SLVM vs SW vs WFG Stock Comparison

Sylvamo, Smurfit Westrock and West Fraser Timber Prices as of Oct 27, 2026 Peers: Industry group
SLVM Sylvamo Corp
$32.44 -9.8% 1M -25.2% 1Y
Market cap
$1.29B
P/E
17.0x
Revenue (TTM)
$3.30B
Div. yield
5.55%
Pulp and Paper Basic Materials
5 wins
SW Smurfit Westrock plc
$42.59 -8.3% 1M -1.9% 1Y
Market cap
$22.34B
P/E
44.9x
Revenue (TTM)
$31.33B
Div. yield
4.18%
Paper Packaging Basic Materials
4 wins

Head to Head

12 decided of 12

Sylvamo leads on 5 of the 12 questions below (Sylvamo 5, Smurfit Westrock 4, West Fraser Timber 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSLVMSWWFGLeader
Larger companyMarket capitalisation $1.29B $22.34B $5.50B SW
Cheaper on earningsLower P/E, profitable companies only 17.0x 44.9x -4.0x SLVM
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.6x 18.8x — SW
Faster revenue growthRevenue growth, trailing twelve months -7.1% +1.7% -10.2% SW
More profitableNet margin, trailing twelve months 2.3% 1.6% -26.2% SLVM
Better return on capitalReturn on invested capital 7.4% 3.1% — SLVM
Less leveragedLower net debt / EBITDA 1.9x 3.2x -181.5x WFG
Higher dividend yieldTrailing dividend yield 5.55% 4.18% 1.84% SLVM
Better 1-year returnPrice return, last 12 months -25.2% -1.9% +4.9% WFG
Better 5-year returnAnnualised price return, 5 years +3.1%/yr -3.8%/yr -3.4%/yr SLVM
Less volatileAnnualised volatility, 1 year 38.4% 44.1% 33.6% WFG
Higher overall scoreMean of the five percentile scores vs peers 57/100 62/100 33/100 SW

Percentile Scorecard

SLVMSWWFG

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSLVMSWWFG
Valuation 88 #35 of 287 67 #6 of 16 45 #159 of 287
Growth 11 #237 of 266 73 #5 of 16 6 #251 of 266
Profitability 64 #86 of 236 50 #8 of 15 21 #187 of 236
Financial Health 27 #211 of 288 77 #4 of 14 –
Shareholder Returns 97 #8 of 203 42 #8 of 13 62 #78 of 203
Overall 57 62 33
  • SLVM ranked among 308 companies in Basic Materials
  • SW ranked among 17 companies in Packaging
  • WFG ranked among 308 companies in Basic Materials

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSLVMSWWFGSPY
1 month -9.8%-8.3%-2.7% -0.2%
3 months -16.7%-16.2%+3.4% +3.9%
6 months -25.5%+5.0%+9.0% +8.2%
Year to date -32.6%+10.1%+14.0% +12.9%
1 year -25.2%-1.9%+4.9% +12.3%
3 years -25.4%+37.0%+6.2% +87.4%
3 years, per year -9.3%+11.1%+2.0% +23.3%
5 years +16.5%-17.7%-15.8% +67.9%
5 years, per year +3.1%-3.8%-3.4% +10.9%
10 years —+94.4%+103.5% +261.1%
10 years, per year —+6.9%+7.4% +13.7%

