Declared Dividend • 15h
First quarter dividend of US$0.45 announced Shareholders will receive a dividend of US$0.45. Ex-date: 7th July 2026 Payment date: 28th July 2026 Dividend yield will be 5.3%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (dividend approximately 7x free cash flows). The dividend has increased by an average of 41% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 171% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • 15h
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CEO, President & Director John Sims was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • May 15
Sylvamo Corporation announces Quarterly dividend, payable on July 28, 2026 Sylvamo Corporation announced Quarterly dividend of USD 0.4500 per share payable on July 28, 2026, ex-date on July 07, 2026 and record date on July 07, 2026. Annonce • Apr 08
Sylvamo Corporation to Report Q1, 2026 Results on May 08, 2026 Sylvamo Corporation announced that they will report Q1, 2026 results Pre-Market on May 08, 2026 Annonce • Apr 03
Sylvamo Corporation, Annual General Meeting, May 15, 2026 Sylvamo Corporation, Annual General Meeting, May 15, 2026. Location: sylvamo world headquarters, 6077 primacy parkway, tennessee 38119, memphis United States Annonce • Feb 24
Sylvamo Corporation Announces Quarterly Dividend for the Period of April 1, 2026, to June 30, 2026, Payable on April 28, 2026 Sylvamo Corporation board of directors declared a quarterly dividend of $0.45 per share for the period of April 1, 2026, to June 30, 2026. The dividend is payable April 28, 2026, to holders of record at the close of business April 7, 2026. Annonce • Jan 12
Sylvamo Corporation to Report Q4, 2025 Results on Feb 12, 2026 Sylvamo Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 12, 2026 Annonce • Dec 17
Sylvamo Corporation Announces Quarterly Dividend for the Period of January 1, 2026, to March 31, 2026, Payable on January 23, 2026 The board of directors of Sylvamo Corporation declared a quarterly dividend of $0.45 per share for the period of January 1, 2026, to March 31, 2026. The dividend is payable on January 23, 2026, to holders of record at the close of business January 5, 2026. Annonce • Nov 07
Sylvamo Corporation Announces Resignation of Directors On November 5, 2025, in order to terminate the “Cooperation Period” under the Cooperation Agreement, dated February 14, 2023, by and among Sylvamo Corporation and Atlas FRM LLC and certain of its affiliates (collectively, the “Atlas Group”), the Atlas Group: (i) delivered to Karl Meyers and Mark Wilde, each then-current directors of Sylvamo, a notice designating in writing that Mr. Meyers and Mr. Wilde resign from the Board of Directors of Sylvamo and notified Sylvamo in writing that such Director Resignation Notices were delivered and (ii) delivered notice to Sylvamo in writing that the Atlas Group waived its rights under Section 1(c)(i) of the Cooperation Agreement to recommend a substitute person to replace either Mr. Meyers or Mr. Wilde as directors of Sylvamo. Annonce • Oct 07
Sylvamo Corporation to Report Q3, 2025 Results on Nov 07, 2025 Sylvamo Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025 Annonce • Aug 22
Sylvamo Corporation Announces Resignation of Stan Askren from Board of Directors , Effective September 1, 2025 On August 19, 2025, Stan Askren provided notice of his intent to resign from the Board of Directors (the “Board”) of Sylvamo Corporation for health reasons, effective September 1, 2025. His resignation is not due to any disagreement with or concerning Sylvamo. The Board expresses its appreciation to Mr. Askren for his service and contributions as a Board member since our spinoff in 2021. Annonce • Jul 08
Sylvamo Corporation to Report Q2, 2025 Results on Aug 08, 2025 Sylvamo Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 08, 2025 Annonce • May 16
Sylvamo Announces Quarterly Dividend for the Period of July 1, 2025, to September 30, 2025, Payable on July 29, 2025 Sylvamo's board of directors declared a quarterly dividend of $0.45 per share for the period of July 1, 2025, to September 30, 2025. The dividend is payable July 29, 2025, to holders of record at the close of business July 8, 2025. Annonce • Apr 09
Sylvamo Corporation to Report Q1, 2025 Results on May 09, 2025 Sylvamo Corporation announced that they will report Q1, 2025 results Pre-Market on May 09, 2025 Annonce • Apr 07
Sylvamo Corporation, Annual General Meeting, May 15, 2025 Sylvamo Corporation, Annual General Meeting, May 15, 2025. Location: sylvamo world headquarters, 6077 primacy parkway, tennessee 38119, memphis United States Annonce • Apr 04
