International Paper Co.

International Paper Co.

IP

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Market Cap$19.5B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
International Paper Co.International Paper Co.-65.02%-23%0.80.6

Earnings Call Q4 2025

January 29, 2026 - AI Summary

Separation Announcement: International Paper (IP) plans to separate its EMEA packaging business into a publicly traded entity. This strategic move aims to create two focused regional leaders, allowing each business to concentrate on its distinct market dynamics and customer needs, enhancing agility and differentiation.
2026 Financial Forecast: IP expects full-year adjusted EBITDA of $3.5 to $3.7 billion, with enterprise net sales projected between $24.1 billion and $24.9 billion. The first quarter guidance is set at $740 million to $760 million for adjusted EBITDA, excluding the impact of pricing actions. This shows confidence in recovery despite the challenging market environment.
Challenges and Negative Impacts: The company faced significant restructuring costs leading to a negative free cash flow of $159 million in 2025. Expected inflation of about $200 million in 2026, alongside ongoing transformation costs, could pressure margins and complicate the financial outlook.

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$47.00

Target Price by Analysts

27.4% upsideInternational Paper Target Price DetailsTarget Price
$43.44

Current Fair Value

17.8% upside

Undervalued by 17.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$19.50 Billion
Enterprise Value$27.80 Billion
Dividend Yield$1.85 (5.02%)
Earnings per Share$-6.71
Beta0.93
Outstanding Shares545,455,000

Return

Return on Equity-22.62%ROE
Return on Assets-9.19%
Return on Invested Capital-9.37%

Valuation & Multiples

P/E Ratio-5.99P/E Ratio
PEG3.8PEG
Price to Sales0.82Price to Sales
Price to Book Ratio1.37Price to Book Ratio
Enterprise Value to Revenue1.11
Enterprise Value to EBIT-10.1
Enterprise Value to Net Income-9
Total Debt to Enterprise0.34
Debt to Equity0.64Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 30, 2026
EPS Estimate
$0.15
Average shareholder expectation
Revenue Estimate
$6.02 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$-0.01
Average shareholder expectation
Revenue Estimate
$6.22 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.3133 47.04%
Total Calls2,127,700 31.94%
Total Puts2,794,400 6.05%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %96.66% 4.41%
Total Invested$18.22B 13.34%
Investors Holding868 16.00%

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...

Relevant Senate Committees

Joint Committee on Taxation

Provides crucial analysis for tax legislation, directly shaping corporate tax structures and the overall tax burden, which significantly impacts International Paper's financial performance.

Finance

Controls taxation and trade policy (tariffs), which directly impact International Paper's profitability, international competitiveness, and overall corporate valuation.

Agriculture, Nutrition, and Forestry

Directly encompasses 'Forestry' policy, which is critical for International Paper's raw material sourcing and land management practices. The Farm Bill can also include relevant conservation programs.

Energy and Natural Resources

Directly impacts energy policy and costs, which are substantial for energy-intensive pulp and paper manufacturing. Also relevant for public land use, which can affect timber sourcing.

Environment and Public Works

Directly regulates environmental impact (EPA) which is crucial for pulp and paper mills, and influences infrastructure (highways) vital for logistics and transportation of raw materials and finished goods.