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SW Smurfit Westrock Plc

NYSE, CIK 0002005951, fiscal year ends 12/31. Last price 41.85 on 2026-10-23, market value 22.0 billion dollars.

Machine-readable: SW.json, SW.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	32 partial, missing 3, 5	partial: 3, 5	2025-12-31 stale: Revenue	2022–2025	2026-10-23	5 verified, 12 unverified	method
Magic Formula	n/a	insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported)	—	—	—	—	method
Momentum	57	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	no open-market transactions in window	2026-10-23	—	—	—	method
Buffett Quality	6 partial, missing 1, 2, 3	partial: 1, 2, 3	2026-06-30	2022–2025	2026-10-23	0 verified, 17 unverified	method
Lynch GARP	17 partial, missing 1, 2, 5	partial: 1, 2, 5	2026-06-30	2025–2025	2026-10-23	0 verified, 4 unverified	method
Graham Enterprising	43 partial, missing 3, 5	partial: 3, 5	2026-06-30	—	2026-10-23	0 verified, 4 unverified	method
Piotroski F-Score	89	ok	—	2024–2026	—	0 verified, 27 unverified	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	41.85	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	524,522,908	underlying shares	2026-07-24	SEC cover page 10-Q 0001628280-26-051195 (524,522,908 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2005951/000162828026051195/smur-20260630.htm 0001628280-26-051195
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	21,951,283,700	USD	2026-10-23 shares at 2026-07-24	41.85 (price 2026-10-23) / 1 x 524,522,908 (shares at 2026-07-24) = 21,951,283,700

Graham Defensive

32 of 100. partial: 3, 5. How this is scored.

Test or factor	Value	Threshold	Points
1 Adequate size	31.18 revenue $B	>= 1	5.0 / 5
2a Current ratio	1.45	>= 2.0	6.7 / 15
2b Long-term debt vs working capital	3.96 LTD / WC	<= 1.0	0.0 / 15
3 Positive earnings each of 10 years	4 years reported missing 2016, 2017, 2018, 2019, 2020, 2021	10 of 10	None / 15
4 Dividends every year for 20 years	11 of 20 missing 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2018 XBRL check: 4 years agree, 16 unverified	20 of 20	8.25 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago	— missing 2014, 2015, 2016	>= +33%	None / 10
6 P/E on 3-year average EPS	23.6	<= 15	2.1 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5	P/B 1.22, product 28.7	<= 1.5 or <= 22.5	10.0 / 10

Inputs, 19 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	41.85	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Revenue	31179000000.0	2025-12-31 stale	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001628280-26-012555	unverified
current_assets	10818000000.0	2026-06-30	SEC XBRL AssetsCurrent 0001628280-26-051195	unverified
current_liabilities	7476000000.0	2026-06-30	SEC XBRL LiabilitiesCurrent 0001628280-26-051195	unverified
lt_debt	13233000000.0	2026-06-30	SEC XBRL LongTermDebtAndCapitalLeaseObligations 0001628280-26-051195	unverified
equity	18036000000.0	2026-06-30	SEC XBRL StockholdersEquity 0001628280-26-051195	unverified
Net income FY2022	1034000000.0	2022-12-31 history	SEC XBRL NetIncomeLoss 0002005951-25-000005	unverified
Net income FY2023	825000000.0	2023-12-31 history	SEC XBRL NetIncomeLoss 0001628280-26-012555	unverified
Net income FY2024	319000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss 0001628280-26-012555	unverified
Net income FY2025	699000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001628280-26-012555	unverified
Dividend years (Yahoo)	[2014, 2015, 2016, 2017, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026]	history	Yahoo Finance dividend history	verified (partly: XBRL covers 4 of 20 years)
Dividends per share FY2022 (XBRL)	1.35	2022-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0002005951-25-000005	verified
Dividends per share FY2023 (XBRL)	1.5	2023-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001628280-26-012555	verified
Dividends per share FY2024 (XBRL)	1.89	2024-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001628280-26-012555	verified
Dividends per share FY2025 (XBRL)	1.72	2025-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001628280-26-012555	verified
EPS diluted FY2023	3.17	2023-12-31 history	SEC XBRL EarningsPerShareDiluted 0001628280-26-012555	unverified
EPS diluted FY2024	0.82	2024-12-31 history	SEC XBRL EarningsPerShareDiluted 0001628280-26-012555	unverified
EPS diluted FY2025	1.33	2025-12-31 history	SEC XBRL EarningsPerShareDiluted 0001628280-26-012555	unverified
Shares outstanding	524522908.0	2026-07-24	SEC cover page 10-Q 0001628280-26-051195 (524,522,908 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2005951/000162828026051195/smur-20260630.htm 0001628280-26-051195	not cross-checked