Sylvamo Announces Senior Leadership Changes Sylvamo is announcing senior leadership changes. Oliver Taudien, senior vice president and general manager, Europe, is leaving the company after a transition period. He has been with Sylvamo since its inception as a spinoff of International Paper in 2021. During his 27-year career, he held numerous leadership roles in finance and strategy, information technology and general management. Shawn Lawson will become senior vice president and general manager, Europe, effective May 1. She joins Sylvamo from International Paper, where she held positions of increasing responsibility over the last 20 years, most recently serving as vice president and general manager, European Packaging. Lawson will be based in Madrid, Spain. Annonce • Feb 21
Sylvamo Corporation Declares Quarterly Dividend for the Period of April 1, 2025, to June 30, 2025, Payable on April 29, 2025 Sylvamo Corporation's board of directors declared a quarterly dividend of $0.45 per share for the period of April 1, 2025, to June 30, 2025. The dividend is payable April 29, 2025, to holders of record at the close of business April 8, 2025. Annonce • Feb 13
Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2025 Sylvamo Corporation provided earnings guidance for the first quarter ended March 31, 2025. For the quarter, the company expects net income of $20 million- $34 million. Annonce • Jan 13
Sylvamo Corporation to Report Q4, 2024 Results on Feb 12, 2025 Sylvamo Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 12, 2025 Annonce • Dec 18
Sylvamo Corporation Declares Quarterly Dividend for the Period of January 1, 2025, to March 31, 2025, Payable on January 24, 2025 Sylvamo Corporation's board of directors declared a quarterly dividend of $0.45 per share for the period of January 1, 2025, to March 31, 2025. The dividend is payable January 24, 2025, to holders of record at the close of business January 6, 2025. Reported Earnings • Nov 13
Third quarter 2024 earnings released: EPS: US$2.32 (vs US$1.39 in 3Q 2023) Third quarter 2024 results: EPS: US$2.32 (up from US$1.39 in 3Q 2023). Revenue: US$965.0m (up 7.6% from 3Q 2023). Net income: US$95.0m (up 64% from 3Q 2023). Profit margin: 9.8% (up from 6.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.8% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €88.65, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Forestry industry in Europe. Total returns to shareholders of 244% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €94.53 per share. Annonce • Oct 11
Sylvamo Corporation to Report Q3, 2024 Results on Nov 12, 2024 Sylvamo Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024 Declared Dividend • Sep 23
Second quarter dividend of US$0.45 announced Shareholders will receive a dividend of US$0.45. Ex-date: 3rd October 2024 Payment date: 17th October 2024 Dividend yield will be 2.0%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 100% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 23% over the next year, which should provide support to the dividend and adequate earnings cover. Annonce • Sep 14
Sylvamo Corporation Announces Dividend, Payable on October 17, 2024 Sylvamo's board of directors declared a quarterly dividend of $0.45 per share for the period of October 1, 2024, to December 31, 2024. The dividend is payable October 17, 2024, to holders of record at the close of business October 3, 2024. Reported Earnings • Aug 11
Second quarter 2024 earnings released: EPS: US$2.02 (vs US$1.16 in 2Q 2023) Second quarter 2024 results: EPS: US$2.02 (up from US$1.16 in 2Q 2023). Revenue: US$933.0m (up 1.5% from 2Q 2023). Net income: US$83.0m (up 69% from 2Q 2023). Profit margin: 8.9% (up from 5.3% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Forestry industry in Europe. Annonce • Aug 09
Sylvamo Corporation Provides Earnings Guidance for the Third Quarter Ended September 30, 2024 Sylvamo Corporation provided earnings guidance for the third quarter ended September 30, 2024. For the quarter, the company expected Net Income of $84 million to $94 million. Annonce • Jul 10
Sylvamo Corporation to Report Q2, 2024 Results on Aug 09, 2024 Sylvamo Corporation announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 09, 2024 Upcoming Dividend • Jul 01
Upcoming dividend of US$0.45 per share Eligible shareholders must have bought the stock before 08 July 2024. Payment date: 29 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%). Declared Dividend • May 27
