Análisis Argos
SW
SWCara
Smurfit Westrock plc · Consumer Cyclical
US$ 45.93
precio al 2026-07-04
Valor justo Argos*
US$ 19–21
vs. su valor justo
116% por encima
Score Argos
52/100
LA RESPUESTA
El mercado le pide crezca 31.3% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 127% el último año.
Reparte dividendo sostenible (3.85%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos52de 100Cara
Ingresos53%
US$ 31.2 B
Margen operativo48%
7.1%
Flujo de caja libre5900%
US$ 1.2 B
Deuda neta
US$ 15.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 24.1B
P/E34.5x
EV/EBITDA8.2x
FCF yield5%
ROIC4.4%
Margen operativo7.1%
Crecim. ingresos+53.0%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 24 jun
Smurfit WestRock PLC (SW) Stock Up 5.0% and Still Undervalued -- GF Score: 76/100
On June 24, 2026, Smurfit WestRock PLC (SW) shares rose 5.0% to $46.56. The stock has shown strong price performance recently, with a one-month increase of 22.4
businesswire.com · 22 jun
Smurfit Westrock Announces the Completion of Delisting from the LSE
DUBLIN--(BUSINESS WIRE)--Further to the announcement made on 20 May 2026, Smurfit Westrock (NYSE: SW) today announces that: (i) the secondary listing of its ordinary shares on the equity shares (international commercial companies secondary listing) category of the Official List of the UK Financial Conduct Authority; and (ii) the admission to trading of its ordinary shares on the main market for listed securities of the London Stock Exchange, have been cancelled with effect from 8:00 a.m. (UK ti.
businesswire.com · 20 may
Smurfit Westrock Announces Intention to Delist from the LSE
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock, today announces its intention to delist from the London Stock Exchange (the “LSE”) (the “LSE Delisting”). Once the LSE Delisting takes effect, the Company will be solely listed on the New York Stock Exchange. Background to and Reasons for the LSE Delisting On 30 April 2026, Smurfit Westrock announced its intention to undertake a review of its listing on the LSE. As part of the review, the Company carefully considered, among other factors, the level of.
seekingalpha.com · 2 may
Smurfit Westrock: Demand Inflection And Pricing Power Support Upside Despite Near-Term Pressure
Revenues were slightly ahead of expectations, while EBITDA missed due to weather and cost pressures; underlying demand trends improved into April with order books strengthening materially. SW's value-over-volume strategy, price increases, and ongoing optimization support downside protection and margin expansion targets. Solid new customer momentum and announced price increases in North America and Europe should support margin recovery.
businesswire.com · 1 may
Smurfit Westrock plc Results of Annual General Meeting of Shareholders and Filing of Form 8-K Reporting the Same
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (the “Company”) today filed a Form 8-K with the U.S. Securities and Exchange Commission (the “SEC”) which notes that the Company held its 2026 annual general meeting of shareholders (the “Annual General Meeting”) earlier today, May 1, 2026 and that all directors put forward for election at the Annual General Meeting were elected by the shareholders and all other resolutions recommended by the Company's Board of Directors were passed at the Annual Ge.
seekingalpha.com · 30 abr
Smurfit Westrock Plc (SW) Q1 2026 Earnings Call Transcript
Smurfit Westrock Plc (SW) Q1 2026 Earnings Call Transcript
zacks.com · 30 abr
Smurfit Westrock Falls Short of Earnings & Revenue Estimates in Q1
SW misses Q1 earnings and revenue estimates as profits tumble, with weather impacts and weak North America volumes weighing on results.
zacks.com · 30 abr
Smurfit Westrock (SW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Smurfit Westrock (SW) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.