Magic Formula

insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported). How this is scored.

insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported).

Momentum

57 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	11.3 % (percentile 56.9)	28.4 / 50
6 month return	5.4 % (percentile 53.2)	10.6 / 20
Price / 52-week high	0.824	12.4 / 15
Volatility penalty (60d annualised)	31.3 %	5.8 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	41.85	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.0 bp	-0.0 / 0

Inputs, 0 numbers with their sources

Input	Value	Period	Source	Check

Buffett Quality

6 of 100. partial: 1, 2, 3. How this is scored.

Test or factor	Value	Threshold	Points
1 Average return on equity (net income / year-end equity) needs at least 5 years of net income and positive equity	4 years with positive equity	>= 15%	None / 25
2 Profitable every year needs at least 7 years of net income	4 years reported	all years	None / 15
3 Net income growth, 3-yr average now vs start of window needs at least 6 years	4 years reported	>= +10%	None / 10
4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities)	21.5 years	<= 4	0.0 / 15
5 Operating margin, 5-yr average	8.3%	>= 20%	0.2 / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex)	0.82	>= 1.0	6.3 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap)	2.8%	>= 7%	0.0 / 15

Inputs, 19 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	41.85	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
debt_incl_current	13233000000.0	2026-06-30	SEC XBRL LongTermDebtAndCapitalLeaseObligations 0001628280-26-051195	unverified
Operating income FY2022	1558000000.0	2022-12-31 history	SEC XBRL OperatingIncomeLoss 0002005951-25-000005	unverified
Revenue FY2022	13509000000.0	2022-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0002005951-25-000005	unverified
Operating income FY2023	1372000000.0	2023-12-31 history	SEC XBRL OperatingIncomeLoss 0001628280-26-012555	unverified
Revenue FY2023	12093000000.0	2023-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001628280-26-012555	unverified
Operating income FY2024	1007000000.0	2024-12-31 history	SEC XBRL OperatingIncomeLoss 0001628280-26-012555	unverified
Revenue FY2024	21109000000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001628280-26-012555	unverified
Operating income FY2025	1719000000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001628280-26-012555	unverified
Revenue FY2025	31179000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001628280-26-012555	unverified
Operating cash flow FY2022	1433000000.0	2022-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0002005951-25-000005	unverified
Capital expenditure FY2022	930000000.0	2022-12-31 history	SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0002005951-25-000005	unverified
Operating cash flow FY2023	1559000000.0	2023-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-012555	unverified
Capital expenditure FY2023	929000000.0	2023-12-31 history	SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0001628280-26-012555	unverified
Operating cash flow FY2024	1483000000.0	2024-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-012555	unverified
Capital expenditure FY2024	1466000000.0	2024-12-31 history	SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0001628280-26-012555	unverified
Operating cash flow FY2025	3392000000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-012555	unverified
Capital expenditure FY2025	2192000000.0	2025-12-31 history	SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0001628280-26-012555	unverified
Shares outstanding	524522908.0	2026-07-24	SEC cover page 10-Q 0001628280-26-051195 (524,522,908 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2005951/000162828026051195/smur-20260630.htm 0001628280-26-051195	not cross-checked

Lynch GARP

17 of 100. partial: 1, 2, 5. How this is scored.

