— Know what they know.
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Not Investment Advice

SW

NYSE · USD
Smurfit Westrock plc
Consumer Cyclical · Packaging & Containers
CEO Anthony Paul J. Smurfit Employees 97,000 R&D / revenue 0.0%
Last price
$41.16−0.19%last session
Market cap
$21.6B
P/E (TTM)
43.3x
From 52w high
−21.8%
From 52w low
+25.8%
1-year return
+0.8%
RSI 14 · vs SMA200
35.8 · −5.0%
IS score
43.3/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

SW   SPY   XLY (sector ETF) · weekly closes
8090100110120Jan 26Apr 26Jul 26Oct 26SPY 116SW 101XLY 97

Score DNA

Each bar is a 0-100 score within the scored universe
12
Profitability
62
Growth
49
Value
90
Momentum
30
Risk (safety)
65
Quality
45
Balance sheet
71
Earnings quality

Flags

Strengths
✓ Piotroski 8+
Warnings
▲ Altman distress zone
Observations
Moat model: Weak, Efficient ScalePiotroski 8 / 9Altman Z 1.5Beta 0.932 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
0
No open-market sales on file
Form 144 notices (12m): 4, $16.8M proposed, not confirmed sales
CONGSTOCK Act · 180 days
Congressional purchases
0
No disclosed purchases
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
+31
107 new holders, 68 closed
645 filers hold 96.9% · 269 added, 195 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+120
422 funds adding shares
302 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
58.9%
20-day avg 61.8%, 50-day avg 63.5%
Latest 2.9 pp under its 20-day average · a flow, not short interest

Key financials · FY2025

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$28.3B
Revenue growth YoY+38.7%
Gross margin19.4%
Operating income$1.6B
Operating margin5.7%
Net income$659.7M
Net margin2.3%
EPS (diluted)$1.23
Cash flow
Operating cash flow$2.9B
Capital expenditure$1.9B
Free cash flow$1.0B
FCF conversion (FCF / OCF)35.4%
Stock-based compensation$0
FCF less SBC$1.0B
Buybacks$0
Dividends$766.0M
Balance sheet & returns
Cash & short-term investments$892.0M
Total debt$14.0B
Net debt$13.1B
Shareholders' equity$18.4B
Goodwill & intangibles$8.3B
Debt / equity0.79
ROE (TTM)2.7%
ROIC (TTM)2.9%
Operating margin by fiscal year
3.1%FY20245.8%FY2025
Revenue $10.5B (FY2021) to $28.3B (FY2025), a 28.1% CAGR.

Valuation

P/E (TTM)43.3x
EV / EBITDA8.2x
Price / sales0.71x
Price / FCF21.3x
FCF yield4.70%
Buyback yield0.00%
SBC / revenue0.4%
Price / book1.19x
Forward P/E FY202619.1x
Forward P/E FY202711.6x
Forward P/E FY202810.2x
Forward multiples divide today's price by Street EPS estimates. Street mean target $78.00 across 6 analysts last quarter is theirs, not ours.

SW vs industry median

58 companies in Packaging & Containers
Gross margin 18.0% 20.4% Operating margin 5.4% 6.2% Net margin 1.6% 2.0% ROIC 2.9% 8.0%
SW (TTM)Industry median Asset turnover 0.67 vs industry 0.79 · financial leverage 2.51

Earnings delivery

Next report 2026-11-04 · consensus EPS $0.60
17%
beat rate, 2 of 12 quarters
−15.3%
median EPS surprise
1
longest beat streak
-9-12+20-33-34-48+9-24-15-29-16-14
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2021-06-28 to 2026-07-29. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
SW Smurfit Westrock plc $21.6B43.3x2.7%1.6%+38.7% +0.8%
PKG Packaging Corporation of Ame $21.0B30.5x14.9%7.7%+10.3% +15.7%
AMCR Amcor plc $20.3B16.5x9.4%6.1%+56.6% +14.3%
BALL Ball Corporation $16.7B17.9x17.3%5.5%+15.7% +33.3%
AVY Avery Dennison Corporation $13.3B19.2x31.2%8.3%+5.8% +12.5%
CCK Crown Holdings, Inc. $12.4B16.4x27.2%6.7%+10.3% —
SEE Sealed Air Corporation $6.2B15.8x54.3%8.1%−0.6% —
SON Sonoco Products Company $4.9B7.7x18.9%5.6%+31.7% —
12-month window: SPY +15.9%, sector ETF XLY −3.2%. Past returns describe history only.