First quarter dividend of US$0.45 announced Shareholders will receive a dividend of US$0.45. Ex-date: 8th July 2024 Payment date: 29th July 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 63% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 21% over the next year, which should provide support to the dividend and adequate earnings cover. Annonce • May 18
Sylvamo Announces Quarterly Dividend for the Period of July 1, 2024, to Sept. 30, 2024, Payable on July 29, 2024 Sylvamo's board of directors declared a quarterly dividend of $0.45 per share for the period of July 1, 2024, to Sept. 30, 2024. The dividend is payable July 29, 2024, to holders of record at the close of business July 8, 2024. The quarterly dividend is increasing 50% from $0.30 per share to $0.45 per share. Reported Earnings • May 10
First quarter 2024 earnings released: EPS: US$1.04 (vs US$2.29 in 1Q 2023) First quarter 2024 results: EPS: US$1.04 (down from US$2.29 in 1Q 2023). Revenue: US$905.0m (down 3.8% from 1Q 2023). Net income: US$43.0m (down 56% from 1Q 2023). Profit margin: 4.8% (down from 10% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is expected to decline by 1.1% p.a. on average during the next 2 years, while revenues in the Forestry industry in Europe are expected to grow by 4.3%. Annonce • Apr 11
Sylvamo Corporation to Report Q1, 2024 Results on May 10, 2024 Sylvamo Corporation announced that they will report Q1, 2024 results Pre-Market on May 10, 2024 Annonce • Apr 06
Sylvamo Corporation, Annual General Meeting, May 16, 2024 Sylvamo Corporation, Annual General Meeting, May 16, 2024, at 11:30 Central Standard Time. Location: Sylvamo World Headquarters 6077 Primacy Parkway Memphis, Tennessee 38119 Memphis United States Agenda: To elect the eleven directors; to Ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for 2024; to Approve, on a non-binding advisory basis, the compensation of named executive officers; and to Approve an amendment to Amended and Restated Certificate of Incorporation to eliminate officers’ personal liability for breach of fiduciary duty to the fullest extent permitted by Delaware law. Upcoming Dividend • Mar 29
Upcoming dividend of US$0.30 per share Eligible shareholders must have bought the stock before 05 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.3%). Recent Insider Transactions • Mar 14
Chairman & CEO recently sold €704k worth of stock On the 11th of March, Jean-Michel Ribiéras sold around 12k shares on-market at roughly €57.60 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jean-Michel's only on-market trade for the last 12 months. Buy Or Sell Opportunity • Mar 13
Now 20% undervalued Over the last 90 days, the stock has risen 22% to €56.30. The fair value is estimated to be €70.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to decline by 6.4% in 2 years. Earnings are forecast to decline by 17% in the next 2 years. Board Change • Mar 01
High number of new and inexperienced directors There are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. 1 experienced director. No highly experienced directors. Chairman & CEO Jean-Michel Ribiéras is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Declared Dividend • Feb 25
Fourth quarter dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 5th April 2024 Payment date: 29th April 2024 Dividend yield will be 3.1%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 63% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 8.9% over the next 2 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range. Annonce • Feb 21
Sylvamo Declares a Quarterly Dividend for the Period of April 1, 2024, to June 30, 2024, Payable on April 29, 2024 Sylvamo's board of directors declared a quarterly dividend of $0.30 per share for the period of April 1, 2024, to June 30, 2024. The dividend is payable April 29, 2024, to holders of record at the close of business April 8, 2024. Reported Earnings • Feb 16
Full year 2023 earnings released: EPS: US$6.02 (vs US$7.65 in FY 2022) Full year 2023 results: EPS: US$6.02 (down from US$7.65 in FY 2022). Revenue: US$3.72b (up 2.6% from FY 2022). Net income: US$253.0m (down 25% from FY 2022). Profit margin: 6.8% (down from 9.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.8% p.a. on average during the next 2 years, while revenues in the Forestry industry in Europe are expected to grow by 2.5%. Annonce • Feb 15
Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2024 Sylvamo Corporation provided earnings guidance for the first quarter ended March 31, 2024. For the quarter, the company expects net income from continuing operations of $33- $47 million. Annonce • Jan 17
