Smurfit Westrock plc
Smurfit Westrock plc (SW) is listed on NYSE and classified in Packaging & Containers, part of the Consumer Cyclical sector. It is headquartered in Dublin, Ireland and has 96,000 employees. The company is worth $22.26B and trades at 44.7x its earnings of the last twelve months; the median for its sector is 17.7x. Revenue was $31.18B in fiscal 2025, up 47.7% from the year before. Net income was $699M. The share price is 19.4% below its 52-week high of $52.65. It pays a dividend yielding 4.27%. 6 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $127.37M. In that quarter, 3 of them opened or added to the position and 3 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▼ -21.8% over 5Y.
today you would have $949.52▼ -5.0%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 4 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $38.67 | $53.86 | $40.81 | $37.33 | |
| P/E | 21.0x | 29.1x | 65.7x | 12.9x | 9.4x |
| P/S | 0.8x | 0.7x | 1.3x | 0.9x | 0.7x |
| P/B | 1.7x | 1.1x | 1.6x | 1.7x | 1.8x |
| EPS | $1.33 | $0.82 | $3.17 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Median P/E of 17.7 among peers in the sector.
Median P/E of 21.0 across this company’s own years on record.
Cash flow growing 5.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 10.3x operating profit, less net debt. Banks have no EBITDA.
Dividend growing 6.9% a year against a 8.6% required return, from the stock’s beta.
Companies of similar size in Consumer Cyclical, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| PKGPackaging Corp of America | $248.92 | 32.4x | 4.8x | 2.41% | 14.89% | $22.18B |
| TPRTapestry Inc | $113.92 | 15.8x | 33.0x | 1.62% | 197.13% | $22.61B |
| RLRalph Lauren Corp | $381.95 | 24.1x | 8.4x | 1.05% | 37.54% | $22.76B |
| PHMPultegroup Inc | $119.48 |
| $3.96 |
| Dividend yield | 3.56% | 3.34% | 3.49% | 3.76% | 3.63% |
| Payout | 72.82% | 97.22% | 229.02% | 48.42% | 34.24% |
| Profit margin | 4.53% | 2.24% | 1.51% | 6.82% | 7.65% |
| ROE | 8.61% | 3.81% | 1.84% | 13.40% | 19.35% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 4 families.
Room for errors in the reported numbers.
+6.6% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 12.2x |
| 1.7x |
| 0.87% |
| 14.90% |
| $22.76B |
| AMCRAmcor plc | $46.28 | 19.4x | 1.8x | 5.62% | 9.40% | $21.38B |
| BBYBest Buy Co Inc | $99.83 | 15.7x | 6.6x | 3.85% | 43.13% | $20.94B |