Recent 8-K filings

2026-07-29Earnings Release; Regulation FD; Exhibits
2026-05-01Shareholder Vote
2026-04-30Earnings Release; Regulation FD; Exhibits
2026-02-27Departure/Election of Directors; Appointment of Officers
2026-02-11Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Exhibits
2025-11-24Creation of Direct Financial Obligation; Other Events; Financial Statements and Exhibits

Context

Shares outstanding524,522,900
Free float99.5%
Institutional ownership96.9%
Beta0.93
Dividend yield4.34%
Last dividend$0.45 on 2026-08-14
50 / 200-day average$45.45 / $43.41
Large-cap Consumer Cyclical median P/E24.3x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (Weak).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where SW sits among 16 scored companies in Packaging & Containers (0 = lowest value, 100 = highest). It is a position, not a grade.
ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)

Valuation

MeasureSWIndustry medianIndustry percentileSector median
P/E (TTM) 44.3x 17.7x
93rd		 17.7x
PEG (P/E ÷ 3-yr EPS CAGR) —
Price / sales 0.7x 1.0x
33rd		 1.0x
Price / book 1.2x 1.7x
14th		 2.4x
Price / tangible book 2.5x 6.7x
14th		 4.2x
Price / free cash flow 21.3x 12.5x
92nd		 15.2x
Price / operating cash flow 6.5x 7.5x
31st		 10.2x
Enterprise value $35.1B $8.3B
100th		 $5.6B
EV / sales 1.2x 1.4x
20th		 1.4x
EV / EBITDA 8.5x 9.1x
27th		 11.4x
EV / EBIT 23.4x 15.6x
87th		 16.0x
EV / free cash flow 34.6x 23.4x
92nd		 21.0x
Earnings yield 2.3% 5.6%
13th		 4.8%
FCF yield 4.7% 7.6%
27th		 5.9%
Operating cash flow yield 15.3% 12.0%
73rd		 9.3%
Graham number (per share) $26.87 $53.05
23rd		 $33.39

Profitability (TTM)

MeasureSWIndustry medianIndustry percentileSector median
Gross margin 18.0% 19.7%
40th		 34.2%
EBITDA margin 13.7% 15.3%
20th		 11.7%
Operating margin 5.2% 8.5%
13th		 8.7%
EBIT margin 4.9% 9.1%
13th		 8.2%
Net margin 1.6% 6.8%
13th		 4.9%
NOPAT margin 3.5% 7.0%
13th		 6.8%
FCF margin 3.3% 5.6%
27th		 6.5%
Operating cash flow margin 10.9% 9.8%
60th		 10.4%
R&D / revenue 0.0% 0.0%
0th		 0.0%
SG&A / revenue 12.2% 9.7%
60th		 17.2%
Stock comp / revenue 0.4% 0.2%
80th		 0.6%
Effective tax rate 31.8% 23.6%
87th		 22.4%

Returns on capital

MeasureSWIndustry medianIndustry percentileSector median
ROE (on average equity) 2.7% 17.7%
7th		 12.8%
ROA 1.1% 5.5%
13th		 4.4%
ROIC 3.4% 8.2%
13th		 9.3%
ROCE 4.0% 7.9%
7th		 9.9%
Return on tangible assets 3.3% 5.7%
7th		 7.4%
Cash ROIC (OCF / invested capital) 10.5% 10.9%
47th		 14.4%
Gross profitability (GP / assets) 12.1% 13.1%
40th		 31.6%
ROIC, 3-yr average —
ROIC, 5-yr average —
ROE, 5-yr average —
Incremental ROIC -181.9% -37.1%
20th		 11.2%

