International Paper Co.

International Paper Co.

IP

Get informed when a big investor buys or sells

+ Follow
Market Cap$20.08B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
International Paper Co.International Paper Co.-64.88%-23%0.80.6

Earnings Call Q1 2026

April 30, 2026 - AI Summary

North America outperformance continues (but execution gaps remain): - Q1 delivered above-market growth: box shipments exceeded the industry by ~3% for the third straight quarter, with box volumes +2.5% YoY on a per-day basis vs industry -0.3%. - Q2 expectation: North American volumes up ~3% while the industry is expected to track flat; for FY 2026 they still expect to outperform the industry by ~2%. - Challenge: despite reliability improving, best-in-class reliability is not yet reached, and unplanned/transition costs are higher than expected, partly tied to transformation activity and external factors.
Key macro headwinds driving the downgrade vs prior outlook (and timing dynamics): - Demand softer: both regions saw demand ~1 point weaker than expected entering the year; visibility beyond near term is limited. - Freight is a major near-term pressure: sharply higher/volatile diesel plus a tight freight market hits costs (freight not fully passed through immediately; recovered over time via pricing). - Energy/OCC dynamics differ by region: - North America: exposure is relatively contained (mills generate >70% of own energy), but diesel + natural gas spikes still matter. - EMEA: hedging helps mitigate energy volatility, but higher collection/distribution costs and paper/energy timing still compress margins near term.
2026 enterprise guidance cut (important) + what management says supports 2H improvement: - Updated FY 2026 adjusted EBITDA: - North America: $2.35B–$2.5B - EMEA: $900M–$1.0B - Enterprise (incl. corporate): $3.2B–$3.5B - Why down: first-half pressures from macro, winter weather, and weaker-than-expected operating performance, partially offset by published pricing already in the pipeline. - What should lift 2H: management expects a step-up in the back half, driven by pricing flow-through, cost-out/80-20 initiatives, maintenance outage timing roll-off, and Riverdale conversion completion effects.

Exclusive for Stockcircle Pro members

Sign upSign Up
$42.25

Target Price by Analysts

11.4% upsideInternational Paper Target Price DetailsTarget Price
$43.27

Current Fair Value

14.1% upside

Undervalued by 14.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$20.08 Billion
Enterprise Value$28.39 Billion
Dividend Yield$1.85 (4.88%)
Earnings per Share$-6.71
Beta0.9
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-5.96P/E Ratio
PEG3.78PEG
Price to Sales0.84Price to Sales
Price to Book Ratio1.4Price to Book Ratio
Enterprise Value to Revenue1.14
Enterprise Value to EBIT-10.32
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 Ratio0.0000▼ 131.33%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.12%▼ 96.55%
Total Invested$24.02M▼ 99.87%
Investors Holding44▼ 826.00%

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.