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Upturn AI Summary - About
Smurfit WestRock plc(SW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SW
10/06/2026: SW (2-star) is currently NOT-A-BUY. Pass it for now.
Smurfit WestRock plc is a leading global provider of sustainable fiber-based packaging solutions, formed by the 2024 merger of Smurfit Kappa and WestRock. The company benefits from a massive, integrated manufacturing footprint and a strong strategic focus on replacing plastics with sustainable paper-based alternatives. Its primary growth opportunity lies in capturing cross-regional synergies and addressing the rising demand for eco-friendly packaging. However, investors must consider the risks of complex post-merger integration, cyclical demand in consumer markets, and exposure to volatile raw material costs. The stock may suit value and dividend-focused investors, though monitoring synergy progress and industrial demand cycles is essential for assessing future performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is tied to long-term sustainability trends rather than high-velocity technology expansion. |
| Momentum investor | Mixed fit | Momentum depends on the market's assessment of integration success and synergy realization. |
| Value investor | Strong fit | The company may be attractive to value investors focused on asset-rich industrial firms. |
| Dividend investor | Strong fit | The company's focus on cash flow supports consistent dividend distributions. |
| Low-risk investor | Mixed fit | While established, the company faces cyclical industrial risks and integration execution challenges. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Commodity paper prices can fluctuate based on global economic demand. |
| Valuation risk | Medium | Market pricing of the merger's long-term success impacts stock valuation. |
| Competition risk (Packaging industry competition) | High | Intense competition from major players keeps pricing power in check. |
| Business quality | Strong | The company has a broad, integrated franchise in essential consumer and industrial packaging. |
| Dividend income | Medium | Dividend reliability is supported by stable cash flows from core products. |
| Execution risk | Medium / high | Successfully merging two major organizations requires sustained management focus. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -11.86% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.25B USD | Price to earnings Ratio 44.64 | 1Y Target Price 56.72 |
Price to earnings Ratio 44.64 | 1Y Target Price 56.72 | ||
Volume (30-day avg) 4.4M shares | Beta 0.91 | 52 Weeks Range 31.79 - 51.52 | Updated Date 10/06/2026 |
52 Weeks Range 31.79 - 51.52 | Updated Date 10/06/2026 | ||
Dividends yield (FY) 4.16% | Basic EPS (TTM) 0.95 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Corrugated Packaging | Shipping boxes and display solutions for consumer goods. | This is the core of their business, turning paper into essential shipping containers. |
| Consumer Packaging | Folding cartons for food and healthcare. | Higher-margin, specialized packaging that benefits from steady consumer demand. |
| Geography | Operations across Europe and North America. | Global scale helps them serve large multinational brands consistently. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 44.64 | Forward PE 13.79 | Enterprise Value 37.85B | Price to Sales(TTM) 0.71 |
Enterprise Value 37.85B | Price to Sales(TTM) 0.71 | ||
Enterprise Value to Revenue 1.21 | Enterprise Value to EBITDA 8.8 | Shares Outstanding 524.52M | Shares Floating 520.63M |
Shares Outstanding 524.52M | Shares Floating 520.63M | ||
Percent Insiders 0.51 | Percent Institutions 101.25 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Smurfit WestRock plc
Exchange NYSE | Headquarters - | ||
IPO Launch date 2024-07-08 | President, Group CEO & Director Mr. Anthony Paul J. Smurfit | ||
Sector Consumer Cyclical | Industry Packaging & Containers | Full time employees 96000 | Website https://www.smurfitwestrock.com |
Full time employees 96000 | Website https://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.
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