International Paper

Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Aug 24

Updated

04 Dec 25

Views

292

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-27.9%

7D

-1.1%

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1Y

-27.9%

7D

-1.1%

You can edit this narrative until Dec 5 2:05 AM. Then, changes will post as Updates.

Author's Valuation

US$48.0719.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Increased 1.93%

IP: Earnings Will Strengthen As $1.5B Portfolio Sale And Closures Progress

Analysts nudged our fair value estimate for International Paper higher by about $1 to approximately $48 as they balance emerging evidence of profit and margin improvement from strategic portfolio actions against lingering skepticism over the pace and durability of demand and pricing recovery. Analyst Commentary Bullish analysts view International Paper as moving closer to a strategic inflection point, with portfolio simplification and cost actions beginning to support a more durable improvement in earnings power.

Shared on 19 Nov 25

IP: Profitability Will Advance As $1.5B Asset Sale Nears Completion

International Paper's analyst price targets have seen both upgrades and reductions recently, with changes ranging roughly from a $1 increase to a $5 decrease. Analysts cite improving profitability initiatives alongside mixed expectations for future growth and operational execution.

Shared on 05 Nov 25

Fair value Decreased 9.65%

IP: Margin Recovery Will Accelerate As $1.5B Divestiture Nears Completion

International Paper’s analyst price target has been revised down from $52.20 to $47.16, as analysts adjust expectations in response to slower forecasted revenue growth and ongoing operational challenges. Analyst Commentary Recent research on International Paper reflects a mix of optimism and caution as analysts assess the company’s ongoing transformation and its operating outlook.

Shared on 22 Oct 25

Fair value Decreased 2.16%

International Paper's analyst price target has edged lower from $53.35 to $52.20, as analysts cite more measured revenue growth expectations and the need for successful execution of strategic initiatives to support sustained profitability. Analyst Commentary Recent Street research presents a mix of cautious optimism and ongoing concerns regarding International Paper's strategy, valuations, and future growth trajectory.

Shared on 08 Oct 25

Fair value Decreased 1.79%

International Paper's analyst price target has shifted downward, moving from $54.33 to $53.35 per share. Analysts point to more moderate revenue growth expectations and a cautious outlook on near-term demand and execution risks.

Shared on 07 May 25

Fair value Increased 50%

Shared on 30 Apr 25

Fair value Decreased 39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.89%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.1% to 0.0%.

Shared on 16 Apr 25

Fair value Decreased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 6.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 5.00%

AnalystConsensusTarget has increased revenue growth from 4.3% to 17.2% and increased future PE multiple from 16.6x to 22.9x.

AnalystConsensusTarget Fair Value

US$48.07

19.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.32%

Packaging revenue growth rate

0.14%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.52%

Calculation

US$1.85b

Earnings '28

x

17.23x

PE Ratio '28

=

US$31.83b

Market Cap '28

US$31.83b

Market Cap '28

/

533.82m

No. shares '28

=

US$59.64

Share Price '28

US$59.64 Share Price '28

Discounted to 2025 @ 7.50% p.a.

=

US$48.00

Fair Value '25