- WestRock will report its September 2021 quarterly results on the morning of November 9 (Tuesday) pre-open, with the earnings call and webcast at 8:30 a.m. eastern time.
- WestRock is a part of an oligopoly that is seeing structural improvement in its business and within the industry and simultaneously seeing valuation compression.
- Sentiment within the sell-side analyst community has grown increasingly negative toward WestRock as analysts have focused on the wrong metrics and completely missed the value proposition.
- European competitor Smurfit Kappa said on their call this week (November 3rd) that October was stronger than last year by a good margin.
- WRK is likely to achieve our price objective of $120 to $150 next year (representing ~150% - 200% upside over the current price) while likely increasing its dividend and launching a share buyback.
For further details see:
WestRock - A Massive Disconnect Between Analyst Perception And Reality