-1.61%
6.83%
6.15%
27.31%
104.89%
54.00%
69.95%
AI Spotlight on SMDS
Company Description
DS Smith Plc provides packaging solutions, paper products, and recycling services worldwide.The company offers transit and transport, consumer, retail and shelf ready, online and e-retail, industrial, hazardous, multi-material, cushioning, and electrostatic discharge packaging products, as well as wrap arounds, trays, and bag-in-boxes; displays and promotional packaging products; corrugated pallets; Sheetfeeding products; packaging machine systems; and Sizzlepak, a stuffing material made of paper, folded in a zigzag shape, and cut into narrow strips, as well as provides outdoor advertising services.It also provides various recycling and waste management services, including total waste management, paper and cardboard recycling, confidential shredding, and coffee cups and plastics recycling, as well as equipment for the retail, manufacturing, print and publishing, paper mills, automotive, and public sectors.
In addition, the company offers recycled corrugated case materials, specialty papers, and kraft liners, as well as related technical and supply chain services.It provides its packaging solutions for the food and drink, consumer goods, industrial, e-commerce and e-retail, and converter industries.The company was formerly known as David S.
Smith (Holdings) PLC and changed its name to DS Smith Plc in 2001.DS Smith Plc was founded in 1940 and is headquartered in London, the United Kingdom.
Market Data
| Last Price | 579.02 |
| Change Percentage | -1.61% |
| Open | 588 |
| Previous Close | 588.5 |
| Market Cap ( Millions) | 7977 |
| Volume | 2312099 |
| Year High | 622 |
| Year Low | 270.3 |
| M A 50 | 567.03 |
| M A 200 | 469.32 |
Financial Ratios
| FCF Yield | -2.85% |
| Dividend Yield | 3.14% |
| ROE | 9.66% |
| Debt / Equity | 70.02% |
| Net Debt / EBIDTA | 243.13% |
| Price To Book | 2.03 |
| Price Earnings Ratio | 20.78 |
| Price To FCF | -35.14 |
| Price To sales | 1.17 |
| EV / EBITDA | 10.99 |
News
- 07:37 - International Paper Co (IP) Q4 2024 Earnings Call Highlights: Navigating Challenges and ...
- 06:54 - Q4 2024 International Paper Co Earnings Call
- Jan -30 - International Paper details new box plant as part of turnaround strategy
- Jan -30 - Form 8.3 - Renewi PLC
- Jan -29 - Form 8.3 - DS Smith plc
- Jan -28 - Form 8.3 - Hargreaves Lansdown plc
- Jan -27 - Form 8.3 - Direct Line Insurance Group plc
- Jan -27 - DS Smith unveils temperature-controlled pharmaceutical packaging
- Jan -24 - EU Conditionally Approves International Paper’s $7.16 Billion DS Smith Buy
- Jan -24 - International Paper gains EU nod for $7.2 billion DS Smith buy
- Jan -24 - Form 8.3 - Direct Line Insurance Group plc
- Jan -24 - European Commission requires 5 divestitures for IP-DS Smith deal
- Jan -24 - European Commission requires 5 divestitures for IP-DS Smith deal
- Jan -23 - Form 8.3 - Direct Line Insurance Group plc
- Jan -22 - International Paper anticipates EU approval for $7.1bn DS Smith acquisition
- Jan -22 - Form 8.3 - Renewi Plc
- Jan -21 - Exclusive-International Paper to win EU approval for $7.1 billion DS Smith deal
- Jan -21 - Form 8.3 - Direct Line Insurance Group plc
- Jan -20 - Form 8.3 - Direct Line Insurance Group plc
- Jan -20 - Form 8.3 - Direct Line Insurance Group plc
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Southern Europe
Expected Growth : 4.65 %
What the company do ?
Southern Europe from DS Smith Plc refers to the region comprising Spain, Portugal, Italy, and Greece, where the company operates its packaging business.
Why we expect these perspectives ?
Southern Europe's 4.65% growth in DS Smith Plc is driven by increasing e-commerce demand, urbanization, and a growing middle class. Additionally, the region's focus on sustainability and environmental concerns supports the adoption of recyclable packaging solutions, a key strength of DS Smith Plc.
Segment n°2 -> Northern Europe
Expected Growth : 4.83 %
What the company do ?
Northern Europe from DS Smith Plc refers to the region comprising Denmark, Norway, Sweden, Finland, and Iceland, where the company operates its packaging business.
Why we expect these perspectives ?
