Smurfit Westrock Plc Stock Fundamentals
| SW Stock | 43.80 2.02 4.83% |
As of the 24th of January, Smurfit WestRock has the Coefficient Of Variation of 2398.81, semi deviation of 2.7, and Risk Adjusted Performance of 0.0377. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Smurfit WestRock plc, as well as the relationship between them. Please validate Smurfit WestRock plc value at risk, as well as the relationship between the semi variance and kurtosis to decide if Smurfit WestRock is priced more or less accurately, providing market reflects its prevalent price of 43.8 per share. Given that Smurfit WestRock plc has jensen alpha of (0), we advise you to double-check Smurfit WestRock plc's current market performance to make sure the company can sustain itself at a future point.
Smurfit WestRock Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 1.129 | Revenue |
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Smurfit WestRock Valuation Data | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Smurfit Fundamental Market Drivers
| Forward Price Earnings | 14.0252 | |
| Cash And Short Term Investments | 855 M |
Smurfit Return On Equity Driver Correlations
Understanding the fundamental principles of building solid financial models for Smurfit WestRock is extremely important. It helps to project a fair market value of Smurfit Stock properly, considering its historical fundamentals such as Return On Equity. Since Smurfit WestRock's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Smurfit WestRock's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Smurfit WestRock's interrelated accounts and indicators.
Click cells to compare fundamentals
Is Paper & Plastic Packaging Products & Materials space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Smurfit WestRock. If investors know Smurfit will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Smurfit WestRock listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Dividend Share 1.595 | Earnings Share 1.46 | Revenue Per Share | Quarterly Revenue Growth 0.043 | Return On Assets |
The market value of Smurfit WestRock plc is measured differently than its book value, which is the value of Smurfit that is recorded on the company's balance sheet. Investors also form their own opinion of Smurfit WestRock's value that differs from its market value or its book value, called intrinsic value, which is Smurfit WestRock's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Smurfit WestRock's market value can be influenced by many factors that don't directly affect Smurfit WestRock's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Smurfit WestRock's value and its price as these two are different measures arrived at by different means. Investors typically determine if Smurfit WestRock is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Smurfit WestRock's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Smurfit WestRock 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Smurfit WestRock's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Smurfit WestRock.
| 10/26/2025 |
| 01/24/2026 |
If you would invest 0.00 in Smurfit WestRock on October 26, 2025 and sell it all today you would earn a total of 0.00 from holding Smurfit WestRock plc or generate 0.0% return on investment in Smurfit WestRock over 90 days. Smurfit WestRock is related to or competes with Packaging Corp, Amcor PLC, International Paper, Ralph Lauren, InterContinental, Caseys General, and Ball. Smurfit WestRock is entity of United States More
Smurfit WestRock Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Smurfit WestRock's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Smurfit WestRock plc upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.8 | |||
| Information Ratio | 0.0114 | |||
| Maximum Drawdown | 13.0 | |||
| Value At Risk | (3.37) | |||
| Potential Upside | 4.83 |
Smurfit WestRock Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Smurfit WestRock's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Smurfit WestRock's standard deviation. In reality, there are many statistical measures that can use Smurfit WestRock historical prices to predict the future Smurfit WestRock's volatility.| Risk Adjusted Performance | 0.0377 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | 0.0105 | |||
| Treynor Ratio | 0.0653 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Smurfit WestRock's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Smurfit WestRock January 24, 2026 Technical Indicators
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| Risk Adjusted Performance | 0.0377 | |||
| Market Risk Adjusted Performance | 0.0753 | |||
| Mean Deviation | 1.66 | |||
| Semi Deviation | 2.7 | |||
| Downside Deviation | 2.8 | |||
| Coefficient Of Variation | 2398.81 | |||
| Standard Deviation | 2.59 | |||
| Variance | 6.69 | |||
| Information Ratio | 0.0114 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | 0.0105 | |||
| Treynor Ratio | 0.0653 | |||
| Maximum Drawdown | 13.0 | |||
| Value At Risk | (3.37) | |||
| Potential Upside | 4.83 | |||
| Downside Variance | 7.85 | |||
| Semi Variance | 7.26 | |||
| Expected Short fall | (1.77) | |||
| Skewness | (1.29) | |||
| Kurtosis | 7.43 |
Smurfit WestRock plc Backtested Returns
At this stage we consider Smurfit Stock to be very steady. Smurfit WestRock plc owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0266, which indicates the firm had a 0.0266 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Smurfit WestRock plc, which you can use to evaluate the volatility of the company. Please validate Smurfit WestRock's Semi Deviation of 2.7, coefficient of variation of 2398.81, and Risk Adjusted Performance of 0.0377 to confirm if the risk estimate we provide is consistent with the expected return of 0.0716%. Smurfit WestRock has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 1.5, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Smurfit WestRock will likely underperform. Smurfit WestRock plc right now has a risk of 2.69%. Please validate Smurfit WestRock value at risk, kurtosis, price action indicator, as well as the relationship between the semi variance and rate of daily change , to decide if Smurfit WestRock will be following its existing price patterns.
