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SW

Smurfit WestRock plc

NYSE: SW · CONSUMER CYCLICAL · PACKAGING & CONTAINERS

$41.63
-2.37% today

Updated 2026-06-05

Market cap
$21.69B
P/E ratio
57.44
P/S ratio
0.70x
EPS (TTM)
$0.72
Dividend yield
4.31%
52W range
$32 – $52
Volume
5.0M

Smurfit WestRock plc (SW) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

SW · Smurfit WestRock plc · Price target summary

Current
$41.63
Consensus
$54.08
+29.91%
2030 Target
$866.38
+1981.14%
DCF
12 analysts:
6 Buy0 Hold0 Sell

Management guidance

On Feb 11, 2026, Smurfit Westrock unveiled a 'Medium-Term Investor Update' with 2030 financial targets, though specific revenue guidance was not disclosed in available summaries. The company announced the Cartomanabí acquisition in Ecuador to expand corrugated packaging in Latin America, signaling growth ambitions beyond organic means.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

SW · Smurfit WestRock plc · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range
Bear case (2030)
$577.58
$37.0B Rev × 8x P/S
Base case (2030)
$866.38
$37.0B Rev × 12x P/S
Bull case (2030)
$1,443.96
$37.0B Rev × 20x P/S
WallStSmart.com

Financial forecast — research-backed

Metric20252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$31.2B$32.6B$33.5B$34.6B$35.8B$37.0B
Revenue growth53.0%4.5%2.9%3.2%3.4%3.5%
EPS$2.10$2.60$3.38$3.85$4.30$4.75
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$762.09$782.15$810.22$834.29$866.38

SW · Smurfit WestRock plc · Catalysts & risks

Growth catalysts
+ 2030 medium-term financial targets and strategic plan execution
+ Cartomanabí acquisition integration and Latin America expansion
+ Synergy realization from Smurfit Westrock merger (completed in 2025)
+ Resolution of labor disputes and facility optimization post-closures
+ Recovery in European pulp, paper, and packaging sector demand
+ Margin expansion through operational efficiency and pricing actions
Key risks
- Cyclical packaging demand weakness in Europe and North America
- Freight and input cost inflation pressuring margins
- Tariff uncertainty and trade policy changes impacting logistics
- Labor disputes and wage inflation at manufacturing facilities
- Plant closures (La Tuque, Atlanta, California) reduce capacity and near-term revenue
- Low profitability (2.2% margin) limits financial flexibility
- Macroeconomic slowdown reducing e-commerce and corrugated demand

Methodology

Smurfit WestRock plc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 12 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.