Strong e-commerce demand, increasing online shopping penetration, and a growing need for sustainable packaging solutions drive DS Smith Plc's 4.83% growth in Northern Europe. Additionally, the region's focus on environmental sustainability and circular economy initiatives contribute to the company's growth, as customers seek eco-friendly packaging options.
Segment n°3 -> Eastern Europe
Expected Growth : 4.83 %
What the company do ?
Eastern Europe from DS Smith Plc refers to the region comprising countries such as Poland, Czech Republic, and Hungary, where the company operates its packaging business.
Why we expect these perspectives ?
Eastern Europe's 4.83% growth for DS Smith Plc is driven by increasing e-commerce demand, urbanization, and a growing middle class. The region's strategic location and investments in infrastructure also support growth. Additionally, DS Smith's focus on sustainable packaging and innovative solutions resonates with environmentally conscious consumers, contributing to the segment's growth.
Segment n°4 -> North America
Expected Growth : 4.83 %
What the company do ?
North America is a region of DS Smith Plc, a multinational packaging business, operating in the United States, Canada, and Mexico, providing sustainable packaging solutions.
Why we expect these perspectives ?
DS Smith Plc's 4.83% growth in North America is driven by increasing e-commerce demand, rising packaging needs in the food and beverage industry, and strategic acquisitions. Additionally, the company's focus on sustainability and innovative packaging solutions resonates with environmentally conscious consumers, contributing to its growth in the region.
Ds Smith Plc Products
| Product Range | What is it ? |
|---|---|
| Packaging Solutions | Customized packaging solutions for various industries, including e-commerce, consumer goods, and industrial products |
| Paper Products | Range of paper-based products, including corrugated cardboard, paperboard, and specialty papers |
| Recycling Services | Collection, sorting, and processing of recyclable materials, including paper, cardboard, and plastics |
| Supply Cycle Management | End-to-end supply chain management solutions, including logistics, warehousing, and distribution |
| Plastic Packaging | Design and manufacture of plastic packaging solutions, including containers, bottles, and caps |
DS Smith Plc's Porter Forces
Threat Of Substitutes
The threat of substitutes for DS Smith Plc is medium due to the availability of alternative packaging solutions, but the company's focus on sustainable and innovative packaging reduces the likelihood of substitution.
Bargaining Power Of Customers
The bargaining power of customers is low due to the company's strong relationships with its customers and its ability to provide customized packaging solutions, reducing the customers' ability to negotiate prices.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium due to the company's dependence on a few large suppliers for raw materials, but the company's scale and global presence mitigate the suppliers' bargaining power.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the packaging industry, including the need for significant capital investment and the complexity of the manufacturing process.
Intensity Of Rivalry
The intensity of rivalry is high due to the competitive nature of the packaging industry, with many established players competing for market share, but DS Smith Plc's focus on innovation and sustainability helps to differentiate it from its competitors.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 32.76% |
| Debt Cost | 4.70% |
| Equity Weight | 67.24% |
| Equity Cost | 8.62% |
| WACC | 7.34% |
| Leverage | 48.73% |
DS Smith Plc : Quality Control
DS Smith Plc passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| VIS.MC | Viscofan, S.A., together with its subsidiaries, manufactures and distributes artificial casings primarily for use in the meat and other industry worldwide. The company offers cellulose casings for cooked, smoked, or … |
| VID.MC | Vidrala, S.A., a consumer packaging company, manufactures and sells glass containers for food and beverage products in Spain, the United Kingdom, Ireland, France, Italy, Portugal, and internationally. The company provides … |
| SK3.IR | Smurfit Kappa Group plc, together with its subsidiaries, manufactures, distributes, and sells paper-based packaging products. It operates through two segments, Europe and the Americas. The company offers consumer, retail, industrial, … |
| HUH1V.HE | Huhtamäki Oyj manufactures and sells packaging products in the United States, Germany, India, the United Kingdom, Australia, Thailand, China, South Africa, Russia, the United Arab Emirates, Findland, and internationally. It … |
| VRLA.PA | Verallia Société Anonyme produces and sells glass packaging products for beverages and food industry worldwide. It provides bottles and jars for still and sparkling wines, spirits, food products, beers, soft … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Viscofan
A-Score
1-Year Total Return ->
🥈
Vidrala
A-Score
1-Year Total Return ->
🥉
DS Smith
A-Score
1-Year Total Return ->
4
Huhtamaki
A-Score
1-Year Total Return ->
5
Verallia
A-Score
1-Year Total Return ->
6
