Company Analysis

Smurfit WestRock plc (SW)

NYSE: SW · Paperboard Containers & Boxes · Dublin 4 · filing with the SEC since 2024
Grade6.5
◀ Past 6.4● Present 6.7▶ Future 6.4
1 est.

The grade of Smurfit WestRock plc

Nine metrics read from its own filings, by tense
Headline grade
6.5/10
◀ Past6.430% of the headline
● Present6.740% of the headline
▶ Future6.430% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.4/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
6.8/10

Has it survived what it has been through?

No warning events in its filings since 2024.

weight 33% of this tense · 68th percentile among 19 sector filers · read for itself

From the record

Smurfit WestRock plc's filings since 2024 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.9/10

What has it actually done, year after year?

+32.1% a year over 4 filed years; profitable in 4 of 4.

weight 45% of this tense · 79th percentile among 19 sector filers · read for its customers

From the record

Smurfit WestRock plc's 4 filed years say what it did: revenue went from $14 billion in fiscal 2022 to $31 billion in fiscal 2025, up 32.1% a year; it rose in 2 of 3 years; the deepest fall was 10% from fiscal 2022 to fiscal 2023; net income was positive in 4 of 4 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span32.1%top 3% of its family
  • the share of years revenue rosetop 29% of its family
  • the share of filed years with a profittop 18% of its family
  • the deepest fall from a revenue peak10.5%top 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
2.9/10

How has it treated the people who own it?

Share count grew 26.3% a year. 31% of cash flow returned. Insiders: 4 sales, 0 purchases.

weight 22% of this tense · 29th percentile among 17 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Smurfit WestRock plc's diluted share count grew about 26.3% a year, and dividends and buybacks returned about 31% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 4 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 8% of its family
  • cash returned against operating cash flowtop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.7/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
4.5/10

Is it financially healthy right now?

ROE 4%: 4¢ of profit per shareholder dollar. Leverage 59%: owes 59¢ per asset dollar.

weight 45% of this tense · 45th percentile among 19 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Smurfit WestRock plc earned about 4 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 13 cents per dollar of everything the company owns. Leverage: it owed about 59 cents per dollar of assets, and net share issuance: its share count grew 35.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 29% of its family
  • return on equitytop 47% of its family
  • gross profit against assetsbottom 47% of its family
  • the share count against the year beforebottom 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
8.3/10

How strong is its position in its industry?

top 17% of 19 in its family; net margin 2.2%.

weight 33% of this tense · 83rd percentile among 19 sector filers · read for its customers

From the record

Smurfit WestRock plc's standing among 19 graded names in its industry family: revenue of $31 billion in fiscal 2025 ranks in the top 3% by size; a net margin of 2.2% ranks in the top 45%; revenue growth of 32.1% a year over the last 3 filed years ranks in the top 3% (its annual reports).

What it rests on

  • revenue against the family$31.18Btop 3% of its family
  • net margin2.2%top 45% of its family
  • three-year revenue growth32.1%top 3% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
9.0/10

What are the people in charge doing?

SI estimate 9.0/10, confidence 35 of 100 (one part).

weight 22% of this tense · 90th percentile among 15 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 10% of 15 in its family; the record of its people begins on 2024-07-05 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.4 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2024-07-05 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.4 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 15 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Smurfit WestRock plc's leadership is put at 9.0 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 10% of 15 in its family; the record of its people begins on 2024-07-05 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.4 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

6.4/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.3/10

How much room does it have to grow?

top 48% of 19 in its family for room to expand.

weight 45% of this tense · 52nd percentile among 19 sector filers · read for itself

From the record

Smurfit WestRock plc's room to grow, from the newest filed statements (fiscal 2025): cash of $892 million against debt of $13 billion leaves -27.8% of its assets as net cash, top 34% of its family; cash from operations less capital spending is 3.8% of revenue (bottom 45%); a gross margin of 19.4% (bottom 47%) (its annual report).

What it rests on

  • cash less debt against assets-27.8%top 34% of its family
  • cash from operations less capital spending against revenue3.8%bottom 45% of its family
  • gross margin19.4%bottom 47% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
8.4/10

What could actually drive growth from here?

top 16% of 19 in its family for growth drivers.

weight 33% of this tense · 84th percentile among 19 sector filers · read for its customers

From the record

Smurfit WestRock plc's growth drivers, from the filed years to fiscal 2025: revenue grew 32.1% a year over the last three filed years against 32.1% over all 4, speeding up (top 32% of its family); the newest year grew 47.7% (top 8%); capital spending grew 33.1% a year (top 8%) (its annual reports). Smurfit WestRock plc reported 3 lines of business in fiscal 2024: North America at $9.9 billion, Europe Middle East and Africa and Asia Pacific at $9.6 billion, Latin America at $1.7 billion. 3 of 3 grew in the latest filed year, and the largest line is 47% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 32% of its family
  • the newest year's revenue growth47.7%top 8% of its family
  • three-year growth of capital spending33.1%top 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.7/10

Did its newest year beat what its own record pointed to?

top 44% of 18 in its family for expectations against reality.

weight 22% of this tense · 56th percentile among 18 sector filers · read for its shareholders

From the record

Smurfit WestRock plc's newest year against its own record: revenue of $31 billion in fiscal 2025 came in 18.2% above the $26 billion its prior three years' pace pointed to (top 25% of its family); net income of $699 million against a prior three-year average of $726 million (top 42%); a net margin of 2.2% against 5.3% before (bottom 36%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace18.2%top 25% of its family
  • net income against the prior three years' average-4%top 42% of its family
  • net margin against its prior average-3.1 pointsbottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton SW · research, not advice