International Paper Company

NYSE:IP Lagerbericht

Marktkapitalisierung: US$16.1b

International Paper Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

International Paper wird ein jährliches Gewinn- und Umsatzwachstum von 62.2% bzw. 2.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 62.2% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 11% betragen.

Wichtige Informationen

62.2%

Wachstumsrate der Gewinne

62.24%

EPS-Wachstumsrate

Packaging Gewinnwachstum23.1%
Wachstumsrate der Einnahmen2.5%
Zukünftige Eigenkapitalrendite11.01%
Analystenabdeckung

Good

Zuletzt aktualisiert07 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update • May 16

IP: Containerboard Pricing Reset And Mississippi Expansion Will Shape Fairly Valued Outlook

Analysts have trimmed the implied fair value for International Paper to $32.00 from $38.00, as a series of lower Street price targets offsets slightly stronger revenue growth and profit margin assumptions, along with a reduced future P/E multiple and a modestly lower discount rate. Analyst Commentary Recent Street research on International Paper has leaned cautious, with several bearish analysts trimming price targets even as a few upgrades have surfaced.
Seeking Alpha • Apr 30

International Paper: Reduced Outlook Still Has Downside Risk (Downgrade)

Summary International Paper Company is downgraded to Sell due to strategic missteps, underwhelming financials, and a deteriorating macro environment. IP's DS Smith acquisition failed to deliver accretion, prompting a costly spin-out of European operations and significant facility closures. North American operations show modest volume improvement, but margin compression, cost pressures, and an over-optimistic H2 EBITDA outlook persist. Despite a 5.5% dividend yield, free cash flow is insufficient, and a dividend cut post-separation appears likely as IP shares risk further downside. Read the full article on Seeking Alpha
Narrativ-Update • Apr 27

IP: European Containerboard Price Increases Will Support Future Margin Upside

Analysts have trimmed International Paper's implied fair value estimate from $57.80 to $48.00, reflecting reduced P/E assumptions and a higher discount rate, even as they point to slightly stronger revenue growth and profit margin expectations supported by recent Street research on containerboard pricing and industry demand trends. Analyst Commentary Recent Street research on International Paper has featured a mix of price target revisions and rating changes, but there are several clear positive threads that bullish analysts continue to highlight.
Narrativ-Update • Apr 13

IP: Containerboard Pricing Shifts And Planned Split Will Shape Turnaround Path

Analysts have reduced the International Paper fair value estimate from $40.00 to $38.00, reflecting a series of recent price target cuts and more cautious views on containerboard pricing, even as forecasts for revenue growth and profit margins remain supported by selective positive commentary on European price moves. Analyst Commentary Recent Street research around International Paper has turned more guarded, with several bearish analysts trimming price targets and reassessing the risk profile around containerboard pricing, capital allocation, and execution on planned initiatives.
Narrativ-Update • Mar 30

IP: European Containerboard Price Increases Will Support Turnaround Execution

The updated analyst price target for International Paper edges down by $0.40 to $46.47, as analysts balance recent conflicting signals in containerboard pricing with supportive commentary around European price increases and ongoing research coverage across the sector. Analyst Commentary Recent research on International Paper highlights a mixed picture, with bullish analysts pointing to supportive price actions in Europe and ongoing coverage, while more cautious voices focus on near term pricing pressure in U.S. containerboard and execution risks around the company’s transformation efforts.
Narrativ-Update • Mar 16

IP: Earnings Will Benefit From European Containerboard Price Increases And Turnaround Execution

The analyst price target for International Paper has moved slightly lower to $46.87. Analysts point to mixed containerboard pricing signals, modestly higher revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple to support the updated view.
Narrativ-Update • Mar 02

IP: Linerboard Pricing And Planned Split Will Shape Turnaround Execution

Analysts have made a modest upward adjustment to their International Paper price targets, generally nudging estimates by around $1 as they balance the recent $20 per ton linerboard price decline and sluggish demand with expectations that disciplined supply management and potential price increases could support slightly better margins and revenue. Analyst Commentary Recent research on International Paper reflects a mixed backdrop, with a clear split between cautious and more constructive voices.
Narrativ-Update • Feb 16

IP: Planned Split And Sector Pricing Risks Will Pressure Execution

Analysts made a modest upward adjustment to their consolidated price target on International Paper, with changes generally within a $1 range. This reflects mixed views that balance slightly stronger long term margin and growth assumptions against recent rating shifts and updated expectations for sector pricing and the planned company split.
Analyseartikel • Feb 15