Growth

MeasureSWIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) 8.3% 8.4%
47th		 6.0%
Revenue growth (QoQ) 19.9% 8.7%
100th		 6.6%
Revenue CAGR, 3 yr —
Revenue CAGR, 5 yr —
Gross profit CAGR, 3 yr —
Operating income CAGR, 3 yr —
Net income growth (TTM YoY) 44.5% 56.6%
43rd		 4.7%
Net income CAGR, 3 yr —
EPS growth (TTM YoY) 45.2% 48.7%
36th		 7.6%
EPS CAGR, 3 yr —
EPS CAGR, 5 yr —
FCF growth (TTM YoY) 1,068.4% 65.3%
100th		 26.3%
FCF CAGR, 3 yr —
Operating cash flow CAGR, 3 yr —
Book value CAGR, 3 yr —
Dividend CAGR, 3 yr —
Sustainable growth rate -2.2% 10.9%
0th		 12.2%

Margin history & stability

MeasureSWIndustry medianIndustry percentileSector median
Gross margin, 3-yr average —
Operating margin, 3-yr average —
Net margin, 3-yr average —
FCF margin, 3-yr average —
Revenue stability (0-1) —
Earnings stability (0-1) —
Margin stability (0-1) —

Liquidity (latest quarter)

MeasureSWIndustry medianIndustry percentileSector median
Cash & short-term investments $677.0M $313.8M
87th		 $278.1M
Net cash (− = net debt) −$13.5B −$4.3B
7th		 −$1.2B
Working capital $3.3B $412.8M
100th		 $298.0M
Current ratio 1.45 1.28
73rd		 1.49
Quick ratio 0.96 0.79
60th		 0.92
Cash ratio (cash + ST investments / current liabilities) 0.09 0.15
20th		 0.31
Defensive interval (days) 526 days 615 days
20th		 290 days

Leverage & solvency (latest quarter)

MeasureSWIndustry medianIndustry percentileSector median
Total debt $14.2B $4.6B
93rd		 $1.8B
Debt / equity 0.79 1.26
29th		 1.04
Net debt / equity 0.75 1.17
29th		 0.78
Debt / assets 31.3% 40.0%
27th		 39.7%
Debt / capital 44.0% 55.7%
29th		 51.0%
Debt / EBITDA 3.42 3.20
60th		 3.26
Net debt / EBITDA 3.25 2.80
67th		 2.42
Interest coverage (EBIT / interest) 1.9x 3.3x
15th		 5.1x
Cash interest coverage 4.2x 3.8x
60th		 6.0x
Debt payback (years of OCF) 4.3 yrs 4.7 yrs
46th		 3.8 yrs
Liabilities / assets 60.0% 67.7%
33rd		 68.1%
IS credit model rating BB- — —
Implied credit spread (bps) 550 375
80th		 275

Efficiency

MeasureSWIndustry medianIndustry percentileSector median
Asset turnover 0.67 0.74
33rd		 1.00
Fixed asset turnover 1.34 2.51
0th		 3.73
Inventory turnover 6.7 5.6
80th		 5.3
Receivables turnover 6.2 6.6
40th		 19.9
Days sales outstanding 59 days 55 days
60th		 18 days
Days inventory outstanding 54 days 65 days
20th		 68 days
Days payables outstanding 50 days 69 days
20th		 42 days
Cash conversion cycle (days) 63 days 62 days
60th		 44 days
Capex / revenue 7.5% 4.1%
93rd		 3.1%
Capex / depreciation 0.86 0.72
60th		 0.89
Operating expense ratio 13.6% 11.7%
67th		 24.8%

Cash flow & earnings quality

MeasureSWIndustry medianIndustry percentileSector median
Operating cash flow / net income 6.76 2.04
93rd		 1.76
FCF / net income 2.08 1.07
93rd		 1.18
FCF / operating cash flow 30.8% 61.7%
15th		 70.1%
Capex / operating cash flow 69.2% 38.3%
85th		 29.9%
Accruals ratio -6.2% -4.6%
33rd		 -5.7%
Sloan accruals ratio -5.9% -5.5%
40th		 -3.6%
Earnings quality score (0-1) 0.75 0.75
21st		 0.75

