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Smurfit WestRock plc SW

Smurfit WestRock plc scores average on business quality (4.9 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$41.29Oct 10, 2026
Business qualityAverage
Next earningsNov 4, 2026
Insiders, 90 daysQuiet

Why it matters

  1. What Smurfit WestRock plc does

    Smurfit WestRock manufactures packaging products, selling corrugated containers and paper solutions to commercial customers worldwide. The company is expanding its operational footprint through a $420 million Chile deal.

  2. What it does best

    Smurfit WestRock scales top-decile revenue growth of 48% across global packaging markets, outpacing traditional peers through massive production capacity.

  3. The main risk

    Heavy debt loads with an interest coverage ratio of 2.1x leave the company vulnerable if earnings dip or borrowing costs rise.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margins rest at a thin 5.8% while net margin is 1.6%, showing that scale has not yet translated into strong bottom-line profits.

MoatWeak

The company holds a consumer and enterprise lock-in through massive industrial scale, though its gross margin sits in the bottom quartile at 18%.

GrowthFast

Revenue surged 48% to $31.3 billion, sharply accelerating compared to historical years driven by broader packaging demand.

Financial healthWeak

Total debt sits at $13.8 billion against $892 million in cash, while free cash flow reached $1.0B, keeping the balance sheet under strain.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on SW

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is SW a good business?

Smurfit WestRock plc scores average on the Cluenex quality check (4.9 of 10), measured against its own industry. Profitability is weak, moat weak, growth fast and financial health weak.

Are insiders buying SW?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does SW report earnings?

Nov 4, 2026.

For members

See SW today

  • Today's verdict on SW, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Smurfit WestRock plc (SW)”, https://cluenex.com/stocks/sw/, data as of Oct 10, 2026.