Added to YB: 2025-10-20
Pitch date: 2025-10-16
SW [bullish]
Smurfit Westrock Plc
+23.23%
current return
Author Info
No bio for this author
Company Info
Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products.
Market Cap
$26.9B
Pitch Price
$40.40
Price Target
62.00 (+25%)
Dividend
3.51%
EV/EBITDA
8.28
P/E
38.77
EV/Sales
1.28
Sector
Containers and Packaging
Category
turnaround
Smurfit Westrock PLC $SW – global leader in the packaging industry
SW: Global fiber packaging leader from Smurfit-Westrock merger. Cyclical industry consolidation benefits scale players. Management targeting 16.5%+ EBITDA margins via synergies, 16-17% ROIC maintained. Sustainable packaging tailwinds (6.5-10.3% CAGR). ~50% upside potential from operational improvements.
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