The total return over the past 12 months is +4.57% vs. +16.11% for the S&P 500. So far it's up +27.43% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +0.12% | +13.49% | (0.50%) | +1.18% | +10.60% | N/A |
| Total Return CAGR | +4.57% | +17.68% | +3.27% | +4.72% | +13.64% | N/A |
| Revenue CAGR | +1.85% | +30.75% | +23.17% | +11.81% | +5.13% | +9.07% |
| Net Income CAGR | +34.58% | (21.78%) | +0.98% | (0.37%) | +4.00% | N/A |
| EPS CAGR | +67.56% | (31.22%) | (16.43%) | (3.33%) | +10.30% | N/A |
| Free Cash Flow CAGR | N/A | +0.52% | +1.73% | +11.26% | +7.05% | +24.81% |
| Operating Cash Flow CAGR | +54.29% | +11.35% | +10.60% | +14.02% | +8.94% | +14.02% |
| Dividends CAGR | (47.53%) | (16.28%) | (8.16%) | +1.39% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Smurfit Westrock plc (SW)
| Year | Start Value | End Value | SW Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 697.68 | 889.05 | +27.43% | +7.54% | +19.89% |
| 2025 | 933.89 | 697.68 | (25.29%) | +17.72% | (43.01%) |
| 2024 | 692.75 | 933.89 | +34.81% | +24.89% | +9.92% |
| 2023 | 559.09 | 692.75 | +23.91% | +26.19% | (2.28%) |
| 2022 | 683.20 | 559.09 | (18.17%) | (18.17%) | 0.00% |
| 2021 | 652.98 | 683.20 | +4.63% | +28.74% | (24.11%) |
| 2020 | 600.36 | 652.98 | +8.77% | +18.37% | (9.60%) |
| 2019 | 513.11 | 600.36 | +17.00% | +31.22% | (14.22%) |
| 2018 | 843.82 | 513.11 | (39.19%) | (4.56%) | (34.63%) |
| 2017 | 666.77 | 843.82 | +26.55% | +21.70% | +4.85% |