Test or factor	Value	Threshold	Points
1 PEG: P/E divided by 5-yr EPS growth (in % points) needs diluted EPS for the last fiscal year and five years earlier	—	<= 1.0	None / 30
2 EPS growth, 5-yr compound rate needs diluted EPS for the last fiscal year and five years earlier	—	12% to 35% a year	None / 20
3 P/E on latest annual EPS	31.5	<= 25	5.7 / 10
4 Borrowings / equity LongTermDebt (incl. current maturities)	0.73	<= 0.5	11.5 / 15
5 Years of the last 5 in which EPS rose needs six consecutive fiscal years of diluted EPS	—	5 of 5	None / 15
6 Net cash (cash minus borrowings) / market cap	-57.2%	>= +10%	0.0 / 10

Inputs, 5 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	41.85	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
EPS diluted FY2025	1.33	2025-12-31 history	SEC XBRL EarningsPerShareDiluted 0001628280-26-012555	unverified
debt_incl_current	13233000000.0	2026-06-30	SEC XBRL LongTermDebtAndCapitalLeaseObligations 0001628280-26-051195	unverified
equity	18036000000.0	2026-06-30	SEC XBRL StockholdersEquity 0001628280-26-051195	unverified
cash	677000000.0	2026-06-30	SEC XBRL CashAndCashEquivalentsAtCarryingValue 0001628280-26-051195	unverified

Graham Enterprising

43 of 100. partial: 3, 5. How this is scored.

Test or factor	Value	Threshold	Points
1 Current ratio	1.45	>= 1.5	13.4 / 15
2 Borrowings vs working capital LongTermDebt (incl. current maturities)	3.96 x	<= 1.1x	0.0 / 15
3 No earnings deficit in the last 5 years needs five consecutive fiscal years of net income	4 years reported	5 of 5	None / 15
4 Pays a current dividend	yes	yes	10.0 / 10
5 EPS higher than five years earlier needs diluted EPS for the last fiscal year and five years earlier	—	higher	None / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)	1.22	<= 1.2	19.7 / 20
7 Price / net current asset value per share (current assets minus all liabilities) net current asset value not positive	—	<= 0.67	0.0 / 15

Inputs, 7 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	41.85	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
current_assets	10818000000.0	2026-06-30	SEC XBRL AssetsCurrent 0001628280-26-051195	unverified
current_liabilities	7476000000.0	2026-06-30	SEC XBRL LiabilitiesCurrent 0001628280-26-051195	unverified
debt_incl_current	13233000000.0	2026-06-30	SEC XBRL LongTermDebtAndCapitalLeaseObligations 0001628280-26-051195	unverified
Dividend years (Yahoo)	[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026]	history	Yahoo Finance dividend history	not cross-checked
equity	18036000000.0	2026-06-30	SEC XBRL StockholdersEquity 0001628280-26-051195	unverified
Shares outstanding	524522908.0	2026-07-24	SEC cover page 10-Q 0001628280-26-051195 (524,522,908 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2005951/000162828026051195/smur-20260630.htm 0001628280-26-051195	not cross-checked

Piotroski F-Score

89 of 100. ok. How this is scored.

Test or factor	Value	Threshold	Points
1 Return on assets is positive	1.5%	pass = 1	11.11111111111111 / 11.11111111111111
2 Operating cash flow is positive	3,392M	pass = 1	11.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year	0.7% -> 1.5%	pass = 1	11.11111111111111 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)	3,392M vs 699M	pass = 1	11.11111111111111 / 11.11111111111111
5 Long-term debt / assets fell	28.7% -> 29.7%	pass = 1	0.0 / 11.11111111111111
6 Current ratio improved	1.37 -> 1.48	pass = 1	11.11111111111111 / 11.11111111111111
7 No new shares issued (share count did not rise)	522M -> 525M	pass = 1	11.11111111111111 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry)	4.8% -> 5.5%	pass = 1	11.11111111111111 / 11.11111111111111
9 Asset turnover (revenue / assets) improved	0.48 -> 0.69	pass = 1	11.11111111111111 / 11.11111111111111

