Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$43.40
Open:$43.47
Day's Low:$42.25
Day's High:$43.72
Bid / Ask:-
Market Cap:22.77B
Enterprise Value:36.08B
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:$43.87
200-Day Avg:$43.45
Volume
Volume Today:6,536,859
Avg Volume (3m):4,540,046
Avg Volume (10d):5,780,240
52-Week Change:+19.53%
vs S&P 500, 52 weeks:-
Beta:0.94
Valuation Multiples
P/E (trailing):48.24
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.
P/E (forward):13.23
PEG Ratio:0.26
Price / Book:1.26
Price / Sales (TTM):0.72
EV / Revenue:1.15
EV / EBITDA:8.01
Dividends
Current yield:4.17%
Annual Dividend Rate:$1.81
Dividend Trailing:$1.79
Yield Trailing:4.12%
5-Year Avg Yield:3.67%
Payout Ratio:185.92%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):31.48B
Gross Profit:5.49B
EBITDA:4.50B
Net Income (TTM):473.00M
Rev Growth (YoY):+2.00%
Earnings Growth (YoY):-10.60%
Quarterly earnings growth (YoY):-9.80%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$0.90
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.
EPS Forward (Est.):$3.28
Revenue Per Share:$60.42
Cash Per Share:-
Book Value:$34.35
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:723.00M
Total Debt:14.05B
Net Debt (Debt - Cash):13.33B
Debt / Equity:77.99%
Current Ratio:1.48
Quick Ratio:0.75
Cash Flows
Operating Cash Flow:3.04B
Free Cash Flow (FCF):1.02B
FCF Yield (FCF / Market Cap):-
Enterprise Value:36.08B
EV / Revenue:1.15
EV / EBITDA:8.01
Profitability
ROE (Return on Equity):2.57%
ROA (Return on Assets):2.40%
P/E (trailing):48.24
P/E (forward):13.23
Price / Book:1.26
PEG Ratio:0.26
52-Week Change:+19.53%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$0.90
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Jun 30, 2026, more than 120 days ago.
EPS Forward (Est.):$3.28
P/E (forward):13.23
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:$60.42
Cash Per Share:-
Book Value:$34.35
Cash Flows (TTM)
Free Cash Flow:1.02B
Operating Cash Flow:3.04B
EBITDA:4.50B
Total Revenue (TTM):31.48B
Net Income (TTM):473.00M
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:524,526,075
Float (free shares):520,624,644
Short interest (shares):23,247,756
Short % of float:-
Short Ratio (days to cover):5.42
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
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Smurfit Westrock Plc (SW) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
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.
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
A free account saves your simulator portfolios, your personal portfolio and your Academy progress, synced across devices. And, if you switch it on, the email alert the same day an insider buys stock in their own company.
No card. No spam.
Smurfit Westrock Plc (SW): Quantitative Analysis
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 +15.8% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
SW ranks 171 of 461 on today's multifactor score, and 15 of the 46 Consumer Cyclical companies that score. Its strongest factor is value (Z 0.86, ranked 55 of 489); its weakest is quality (Z -0.75, ranked 430 of 468). 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.
Frequently asked questions about Smurfit Westrock (SW)
When does Smurfit Westrock report earnings?
Smurfit Westrock has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 9 earnings announcements: 1 after the close and 8 before the open (SEC filings through Oct 28, 2026). SW earnings dates and times, quarter by quarter →
What is Smurfit Westrock's P/E ratio?
Smurfit Westrock's P/E (price over earnings per share for the last twelve months) is 48.2 at the Nov 3, 2026 close. That EPS is the 12-month figure from the market data provider (Yahoo Finance), not the SEC one. The median of the 52 Consumer Cyclical companies with a P/E is 20.2, and the S&P 500's, 23.5: Smurfit Westrock is above its sector median. Consumer Cyclical stocks, company by company →
Where does Smurfit Westrock rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Smurfit Westrock ranks 171 of 461, and 15 of the 46 Consumer Cyclical companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Smurfit Westrock insiders bought or sold shares?
SEC Form 4 shows no open-market purchase of Smurfit Westrock shares from August 2025 through Nov 3, 2026. The latest sale was on Feb 19, 2026, by a director who is also an officer, for $2.1M. In total, from August 2025 through Nov 3, 2026: 0 purchases and 3 sales by directors, officers and large shareholders. All SW insider trades →
Does Smurfit Westrock pay a dividend?
Yes. Its dividend yield is 4.17% at the Nov 3, 2026 close (annual dividend of $1.81 per share). The next announced ex-dividend date is Nov 13, 2026.
What sector is Smurfit Westrock in, and which index?
Smurfit Westrock is classified in the Consumer Cyclical sector (industry: Packaging & Containers), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 54 S&P 500 companies in that sector. Consumer Cyclical stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
We save the portfolios you design, your own portfolio and your Academy progress, synced across devices.
Free, no card. Two automatic emails and no more: the one that confirms your address and the welcome one. After that, nothing you do not switch on yourself in your profile — such as the alert for insider buys, the same day they are reported to the SEC.