Top 15 Commodity Producers With the Highest Upside Potential

3. Smurfit Westrock Plc (NYSE:SW)

Analysts’ Upside Potential as of May 01: 44.40% 

Smurfit Westrock Plc (NYSE:SW) produces consumer packaging, paper goods, corrugated packaging, and other products. It is the second-largest producer in the region and makes up around 20% of the North American containerboard industry, which places it among the Best Commodity Stocks. Smurfit Kappa and WestRock, two of the biggest containerboard and paper companies in North America and Europe, respectively, merged to establish the firm in 2024. The company has substantial facilities in North America, South America, and Europe and is currently among the biggest packaging manufacturers worldwide. The company works in 40 countries and has 62 paper mills.

First-quarter 2025 performance from Smurfit Westrock Plc (NYSE:SW) was strong and largely exceeded analyst estimates. First-quarter net sales were $7.66 billion, which is similar to pro forma revenues from the previous year. However, as a result of the quarter’s growth in North America and Latin America, the business recorded an adjusted EBITDA margin of 16.4%, which was better than a year ago. Higher selling prices in North America and cost reductions fueled margin expansion throughout the quarter, despite the impact on volumes across a large portion of its business.

Notably, Smurfit Westrock Plc (NYSE:SW) is on pace to reach its $400 million target for merger-related synergies from the previous year. The management also mentioned that they believe there is a chance to surpass that figure because the initial outcomes have been encouraging.