Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
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
11/03/2026: SW (1-star) is currently NOT-A-BUY. Pass it for now.
Smurfit WestRock plc is a global leader in sustainable fiber-based packaging, formed by the recent combination of two major industry players. The company holds a significant, integrated position in the corrugated and consumer packaging markets, benefiting from secular trends toward plastic alternatives. Its main growth opportunity lies in realizing operational synergies and expanding its combined global footprint. However, investors face risks related to integration complexity, high leverage, and sensitivity to cyclical demand and commodity prices. It may best suit long-term investors focused on industrial leadership, though developments in debt reduction and synergy targets should be closely monitored by potential stakeholders.
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 driven by synergy execution rather than pure market expansion. |
| Momentum investor | Mixed fit | Momentum is conditional on the successful integration of the legacy businesses. |
| Value investor | Strong fit | The valuation reflects the potential long-term benefits of the merger synergies. |
| Dividend investor | Strong fit while signal remains positive | The company has committed to shareholder distributions through dividends. |
| Low-risk investor | Mixed fit | Post-merger integration risks create short-term volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Commodity paper prices directly impact revenue and margins. |
| Valuation risk | Medium | The stock valuation hinges on synergy realization targets. |
| Competition risk (Packaging competition) | Medium / high | Intense competition from major players like IP and PKG limits pricing power. |
| Business quality | Strong | The combined entity holds a leading and diversified global market position. |
| Dividend income | Medium | Dividends are subject to the company's capital allocation and debt reduction priorities. |
| Execution risk | High | The successful integration of global operations is critical for long-term value creation. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -16.48% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/03/2026 |
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 22.76B USD | Price to earnings Ratio 47.69 | 1Y Target Price 54.3 |
Price to earnings Ratio 47.69 | 1Y Target Price 54.3 | ||
Volume (30-day avg) 4.8M shares | Beta 0.94 | 52 Weeks Range 31.79 - 51.52 | Updated Date 11/03/2026 |
52 Weeks Range 31.79 - 51.52 | Updated Date 11/03/2026 | ||
Dividends yield (FY) 4.15% | Basic EPS (TTM) 0.91 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Corrugated Packaging | Design and manufacture of corrugated boxes and displays. | This is the primary way the company makes money, selling boxes to retailers and e-commerce firms. |
| Consumer Packaging | Folding cartons and specialty food-service packaging. | A steady revenue stream serving consumer staples like food and personal care. |
| Geography (Global) | Operations across Europe and North America. | The company operates as a global entity, balancing demand cycles across different geographic regions. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When Before Market | Estimate 0.6 | Actual 0.45 |
Profitability
Profit Margin 1.5% | Operating Margin (TTM) 6.38% |
Management Effectiveness
Return on Assets (TTM) 2.4% | Return on Equity (TTM) 2.57% |
Valuation
Trailing PE 47.69 | Forward PE 12.72 | Enterprise Value 35.93B | Price to Sales(TTM) 0.72 |
Enterprise Value 35.93B | Price to Sales(TTM) 0.72 | ||
Enterprise Value to Revenue 1.14 | Enterprise Value to EBITDA 8.14 | Shares Outstanding 524.53M | Shares Floating 520.62M |
Shares Outstanding 524.53M | Shares Floating 520.62M | ||
Percent Insiders 0.51 | Percent Institutions 102.64 |
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.