Reading the tape
NYSE: SW
Smurfit Westrock Plc
Consumer Cyclical · Packaging & Containers
Market Cap
$21.79B
52w High
$52.65
52w Low
$32.73
P/E
60.38
Volume
3.67M
Outstanding Shares
524.46M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
1Y Price: -0.36%Revenue (TTM): 22.89%P/FCF: 58th pct
What changed
The stock fell 0.36% over the last year. Revenue grew 22.89% over the trailing twelve months. Operating margin moved from 5.16% to 6.24%.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 6.24%. A decisive move in revenue — currently up 22.89% — would be the clearest signal to resolve the ambiguity.
Company profile
Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally.
CEOAnthony Paul J. Smurfit
SectorConsumer Cyclical
IndustryPackaging & Containers
Employees100,000
IPO dateJul 8, 2024
Valuation
Forward P/E—
EV/EBITDA6.30
Enterprise value$30.06B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth-12.48%
Gross margin18.36%▼2.47%vs FY2024
Operating margin4.8%▲49.52%vs FY2024
ROE3.81%▲115.02%vs FY2024
Analyst consensus
RatingBuy
Target price$53.57▲28.93%
11
Buy
0
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 29, 2026
Q3 FY26 · EPS est $0.48 · Revenue est $7.91B
View
Dividends
$0.90/shareSemi-annualEx-div May 15, 2026 · in 5dAdequateSW pays a dividend with a 2.18% declared yield, covered 1.3× by free cash flow.
Declared Yield
2.18%
Annual Div / Share
$0.90
TTM $1.75
5yr CAGR
-4.53%
Dividend has been cut
Payout Ratio
239.18%
Adequate
Dividend Growth Rate
3yr CAGR
+8.58%
5yr CAGR
-4.53%
10yr CAGR
+10.16%
Dividend Safety
3/10Adequate
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$1.72-8.3%
2024$1.88+21.9%
2023$1.54+14.5%
2022$1.35-2.8%
2021$1.38-36.3%
2020$2.17+93.0%
2019$1.13+2.7%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$22/yr
$2/mo
In 5 yrs
$22/yr
$2/mo
In 10 yrs
$22/yr
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$22/yr $2/mo | $22/yr $2/mo | $22/yr $2/mo |
Analysis
Dividend Strengths
No strong strength signal stands out from the latest period pair.
Risks to Watch
High payout ratio
With 239.18% of earnings paid as dividends, there is limited retained earnings for reinvestment — and a dividend cut becomes more likely if earnings decline.
Dividend has been reduced
The 5-year dividend CAGR of -4.53% is negative, indicating the payout has been cut over this period.