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SW 
Smurfit WestRock plc (SW)
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Upturn Advisory Summary
02/20/2026: SW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
18 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $59.14
1 Year Target Price $59.14
| 8 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 25.46B USD | Price to earnings Ratio 33.38 | 1Y Target Price 59.14 |
Price to earnings Ratio 33.38 | 1Y Target Price 59.14 | ||
Volume (30-day avg) 18 | Beta 1.01 | 52 Weeks Range 32.44 - 52.22 | Updated Date 02/21/2026 |
52 Weeks Range 32.44 - 52.22 | Updated Date 02/21/2026 | ||
Dividends yield (FY) 3.46% | Basic EPS (TTM) 1.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date 2026-02-11 | When Before Market | Estimate 0.5 | Actual 0.28 |
Profitability
Profit Margin 2.24% | Operating Margin (TTM) 6.17% |
Management Effectiveness
Return on Assets (TTM) 3.17% | Return on Equity (TTM) 3.91% |
Valuation
Trailing PE 33.38 | Forward PE 18.94 | Enterprise Value 40194973801 | Price to Sales(TTM) 0.82 |
Enterprise Value 40194973801 | Price to Sales(TTM) 0.82 | ||
Enterprise Value to Revenue 1.29 | Enterprise Value to EBITDA 9.38 | Shares Outstanding 522400578 | Shares Floating 517887049 |
Shares Outstanding 522400578 | Shares Floating 517887049 | ||
Percent Insiders 0.52 | Percent Institutions 96.47 |
Upturn AI SWOT
Smurfit WestRock plc
Company Overview
History and Background
Smurfit Kappa, a European packaging giant, merged with WestRock, a leading US paper and packaging company, in May 2024 to form Smurfit WestRock plc. The merger created the world's largest paper-based packaging company. Smurfit Kappa was founded in 1934, and WestRock was formed in 2015 through the merger of MeadWestvaco. The combined entity aims to leverage scale, innovation, and sustainability across a global footprint.
Core Business Areas
- Containerboard: Manufactures unbleached and bleached linerboard and corrugating medium, which are the primary components for corrugated packaging.
- Corrugated Packaging: Designs and produces a wide range of corrugated boxes, sheets, and displays for various industries, including food and beverage, e-commerce, and industrial products.
- Paper: Produces a variety of paper grades, including printing and writing papers, specialty papers, and recycled paper, serving diverse commercial and industrial needs.
- Packaging Solutions: Offers a comprehensive suite of packaging solutions, including design, testing, and supply chain management services, with a focus on sustainability and e-commerce.
Leadership and Structure
Smurfit WestRock plc is a publicly traded company with a Board of Directors overseeing its strategic direction. The executive leadership team manages day-to-day operations. Specific details on the current leadership team are emerging post-merger, but typically includes a CEO, CFO, and heads of various business segments and regions.
Top Products and Market Share
Key Offerings
- Corrugated Packaging: Offers a diverse range of corrugated solutions, from standard shipping boxes to highly customized packaging for consumer goods, e-commerce, and industrial applications. Key competitors include International Paper, Packaging Corporation of America, and independent converters. Market share is significant due to scale, but precise figures for specific product lines are proprietary.
- Containerboard: Manufactures essential components for corrugated boxes, including linerboard and corrugating medium. This is a foundational product for the packaging industry, with major competitors like International Paper and Packaging Corporation of America. Smurfit WestRock is a leading global producer.
- Specialty Papers: Produces a range of papers for specific industrial and consumer uses, such as labels, packaging, and printing. Competitors vary by specific paper type but include global paper manufacturers.
- Sustainable Packaging Solutions: A growing area focusing on recyclable and renewable packaging options. This is a key differentiator and area of investment, competing with companies promoting similar eco-friendly alternatives.
Market Dynamics
Industry Overview
The paper and packaging industry is mature but dynamic, driven by e-commerce growth, sustainability trends, and demand from consumer goods and industrial sectors. There is a strong push towards recyclable, compostable, and lightweight packaging solutions. The industry is subject to raw material price volatility (pulp, recycled fiber) and global economic conditions.
Positioning
Smurfit WestRock plc is positioned as the global leader in paper-based packaging following the merger. Its competitive advantages include unparalleled scale, a broad product portfolio, a strong focus on sustainability and innovation, and a well-established global supply chain and customer relationships. The company benefits from its integrated model, controlling much of its raw material supply.