Dividends & buybacks

MeasureSWIndustry medianIndustry percentileSector median
Dividend yield 4.3% 2.6%
80th		 0.8%
Dividend per share (TTM) $1.79 $1.55
53rd		 $0.40
Payout ratio (dividends / net income) 181.9% 41.7%
93rd		 17.8%
Dividends / FCF 87.3% 52.1%
100th		 11.6%
Dividend growth (YoY) 18.7% 1.9%
86th		 4.8%
Buyback yield 0.0% 2.7%
0th		 1.6%
Shareholder yield (dividends + buybacks) 4.1% 4.8%
40th		 3.7%
Share count change (YoY) -0.5% -0.9%
67th		 -0.9%
Buybacks, last 5 years $1.3M $232.2M
20th		 $198.3M

Scores & forensic checks

MeasureSWIndustry medianIndustry percentileSector median
IS score 43 52
33rd		 50
IS profitability 12 38
13th		 38
IS growth 62 49
60th		 53
IS value 49 58
20th		 50
IS momentum 90 76
73rd		 72
IS risk (safety) 30 58
7th		 65
IS quality 65 61
73rd		 63
IS balance sheet 45 42
60th		 48
IS earnings quality 71 71
53rd		 77
IS cash flow 53 56
40th		 56
Piotroski F-score (0-9) 8 6
80th		 6
Altman Z-score 1.5 2.4
27th		 2.8
Beneish M-score −2.71 −2.51
27th		 −2.69
Ohlson O-score −8.08 −7.00
27th		 −6.83
IS credit score 38 51
20th		 58

Per share

MeasureSWIndustry medianIndustry percentileSector median
EPS, diluted (TTM) $0.93 $3.05
20th		 $2.05
Book value per share $34.45 $25.77
67th		 $14.46
Tangible book per share $18.84 $0.06
87th		 $3.70
Revenue per share $57.90 $55.74
53rd		 $46.29
FCF per share $1.94 $2.81
33rd		 $2.72
Operating cash flow per share $6.30 $5.10
73rd		 $4.86
Cash per share $1.29 $2.55
20th		 $3.59

Size (TTM)

MeasureSWIndustry medianIndustry percentileSector median
Market cap $21.6B $3.9B
100th		 $3.6B
Revenue $30.3B $7.1B
100th		 $3.9B
EBITDA $4.1B $996.4M
100th		 $442.3M
Net income $487.5M $668.9M
40th		 $178.6M
Free cash flow $1.0B $319.9M
80th		 $206.3M
Total assets $45.2B $9.4B
100th		 $4.4B
Shareholders' equity $18.0B $2.9B
100th		 $957.6M
Employees 97,000 17,060
100th		 12,300

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-09-10Brown Carole Lynnette
Director
 Award / grant 48——6,836
2026-09-10Rasmussen Jorgen Buhl
Director
 Award / grant 48——14,790
2026-09-10Smurfit Anthony P J
Director, President and CEO
 Award / grant 486——1,728,994
2026-09-10Smurfit Anthony P J
Director, President and CEO
 Award / grant 910——85,854
2026-09-10Page Irene
Chief Accounting Officer
 Award / grant 23——62,787
2026-09-10Page Irene
Chief Accounting Officer
 Award / grant 152——14,361
2026-09-10Mayer Saverio
See remarks
 Award / grant 119——241,684
2026-09-10Mayer Saverio
See remarks
 Award / grant 403——38,054
2026-09-10Henao Alvaro
See remarks
 Award / grant 35——72,871
2026-09-10Henao Alvaro
See remarks
 Award / grant 208——19,703
2026-09-10Sellier Laurent
See remarks
 Award / grant 140——139,015
2026-09-10Sellier Laurent
See remarks
 Award / grant 335——31,666

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarMayJunAugSep

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired7060,757—
Tax withholdingDisposed1226,689$1.0M
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

