Smurfit Westrock plc · Paperboard Containers & Boxes

SW

Low riskNext report: In 1 days (est.)

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The short version

A profitable company with steady sales. Institutions are adding.

Going well

Pays a 4.1% dividend yield
Profitable
Sales up 48% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 5.3% to their holdings in the quarter ending June 2026 (362 bought, 258 sold)
Held by George Soros (Soros Fund), Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$42.23+0.9% that day

Company value: $22.2B; Share price times all shares
Price vs profit (P/E): 44.5x; You pay about $44 for each $1 of yearly profit
Price vs sales: 0.71x; Company value is 0.71 times a year of sales
Dividend yield: 4.1%; Yearly dividend as a share of today's price
Cash vs value: 3%; Cash as a share of company value
Debt vs value: 60%; Debt as a share of company value

From SW's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$8.0B+1.1% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $31.3B, up 1.7% from the 12 months before.

What the price assumes

Your guesses, our math

Move the sliders to your own view of SW. Starting points are the company's recent numbers.

Sales growth+2% a yearRecently: +1.7% a yearProfit margin2%Last 12 months: 1.6%P/E at the end40xToday: 44.5x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$34.6B

Profit in 5 years$692M

Price these guesses point to$52.75+25% vs $42.23 todayAbout +4.5% a year, before dividends

What today's price needs: with a 2% margin and a 40x P/E, sales could shrink about 2.4% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.3.9%
MissDebt under half of equityNot relying on borrowed money.0.72x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.2%
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$3.4B
PassShare count not growingNot diluting owners. Falling means buybacks.+0.8% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.19.4%

Revenue: $31.2B; +47.7% vs prior year
Total debt: $13.2B; 0.72x equity
Current ratio: 1.48x; short-term assets / bills due
Free cash flow: $3.4B; 10.9% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: profitable every year. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Jul 29

Revenue: $8.0B; +1.1% YoY
EPS: $0.17; vs -$0.05
Op. margin: 3.8%; +0.6 pts
Gross margin: 17.4%; -1.7 pts
Free cash flow: $300.0M
Share count: +0.8%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 2.2
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+5.3%

Institutions added 5.3% to their holdings. 362 bought, 258 sold. 5 quarters of net buying in a row.

Shares held by institutions503.3M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.3%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.7x · $13.2B debt

Shares outstandingLatest reported

525M

Earnings reports

Last 9

Next reportIn 1 days (est.)Estimated from the same quarter last year

Results filedJul 29
Results filedApr 30
Results filedFeb 11
Results filedOct 29, 2025
Results filedJul 30, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 12 · View filing ↗Big holder New 5%+ holder (passive)Aug 7 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Stock awardJorgen Buhl RasmussenDirector

48 shares

+0% of holdings
Now owns 14,790 shares
Filed 4 days after trade

Sep 10Form 4 ↗

Stock awardCarole Lynnette BrownDirector

48 shares

+1% of holdings
Now owns 6,836 shares
Filed 4 days after trade

Sep 10Form 4 ↗

Stock awardTimothy J BernlohrDirector

48 shares

+0% of holdings
Now owns 57,619 shares
Filed 4 days after trade

Sep 10Form 4 ↗

Stock awardColleen F. ArnoldDirector

344 shares

+1% of holdings
Now owns 36,623 shares
Filed 4 days after trade

Sep 10Form 4 ↗

Stock awardSuzan F. HarrisonDirector

48 shares

+0% of holdings
Now owns 28,054 shares
Filed 4 days after trade

Sep 10Form 4 ↗

Stock awardKaisa HietalaDirector

48 shares

+0% of holdings
Now owns 10,115 shares
Filed 4 days after trade

Sep 10Form 4 ↗

Insider tradeSep 14 · Form 4 ↗Insider tradeSep 14 · Form 4 ↗Insider tradeSep 14 · Form 4 ↗Insider tradeSep 14 · Form 4 ↗Insider tradeSep 14 · Form 4 ↗Insider tradeSep 14 · Form 4 ↗Insider tradeSep 14 · Form 4 ↗Insider tradeSep 14 · Form 4 ↗Insider tradeSep 14 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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