapital förväntas bli låg om 3 år ( 9.8 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/24 13:29 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Smurfit Westrock Plc bevakas av 25 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Pallav Mittal | Barclays |
| Gaurav Jain | Barclays |
| Eoghan Reid | Berenberg |