12 months: 4 notices · 330,385 shares · $16.8M
FiledFilerShares proposedEst. proceeds
2026-02-19Bowles Ken10,000$512,580
2026-02-19Smurfit Anthony P J40,000$2.1M
2026-02-18Laurent Sellier5,685$288,912
2026-02-17Skg Employee Trust274,700$13.9M
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 1 trades (1 purchases) · Senate 0 (0 purchases)
TradedMemberChamberTypeAmountDisclosed
2025-11-17Gilbert Ray CisnerosHousePurchase$1,001 - $15,0002025-12-15
2025-03-31Julie JohnsonHouseSale (Full)$1,001 - $15,0002025-05-15
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.45,496,899$2.1B8.67%
Capital Research Global Investors42,634,328$2.0B8.13%
VANGUARD CAPITAL MANAGEMENT LLC34,245,410$1.6B6.53%
STATE STREET CORP28,063,403$1.3B5.35%
Nuveen, LLC24,812,775$1.1B4.73%
VANGUARD PORTFOLIO MANAGEMENT LLC24,357,234$1.1B4.64%
Capital World Investors15,472,417$715.8M2.95%
CAUSEWAY CAPITAL MANAGEMENT LLC15,039,041$695.7M2.87%
GEODE CAPITAL MANAGEMENT, LLC14,544,325$670.3M2.77%
FRANKLIN RESOURCES INC13,455,443$622.4M2.57%
Invesco Ltd.11,433,276$528.9M2.18%
AMERIPRISE FINANCIAL INC9,947,344$460.2M1.90%
Bank of New York Mellon Corp9,888,396$457.4M1.89%
NORGES BANK9,884,546$454.8M1.88%
FMR LLC7,499,469$346.9M1.43%

Institutional ownership by quarter

2024-092026-0696.9%
% of shares held by 13F filers
2024-092026-06645
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-3064596.9%10726919568
2026-03-3161491.0%10126417471
2025-12-3159487.9%9321922287
2025-09-3059986.5%8624617959
2025-06-3057886.0%7421623083
2025-03-3159683.6%7921122473
2024-12-3159983.1%15319518551
2024-09-3050078.3%500000

Schedule 13D / 13G filers

FiledFormFiler% of classShares
2026-08-12SCHEDULE 13G/ACapital Research Global Investors8.1%42,655,360
2026-08-07SCHEDULE 13GSTATE STREET CORPORATION5.4%28,091,207
2026-04-28SCHEDULE 13GVanguard Capital Management7.5%39,275,653
2026-03-27SCHEDULE 13G/AThe Vanguard Group0.0%0
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VITSX0.03%$731.9M
VSMPX0.03%$731.9M
VTSAX0.03%$731.9M
VTI0.03%$731.9M
VFFSX0.04%$607.4M
VFIAX0.04%$607.4M

Share structure

Shares outstanding524,522,900
Float522,034,039
Free float99.5%

Income statement

Fiscal years, USD
FY2021FY2022FY2023FY2024FY2025
Revenue$10.5B$12.6B$11.0B$20.4B$28.3B
Cost of revenue$8.1B$9.6B$8.2B$16.3B$22.8B
Gross profit$2.4B$3.1B$2.8B$4.0B$5.5B
R&D$0$0$0$0$0
SG&A$1.3B$1.4B$1.5B$2.7B$3.5B
Operating income$1.1B$1.5B$1.2B$972.1M$1.6B
EBITDA$1.6B$2.1B$1.8B$2.7B$3.9B
Pretax income$947.1M$1.3B$1.0B$540.6M$894.7M
Income tax$242.5M$365.2M$282.6M$232.6M$235.2M
Net income$704.6M$965.7M$747.3M$307.9M$659.7M
EPS, diluted$3.09$3.80$3.22$0.79$1.23
Diluted shares260.0M261.0M260.0M389.0M538.9M

Balance sheet

FY2021FY2022FY2023FY2024FY2025
Cash & short-term investments$854.3M$785.4M$1.0B$855.0M$892.0M
Receivables$1.8B$1.9B$1.8B$4.1B$3.6B
Inventory$1.0B$1.3B$1.2B$3.5B$3.1B
Total current assets$4.1B$4.5B$4.6B$10.1B$10.4B
PP&E, net$4.7B$5.0B$6.2B$22.7B$19.8B
Goodwill & intangibles$2.7B$2.8B$3.1B$7.9B$8.3B
Total assets$11.7B$12.5B$14.1B$43.8B$45.2B
Accounts payable$1.4B$1.8B$1.7B$3.3B$3.1B
Total current liabilities$2.8B$3.0B$3.0B$7.3B$7.1B
Long-term debt$3.3B$3.3B$3.6B$12.5B$13.4B
Total liabilities$7.3B$7.5B$7.9B$26.4B$26.8B
Shareholders' equity$4.4B$5.0B$6.2B$17.4B$18.4B