Sylvamo Corporation to Report Q4, 2023 Results on Feb 15, 2024 Sylvamo Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024 Upcoming Dividend • Dec 27
Upcoming dividend of US$0.30 per share at 2.4% yield Eligible shareholders must have bought the stock before 03 January 2024. Payment date: 25 January 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.0%). Buying Opportunity • Dec 16
Now 21% undervalued Over the last 90 days, the stock is up 13%. The fair value is estimated to be €54.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to decline by 2.5% in a year. Earnings is forecast to decline by 31% in the next year. Reported Earnings • Nov 10
Third quarter 2023 earnings released: EPS: US$1.39 (vs US$2.47 in 3Q 2022) Third quarter 2023 results: EPS: US$1.39 (down from US$2.47 in 3Q 2022). Revenue: US$897.0m (down 7.3% from 3Q 2022). Net income: US$58.0m (down 47% from 3Q 2022). Profit margin: 6.5% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.8% growth forecast for the Forestry industry in Europe. Annonce • Oct 10
Sylvamo Corporation to Report Q3, 2023 Results on Nov 09, 2023 Sylvamo Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023 New Risk • Aug 27
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 36% per year for the foreseeable future. Minor Risks High level of debt (99% net debt to equity). Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.4% average weekly change). Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to €35.38, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Forestry industry in Europe. Total loss to shareholders of 13% over the past year. Reported Earnings • Aug 11
Second quarter 2023 earnings released: EPS: US$1.16 (vs US$1.91 in 2Q 2022) Second quarter 2023 results: EPS: US$1.16 (down from US$1.91 in 2Q 2022). Revenue: US$919.0m (flat on 2Q 2022). Net income: US$49.0m (down 42% from 2Q 2022). Profit margin: 5.3% (down from 9.2% in 2Q 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Annonce • Aug 10
Sylvamo Corporation Provides Earnings Guidance for the Three Months Ended September 30, 2023 and Twelve Months Ended December 31, 2023 Sylvamo Corporation provided earnings guidance for the three months Ended September 30, 2023 and Twelve Months Ended December 31, 2023. For the three month, the company expects net income from continuing operations of $47 - $61 million. Volume is projected to improve by $15 million to $20 million, with seasonally stronger volume in Latin America and North America.For the twelve month, the company expects net income from continuing operations of $226 - $250 million. Annonce • Jul 07
Sylvamo Corporation to Report Q2, 2023 Results on Aug 09, 2023 Sylvamo Corporation announced that they will report Q2, 2023 results Pre-Market on Aug 09, 2023 Upcoming Dividend • Jun 28
Upcoming dividend of US$0.25 per share at 2.5% yield Eligible shareholders must have bought the stock before 05 July 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.1%). Annonce • May 25
Sylvamo Corporation Announces Executive Changes Sylvamo Corporation announced a senior leadership change for its Latin America division. Tatiana Kalman has been elected senior vice president and general manager, Latin America, effective June 1, 2023. Kalman joins Sylvamo from BASF, most recently serving as managing director and senior vice president, Business Unit Personal Care Europe. Kalman succeeds Rodrigo Davoli, who was elected senior vice president and general manager, North America, earlier this month. Sylvamo also announced Greg Gibson, who currently leads North America, will retire March 1, 2024. Gibson has been elected senior vice president, Commercial Excellence. These senior leaders will assist each other with transitions throughout the third quarter. Annonce • May 17
Sylvamo Announces Quarterly Dividend, Payable on July 27, 2023 Sylvamo's board of directors declared a quarterly dividend of $0.25 per share for the period of July 1, 2023, to Sept. 30, 2023. The dividend is payable July 27, 2023, to holders of record at the close of business July 6, 2023. Reported Earnings • May 10
First quarter 2023 earnings released: EPS: US$2.28 (vs US$1.25 in 1Q 2022) First quarter 2023 results: EPS: US$2.28 (up from US$1.25 in 1Q 2022). Revenue: US$959.0m (up 17% from 1Q 2022). Net income: US$97.0m (up 76% from 1Q 2022). Profit margin: 10% (up from 6.7% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, while revenues in the Forestry industry in Europe are expected to remain flat. Annonce • May 05
