International Paper Co.
IP
Market Cap$24.2B
Close$
Earnings Call Q1 2025
April 30, 2025 - AI Summary
Financial Performance & Guidance: International Paper reported a first-quarter adjusted operating earnings per share of $0.23, significantly improved from a negative $0.02 in the previous quarter. The company maintains its full-year EBITDA guidance in the range of $3.5 billion to $4 billion, contingent upon current demand levels remaining stable, despite a recent downturn in the market.
Market Demand Concerns: Current industry demand in North America was down 2% in Q1 2025, with expectations of continued soft demand into Q2. Andy Silvernail noted demand stability in April but highlighted concerns over consumer and business sentiment, indicating that further economic deterioration could negatively impact earnings.
Cost Reduction Initiatives: The company is targeting $1.9 billion in cost reductions by 2027. To date, approximately $400 million in annual cost savings have already been achieved. This optimization strategy, particularly through the implementation of the 80/20 performance system, aims to streamline operations and limit complexities.
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$44.15
0.3% downside
Current Fair Value
0.3% downsideOvervalued by 0.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $24.20 Billion |
|---|---|
| Enterprise Value | $33.14 Billion |
| Dividend Yield | $1.85 (4.035776614310651%) |
| Earnings per Share | $1.57 |
| Beta | 0.95 |
| Outstanding Shares | 437,600,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 50.53 |
|---|---|
| PEG | -17.68 |
| Price to Sales | 0.98 |
| Price to Book Ratio | 1.08 |
| Enterprise Value to Revenue | 1.67 |
| Enterprise Value to EBIT | 770.65 |
| Enterprise Value to Net Income | 82 |
| Total Debt to Enterprise | 0.3 |
| Debt to Equity | 0.56 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About International Paper Co.
56,000 employees
CEO: Mark Sutton The International Paper Company is an American pulp and paper company, the largest such company in the world. It has approximately 56,000 employees, and is headquartered in Memphis, Tennessee. The company was incorporated January 31, 18...