- ISIN
- IE00028FXN24
- Sector
- Consumer Cyclical
- Industry
- Packaging & Containers
- IPO Date
- Jul 8, 2024
Highlights
- EPS (TTM)
- $0.93
- PE Ratio
- 45.36
- Total Revenue (TTM)
- $28.91B
- Gross Profit (TTM)
- $5.30B
- EBITDA (TTM)
- $3.32B
- Year Range
- $32.73 - $52.65
- Target Price
- $54.57
- ROA (TTM)
- 0.82%
- ROE (TTM)
- 2.05%
Share Price Chart
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Performance
SW Performance Chart
Smurfit WestRock PLC (SW) is up 11.5% since the beginning of the year. At $42 per share, SW is trading 19.8% below its 52-week high of $53.
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Returns By Period
Smurfit WestRock PLC (SW) has returned 11.46% so far this year and 2.95% over the past 12 months.
Smurfit WestRock PLC
- 1D
- 2.40%
- 1M
- 12.52%
- YTD
- 11.46%
- 6M
- 19.33%
- 1Y
- 2.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
SW Monthly Returns History
Based on dividend-adjusted daily data since Jul 8, 2024, SW's average daily return is +0.03%, while the average monthly return is +0.23%. At this rate, an investment would double in approximately 25.1 years.
Historically, 50% of months were positive and 50% 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% | 2.65% | 11.46% | ||||||
| 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 -13.88%, beta of 1.24, 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 30.47% 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
- -13.88%
- Beta
- 1.24
- R²
- 0.26
- Upside Capture
- 30.47%
- Downside Capture
- 101.82%
Return for Risk
Risk / Return Rank
SW ranks 41 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Smurfit WestRock PLC (SW) and compare them to S&P 500 Index.
| SW | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 2.39 | -2.30 |
Sortino ratioReturn per unit of downside risk | 0.42 | 3.25 | -2.84 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.43 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 3.11 | -3.00 |
Martin ratioReturn relative to average drawdown | 0.21 | 14.38 | -14.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Smurfit WestRock PLC provided a 4.18% 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 | 4.18% | 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 | $0.90 | ||||||
| 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 4.18%, which is quite average when compared to the overall market.
Payout Ratio
Smurfit WestRock PLC has a payout ratio of 236.90%, 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 20.84%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 bear market2025 | -39.78%Nov 2025 | 12mo | — | 1y 6moNov 2024 - now |
2024 bear market2024 | -21.13%Aug 2024 | 26d | 1mo 8d | 2mo 4dJul 2024 - Sep 2024 |
2024 correction2024 | -13.32%Oct 2024 | 17d | 14d | 1mo 1dSep 2024 - Oct 2024 |
2024 pullback2024 | -5.80%Nov 2024 | 6d | 4d | 10dNov 2024 - Nov 2024 |
2024 pullback2024 | -4.65%Sep 2024 | 3d | 3d | 6dSep 2024 - Sep 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 | -31.37% | -9.10% | -22.27% |
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 | -20.84% | 0.00% | -20.84% |
Average DrawdownAverage peak-to-trough decline | -17.31% | -10.72% | -6.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.64% | 1.97% | +14.67% |
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 45.4. 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.
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 0.6. 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 | — |
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