Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Materials
Create a narrative
International Paper Community
NYSE:IP Community
3
Narratives
written by author
2
Comments
on narratives written by author
38
Fair Values set
on narratives written by author
Create a narrative
International Paper
Popular
Undervalued
Overvalued
Community Investing Ideas
International Paper
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Energy Costs And Overcapacity Will Squeeze Margins
Key Takeaways Ongoing cost inflation, industry overcapacity, and regulatory pressures are set to erode margins and challenge core business sustainability. Technological shifts and changing consumer preferences threaten traditional paper products, limiting growth and exposing the business model to structural risk.
View narrative
US$44.90
FV
17.3% overvalued
intrinsic discount
8.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
International Paper
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Customer Focus And DS Smith Integration Will Improve Efficiency
Key Takeaways International Paper's 80/20 strategy and cost optimization efforts are set to drive profitable growth through enhanced customer retention and market share. Integrating DS Smith and cost-cutting initiatives should significantly enhance net margins and earnings, propelling commercial improvements.
View narrative
US$33.76
FV
56.0% overvalued
intrinsic discount
13.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
6 days ago
author updated this narrative
International Paper
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Global E-Commerce And Sustainability Will Expand Packaging Markets
Key Takeaways Rising global e-commerce and demand for sustainable fiber-based packaging are expanding market opportunities and enabling premium pricing for innovative solutions. Operational efficiency efforts and strategic acquisitions are boosting margins, strengthening competitive positioning, and supporting higher shareholder returns through disciplined capital management.
View narrative
US$65.00
FV
19.0% undervalued
intrinsic discount
16.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative
Your Valuation for
IP
IP
International Paper
Your Fair Value
US$
Current Price
US$52.65
26.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
31b
2015
2018
2021
2024
2025
2027
2030
Revenue US$30.6b
Earnings US$609.4m
Advanced
Set Fair Value