SMURFIT WESTROCK PLC (SW)
IE00028FXN24 - Common Stock
SW gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 24 industry peers in the Containers & Packaging industry. SW scores excellent points on both the profitability and health parts. This is a solid base for a good stock. While showing a medium growth rate, SW is valued expensive at the moment. With these ratings, SW could be worth investigating further for quality investing!.
1. Profitability
1.1 Basic Checks
SW had positive earnings in the past year.
SW had a positive operating cash flow in the past year.
SW had positive earnings in each of the past 5 years.
Each year in the past 5 years SW had a positive operating cash flow.
1.2 Ratios
With an excellent Return On Assets value of 3062369.21%, SW belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
The Return On Equity of SW (5667289.07%) is better than 100.00% of its industry peers.
SW's Return On Invested Capital of 7644520.00% is amongst the best of the industry. SW outperforms 100.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3062369.21% | ||
| ROE | 5667289.07% | ||
| ROIC | 7644520% |
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
SW has a better Profit Margin (6.72%) than 73.91% of its industry peers.
In the last couple of years the Profit Margin of SW has grown nicely.
The Operating Margin of SW (12.51%) is better than 78.26% of its industry peers.
In the last couple of years the Operating Margin of SW has remained more or less at the same level.
SW has a Gross Margin of 33.60%. This is amongst the best in the industry. SW outperforms 91.30% of its industry peers.
SW's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 12.51% | ||
| PM (TTM) | 6.72% | ||
| GM | 33.6% |
OM growth 3Y4.99%
OM growth 5Y0.25%
PM growth 3Y1.72%
PM growth 5YN/A
GM growth 3Y-0.1%
GM growth 5Y0.33%
2. Health
2.1 Basic Checks
Compared to 1 year ago, SW has less shares outstanding
The number of shares outstanding for SW has been reduced compared to 5 years ago.
There is no outstanding debt for SW. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
2.2 Solvency
An Altman-Z score of 2027005.77 indicates that SW is not in any danger for bankruptcy at the moment.
SW's Altman-Z score of 2027005.77 is amongst the best of the industry. SW outperforms 100.00% of its industry peers.
SW has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Altman-Z | 2027005.77 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
SW has a Current Ratio of 2.18. This indicates that SW is financially healthy and has no problem in meeting its short term obligations.
The Current ratio of SW (2.18) is better than 78.26% of its industry peers.
SW has a Quick Ratio of 2.18. This indicates that SW is financially healthy and has no problem in meeting its short term obligations.
The Quick ratio of SW (2.18) is better than 100.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.18 | ||
| Quick Ratio | 2.18 |
3. Growth
3.1 Past
The earnings per share for SW have decreased strongly by -17.11% in the last year.
SW shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 6.88% yearly.
The Revenue has decreased by -9.53% in the past year.
Measured over the past years, SW shows a small growth in Revenue. The Revenue has been growing by 2.92% on average per year.
EPS 1Y (TTM)-17.11%
EPS 3Y6.88%
EPS 5YN/A
EPS Q2Q%N/A
Revenue 1Y (TTM)-9.53%
Revenue growth 3Y7.82%
Revenue growth 5Y2.92%
Sales Q2Q%N/A
3.2 Future
SW is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.08% yearly.
Based on estimates for the next years, SW will show a very strong growth in Revenue. The Revenue will grow by 41.13% on average per year.
EPS Next Y-26.21%
EPS Next 2Y7.4%
EPS Next 3Y12.08%
EPS Next 5YN/A
Revenue Next Year138.58%
Revenue Next 2Y65.19%
Revenue Next 3Y41.13%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 15.67, SW is valued correctly.
SW's Price/Earnings is on the same level as the industry average.
When comparing the Price/Earnings ratio of SW to the average of the S&P500 Index (27.54), we can say SW is valued slightly cheaper.
Based on the Price/Forward Earnings ratio of 15.01, the valuation of SW can be described as correct.
The rest of the industry has a similar Price/Forward Earnings ratio as SW.
SW is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 23.99, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.67 | ||
| Fwd PE | 15.01 |
4.2 Price Multiples
SW's Enterprise Value to EBITDA ratio is a bit more expensive when compared to the industry. SW is more expensive than 73.91% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, SW is valued a bit more expensive than the industry average as 69.57% of the companies are valued more cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 51.04 | ||
| EV/EBITDA | 12.98 |
4.3 Compensation for Growth
The decent profitability rating of SW may justify a higher PE ratio.
