Smurfit Westrock: Strong Fundamentals Despite Short-Term Challenges

Smurfit Westrock: Strong Fundamentals Despite Short-Term Challenges

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Smurfit Westrock: Strong Fundamentals Despite Short-Term Challenges

Summary

Q2 results showed stable EBITDA margins, strong North American recovery, and management reaffirmed full-year guidance. O...

Q2 results showed stable EBITDA margins, strong North American recovery, and management reaffirmed full-year guidance. Operational efficiencies, facility closures, and a value-over-volume strategy are expected to drive long-term margin expansion. Valued at a 20% discount compared to peers, Smurfit WestRock offers an attractive upside potential.

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