Highlights
- EPS (TTM)
- $2.37
- PE Ratio
- 16.81
- Total Revenue (TTM)
- $29.40B
- Gross Profit (TTM)
- $5.69B
- EBITDA (TTM)
- $3.67B
- Year Range
- $32.73 - $52.65
- Target Price
- $51.00
- ROA (TTM)
- 1.84%
- ROE (TTM)
- 4.52%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Smurfit WestRock PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Smurfit WestRock PLC (SW) has returned 3.96% so far this year and -7.92% over the past 12 months.
Smurfit WestRock PLC
- 1D
- 4.18%
- 1M
- -15.23%
- YTD
- 3.96%
- 6M
- -4.39%
- 1Y
- -7.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jul 8, 2024, SW's average daily return is +0.01%, while the average monthly return is -0.09%.
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% | 3.96% | |||||||||
| 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 | -2.99% | 6.54% | 4.22% | 4.21% | 7.48% | -2.11% | 18.10% |
Benchmark Metrics
Smurfit WestRock PLC has an annualized alpha of -9.37%, beta of 1.21, and R² of 0.26 versus S&P 500 Index. Calculated based on daily prices since July 09, 2024.
- This stock participated in 101.82% of S&P 500 Index downside but only 26.67% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.26 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
- -9.37%
- Beta
- 1.21
- R²
- 0.26
- Upside Capture
- 26.67%
- Downside Capture
- 101.82%
Return for Risk
Risk / Return Rank
SW ranks 31 for risk / return — below 31% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Smurfit WestRock PLC (SW) and compare them to a chosen benchmark (S&P 500 Index).
| SW | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.19 | 0.90 | -1.08 |
Sortino ratioReturn per unit of downside risk | 0.02 | 1.39 | -1.36 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.22 | 1.40 | -1.62 |
Martin ratioReturn relative to average drawdown | -0.46 | 6.61 | -7.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SW risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Smurfit WestRock PLC provided a 4.38% dividend yield over the last twelve months, with an annual payout of $1.74 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $1.74 | $1.72 | $0.61 |
Dividend yield | 4.38% | 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 | $0.45 | |||||||||
| 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 4.38%, which is quite average when compared to the overall market.
Payout Ratio
Smurfit WestRock PLC has a payout ratio of 108.54%, 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 26.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.78% | Nov 25, 2024 | 248 | Nov 20, 2025 | — | — | — |
| -21.13% | Jul 17, 2024 | 19 | Aug 12, 2024 | 27 | Sep 19, 2024 | 46 |
| -13.32% | Sep 30, 2024 | 14 | Oct 17, 2024 | 10 | Oct 31, 2024 | 24 |
| -5.8% | Nov 8, 2024 | 5 | Nov 14, 2024 | 2 | Nov 18, 2024 | 7 |
| -4.65% | Sep 20, 2024 | 2 | Sep 23, 2024 | 3 | Sep 26, 2024 | 5 |
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 16.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
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 0.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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 | — |