International Paper's (NYSE:IP) Dividend Will Be $0.4625

The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...
Narrativ-Update • Feb 02

IP: Future Corporate Split And Plant Closures Will Shape Execution Risks

Our updated analyst price target for International Paper moves to US$40.00 from US$42.10, as analysts factor in more conservative assumptions on revenue growth and profit margins, while still recognizing support from recent target moves and rating changes across the Street. Analyst Commentary Recent Street research on International Paper reflects a mix of support and caution, with several firms revisiting their price targets and ratings as they reassess execution risks, industry conditions, and the impact of the planned split on near term visibility.
Narrativ-Update • Jan 19

IP: Supply Discipline And 80/20 Turnaround Will Support Future Margin Upside

Narrative Update on International Paper Analysts have modestly reset their expectations for International Paper, with a blended Street price target moving into the mid US$40s to low US$50s range as they factor in mixed views on near term packaging volumes, disciplined supply management supporting containerboard pricing, and execution risks around the company’s 80/20 turnaround and ongoing transformation. Analyst Commentary Recent research updates on International Paper show a cluster of price targets in the low to mid US$40s up to just above US$50.
Narrativ-Update • Jan 04

IP: Earnings Will Improve As $1.5B Asset Sale Drives Portfolio Reset

Analysts have modestly reduced their price target on International Paper by about $0.70 per share, reflecting slightly lower fair value and growth assumptions, while still acknowledging strategic portfolio actions and a potential inflection in margins and profits. Analyst Commentary Recent Street research on International Paper reflects a mixed but generally constructive outlook, with some analysts highlighting improving strategic execution and others cautioning that expectations still embed meaningful risk.
Narrativ-Update • Dec 18

IP: Portfolio Refocus And Facility Closures Will Drive Margin Upside

Analysts have trimmed their fair value estimate for International Paper from $63.00 to $57.80 per share. More cautious revenue growth assumptions are offset only partly by improved margin expectations and a lower projected valuation multiple, even as recent research highlights both tangible portfolio actions and lingering skepticism on the pace of the turnaround.
Narrativ-Update • Dec 04

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.
Narrativ-Update • Nov 19

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.
Narrativ-Update • Nov 05

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.
Narrativ-Update • Oct 22

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

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.
Analyseartikel • Oct 18

International Paper's (NYSE:IP) Dividend Will Be $0.4625

The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...
Narrativ-Update • Oct 08

Sustainable Packaging And Automation Will Reshape Global Markets

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.
Seeking Alpha • Mar 27

International Paper's Investor Day Causes Justified Optimism

Summary International Paper's stock surged over 6% after a bullish investor day, adding to a strong year with shares up nearly 38%. The DS Smith acquisition transformed IP's geographic and business mix, reducing cyclicality and creating significant cost-cutting opportunities across its expanded European footprint. IP forecasts up to $6 billion of EBITDA and $2 billion of free cash flow by 2027, driven by synergies and market growth. Despite near-term caution, IP's ongoing transformation and cost actions position it for substantial long-term value creation, supporting a continued "buy" rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 14

International Paper: Working To Grow Sustainable Packaging With Strategic Investments

Summary International Paper's acquisition of DS Smith strengthens its global footprint, despite a 2.3% Q4 revenue decline, leading me to rate the stock as a hold. The merger, valued at $9.9 billion, will create significant synergies, forecasted at $514 million annually by 2029, enhancing IP's market presence. IP's forward P/E ratio of 22.35X suggests slight overvaluation, but the DS Smith acquisition is expected to drive revenue growth and operational efficiencies. Cost management remains a challenge, but the strategic acquisition and anticipated product price changes could unlock additional shareholder value in 2025. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

International Paper: Self-Help And An Improving Market Enable Further Upside

Summary International Paper has gained over 70% in the past year, driven by strategic alternatives and operational improvements, warranting a revisit of my stock outlook. Despite a decline in EPS last quarter, IP's investments in productivity and streamlining operations are expected to yield significant benefits by 2025 and 2026. The DS Smith acquisition and potential sale of the GCF business could enhance IP's global presence and enable substantial capital returns. With improving market conditions, synergies, and productivity actions, IP is positioned for a ~14% potential return over the next year, making it a buy. Read the full article on Seeking Alpha
Seeking Alpha • Sep 17