Cash flow statement

Outflows are negative
FY2021FY2022FY2023FY2024FY2025
Net income$802.6M$1.0B$826.0M$319.0M$594.9M
Depreciation & amortization$653.6M$564.0M$580.0M$1.5B$2.2B
Stock-based compensation$0$68.0M$66.0M$206.0M$0
Change in working capital−$126.5M−$317.0M$159.0M−$349.0M$60.4M
Operating cash flow$1.2B$1.4B$1.6B$1.5B$2.9B
Capital expenditure−$702.1M−$930.0M−$929.0M−$1.5B−$1.9B
Free cash flow$468.1M$503.0M$630.0M$17.0M$1.0B
Investing cash flow−$1.2B−$1.0B−$931.0M−$2.1B−$1.8B
Net debt issued / repaid$459.8M−$7.0M−$55.0M$1.4B$57.0M
Buybacks−$26.0M−$74.0M−$30.0M−$27.0M$0
Dividends paid−$357.0M−$349.0M−$391.0M−$650.0M−$766.0M

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end
FY2024FY2025
Gross margin18.3%19.4%
Operating margin3.1%5.8%
Net margin0.0%2.3%
FCF margin0.2%4.1%
ROE0.0%3.8%
ROIC0.1%4.2%
ROA0.0%1.5%
Debt / equity0.780.69
Interest coverage1.9x2.5x
Current ratio1.371.48
Revenue growth—+107.5%
EPS growth—+9,103.4%
P/E at year end3,808.6x30.9x
EV / EBITDA at year end20.3x7.5x
FCF yield at year end0.09%5.76%
Dividend payout4,834.8%128.2%

Revenue by segment

FY2024FY2025
Packaging$17.3B$25.0B
North America Segment—$18.6B
Europe, Middle East and Africa, And Asia-Pacific Segment—$10.9B
Paper$3.9B$6.1B
Latin America Segment—$2.1B

Revenue by region · FY2025

UNITED STATES$14.5B · 46%
Other Europe, MEA And APAC$7.2B · 23%
Other Americas$3.4B · 11%
MEXICO$2.5B · 8%
GERMANY$1.9B · 6%
FRANCE$1.5B · 5%
IRELAND$226.0M · 1%

Street estimates by fiscal year

Next report 2026-11-04 · consensus EPS $0.60 · these are analysts' numbers, not ours
Fiscal yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$32.2B$32.1B – $32.5B$2.15$2.05 – $2.30619.1x
2027$34.4B$33.5B – $35.1B$3.56$3.24 – $3.911011.6x
2028$35.1B$33.1B – $36.5B$4.05$3.38 – $4.74810.2x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue surprise
2026-07-29$0.40$0.35−13.5%$7.9B$8.0B+1.2%
2026-04-30$0.39$0.33−16.0%$7.6B$7.7B+1.9%
2026-02-11$0.48$0.34−28.7%$7.6B$7.6B+0.1%
2025-10-29$0.68$0.58−14.7%$7.6B$8.0B+4.9%
2025-07-30$0.59$0.45−24.2%$7.9B$7.9B+0.0%
2025-05-01$0.67$0.73+9.4%$7.8B$7.6B−1.4%
2025-02-12$0.65$0.34−47.5%$7.7B$7.5B−2.3%
2024-10-30$0.73$0.48−34.4%$8.1B$7.7B−5.3%
2024-07-30$0.76$0.51−32.9%$8.0B$2.8B−65.6%
2022-06-28$1.92$2.31+20.3%$6.3B$6.7B+5.0%
2021-12-29$1.64$1.45−11.6%$5.8B$5.6B−4.2%
2021-06-28$1.33$1.21−9.0%$5.3B$4.8B−11.0%
2020-12-29$1.37$1.06−22.6%$5.1B$4.2B−18.0%
2020-06-28$1.14$1.140.0%$4.9B$4.1B−15.3%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)
0.206-150.306-220.206-290.307-060.207-130.307-200.507-270.208-030.208-100.208-170.408-240.208-31
Week ofNotionalSharesTrades
2026-08-31$210.6M4,569,98978,474
2026-08-24$356.1M7,255,45972,892
2026-08-17$239.7M4,949,78684,969
2026-08-10$244.1M4,986,49780,642
2026-08-03$238.4M5,004,11788,210
2026-07-27$499.3M10,218,440133,640

