Smurfit WestRock plc (SW) — 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. See Smurfit WestRock plc balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Smurfit WestRock plc Strategic Asset Allocation Index (2020–2023)
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. For live market cap and overall valuation, see SW stock market capitalisation.
Annual Strategic Asset Allocation Index for Smurfit WestRock plc (2020–2023)
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. See net assets of Smurfit WestRock plc for net asset value and shareholders' equity analysis.
| 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 | — |