International Paper Stock: Not Trading On Fundamentals

Summary International Paper Company's recent share price surge is driven by takeover speculation, not fundamentals, making it an unattractive investment currently. Financial performance has been lackluster with unimpressive revenue growth and tight margins, despite a temporary tax benefit boosting the bottom line. The company's high debt and modest interest coverage ratio add financial risk. The takeover drama adds volatility, and without clear efficiency improvements, I remain cautious and on the sidelines. Read the full article on Seeking Alpha
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Neues Narrativ • Aug 21

Decisive Shifts And Operational Optimizations Set To Revitalize Profitability And Market Share

Implementing an 80/20 operating system and focusing on profitable growth is anticipated to significantly boost profitability and earnings.
Seeking Alpha • Jul 05

The Combination Of International Paper + DS Smith Is Overpriced

Summary The combination of IP and DS Smith appears more like an acquisition by IP. But IP overpaid for DS Smith. My valuation shows potential value creation for both companies post-combination. The current market prices may be overestimating the intrinsic value of the combined IP and DS Smith. Read the full article on Seeking Alpha
Seeking Alpha • Jun 28

International Paper: The Market Has Overpriced It As A Standalone Business

Summary IP is not a high-growth company, with declining revenue and profits over the past decade. It operates in a mature sector, making it difficult to achieve double-digit growth organically. There were also no signs of improving productivity. However, IP is financially sound and is a cash cow. A valuation of IP as a standalone business (ignoring the DS Smith combination) shows that it is worth USD 22 per share. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:IP - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202825,9771,6711,5083,4778
12/31/202725,6281,3801,1623,37711
12/31/202624,7417032362,21911
3/31/202624,341-2,6385532,597N/A
12/31/202523,634-2,838-1591,698N/A
9/30/202524,334-555-2771,190N/A
6/30/202522,091-18-1181,106N/A
3/31/202516,480545-5995N/A
12/31/202415,8357257571,678N/A
9/30/202416,5143538071,773N/A
6/30/202417,1484347381,720N/A
3/31/202418,5151868321,883N/A
12/31/202316,0333136921,833N/A
9/30/202319,4487579442,102N/A
6/30/202320,2371,4529012,069N/A
3/31/202320,9441,6468441,931N/A
12/31/202221,1611,7411,2432,174N/A
9/30/202221,1141,3747101,520N/A
6/30/202220,6269191,0321,730N/A
3/31/202220,0078111,4612,106N/A
12/31/202119,3638111,4812,030N/A
9/30/202116,5019082,2702,712N/A
6/30/202116,7106802,3672,802N/A
3/31/202116,8066382,3722,926N/A
12/31/202017,5651822,3123,063N/A
9/30/202020,8394942,1823,202N/A
6/30/202021,2846342,1633,349N/A
3/31/202022,0856602,2573,526N/A
12/31/201918,317699N/A3,610N/A
9/30/201922,8291,376N/A3,503N/A
6/30/201923,1621,594N/A3,562N/A
3/31/201923,3281,730N/A3,296N/A
12/31/201823,3061,667N/A3,226N/A
9/30/201823,0662,819N/A3,593N/A
6/30/201822,6822,623N/A1,943N/A
3/31/201822,2322,279N/A1,787N/A
12/31/201721,7432,110N/A1,757N/A
9/30/201719,829753N/A1,481N/A
6/30/201719,578699N/A2,531N/A
3/31/201719,517655N/A2,491N/A
12/31/201619,495802N/A2,478N/A
9/30/201621,141869N/A2,556N/A
6/30/201621,566777N/A3,052N/A
3/31/201621,958964N/A2,562N/A
12/31/201520,675853N/A2,580N/A
9/30/201522,865903N/A2,734N/A
6/30/201523,2251,022N/A2,830N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: IP wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).

Ertrag vs. Markt: IP wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: IP wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: IPDie Einnahmen des Unternehmens (2.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: IPDie Einnahmen des Unternehmens (2.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: IPDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (11%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/19 13:39
Aktienkurs zum Tagesende2026/05/19 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

International Paper Company wird von 29 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
David ColemanArgus Research Company
Peter RuschmeierBarclays
Stephen AtkinsonBMO Capital Markets Equity Research