SW's earnings are expected to grow with 12.08% in the coming years. This may justify a more expensive valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y7.4%
EPS Next 3Y12.08%
5. Dividend
5.1 Amount
SW has a Yearly Dividend Yield of 2.36%.
SW's Dividend Yield is a higher than the industry average which is at 3.07.
Compared to an average S&P500 Dividend Yield of 2.36, SW has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.36% |
5.2 History
On average, the dividend of SW grows each year by 23.65%, which is quite nice.
SW is new to the dividend game and has less than 3 years of track record.
Dividend Growth(5Y)23.65%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
SW pays out 52.30% of its income as dividend. This is a bit on the high side, but may be sustainable.
SW's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP52.3%
EPS Next 2Y7.4%
EPS Next 3Y12.08%
SMURFIT WESTROCK PLC
NYSE:SW (12/24/2024, 7:39:53 PM)
After market: 54.53 0 (0%)54.53
+0.6 (+1.11%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryContainers & Packaging
Earnings (Last)
Earnings (Next)
Inst Owners70.79%
Inst Owner ChangeN/A
Ins Owners0.42%
Ins Owner Change100.02%
Market Cap28.36B
Analysts80.95
Price Target59.84 (9.74%)
Short Float %3.55%
Short Ratio5.03
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.36% |
Dividend Growth(5Y)23.65%
DP52.3%
Div Incr Years0
Div Non Decr Years0
Ex-Date
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)1.6%
PT rev (3m)N/A
EPS NQ rev (1m)0.02%
EPS NQ rev (3m)N/A
EPS NY rev (1m)-5.4%
EPS NY rev (3m)-12.6%
Revenue NQ rev (1m)-0.76%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-0.8%
Revenue NY rev (3m)-3.95%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.67 | ||
| Fwd PE | 15.01 | ||
| P/S | 2.33 | ||
| P/FCF | 51.04 | ||
| P/OCF | 20.13 | ||
| P/B | 1961571.56 | ||
| P/tB | 1961574.3 | ||
| EV/EBITDA | 12.98 |
EPS(TTM)3.48
EY6.38%
EPS(NY)3.63
Fwd EY6.66%
FCF(TTM)1.07
FCFY1.96%
OCF(TTM)2.71
OCFY4.97%
SpS23.43
BVpS0
TBVpS0
PEG (NY)N/A
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3062369.21% | ||
| ROE | 5667289.07% | ||
| ROCE | 10542100% | ||
| ROIC | 7644520% | ||
| ROICexc | N/A | ||
| ROICexgc | N/A | ||
| OM | 12.51% | ||
| PM (TTM) | 6.72% | ||
| GM | 33.6% | ||
| FCFM | 4.56% |
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y4.99%
OM growth 5Y0.25%
PM growth 3Y1.72%
PM growth 5YN/A
GM growth 3Y-0.1%
GM growth 5Y0.33%
F-Score9
Asset Turnover455395.96
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 129.12% | ||
| Cap/Sales | 7% | ||
| Interest Coverage | 12.17 | ||
| Cash Conversion | 64.48% | ||
| Profit Quality | 67.81% | ||
| Current Ratio | 2.18 | ||
| Quick Ratio | 2.18 | ||
| Altman-Z | 2027005.77 |
F-Score9
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)129.25%
Cap/Depr(5y)119.37%
Cap/Sales(3y)6.88%
Cap/Sales(5y)6.73%
Profit Quality(3y)66.99%
Profit Quality(5y)89.41%
High Growth Momentum
Growth
EPS 1Y (TTM)-17.11%
EPS 3Y6.88%
EPS 5YN/A
EPS Q2Q%N/A
EPS Next Y-26.21%
EPS Next 2Y7.4%
EPS Next 3Y12.08%
EPS Next 5YN/A
Revenue 1Y (TTM)-9.53%
Revenue growth 3Y7.82%
Revenue growth 5Y2.92%
Sales Q2Q%N/A
Revenue Next Year138.58%
Revenue Next 2Y65.19%
Revenue Next 3Y41.13%
Revenue Next 5YN/A
EBIT growth 1Y-13.16%
EBIT growth 3Y13.2%
EBIT growth 5Y3.18%
EBIT Next Year187.07%
EBIT Next 3Y58.61%
EBIT Next 5YN/A
FCF growth 1Y20.42%
FCF growth 3Y-5.22%
FCF growth 5Y4.67%
OCF growth 1Y7.46%
OCF growth 3Y4.89%
OCF growth 5Y6.12%