Inputs, 27 numbers with their sources

Input	Value	Period	Source	Check
net_income 2025-12-31	699000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001628280-26-012555	unverified
total_assets 2025-12-31	45157000000.0	2025-12-31 history	SEC XBRL Assets 0001628280-26-051195	unverified
cfo 2025-12-31	3392000000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-012555	unverified
net_income 2025-12-31	699000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001628280-26-012555	unverified
net_income 2024-12-31	319000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss 0001628280-26-012555	unverified
total_assets 2025-12-31	45157000000.0	2025-12-31 history	SEC XBRL Assets 0001628280-26-051195	unverified
total_assets 2024-12-31	43759000000.0	2024-12-31 history	SEC XBRL Assets 0001628280-26-012555	unverified
cfo 2025-12-31	3392000000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001628280-26-012555	unverified
net_income 2025-12-31	699000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss 0001628280-26-012555	unverified
lt_debt 2025-12-31	13427000000.0	2025-12-31 history	SEC XBRL LongTermDebtAndCapitalLeaseObligations 0001628280-26-051195	unverified
lt_debt 2024-12-31	12542000000.0	2024-12-31 history	SEC XBRL LongTermDebtAndCapitalLeaseObligations 0001628280-26-012555	unverified
total_assets 2025-12-31	45157000000.0	2025-12-31 history	SEC XBRL Assets 0001628280-26-051195	unverified
total_assets 2024-12-31	43759000000.0	2024-12-31 history	SEC XBRL Assets 0001628280-26-012555	unverified
current_assets 2025-12-31	10439000000.0	2025-12-31 history	SEC XBRL AssetsCurrent 0001628280-26-051195	unverified
current_assets 2024-12-31	10055000000.0	2024-12-31 history	SEC XBRL AssetsCurrent 0001628280-26-012555	unverified
current_liabilities 2025-12-31	7064000000.0	2025-12-31 history	SEC XBRL LiabilitiesCurrent 0001628280-26-051195	unverified
current_liabilities 2024-12-31	7333000000.0	2024-12-31 history	SEC XBRL LiabilitiesCurrent 0001628280-26-012555	unverified
shares_out 2026-07-24	524522908.0	2026-07-24 history	SEC XBRL EntityCommonStockSharesOutstanding 0001628280-26-051195	unverified
shares_out 2025-07-31	522125044.0	2025-07-31 history	SEC XBRL EntityCommonStockSharesOutstanding 0002005951-25-000014	unverified
operating_income 2025-12-31	1719000000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001628280-26-012555	unverified
operating_income 2024-12-31	1007000000.0	2024-12-31 history	SEC XBRL OperatingIncomeLoss 0001628280-26-012555	unverified
revenue 2025-12-31	31179000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001628280-26-012555	unverified
revenue 2024-12-31	21109000000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001628280-26-012555	unverified
revenue 2025-12-31	31179000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001628280-26-012555	unverified
revenue 2024-12-31	21109000000.0	2024-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001628280-26-012555	unverified
total_assets 2025-12-31	45157000000.0	2025-12-31 history	SEC XBRL Assets 0001628280-26-051195	unverified
total_assets 2024-12-31	43759000000.0	2024-12-31 history	SEC XBRL Assets 0001628280-26-012555	unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2022	2022-12-31	13,509	1,034	3.96	paid	0002005951-25-000005
2023	2023-12-31	12,093	825	3.17	paid	0001628280-26-012555
2024	2024-12-31	21,109	319	0.82	paid	0001628280-26-012555
2025	2025-12-31	31,179	699	1.33	paid	0001628280-26-012555

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

No open-market transactions in the loaded quarters.

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/SW; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.