Smurfit WestRock plc Strategic Asset Allocation Index

Latest as of December 2025: 126.6%

Smurfit WestRock plc strategic asset allocation index. Smurfit WestRock plc (SW) has a Strategic Asset Allocation Index of 126.6% as of December 2025. Strategic assets (PP&E of $23.23 Billion plus long-term investments of $-) total $23.23 Billion, measured against net assets of $18.35 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check SW intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

SAAI

126.6%
Strategic Assets / Net Assets

Strategic Assets

$23.23 Billion
PP&E + LT Investments

PP&E

$23.23 Billion
USD

Net Assets

$18.35 Billion
USD

Strategic Asset Allocation Index of Smurfit WestRock plc (2020–2023)

Strategic asset allocation index of Smurfit WestRock plc from 2020 to 2023. This chart shows how Smurfit WestRock plc's Strategic Asset Allocation Index has evolved across 4 annual periods from 2020 to 2023. As of December 2025, the index stands at 126.6%, representing strategic assets of $23.23 Billion against net assets of $18.35 Billion USD.

Smurfit WestRock plc Strategic Asset Allocation Index by Year (2020–2023)

Smurfit WestRock plc strategic asset allocation index by year from 2020 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Smurfit WestRock plc from 2020 to 2023, covering 4 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Smurfit WestRock plc market cap and net worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2023 103.2% $6.37 Billion $6.34 Billion $32.06 Million $6.17 Billion ▼ -11.7 pp
2022 115.0% $5.74 Billion $5.71 Billion $27.88 Million $4.99 Billion ▼ -6.5 pp
2021 121.4% $5.33 Billion $5.30 Billion $27.17 Million $4.39 Billion ▲ +120.7 pp
2020 0.7% $28.29 Million $- $28.29 Million $3.78 Billion —
pp = percentage points