Smurfit WestRock plc

Smurfit WestRock plc

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Market Cap$23.18B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Smurfit WestRock plcSmurfit WestRock plc63.43.9%3%0.80.1

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Q1 performance broadly “in line,” but weather hit earnings - Delivered adjusted EBITDA of $1.076B with adjusted EBITDA margin of 14%. - Weather-related impact ~$65M across the group (Jan–Feb). - North America was most affected: $597M adjusted EBITDA, 13.3% margin, with ~$55M weather and $74M downtime (about half unplanned). - Surprising/positive: despite disruption, management emphasized the market is now much tighter (see sold-out comment below).
Demand/pricing: markets firming quickly; pricing to follow with a lag - Management said paper grades are largely “sold out” and demand strengthened rapidly in March/April (not expecting a meaningful demand shift back down). - Anticipated some pre-buying ahead of announced price actions, but not seen as a dominant driver. - North America price increases (fiber/containerboard → converting): - $50/ton (Pulp & Paper Week) expected to be largely implemented by ~July 1 (progressive through May/June). - Second $50/ton: guided to be fully implemented by ~end of Sep if it proceeds successfully. - Europe pricing cadence: cost pass-through expected minor in Q2, more meaningful in Q3–Q4 as contract/implementation timing flows through.
Outlook/forecasts reaffirmed for 2026; Q2 expected higher than Q1 - Q2 adjusted EBITDA guidance: $1.1B–$1.2B (assuming conditions remain in place). - Full-year 2026 adjusted EBITDA reaffirmed: $5.0B–$5.3B. - Key “watch items” that could swing results: energy costs, freight, and volume ramp in the second half.

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$53.20

Target Price by Analysts

17.2% upsideSmurfit WestRock plc Target Price DetailsTarget Price
$138.70

Current Fair Value

205.6% upside

Undervalued by 205.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$23.18 Billion
Enterprise Value$23.49 Billion
Dividend Yield$1.77 (3.90%)
Earnings per Share$1.34
Beta0.96
Outstanding Shares510,526,000

Return

Return on Equity3.24%ROE
Return on Assets1.30%
Return on Invested Capital1.81%

Valuation & Multiples

P/E Ratio63.39P/E Ratio
PEG-76.31PEG
Price to Sales0.76Price to Sales
Price to Book Ratio1.3Price to Book Ratio
Enterprise Value to Revenue0.76
Enterprise Value to EBIT34.3
Enterprise Value to Net Income40
Total Debt to Enterprise0.04
Debt to Equity0.05Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$0.63
Average shareholder expectation
Revenue Estimate
-
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$0.45
Average shareholder expectation
Revenue Estimate
$7.91 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6824 21.29%
Total Calls446,800 21.55%
Total Puts304,900 76.65%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %93.26% 3.10%
Total Invested$18.95B 6.46%
Investors Holding624 18.00%

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.