Risk

MeasureSLVMSWWFGSPY
Volatility, 1Y 38.4%44.1%33.6% 12.7%
Downside volatility, 1Y 35.3%40.4%32.5% 12.7%
Beta vs S&P 500, 1Y 0.621.460.64 1.00
Return / volatility, 1Y -0.66-0.040.14 0.97
Max drawdown, 5Y -67.4%-55.1%-43.2% -25.4%
From 52-week high -40.7%-17.8%-9.1% -1.2%
52-week high $54.74$51.84$76.69 $779.14
52-week low $31.19$32.79$57.91 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSLVMSWWFG
P/E now vs peer median 17.0xmedian 18.1x 44.9xmedian 19.3x -4.0xmedian 18.1x
P/S now vs peer median 0.4xmedian 1.8x 0.7xmedian 0.7x 1.1xmedian 1.8x
EV/EBITDA now vs peer median 4.9xmedian 9.8x 8.5xmedian 9.4x -2,933xmedian 9.8x
P/FCF now vs peer median -117.4xmedian 15.5x 22.0xmedian 15.6x -12.7xmedian 15.5x
P/B now vs peer median 1.4xmedian 1.8x 1.2xmedian 1.4x 1.0xmedian 1.8x
PEG now vs peer median -0.49median 0.76 —median 0.82 0.61median 0.76

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSLVMSWWFG
Revenue $3.30B $31.33B $5.24B
Gross profit $679.00M $5.62B $1.14B
Operating income $261.00M $1.48B -$1.49B
Net income $76.00M $497.00M -$1.20B
Free cash flow -$11.00M $1.02B -$435.00M
EPS (diluted) $1.91 $0.94 $-17.33
Cash & equivalents $227.00M $677.00M $74.00M
Total debt $3.55B $14.16B $437.00M
Shares (diluted) 39.80M 526.00M 79.16M
Enterprise value $1.17B $19.27B $4.60B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSLVMSWWFG
P/E 17.0x 44.9x -4.0x
P/FCF -117.4x 22.0x -12.7x
P/Operating cash flow 6.2x 6.8x –
P/S 0.4x 0.7x 1.1x
P/B 1.4x 1.2x 1.0x
P/Tangible book 1.4x 1.3x 1.0x
EV/EBITDA 4.9x 8.5x -2,933x
EV/EBIT 8.2x 24.3x -3.9x
EV/Revenue 0.6x 1.1x 1.1x
EV/FCF -193.8x 35.3x -13.5x
EV/Operating cash flow 10.2x 10.9x –
PEG (3Y EPS CAGR) -0.49 – 0.61

Growth

14 metrics
MetricSLVMSWWFG
Revenue growth (1Y) -7.1% 1.7% -10.2%
Revenue CAGR (3Y) -4.2% – -13.9%
Gross profit growth (1Y) -16.7% -4.5% -29.4%
Gross profit CAGR (3Y) -12.8% – -27.6%
Operating income growth (1Y) -32.2% 17.2% -867.5%
Operating income CAGR (3Y) -23.2% – -52.1%
Net income growth (1Y) -65.1% 41.2% -1,620%
Net income CAGR (3Y) -36.5% – -188.8%
EPS growth (1Y) -64.0% 40.1% -331.3%
EPS CAGR (3Y) -35.0% – -6.5%
Operating cash flow growth (1Y) -49.5% 52.3% –
Operating cash flow CAGR (3Y) -19.7% – –
Free cash flow growth (1Y) -105.7% 1,094% 17.8%
Free cash flow CAGR (3Y) -27.1% – 1.3%

Profitability

14 metrics
MetricSLVMSWWFG
Gross margin 20.6% 17.9% 21.8%
EBITDA margin 13.3% 13.5% 0.0%
Operating margin 7.9% 4.7% -28.4%
Pretax margin 4.3% 2.3% -29.3%
Net margin 2.3% 1.6% -26.2%
FCF margin -0.3% 3.2% -8.3%
Operating cash flow margin 6.3% 10.5% –
Return on equity 7.9% 2.7% -24.5%
Return on assets 2.7% 1.1% –
Return on invested capital 7.4% 3.1% –
Return on capital employed 12.4% 3.9% –
Asset turnover 1.2x 0.7x –
Cash conversion (OCF / net income) 2.8x 6.6x –
Stock comp / revenue 0.3% 0.4% –