Auto-correlation | -0.34 |
Poor reverse predictability
Smurfit WestRock plc has poor reverse predictability. Overlapping area represents the amount of predictability between Smurfit WestRock time series from 26th of October 2025 to 10th of December 2025 and 10th of December 2025 to 24th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Smurfit WestRock plc price movement. The serial correlation of -0.34 indicates that nearly 34.0% of current Smurfit WestRock price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.34 | |
| Spearman Rank Test | -0.16 | |
| Residual Average | 0.0 | |
| Price Variance | 4.56 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Smurfit Total Stockholder Equity
Total Stockholder Equity |
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Based on the latest financial disclosure, Smurfit WestRock plc has a Return On Equity of 0.041. This is 98.86% lower than that of the Containers & Packaging sector and 88.29% lower than that of the Materials industry. The return on equity for all United States stocks is 113.23% lower than that of the firm.
Smurfit WestRock plc Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Smurfit WestRock's current stock value. Our valuation model uses many indicators to compare Smurfit WestRock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Smurfit WestRock competition to find correlations between indicators driving Smurfit WestRock's intrinsic value. More Info.Smurfit WestRock plc is currently regarded as top stock in return on equity category among its peers. It also is currently regarded as top stock in return on asset category among its peers reporting about 0.67 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Smurfit WestRock plc is roughly 1.49 . At this time, Smurfit WestRock's Return On Equity is fairly stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Smurfit WestRock by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Smurfit Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Smurfit WestRock's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Smurfit WestRock could also be used in its relative valuation, which is a method of valuing Smurfit WestRock by comparing valuation metrics of similar companies.Smurfit WestRock is currently under evaluation in return on equity category among its peers.
Smurfit WestRock Current Valuation Drivers
We derive many important indicators used in calculating different scores of Smurfit WestRock from analyzing Smurfit WestRock's financial statements. These drivers represent accounts that assess Smurfit WestRock's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Smurfit WestRock's important valuation drivers and their relationship over time.
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Market Cap | 9.2B | 12.4B | 9.1B | 20.1B | 18.1B | 19.0B | |
| Enterprise Value | 8.1B | 11.4B | 8.1B | 32.9B | 29.6B | 31.1B |
Smurfit WestRock ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Smurfit WestRock's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Smurfit WestRock's managers, analysts, and investors.Environmental | Governance | Social |
Smurfit Fundamentals
| Return On Equity | 0.041 | ||||
| Return On Asset | 0.0275 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 35.16 B | ||||
| Shares Outstanding | 522.19 M | ||||
| Shares Owned By Insiders | 0.47 % | ||||
| Shares Owned By Institutions | 97.16 % | ||||
| Number Of Shares Shorted | 22.34 M | ||||
| Price To Book | 1.19 X | ||||
| Price To Sales | 0.70 X | ||||
| Revenue | 20.38 B | ||||
| Gross Profit | 5.88 B | ||||
| EBITDA | 2.74 B | ||||
| Net Income | 319 M | ||||
| Total Debt | 13.6 B | ||||
| Book Value Per Share | 35.40 X | ||||
| Cash Flow From Operations | 1.48 B | ||||
| Short Ratio | 4.51 X | ||||
| Earnings Per Share | 1.46 X | ||||
| Price To Earnings To Growth | 0.28 X | ||||
| Target Price | 52.82 | ||||
| Number Of Employees | 100 K | ||||
| Beta | 0.99 | ||||
| Market Capitalization | 21.82 B | ||||
| Total Asset | 43.76 B | ||||
| Retained Earnings | 2.95 B | ||||
| Working Capital | 2.72 B | ||||
| Annual Yield | 0.04 % | ||||
| Net Asset | 43.76 B | ||||
| Last Dividend Paid | 1.6 |
About Smurfit WestRock Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Smurfit WestRock plc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Smurfit WestRock using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Smurfit WestRock plc based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Total Revenue | 23.4 B | 24.6 B | |
| Cost Of Revenue | 18.8 B | 19.7 B | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.12 | 0.10 | |
| Capex To Revenue | 0.06 | 0.04 | |
| Revenue Per Share | 49.22 | 34.62 | |
| Ebit Per Revenue | 0.04 | 0.07 |
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When running Smurfit WestRock's price analysis, check to measure Smurfit WestRock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smurfit WestRock is operating at the current time. Most of Smurfit WestRock's value examination focuses on studying past and present price action to predict the probability of Smurfit WestRock's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smurfit WestRock's price. Additionally, you may evaluate how the addition of Smurfit WestRock to your portfolios can decrease your overall portfolio volatility.