Smurfit WestRock PLC SWR

Morningstar Rating
GBX 3,766.00 +83.00 (2.25%)
View Full Chart

Company Report

Smurfit WestRock Is the World's Largest Containerboard Producer, but Near-Term Headwinds Remain

Smurfit WestRock manufactures corrugated packaging, consumer packaging, paper products, and more. It accounts for roughly 20% of the North American containerboard market and is the second-largest producer in the region. Smurfit WestRock was formed from the 2024 merger of Smurfit Kappa and WestRock, which combined two of the largest containerboard and paper companies in Europe and North America, respectively. Smurfit WestRock is now one of the largest packaging producers in the world and has significant operations in North America, South America, and Europe. The company has over 60 paper mills and operates in 40 countries.

Price vs Fair Value

SWR is trading within a range we consider fairly valued.
Price
GBX 3,766.00
Fair Value
GBX 9,974.00
Uncertainty
High
1-Star Price
GBX 3,381.30
5-Star Price
GBX 4,976.50
Economic Moat
Snm
Capital Allocation
Cdwrxnw

Bulls Say, Bears Say

Bulls

The combination of Smurfit Kappa and WestRock creates the world’s largest containerboard producer. Smurfit WestRock’s combination will enable the firm to better service global customers.

Bears

The combination of Smurfit Kappa and WestRock will only generate limited synergies due to the geographic diversity of the companies, which will have minimal impact on margins and returns.

News

Trading Information

Previous Close Price
GBX 3,683.00
Day Range
GBX 3,683.403,772.00
52-Week Range
GBX 3,010.003,821.00
Bid/Ask
GBX 3,410.00 / GBX 3,900.00
Market Cap
GBX 1.96 Tril
Volume/Avg
454,702 / 1.1 Mil

Key Statistics

Price/Earnings (Normalized)
16.05
Price/Sales
2.10
Dividend Yield (Trailing)
4.09%
Dividend Yield (Forward)
4.09%
Total Yield
4.09%

Company Profile

Smurfit WestRock manufactures corrugated packaging and consumer packaging, such as folding cartons and paperboard. After the merger of Smurfit Kappa and WestRock in summer 2024, Smurfit WestRock became the largest producer of containerboard in the world, with substantial operations in North America, South America, and Europe.
Sector
Consumer Cyclical
Industry
Packaging & Containers
Stock Style Box
Large Value
Total Number of Employees
47,000

Competitors

Valuation

Metric
SWR
WY
PKG
Price/Earnings (Normalized)
16.0539.2426.60
Price/Book Value
866,041.782.444.69
Price/Sales
2.103.272.43
Price/Cash Flow
21.5719.0615.02
Price/Earnings
SWR
WY
PKG

Financial Strength

Metric
SWR
WY
PKG
Quick Ratio
2.181.421.57
Current Ratio
2.182.192.43
Interest Coverage
3.7822.88
Quick Ratio
SWR
WY
PKG

Profitability

Metric
SWR
WY
PKG
Return on Assets (Normalized)
8.86%3.67%8.53%
Return on Equity (Normalized)
21.79%6.19%18.36%
Return on Invested Capital (Normalized)
12.01%5.20%10.92%
Return on Assets
SWR
WY
PKG

Packaging & Containers Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Smurfit WestRock PLC
SW
JzjvvhdzPjn$26.0 Bil
Ball Corp
BALL
PnrvyzqvLpbpqh$20.5 Bil
Packaging Corp of America
PKG
BmkxbxrhgKfgcz$19.4 Bil
Avery Dennison Corp
AVY
BcvpykjKmrnbqx$17.9 Bil
International Paper Co
IP
YjshghzJbk$17.0 Bil
Amcor PLC Ordinary Shares
AMCR
BnygypnCstvvr$16.4 Bil
Crown Holdings Inc
CCK
BssznwffZxnkls$11.4 Bil
Silgan Holdings Inc
SLGN
HglgwkdNdsdw$5.5 Bil
Sealed Air Corp
SEE
YngtlzxxVpcjwq$5.3 Bil
Sonoco Products Co
SON
DxrqblyGrj$5.3 Bil

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