Financial Health

11 metrics
MetricSLVMSWWFG
Debt / assets 33.5% 31.3% –
Debt / equity 1.0x 0.8x 0.1x
Net debt / EBITDA 1.9x 3.2x -181.5x
Debt / FCF -87.6x 14.0x -1.0x
Liabilities / assets 66.8% 60.0% –
Equity / assets 33.2% 40.0% –
Interest coverage – – –
Current ratio 1.5x 1.4x –
Quick ratio 0.7x 0.7x –
Cash ratio 0.2x 0.1x –
Altman Z-score 3.20 1.45 –

Shareholder Returns

7 metrics
MetricSLVMSWWFG
Dividend yield 5.5% 4.2% 1.8%
Net buyback yield 3.3% -0.1% –
Shareholder yield 8.8% 4.1% 1.8%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSLVMSWWFG
Forward P/E 26.6xFY2026 18.8xFY2026 –
EPS, next fiscal year $1.22FY2026 $2.27FY2026 $-4.07FY2026
EPS growth, next FY -65.5%FY2026 +10.7%FY2026 –
EPS growth, the year after +323.0% +67.4% –
Revenue, next fiscal year $3.41BFY2026 $33.77BFY2026 $5.84BFY2026
Revenue growth, next FY +1.8%FY2026 +8.3%FY2026 +6.9%FY2026
Revenue growth, the year after +0.8% +9.3% +9.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSLVMSWWFG
Held by institutions 99.6% – 49.7%
Institutions holding 335 – 166
Change in shares held, QoQ -0.4% – +3.1%
Institutions buying 162 – 79
Institutions selling 88 – 55
Buyers to sellers 1.84 – 1.44

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SLVMSWWFG
SLVM 1.00 0.50 0.44
SW 0.50 1.00 0.52
WFG 0.44 0.52 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SLVM, SW and WFG?

Smurfit Westrock (SW) is the largest by market capitalisation: Sylvamo (SLVM) $1.29B, Smurfit Westrock (SW) $22.34B, West Fraser Timber (WFG) $5.50B.

Which stock is cheaper, SLVM, SW and WFG?

Sylvamo (SLVM) trades on the lowest price-to-earnings ratio (Sylvamo (SLVM) 17.0x, Smurfit Westrock (SW) 44.9x, West Fraser Timber (WFG) -4.0x). On next year's consensus earnings, Smurfit Westrock (SW) is cheapest (Sylvamo (SLVM) 26.6x, Smurfit Westrock (SW) 18.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Smurfit Westrock (SW) grew revenue fastest over the trailing twelve months: Sylvamo (SLVM) -7.1%, Smurfit Westrock (SW) +1.7%, West Fraser Timber (WFG) -10.2%.

Which company is more profitable?

Sylvamo (SLVM) has the highest net margin (Sylvamo (SLVM) 2.3%, Smurfit Westrock (SW) 1.6%, West Fraser Timber (WFG) -26.2%). On return on invested capital, Sylvamo (SLVM) leads (Sylvamo (SLVM) 7.4%, Smurfit Westrock (SW) 3.1%).

Which stock has performed better?

Over the past year West Fraser Timber (WFG) returned the most: Sylvamo (SLVM) -25.2%, Smurfit Westrock (SW) -1.9%, West Fraser Timber (WFG) +4.9%. Over five years, Sylvamo (SLVM) compounded fastest (Sylvamo (SLVM) +3.1%/yr, Smurfit Westrock (SW) -3.8%/yr, West Fraser Timber (WFG) -3.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Sylvamo (SLVM) has the highest dividend yield: Sylvamo (SLVM) 5.55%, Smurfit Westrock (SW) 4.18%, West Fraser Timber (WFG) 1.84%.

Which stock is riskier?

By one-year price volatility, West Fraser Timber (WFG) has been the steadiest (Sylvamo (SLVM) 38.4%, Smurfit Westrock (SW) 44.1%, West Fraser Timber (WFG) 33.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SLVM, SW and WFG?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Sylvamo (SLVM) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.