Sylvamo Announces Executive Appointments Sylvamo announced senior leadership changes effective July 1, 2023. Greg Gibson, senior vice president and general manager, North America, will be elected senior vice president, Commercial Excellence, until his retirement March 31, 2024. Gibson joined the industry in 1982 and has served in various sales, marketing, general management and senior leadership roles in North America and Europe. Rodrigo Davoli, senior vice president and general manager, Latin America, will be elected senior vice president and general manager, North America. Davoli joined the industry in 1993 and has served in various finance, strategic planning, sales, marketing, general management and senior leadership roles in Latin America and Europe. They will assist each other with transitions throughout the third quarter. Gibson and Davoli joined International Paper in 2000 with the acquisition of Champion International. They were elected senior vice presidents of Sylvamo during the 2021 spinoff. Board Change • Apr 21
High number of new and inexperienced directors There are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Chairman & CEO Jean-Michel Ribiéras is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Upcoming Dividend • Mar 29
Upcoming dividend of US$0.25 per share at 2.2% yield Eligible shareholders must have bought the stock before 05 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 2.9% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.5%). Recent Insider Transactions • Mar 14
Director recently bought €461k worth of stock On the 10th of March, Karl Meyers bought around 10k shares on-market at roughly €46.10 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Annonce • Feb 16
Sylvamo Corporation Appoints Two New Independent Directors Sylvamo Corporation announced that Effective March 1, Sylvamo will add Karl Meyers and Mark Wilde, expanding the company's board to 11 directors. The cooperation agreement includes customary restrictions and voting commitments. Sylvamo will nominate Meyers and Wilde for election with its other directors during its 2023 annual shareowners meeting. The board also determined it would terminate Sylvamo's shareholder rights plan immediately. Karl L. Meyers has more than 40 years of experience in the paper sector, most recently serving as the chief executive officer and chairman of Soundview Paper Holdings, a leading manufacturer of towel and tissue products. Mr. Meyers received his Bachelor of Science and MBA from Northeastern State University. Mark W. Wilde served as a senior analyst in equity research for Bank of Montreal Capital Markets on the North American Paper, Packaging & Forest Products sector from 2014 through 2022. Before joining Bank of Montreal, Dr. Wilde spent more than 25 years at Deutsche Bank and predecessor firms BT Alex Brown and Bankers Trust. He graduated from Alma College, where he studied history and accounting. He holds a Ph.D. from the University of Delaware. Board Change • Feb 15
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Chairman & CEO Jean-Michel Ribiéras is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Feb 12
Full year 2022 earnings released: EPS: US$7.63 (vs US$7.52 in FY 2021) Full year 2022 results: EPS: US$7.63 (up from US$7.52 in FY 2021). Revenue: US$3.63b (up 3.6% from FY 2021). Net income: US$336.0m (up 1.5% from FY 2021). Profit margin: 9.3% (in line with FY 2021). Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, while revenues in the Forestry industry in Europe are expected to remain flat. Annonce • Jan 11
Sylvamo Corporation to Report Q4, 2022 Results on Feb 10, 2023 Sylvamo Corporation announced that they will report Q4, 2022 results Pre-Market on Feb 10, 2023 Annonce • Jan 03
Sylvamo Corporation (NYSE:SLVM) completed the acquisition of Nymölla paper production site of Stora Enso from Stora Enso Paper Aktiebolag. Sylvamo Corporation (NYSE:SLVM) agreed to acquire Nymölla paper production site of Stora Enso from Stora Enso Paper Aktiebolag for €150 million on September 15, 2022. In the last 12 months ending June 30, 2022, the facility generated 350 million euros in revenue. The transaction is subject to customary closing conditions, including receiving the required regulatory approvals. Transaction is expected to close no later than the first quarter of 2023. As of January 2, 2023 all the regulatory approvals were obtained. BofA Securities, Inc. acted as financial advisor to Stora Enso Paper Aktiebolag. Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor to Sylvamo Corporation (NYSE:SLVM). Evercore acted as financial advisor to Sylvamo.
