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DCF valuation

What is Smurfit Westrock plc worth?

With the base-case assumptions below, a discounted cash flow model on Smurfit Westrock plc's reported free cash flow gives $49.73 per share. The share price was $46.41 on September 25, 2026, 7% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$1.2B
Average free cash flow, last 4 years
$587.5M
Cash
$677M
balance sheet of June 30, 2026
Debt
$14.16B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
526,000,000
Revenue growth per year, last 3 years
32.2%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear10.0%6.0%2.0%10.0%$20.16-57%
Base15.0%9.0%2.5%9.0%$49.73+7%
Bull20.0%11.5%3.0%8.0%$104.81+126%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$72.13$79.11$87.64$98.31$112.03
8.0%$55.31$59.83$65.18$71.61$79.45
9.0%$43.07$46.16$49.73$53.90$58.83
10.0%$33.79$35.99$38.48$41.33$44.62
11.0%$26.52$28.14$29.94$31.97$34.27

Where the presets come from

Base: years 1 to 5 grow at Smurfit Westrock plc's revenue growth rate over the last 3 fiscal years (32.2% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Smurfit Westrock plc company page