기업 프로필 · Consumer Cyclical

Smurfit WestRock plc

SW · 미국
산업
Packaging
거래소
미국
국가 / 지역
USA
상장일
2024년 7월 8일
직원 수
97,000
현재가
$50.09
실시간 · 2026년 7월 27일
적정 매수가
≤ $36
안전마진 진입가
베일리 성장 점수
39/100
다소 약함
내재가치 · 3단계 구간 현재가 $50.09 실시간 · 적정 내재가치 구간 내

종합 밸류에이션 구간 · 보수적 $32–$38 / 적정 $45–$58 / 낙관적 $65–$80. $50.09 기준, 적정 내재가치 구간 내.

보고서 발행 시 $41.02(2026년 5월 29일)

시가총액US$254.68억
매출 (TTM)US$312.35억
EBITDAUS$47.7억
순이익률1.22%
ROE2.11%
PER (TTM)60.7
선행 PER18.08
PEG0.28
EPSUS$0.80
배당수익률3.99%
52주 범위US$32.08 – US$51.63
애널리스트 목표주가US$55.04
애널리스트 평가4.7 / 5

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Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally. The company produces containerboard and paperboard; packaging of corrugated containers; consumer packaging; and offers solid board, kraft paper, and graphic board, as well as other packaging products, such as solidboard packaging, paper sacks and bag-in-box. It produces linerboard and corrugated medium and paperboard; and other paper-based packaging, such as folding cartons, inserts, labels and displays. The company primarily serves food and beverage, healthcare, beauty and personal care, garden, consumer goods, industrial, and foodservice markets. It markets its products through its own sales force, independent sales representatives, and independent distributors. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.

연혁

Smurfit WestRock plc traces its roots to 1934 and is headquartered in Dublin, Ireland. The company in its present form was created by the 2024 combination of Smurfit Kappa and WestRock, in which Smurfit Kappa was the accounting acquirer and WestRock's results were consolidated from July 5, 2024; the merged entity listed with an IPO date of July 8, 2024. Through its subsidiaries it manufactures, distributes, and sells containerboard, corrugated containers, paperboard, consumer packaging, bag-in-box, displays, and other paper-based products across North America, South America, Europe, Asia, Africa, Australia, and internationally. By 2025 it employed about 97,000 people and reported net sales of $31.179 billion, operating a vertically integrated network of mills and converting plants: 27 mills, 152 corrugated plants, and 37 consumer-packaging plants in North America; 21 mills, 179 corrugated facilities, and 40 consumer-packaging plants in Europe/MEA/APAC; and 9 mills and 27 corrugated plants in Latin America.

업계 내 위치

Smurfit WestRock is one of the world's large paper-based packaging companies, serving food and beverage, healthcare, beauty and personal care, garden, consumer goods, industrial, and foodservice markets. In 2025 North America accounted for 58.5% of external revenue, Europe/MEA/APAC for 34.8%, and Latin America for 6.7%. The company describes itself as a North American paper and packaging leader holding #1 or #2 positions in its core North American segments, the #1 position in corrugated, containerboard, and bag-in-box across EMEA/APAC, and the #1 regional corrugated supplier in Latin America. Its competitive position rests on a vertically integrated mill-and-plant system, internal paper supply to downstream converting plants, a recovered-fiber sourcing and recycling system, and large regional networks with local sales teams that provide cost and service-radius advantages. Replicating an integrated network spanning North America, Europe, and Latin America would require many years, billions of dollars of capital, environmental permits, customer onboarding, fiber sourcing, and regional organizational capability. Named competitors include International Paper, Packaging Corporation of America, Graphic Packaging, and the European-oriented Mondi and DS Smith; Packaging Corporation of America describes itself as the third-largest North American producer of containerboard and corrugated products, and International Paper describes itself as a global leader in sustainable packaging solutions.

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