International Paper Co.

International Paper Co.

IP

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Market Cap$21.62B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
International Paper Co.International Paper Co.-6.34.53%-24%0.90.7

Earnings Call Q2 2026

July 30, 2026 - AI Summary

Progress + operational execution (good/surprising): - Management emphasized “improved execution” in a complex quarter with a particularly heavy outage schedule and completed key strategic investments. - Mill performance improved ~500 bps YoY, and they reported consistent improvement in capacity utilization as benefits compound. - In North America, box volumes grew +1.7% YoY on a daily basis, with expectation to outpace the industry by ~2% for full-year 2026.
Guidance/outlook—North America step-up supported by Riverdale ramp + price flow (forecast/good): - Q2 free cash flow was negative $7M, but better than expected; $533M of cash was used for transformation/capex. - Packaging Solutions North America Q3 adjusted EBITDA outlook: ~$555M to $585M (includes an ~$85M Pine Hill impact before expected insurance recovery). - Full-year Packaging Solutions North America adjusted EBITDA outlook: $2.35B to $2.45B (reduced top end by ~$50M due to macro + prolonged Middle East impacts). - Drivers for the H2 improvement: pricing realization through June publications, Riverdale ramp, and maturation of cost-out initiatives; offsets include macro and higher certain input costs.
Guidance/outlook—EMEA recovery + cost-out footprint actions (forecast/good with caveats): - Packaging Solutions EMEA delivered Q2 adjusted EBITDA: $182M (ahead of expectations). - Q3 adjusted EBITDA outlook for EMEA: ~$230M to $250M. - EMEA full-year adjusted EBITDA outlook: $900M to $1B. - Expected step-up from H1 to H2 driven by margin recovery + commercial uplift, plus ~$40M cost-out benefits and ~$20M input cost tailwind (assuming geopolitical volatility doesn’t worsen materially).

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$47.27

Target Price by Analysts

14% upsideInternational Paper Target Price DetailsTarget Price
$40.01

Current Fair Value

3.5% downside

Overvalued by 3.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$21.62 Billion
Enterprise Value$30.58 Billion
Dividend Yield$1.85 (4.53%)
Earnings per Share$-6.71
Beta0.92
Outstanding Shares529,500,000

Return

Return on Equity-23.78%ROE
Return on Assets-9.41%
Return on Invested Capital-10.04%

Valuation & Multiples

P/E Ratio-6.28P/E Ratio
PEG5.42PEG
Price to Sales0.92Price to Sales
Price to Book Ratio1.54Price to Book Ratio
Enterprise Value to Revenue1.26
Enterprise Value to EBIT-10.49
Enterprise Value to Net Income-9
Total Debt to Enterprise0.32
Debt to Equity0.67Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 30, 2026
EPS Estimate
$-0.03
Average shareholder expectation
Revenue Estimate
$6.19 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 28, 2026
EPS Estimate
$0.34
Average shareholder expectation
Revenue Estimate
$6.30 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 Puts60,200▼ 97.85%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %2.08%▼ 94.58%
Total Invested$435.79M▼ 97.61%
Investors Holding315▼ 558.00%

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.