Smurfit WestRock plc

Smurfit WestRock plc

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Market Cap$24.11B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Smurfit WestRock plcSmurfit WestRock plc58.13.89%3%0.80.8

Earnings Call Q2 2026

July 29, 2026 - AI Summary

Strong Q2 operating performance despite major headwinds - Reported adjusted EBITDA of $1.14B and adjusted EBITDA margin of 14.2%. - Management highlighted that results were achieved while the group absorbed very significant freight and input-cost inflation, with only early-stage price recovery. - Cost increases (especially freight) led to containerboard price actions, which management expects to be recovered through converting operations over 2026 and into 2027 (lagged pass-through).
Full-year outlook: freight remains the key risk, but confidence persists - Main update to FY 2026 outlook: higher freight cost environment is the largest headwind and is expected to impact earnings immediately, while recovery arrives with time lag as pricing is implemented. - Full-year adjusted EBITDA guidance: $4.9B to $5.1B (unchanged theme: demand is still viewed as healthy, but cost inflation timing is the problem). - Offsets mentioned: ~EUR 100M lower economic downtime in a region, continued operational execution, and significant group cost takeout.
Demand/supply backdrop is unusually tight across paper markets (supportive) - CEO described paper markets as as tight as he’s seen in his lifetime; most paper grades are “sold out” (with only small exceptions, e.g., small slack in CRB). - Tightness expected to support pricing/capacity realization and reduce commercial downtime; management indicated mills are generally full and no commercial downtime is anticipated for the remainder of 2026 in North America. - Surprising nuance: while paper is tight, boxes (corrugated) are more mixed regionally due to market/region differences and ongoing box-plant optimization.

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$56.75

Target Price by Analysts

23.5% upsideSmurfit WestRock plc Target Price DetailsTarget Price
$138.70

Current Fair Value

201.7% upside

Undervalued by 201.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$24.11 Billion
Enterprise Value$37.60 Billion
Dividend Yield$1.77 (3.89%)
Earnings per Share$1.34
Beta0.94
Outstanding Shares523,529,411

Return

Return on Equity2.67%ROE
Return on Assets1.07%
Return on Invested Capital3.78%

Valuation & Multiples

P/E Ratio58.06P/E Ratio
PEG-107.08PEG
Price to Sales0.81Price to Sales
Price to Book Ratio1.35Price to Book Ratio
Enterprise Value to Revenue1.25
Enterprise Value to EBIT26.38
Enterprise Value to Net Income78
Total Debt to Enterprise0.38
Debt to Equity0.79Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 29, 2026
EPS Estimate
$0.40
Average shareholder expectation
Revenue Estimate
$7.93 B
Average shareholder expectation

Next Earnings Call

Expected Date
November 4, 2026
EPS Estimate
$0.69
Average shareholder expectation
Revenue Estimate
$8.28 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000▼ 68.24%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %2.80%▼ 90.47%
Total Invested$654.97M▼ 96.54%
Investors Holding156▼ 468.00%

ESG Score

No data

About Smurfit WestRock plc

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation. Its influence directly shapes corporate tax structures, capital investment incentives, and overall tax burdens, which are highly material for a large, multinational corporation like Smurfit WestRock plc.

Finance

This powerful committee controls taxation and trade policy. Changes in corporate tax rates, international tax rules for a plc, or trade tariffs on raw materials or finished goods would have a direct and significant impact on Smurfit WestRock plc's profitability and competitive position.

Agriculture, Nutrition, and Forestry

The 'Forestry' aspect of this committee is directly relevant to a paper and packaging company that relies on wood fiber as a primary raw material. Policies affecting timberland management, sourcing, and sustainable forestry could significantly impact its supply chain and costs.

Judiciary

As a company formed through a major merger (Smurfit Kappa and WestRock), the Judiciary Committee's oversight of antitrust laws and the DOJ is highly relevant. It could directly influence the approval or conditions of the merger and future competitive practices.

Environment and Public Works

A paper and packaging company like Smurfit WestRock plc has a substantial environmental footprint. This committee's oversight of the EPA directly impacts environmental regulations (e.g., emissions, water discharge, waste management) and their associated compliance costs, which are critical for the industry.