Total Addressable Market (TAM)
The global packaging market is valued in the hundreds of billions of USD, with the paper and packaging segment representing a substantial portion. Smurfit WestRock, as the largest player, has a significant presence across this TAM, particularly in North America and Europe. Its positioning aims to capture growth in e-commerce, sustainable solutions, and emerging markets.
Upturn SWOT Analysis
Strengths
- Global Scale and Reach
- Diversified Product Portfolio
- Strong Focus on Sustainability and Innovation
- Integrated Supply Chain
- Established Customer Relationships
- Synergies from Merger
Weaknesses
- Integration Challenges Post-Merger
- Exposure to Commodity Price Volatility (pulp, energy)
- Mature End Markets in some segments
- Potential for Regulatory Changes impacting paper products
Opportunities
- Continued Growth in E-commerce Packaging
- Increasing Demand for Sustainable Packaging Solutions
- Expansion into Emerging Markets
- Further Cost Synergies and Operational Efficiencies
- Development of New, Innovative Packaging Materials
Threats
- Intense Competition and Pricing Pressure
- Economic Downturns Affecting Consumer Spending
- Rising Raw Material and Energy Costs
- Disruption from Alternative Packaging Materials (plastics, etc.)
- Environmental Regulations and Restrictions
Competitors and Market Share
Key Competitors
- International Paper Company (IP)
- Packaging Corporation of America (PKG)
- DS Smith plc (non-US, but significant global competitor)
Competitive Landscape
Smurfit WestRock plc's advantages include its global scale, integrated operations, and strong sustainability focus. Competitors like International Paper and Packaging Corporation of America are strong in North America. DS Smith is a major European competitor. The landscape is characterized by consolidation and a drive for efficiency and innovation, especially in sustainable solutions.
Major Acquisitions
Merger with WestRock
- Year: 2024
- Acquisition Price (USD millions):
- Strategic Rationale: To create the world's largest paper-based packaging company, combining global scale, operational efficiencies, and a broader customer base. The merger aims to enhance innovation, sustainability leadership, and capitalize on growth opportunities in e-commerce and emerging markets.
Growth Trajectory and Initiatives
Historical Growth: Both legacy companies have shown historical growth driven by market demand, acquisitions, and efficiency improvements. Smurfit Kappa has a strong track record in Europe, while WestRock has significant presence in North America. The merger is designed to accelerate growth through synergistic opportunities and expanded market access.
Future Projections: Analyst projections for Smurfit WestRock plc will focus on the realization of merger synergies, growth in key segments like e-commerce and sustainable packaging, and potential market share gains. Expectations include stable to moderate revenue growth and margin expansion.
Recent Initiatives: The most significant recent initiative is the merger of Smurfit Kappa and WestRock. Other initiatives typically involve investments in new technologies, sustainability-focused product development, and operational optimization to improve efficiency and reduce costs.
Summary
Smurfit WestRock plc is a newly formed global packaging powerhouse with immense scale and a comprehensive product offering. Its strength lies in its integrated operations, sustainability commitment, and leadership position in key markets. The company needs to focus on successfully integrating its legacy operations and leveraging synergies for growth. Key watch-outs include raw material price volatility, economic slowdowns, and intense competition.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company press releases and investor relations materials (for merger announcements and strategic rationale)
- Industry analysis reports on the paper and packaging market
- Financial news outlets and databases (for general market share and competitor information)
Disclaimers:
This analysis is based on publicly available information as of the time of generation and may not reflect the most up-to-date financial data or market conditions, especially for the newly merged entity. Financial figures and market share data are estimates and subject to change. This is not investment advice.
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.
About Smurfit WestRock plc
Exchange NYSE | Headquaters - | ||
IPO Launch date 2024-07-08 | President, Group CEO & Director Mr. Anthony Paul J. Smurfit | ||
Sector Consumer Cyclical | Industry Packaging & Containers | Full time employees 97000 | Website https://www.smurfitwestrock.com |
Full time employees 97000 | 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. The company produces containerboard; 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, paperboard, and non-packaging grades of paper, as well as converted products, such as folding cartons and corrugated boxes, and other products; recycled paper-based packaging products; and packaging machinery. The company primarily serves food and beverage, e-commerce, retail, consumer goods, industrial, and foodservice markets in 40 countries. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.
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