Smurfit Westrock (SW) is a paper & plastic packaging products & materials company in the Materials sector. Listed on the NASDAQ, Smurfit Westrock is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $38.95.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $38.95 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 7.84% |
| Risk / Std Dev (Annualized) | 45.98% |
| Sharpe Ratio (rf=4.5%) | 0.07 |
S&P 500 Context
- Sector: Materials
- Sub-Industry: Paper & Plastic Packaging Products & Materials
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 7.84% with an annualized volatility of 45.98%. The Sharpe ratio of 0.07 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 20.43B |
| Enterprise Value | 34.01B |
| Trailing P/E | 57.28 |
| Forward P/E | 12.31 |
| Price to Book | 1.13 |
| Price to Sales | 0.65 |
| EV/Revenue | 1.09 |
| EV/EBITDA | 7.13 |
| Profitability | | | Profit Margin | 1.22% | | Operating Margin | 6.79% | | ROE | 2.11% | | ROA | 3.01% |
| Growth | | | Revenue Growth | 0.7% | | Earnings Growth | -83.6% |
| Dividend | | | Dividend Yield | 464.0% | | Payout Ratio | 242.32% | | 5Y Avg Yield | 365.0% |
| Financial Health | | | Total Revenue | 31.24B | | Total Debt | 14.25B | | Total Cash | 0.67B | | Free Cash Flow | 1.36B | | Operating Cash Flow | 3.36B |
| Price & Technical | | | 52W High | $52.65$ | | 52W Low | $32.73$ | | 50-Day Avg | $40.29$ | | 200-Day Avg | $41.1$ | | Beta | 0.96 | | Shares Outstanding | 0.52B | | Float Shares | 0.52B | | Insider Holdings | 0.51% | | Institutional Holdings | 101.72% | | Short Ratio | 5.29 | | Short % of Float | 5.95% |
| Analyst Targets | | | Target High | $62.0$ | | Target Low | $46.0$ | | Target Mean | $53.46$ | | Target Median | $52.5$ | | # of Analysts | 14 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.