- ISIN
- IE00028FXN24
- CUSIP
- G8267P108
- Sector
- Consumer Cyclical
- Industry
- Packaging & Containers
- IPO Date
- Jul 8, 2024
Highlights
- Market Cap
- $24.11B
- Enterprise Value
- $25.29B
- EPS (TTM)
- $0.92
- PE Ratio
- 50.15
- PEG Ratio
- 18.37
- Total Revenue (TTM)
- $30.31B
- Gross Profit (TTM)
- $5.45B
- EBITDA (TTM)
- $3.49B
- Year Range
- $32.73 - $52.65
- Target Price
- $56.75
- ROA (TTM)
- 1.08%
- ROE (TTM)
- 2.70%
- Avg. Volume (1M)
- 6M
- Avg. Volume Value (1M)
- $255.55M
Share Price Chart
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Performance
SW Performance Chart
Smurfit WestRock PLC (SW) is up 21.3% since the beginning of the year. At $46 per share, SW is trading 12.7% below its 52-week high of $53.
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Returns By Period
Smurfit WestRock PLC (SW) has returned 21.30% so far this year and 8.15% over the past 12 months.
Smurfit WestRock PLC
- 1D
- -3.26%
- 1M
- 0.09%
- 6M
- 12.68%
- YTD
- 21.30%
- 1Y
- 8.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 2.08%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SW Monthly Returns History
Based on dividend-adjusted daily data since Jul 8, 2024, SW's average daily return is +0.04%, while the average monthly return is +0.49%. At this rate, an investment would double in approximately 11.8 years.
Historically, 48% of months were positive and 52% were negative. The best month was Feb 2026 with a return of +13.9%, while the worst month was Mar 2026 at -15.2%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SW closed higher 49% of trading days. The best single day was Oct 30, 2024 with a return of +12.0%, while the worst single day was Oct 29, 2025 at -12.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.65% | 13.92% | -15.23% | -3.66% | 8.41% | 12.42% | -0.63% | 21.30% | |||||
| 2025 | -1.43% | -1.14% | -13.46% | -6.75% | 4.08% | -0.42% | 2.85% | 7.78% | -10.11% | -13.27% | -2.13% | 8.35% | -25.31% |
| 2024 | -5.40% | 6.54% | 4.22% | 4.21% | 7.48% | -2.11% | 15.16% |
Benchmark Metrics
Smurfit WestRock PLC has an annualized alpha of -8.77%, beta of 1.26, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since July 08, 2024.
- This stock participated in 55.91% of S&P 500 Index downside but only 25.58% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.25 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -8.77%
- Beta
- 1.26
- R²
- 0.25
- Upside Capture
- 25.58%
- Downside Capture
- 55.91%
Return for Risk
Risk / Return Rank
SW ranks 50 for risk / return — above 50% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Smurfit WestRock PLC (SW) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SW | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.25 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.27 | 2.00 | -1.74 |
| Martin ratioReturn relative to average drawdown | 0.49 | 8.49 | -8.01 |
Dividends
Dividend History
Smurfit WestRock PLC provided a 3.84% dividend yield over the last twelve months, with an annual payout of $1.77 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $1.77 | $1.72 | $0.61 |
Dividend yield | 3.84% | 4.46% | 1.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Smurfit WestRock PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.90 | |||||
| 2025 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $1.72 |
| 2024 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.61 |
Dividend Yield & Payout
Dividend Yield
Smurfit WestRock PLC has a dividend yield of 3.84%, which is quite average when compared to the overall market.
Payout Ratio
Smurfit WestRock PLC has a payout ratio of 189.55%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Smurfit WestRock PLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Smurfit WestRock PLC was 39.78%, occurring on Nov 20, 2025. The portfolio has not yet recovered.
The current Smurfit WestRock PLC drawdown is 13.85%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-39.78%Nov 2025 | 12mo | — | 1y 8moNov 2024 - now | — |
-21.13%Aug 2024 | 26d | 1mo 8d | 2mo 4dJul 2024 - Sep 2024 | — |
-13.32%Oct 2024 | 17d | 14d | 1mo 1dSep 2024 - Oct 2024 | — |
-5.80%Nov 2024 | 6d | 4d | 10dNov 2024 - Nov 2024 | — |
-5.42%Jul 2024 | 1d | 3d | 4dJul 2024 - Jul 2024 | — |
Drawdown Indicators
| SW | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.78% | -56.78% | +17.00% |
Max Drawdown (1Y)Largest decline over 1 year | -30.50% | -9.10% | -21.40% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -13.85% | -1.58% | -12.27% |
Average DrawdownAverage peak-to-trough decline | -17.23% | -10.70% | -6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.65% | 2.14% | +14.51% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Smurfit WestRock PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Smurfit WestRock PLC is priced in the market compared to other companies in the Packaging & Containers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SW, comparing it with other companies in the Packaging & Containers industry. Currently, SW has a P/E ratio of 50.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SW compared to other companies in the Packaging & Containers industry. SW currently has a PEG ratio of 18.4. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SW relative to other companies in the Packaging & Containers industry. Currently, SW has a P/S ratio of 0.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SW in comparison with other companies in the Packaging & Containers industry. Currently, SW has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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