Company Profile

SW insider trades (13 months) →

Today's multi-factor rank: 209 of 466 · see the ranking

Quant500 Scores

Momentum

4.6/10

Value

6.4/10

Growth

5.1/10

Quality

3.8/10

Multifactor

5.0/10

Market and Valuation

Price & Market

Prev Close Price:$45.48

Open:$45.20

Day's Low:$44.19

Day's High:$45.39

Bid / Ask:-

Market Cap:23.25B

Enterprise Value:36.73B

52-Week Range

52-Week Low:$32.73

52-Week High:$52.65

Current position in 52-week range

52w Low-52w High

50-Day Avg:$46.41

200-Day Avg:$42.79

Volume

Volume Today:8,482,761

Avg Volume (3m):5,073,800

Avg Volume (10d):3,851,970

52-Week Change:+3.79%

vs S&P 500, 52 weeks:-

Beta:0.93

Valuation Multiples

PER Trailing:48.18

PER Forward:13.00

PEG Ratio:0.26

Price / Book:1.29

Price / Sales (TTM):0.74

EV / Revenue:1.17

EV / EBITDA:8.03

Dividends

Current yield:3.98%

Annual Dividend Rate:$1.81

Dividend Trailing:$1.77

Yield Trailing:3.89%

5-Year Avg Yield:3.65%

Payout Ratio:187.51%

Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-

Fiscal Year (Next):-

Date Filter (Month):

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):31.33B

Gross Profit:5.69B

EBITDA:4.58B

Net Income (TTM):497.00M

Rev Growth (YoY):+1.10%

Earnings Growth (YoY):-

Quarterly earnings growth (YoY):-

Margins

Gross Margin:-

EBITDA Margin:-

Operating Margin:-

Net Margin:-

Per Share

EPS Trailing (TTM):-

EPS Forward (Est.):$3.41

Revenue Per Share:$59.90

Cash Per Share:-

Book Value:$34.43

Last Dividend:-

Ex-Dividend Date:-

Last Split:-

Balance Sheet & Liquidity

Total cash:677.00M

Total Debt:14.16B

Net Debt (Debt - Cash):13.49B

Debt / Equity:78.43%

Current Ratio:1.45

Quick Ratio:0.77

Cash Flows

Operating Cash Flow:3.30B

Free Cash Flow (FCF):1.22B

FCF Yield (FCF / Market Cap):-

Enterprise Value:36.73B

EV / Revenue:1.17

EV / EBITDA:8.03

Profitability

ROE (Return on Equity):2.72%

ROA (Return on Assets):2.62%

PER Trailing:48.18

PER Forward:13.00

Price / Book:1.29

PEG Ratio:0.26

52-Week Change:+3.79%

S&P 500 change, 52 weeks:+14.80%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$0.92

EPS Forward (Est.):$3.41

PER Forward:-

PEG Ratio:0.26

Growth and Margins

Earnings Growth YoY:-

Quarterly Earnings Growth YoY:-

Rev Growth YoY:-

Net Margin:-

Gross Margin:-

EBITDA Margin:-

Per Share

Revenue Per Share:$59.90

Cash Per Share:-

Book Value:$34.43

Cash Flows (TTM)

Free Cash Flow:1.22B

Operating Cash Flow:3.30B

EBITDA:4.58B

Total Revenue (TTM):31.33B

Net Income (TTM):497.00M

Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter	Period	Actual EPS	Estimated EPS	Difference	Surprise %	Currency

Ownership Structure

Ownership Distribution

% Insiders:-

% Institutional:-

% Inst. (of Float):-

No. of Institutions:-

Visual distribution

InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:524,522,908

Float (free shares):520,621,497

Short interest (shares):22,504,988

Short % of float:-

Short Ratio (days to cover):5.03

Short interest, prior month:-

Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-

Audit Risk:-

Board risk:-

Compensation Risk:-

Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization	Report Date	% Shares	No. Shares	Value (USD)	Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund	Report Date	% Shares	No. Shares	Value (USD)	Change %

Recent Insider Trades

Executive / Insider	Title	Date	Action	Shares

Options Chain

Expiration Date:

CALLS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

PUTS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

Smurfit Westrock Plc (SW) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type	Date	Official link
10-Q	2026-07-31	View filing ↗
8-K	2026-07-29	View filing ↗
SD	2026-05-29	View filing ↗
10-Q	2026-05-01	View filing ↗
8-K	2026-04-30	View filing ↗
DEFA14A	2026-03-11	View filing ↗
10-K	2026-02-27	View filing ↗
8-K	2026-02-11	View filing ↗
8-K	2025-11-24	View filing ↗
10-Q	2025-11-07	View filing ↗

Company and Executive Profile

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally. The company produces containerboard and paperboard; 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 and paperboard; and other paper-based packaging, such as folding cartons, inserts, labels and displays. The company primarily serves food and beverage, healthcare, beauty and personal care, garden, consumer goods, industrial, and foodservice markets. It markets its products through its own sales force, independent sales representatives, and independent distributors. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.

General Information

Headquarters:Ireland

City:Dublin

Employees:96,000

Sector:Consumer Cyclical

Industry:Packaging & Containers

Website:-

Key Executives

Name	Title	Age	Total pay
Mr. Anthony Paul J. Smurfit	President, Group CEO & Director	62	4.78M
Mr. Ken Bowles	Executive VP, Group CFO & Executive Director	54	3.80M
Mr. Charles B. Garren Jr.	EVP & Group General Counsel	63	1.31M
Mr. Laurent Sellier	President & Chief Executive Officer North America (Including Mexico)	57	2.72M
Mr. Saverio Mayer	President & Chief Executive Officer of Europe, MEA & APAC	59	2.35M
Ms. Irene Page	Group Chief Accounting Officer	55	-
Mr. Ciaran Potts	Head of Investor Relations	-	-
Ms. Sharon Whitehead	Chief Human Resources Officer	51	-

You have seen the engine room

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Smurfit Westrock Plc (SW): Quantitative Analysis

Name: Factor scores for Smurfit Westrock Plc (SW)
Creator: Quant500
License: https://quant500.com/legal

Smurfit Westrock Plc (SW) — Consumer Cyclical — Packaging & Containers. SW is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, SW has returned +18.1% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.

SW ranks 209 of 466 on today's multifactor score, and 18 of the 47 Consumer Cyclical companies that score. Its strongest factor is value (Z 0.84, ranked 51 of 494); its weakest is quality (Z -0.73, ranked 432 of 473). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

Factor	Z-Score	Rank
Multifactor	-0.016	209 of 466 ↑15
Momentum	-0.263	276 of 497 ↑19
Value	0.837	51 of 494 ↑2
Quality	-0.727	432 of 473 =
Growth	0.088	149 of 494 =

Market data

Metric	Value
Price	$44.33
Market Cap	23.25B
P/E	48.18
Revenue (last 12 months)	31.33B
Price / book	1.29
Book value per share	$34.43
52-week range	$32.73 – $52.65
Dividend yield	3.98%
Beta	0.93
Average volume	5,073,800
Shares outstanding	524.52M
Short interest (% of float)	4.89% (as of Aug 31, 2026)

When does SW report earnings? 8 of its last 9, before the open →

What are SW insiders doing? 163 transactions filed with the SEC, of them 3 sells, the last one on Sep 10, 2026 →

Data as of Sep 18, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

Company Profile

Market and Valuation

Price & Market

52-Week Range

Volume

Valuation Multiples

Dividends

Valuation Context

Financial Statements TTM (Trailing 12 Months)

Income Statement

Margins

Per Share

Balance Sheet & Liquidity

Cash Flows

Profitability

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

Growth and Margins

Per Share

Cash Flows (TTM)

EPS Surprise History - Last 4 Quarters

Ownership Structure

Ownership Distribution

Shares & Short Interest

Governance Score (1=Best, 10=Worst)

Top Institutional Holders

Top Mutual Funds

Recent Insider Trades

Options Chain

CALLS

PUTS

Sentiment Metrics

Expected move

Smurfit Westrock Plc (SW) SEC filings: 10-K, 10-Q and 8-K

Company and Executive Profile

General Information

Key Executives

You have seen the engine room

Smurfit Westrock Plc (SW): Quantitative Analysis

Factor scores

Market data