Every week we pull one stock from the Wall Street Favorites rankings and break down exactly what Wall Street is expecting.
This week: Smurfit Westrock (SW) — the packaging giant formed by the 2024 merger of Smurfit Kappa and WestRock, now one of the largest corrugated and containerboard producers in the world.
The stock is up 18% this year and advancing, with a Conviction score of 66/100. The story here is a post-merger turnaround: analysts see containerboard pricing improving into 2027, and the whole sector is catching upgrades.
And if you're not already — follow us on X @WallStreetFaves for daily stock breakdowns. Now let's dive in.
🎯 Key Metrics & Analyst Targets
P/E: 48.4x — above its 10-year average of 17.6x (depressed earnings post-merger)
P/S: 0.8x — below its 10-year average of 0.9x
P/OCF: 7.5x — below its 10-year average of 9.3x
Wall Street's Rating: Buy — RBC raised to $60, JPMorgan to $71
Wall Street's Price Target: $57 — implying roughly +22% upside from $46.90
Most Bullish Target: $71 — JPMorgan, Overweight (raised after Q2)
🔮 Wall Street’s Forward Earnings Expectations (2027)
Revenue: $34B (+5.9%)
Net Income: $1.7B (+62%)
EPS: $3.44 (+84%)
Operating Cash Flow: $4.3B (+25%)
Free Cash Flow: $1.9B (+54%)
🏦 Institutional & Hedge Fund Activity
Institutional Investors: 656
Positions Opened: +108
Positions Closed: -81
Holder Growth: +5% QoQ
Wall Street Favorites provides stock rankings for informational purposes only. This is not investment advice. All data sourced from public filings, analyst reports, and WSF proprietary scoring. Past rankings do not guarantee future results. Investing involves risk including possible loss of principal.