Explain this page
Arphra AIPlain-English read on Smurfit Westrock Plc’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Fair value
Football field →Weighted blend
$295.09
+613.46% vs spot
Recommendation
Strong Buy
18 of 19 methods
Method spread
11bull6bear
±5% threshold
Analyst PT consensus: $54.14 (+30.90%)
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.12% | -3.21% | -0.46% | -1.73% | +17.13% | +6.96% | -5.98% | +39.68% | -27.34% | +2.63% | +407.48% |
Insider · 30d
History →Bought
$595.18K
1 txn
Sold
$10.59M
9 txns
Net flow
−$10M
Aftermarket
LiveLast trade
$41.20
Bid
$39.54
400 sh
Ask
$43.00
300 sh
Spread
$3.460
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q1 Mar 2026 | $7.71B | $65M | $0.12 |
| Q4 Dec 2025 | $7.58B | $97M | $0.18 |
| Q3 Sep 2025 | $8B | $246M | $0.47 |
| Q2 Jun 2025 | $7.94B | -$28M | $-0.05 |
| Q1 Mar 2025 | $7.66B | $384M | $0.73 |
| Q4 Dec 2024 | $7.28B | $140.93M | $0.31 |
Sector & industry today
LiveSectors
- Consumer Defensive+1.46%
- Real Estate+1.19%
- Communication Services+0.33%
- Financial Services+0.21%
- Energy+0.01%
- Consumer Cyclical-0.13%
- Healthcare-0.22%
- Utilities-0.29%
- Industrials-0.73%
- Basic Materials-1.36%
- Technology-3.71%
Top industries (issuer's industry highlighted)
- Packaging & Containers-0.03%
- Computer Hardware-4.91%
- Coal-4.45%
- Financial - Capital Markets-4.33%
- Information Technology Services-3.97%
- Industrial Materials-3.52%
- Travel Services-3.50%
- Semiconductors-3.43%
- Hardware, Equipment & Parts-3.36%
- Electronic Gaming & Multimedia-3.33%
- Software - Infrastructure-3.30%
- Apparel - Manufacturers+3.21%
Analyst view
DB · price_targets + analyst_gradesConsensus target
$54.14
+30.90% upside
Low
$45.00
Median
$55.00
High
$61.00
Recent actions
0 ↑0 ↓8 hold
- May 01, 2026
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
Recent analyst activity
DB- Jun 09, 2026GradeOverweight → UnderweightMorgan Stanley Downgrades Adecco Group AG (ADEN:SW) (AHEXY) to UnderweightMorgan Stanley
- Jun 05, 2026GradeNeutral → OutperformBNP Paribas Exane Upgrades Belimo Holding AG (BEAN:SW) (BLHWF) to OutperformExane BNP Paribas
Peers
- CASYCasey's General Stores, Inc.$835.92$30.98B
- RLRalph Lauren Corporation$362.21$21.96B
- IHGInterContinental Hotels Group PLC$142.94$21.33B
- PKGPackaging Corporation of America$218.06$19.45B
- AMCRAmcor plc$37.75$17.44B
- NVRNVR, Inc.$6164.99$17.13B
- IPInternational Paper Company$31.76$16.82B
- BALLBall Corporation$61.33$16.32B
Total assets
$45.16B
Total debt
$13.77B
Cash & equiv
$892M
Operating CF
$2.89B
Free cash flow
$1.02B
Buybacks
$0
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
SMURFIT ANTHONY P J director, officer: President and Group CEO | Sell | 40,000 | $2.06M | Feb 19, 2026 |
Bowles Ken director, officer: Executive VP and Group CFO | Sell | 10,000 | $512.6K | Feb 19, 2026 |
Sellier Laurent officer: See remarks | Sell | 5,685 | $285.84K | Feb 18, 2026 |
Sellier Laurent officer: See remarks | Sell | 9,877 | $496.02K | Feb 18, 2026 |
Finan Irial director | Buy | 15,180 | $595.18K | May 06, 2025 |
Henao Alvaro officer: See Remarks | Sell | 4,000 | $215.6K | Feb 24, 2025 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2025 | $31.18B | $2.22B | $699M | $1.33 | +2.24% |
| FY 2024 | $20.38B | $972.06M | $307.93M | $0.79 | +1.51% |
| FY 2023 | $10.95B | $1.24B | $747.29M | $2.87 | +6.82% |
| FY 2022 | $12.62B | $1.46B | $965.65M | $3.80 | +7.65% |
| FY 2021 | $10.48B | $1.1B | $704.64M | $2.71 | +6.72% |