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1558.9%
DateShort shareShort volumeTotal volume
2026-10-1558.9%1,197,3322,031,884
2026-10-1447.6%480,7241,010,332
2026-10-1356.8%423,576745,951
2026-10-1274.4%651,587876,303
2026-10-0955.2%451,721818,028
2026-10-0851.2%889,7171,736,107
2026-10-0756.8%725,2351,276,532
2026-10-0653.2%430,594809,270
2026-10-0564.3%617,390960,062
2026-10-0266.4%843,1761,270,300
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
MonthAvg returnUp yearsYears
None on file.
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1435.8
MFI43.0
ADX30.0
Stochastic %K / %D13.7 / 12.8
Williams %R-81.7
CCI-63
TSI / signal-27.2 / -20.5
Chaikin money flow-0.24
ATR$1.26
Bollinger width18.9%
Volume vs 20-day avg1.48x
SupertrendDown

Moving averages and bands

level (price vs level)
SMA 20$43.22 (−4.8%)
SMA 50$45.29 (−9.1%)
SMA 200$43.32 (−5.0%)
EMA 21$42.72 (−3.7%)
EMA 50$44.06 (−6.6%)
EMA 200$43.56 (−5.5%)
Bollinger upper$47.31 (−13.0%)
Bollinger lower$39.12 (+5.2%)
Parabolic SAR$42.59 (−3.4%)
Open the live chart, 110+ indicators

About Smurfit Westrock plc

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.

https://www.smurfitwestrock.com

Key executives

NameTitlePayBorn
Anthony Paul J. SmurfitPresident, Group Chief Executive Officer & Director$4.8M1963
Ken BowlesExecutive Vice President, Group Chief Financial Officer & Executive Director$3.8M1971
Laurent SellierPresident & Chief Executive Officer North America (Including Mexico)$2.7M1968
Saverio MayerPresident & Chief Executive Officer of Europe, MEA & APAC$2.4M1966
Charles Garren Jr.EVP & Group General Counsel$1.3M1962
Ciaran PottsHead of Investor Relations——
Garrett QuinnGroup Chief Sustainability Officer—1979
Irene PageGroup Chief Accounting Officer—1970

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
Anthony Smurfit – President & Group Chief Executive Officer2025$1.6M$11.7M$3.0M$16.4M
Ken Bowles – Executive Vice President & Group Chief Financial Officer2025$991,295$3.4M$1.4M$7.2M
Laurent Sellier – President & Chief Executive Officer, North America (including Mexico)2025$900,000$3.4M$734,738$6.1M
Saverio Mayer – President & Chief Executive Officer, Europe, MEA & APAC2025$860,856$2.8M$681,410$5.2M
Ben Garren – Executive Vice President & Group General Counsel2025$675,000$1.3M$554,141$2.7M

Employees

100k202497k2025

Dividends

Ex-dateAmountPaid
2026-08-14$0.45232026-09-10
2026-05-15$0.45232026-06-10
2026-02-17$0.45232026-03-18
2025-11-14$0.43082025-12-18
2025-08-15$0.43082025-09-18
2025-05-16$0.43082025-06-18
2025-02-14$0.43082025-03-18
2024-11-15$0.30252024-12-18

Moat model

Weak · Efficient Scale · 2026-06-30
Cost advantage45
Intangibles39
Switching costs69
Network effect45
Efficient scale70
Our component scores (0-100) and overall 53.3; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

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