Smurfit WestRock makes corrugated packaging, the containerboard and box sheets that wrap a large share of food, beverage and consumer goods shipped in North America and Europe, so its earnings track industrial volume and paper pricing more than any single brand. The structural case rests on scale: the 2024 merger of Smurfit Kappa and WestRock created the largest corrugated producer in the world, and integration synergies, rather than demand growth, are the main lever for margin recovery. Revenue growth of 1.1% and a 5.5% operating margin leave little room for error, and the 2.7% return on equity shows the merged asset base is not yet earning its keep. The stock looks cheap on forward earnings at 12.0 times against a trailing 43.2 times, which means the market is pricing a sharp earnings rebound that has not yet shown up in reported numbers, so the question for a deeper look is whether synergy delivery and a box-demand recovery can close that gap. The score of 44 out of 100 and absence from major indices indicate the name needs a clear, company-specific reason to rerate before it earns a place in the portfolio.
Plain-English pros, cons, and what to watch. Pro feature.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 17:04 CEST | Rating | Overvalued | first publication | $41.16 |
| 18 Oct 2026, 17:04 CEST | Fair value | $36.35 | $36.78 | $41.16 |
| 15 Oct 2026, 00:00 CEST | Fair value | $36.78 | $38.10 | $41.45 |
| 11 Oct 2026, 00:00 CEST | Fair value | $38.10 | $43.92 | $41.29 |
| 30 Sept 2026, 00:00 CEST | Fair value | $43.92 | $44.95 | $45.07 |
| 28 Sept 2026, 00:00 CEST | Fair value | $44.95 | $44.41 | $46.41 |
| 26 Sept 2026, 00:00 CEST | Fair value | $44.41 | $44.96 | $46.00 |
| 24 Sept 2026, 00:00 CEST | ACCE price target | $47.00 | first publication | $46.45 |
| 23 Sept 2026, 00:00 CEST | Fair value | $44.96 | $44.47 | $45.41 |
| 21 Sept 2026, 00:00 CEST | Fair value | $44.47 | $45.33 | $44.33 |
Answered from Smurfit WestRock plc Ordinary Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SW Smurfit WestRock plc Ordinary Shares | $41.85 | $36 | 15% above | 43.1x | 2.7% | 39 | 44 |
| PKG Packaging Corporation of America Common Stock | $248.92 | $132 | 89% above | 30.5x | 14.9% | 55 | 58 |
| AMC.AX Amcor plc | A$64.10 | A$47 | 37% above | 18.2x | 9.4% | 47 | 62 |
| AMCR Amcor plc Ordinary Shares | $46.28 | $38 | 22% above | 19.0x | 9.4% | 47 | 61 |
| IP International Paper Company Common Stock | $33.68 | - | - | - | -16.5% | 35 | 29 |
| BALL Ball Corporation Common Stock | $65.81 | $49 | 34% above | 18.3x | 17.2% | 55 | 69 |
| AVY Avery Dennison Corporation Common Stock | $184.66 | $119 | 55% above | 19.6x | 31.2% | 64 | 64 |
Where SW ranks against its sector peers on each metric.