Smurfit Westrock Plc

Smurfit Westrock Plc

SWยทNYSE

$42.12

-0.28%
Consumer CyclicalPackaging & Containers

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box. It also 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. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.

At a Glance

Live Snapshot
Market Cap$22.09B
EPS1.3400
P/E Ratio31.43
Earnings Date07/29/2026
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Smurfit Westrock Plc Street Expectations Map

SW ยท NYSE

Wall Street analysts project that SW stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 53.00, with estimates ranging from a low of 45.00 to a high of 58.00.

Lowest Target
45.00
6.84%
Consensus Target
53.00
25.83%
Highest Target
58.00
37.70%

The consensus 1-year price target stands at 53.00, with estimates ranging from a low of 45.00 to a high of 58.00.

Analyst Consensus Analysis

Upside Potential

+25.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

24.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Smurfit Westrock Plc Forward Estimates of Revenue

SW ยท NYSE
Latest Revenue
31.18B
FY 2025
Avg Estimate
31.99B
FY 2026
Estimate Range
31.63B - 32.63B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Smurfit Westrock Plc Forward Estimates of Net Income

SW ยท NYSE
Latest Net Income
699.00M
FY 2025
Avg Estimate
1.24B
FY 2026
Estimate Range
1.15B - 1.39B
Analyst Spread

Forward Growth Analysis

Projected Growth+77.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Smurfit Westrock Plc Forward Estimates of EPS

SW ยท NYSE
Latest EPS
1.34
FY 2025
Avg Estimate
$2.35
FY 2026
Estimate Range
$2.18 - $2.64
Analyst Spread

Forward Growth Analysis

Projected Growth+75.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Smurfit Westrock Plc Forward Estimates of EBIT

SW ยท NYSE
Latest EBIT
2.22B
FY 2025
Avg Estimate
3.09B
FY 2026
Estimate Range
3.06B - 3.15B
Analyst Spread

Forward Growth Analysis

Projected Growth+39.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Smurfit Westrock Plc Forward Estimates of EBITDA

SW ยท NYSE
Latest EBITDA
4.77B
FY 2025
Avg Estimate
4.93B
FY 2026
Estimate Range
4.87B - 5.03B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Smurfit Westrock Plc Forward Estimates of SG&A Expense

SW ยท NYSE
Latest SG&A Expense
3.82B
FY 2025
Avg Estimate
4.02B
FY 2026
Estimate Range
3.98B - 4.10B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Smurfit Westrock Plc Insider Positioning

SW ยท NYSE

During the last 12 months, insiders have sold $286K worth of SW shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

5.7K

285.84K

Net Activity

-286K

-$286K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
SL

Sellier Laurent

Officer: See Remarks

5.7K sharesโ€ข1 transactions

$286K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $286K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.