Smurfit WestRock PLC
Smurfit Westrock was created in July 2024 as a strategic combination between Smurfit Kappa Group plc ( re-registered as Smurfit Kappa Group Limited) ( Smurfit Kappa ), one of the leading integrated corrugated packaging manufacturers in Europe, with a large- scale pan-regional presence in Latin America, and WestRock Company ( WestRock ), one of the leaders in North America in corrugated…
$42.43
+$0.97 (+2.34%)
EOD Oct 22, 2026
Operating margin is thin at 5.51%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 47.7%, still solid.
At 45x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Net debt of $14.32B represents 11.9x FCF, leverage limits flexibility.
45.1x earnings, 21.9x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$31.33B
▲ +47.7% YoY
Net Income (TTM)
$497M
▲ +119.1% YoY
Op. Margin
3.93%
▲ +0.7pp YoY
ROIC
3.05%
▲ +0.8pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.01B
▲ +6958.8% YoY
Op. Cash Flow (TTM)
$3.30B
▲ +128.7% YoY
Net Debt
$13.49B
Cash & Equiv.
$677M
3Y CAGR: +32.2%
3Y CAGR: +33.6%
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SourceComputed from the 10-Q filed 24 Jul 2026, covering the period ending 30 Jun 2026, as reported to the SEC. Data last refreshed 1 Aug 2026. How this is calculated.
Price from market data, last close as of 22 Oct 2026. Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically.
Is Smurfit WestRock (SW) overvalued?
At a P/E of 45.1 and a price-to-free-cash-flow of 21.9, Smurfit WestRock (SW) trades below a two-stage DCF intrinsic value of about $67.37 per share, so at $42.43 the stock looks undervalued (58.8% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Smurfit WestRock scores 46/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 4.2%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is Smurfit WestRock's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $67.37 per share for SW, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $50.53. At today's $42.43, that puts the stock about 58.8% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Is Smurfit WestRock a high-quality business?+
Smurfit WestRock scores 46 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 3.9% operating margin and a 3.1% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Does Smurfit WestRock (SW) pay a dividend, and how much?+
Yes, Smurfit WestRock pays a regular dividend of about $1.76 per share per year (typically in quarterly installments), a yield of roughly 4.2% at the current price. That is a payout ratio of about 185.9% of earnings, so the dividend is stretched at this level. Smurfit WestRock has grown the dividend at roughly 37.1% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For SW's full payout history, growth streak and dividend-safety score, see the dividends tab.
Is Smurfit WestRock a good stock to buy right now?+
That depends on valuation and quality together, not either alone. SW currently trades below its estimated intrinsic value and scores 46/100 on quality (mixed). It also yields about 4.2%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.
Related stocks: Paperboard Containers & Boxes
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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