Sylvamo Corporation (NYSE:SLVM) completed the acquisition of Nymölla paper production site of Stora Enso from Stora Enso Paper Aktiebolag on January 2, 2023 Upcoming Dividend • Dec 27
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 03 January 2023. Payment date: 25 January 2023. Payout ratio is a comfortable 1.3% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.3%). Board Change • Nov 23
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Chairman & CEO Jean-Michel Ribiéras is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Nov 11
Third quarter 2022 earnings released: EPS: US$2.47 (vs US$2.09 in 3Q 2021) Third quarter 2022 results: EPS: US$2.47 (up from US$2.09 in 3Q 2021). Revenue: US$968.0m (up 6.6% from 3Q 2021). Net income: US$109.0m (up 19% from 3Q 2021). Profit margin: 11% (up from 10% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 2.7% p.a. on average during the next 2 years, while revenues in the Forestry industry in Europe are expected to remain flat. Annonce • Oct 14
Sylvamo Corporation to Report Q3, 2022 Results on Nov 10, 2022 Sylvamo Corporation announced that they will report Q3, 2022 results Pre-Market on Nov 10, 2022 Annonce • Oct 07
Llc Pulp Invest acquired Russian operations of Sylvamo from Sylvamo Corporation (NYSE:SLVM) for $390 million in May, 2022. Llc Pulp Invest agreed to acquire Russian operations of Sylvamo from Sylvamo Corporation (NYSE:SLVM) for $390 million in May, 2022. Pulp Invest funded the purchase price through bank financing.
Llc Pulp Invest completed the acquisition of Russian operations of Sylvamo from Sylvamo Corporation (NYSE:SLVM) for $390 million in October 6, 2022. Board Change • Sep 22
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Chairman & CEO Jean-Michel Ribiéras is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annonce • Sep 21
Sylvamo Declares Quarterly Dividend for the Period of October 1, 2022 to December 31, 2022, Payable October 17, 2022 Sylvamo announced that its board of directors declared a quarterly dividend of $0.1125 per share for the period of October 1, 2022, to December 31, 2022. The dividend is payable October 17, 2022, to holders of record at the close of business October 3, 2022. Annonce • Sep 16
Sylvamo Corporation (NYSE:SLVM) agreed to acquire Nymölla paper production site of Stora Enso from Stora Enso Paper Aktiebolag for €150 million. Sylvamo Corporation (NYSE:SLVM) agreed to acquire Nymölla paper production site of Stora Enso from Stora Enso Paper Aktiebolag for €150 million on September 15, 2022. In the last 12 months ending June 30, 2022, the facility generated 350 million euros in revenue.
The transaction is subject to customary closing conditions, including receiving the required regulatory approvals. Transaction is expected to close no later than the first quarter of 2023. Valuation Update With 7 Day Price Move • Sep 10
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €35.45, the stock trades at a trailing P/E ratio of 5.1x. Average forward P/E is 9x in the Forestry industry in Europe. Buying Opportunity • Sep 02
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €54.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last year. Earnings per share has grown by 29%. Buying Opportunity • Aug 13
Now 21% undervalued Over the last 90 days, the stock is up 7.2%. The fair value is estimated to be €48.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last year. Earnings per share has grown by 29%. Reported Earnings • Aug 12
Second quarter 2022 earnings released: EPS: US$1.91 (vs US$2.29 in 2Q 2021) Second quarter 2022 results: EPS: US$1.91 (down from US$2.29 in 2Q 2021). Revenue: US$912.0m (up 31% from 2Q 2021). Net income: US$84.0m (down 17% from 2Q 2021). Profit margin: 9.2% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jul 25
Investor sentiment improved over the past week After last week's 16% share price gain to €34.00, the stock trades at a trailing P/E ratio of 5.2x. Average forward P/E is 9x in the Forestry industry in Europe. Annonce • Jul 12
Sylvamo Corporation to Report Q2, 2022 Results on Aug 11, 2022 Sylvamo Corporation announced that they will report Q2, 2022 results Pre-Market on Aug 11, 2022 Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €34.55, the stock trades at a trailing P/E ratio of 5.2x. Average forward P/E is 8x in the Forestry industry in Europe. Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment improved over the past week After last week's 27% share price gain to €46.10, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 9x in the Forestry industry in Europe. Board Change • Jun 08
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. Chairman & CEO Jean-Michel Ribiéras is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annonce • May 12
Sylvamo Corporation Reports Impairment Charges for the Three Months Ended March 31, 2022 Sylvamo Corporation reported impairment charges for the three months ended March 31, 2022. For the quarter, the company reported impairment of business is $68 million. Annonce • May 10
Sylvamo Files Proxy Statement On May 9, 2022, Sylvamo Corporation announced that it has filed a definitive proxy statement for 2022 annual meeting of shareholders, scheduled for May 16, 2022. In the statement, the board of directors unanimously recommends a vote for the election of all of the 9 director nominees: Jean-Michel Ribiéras, Stan Askren, Christine Breves, Jeanmarie Desmond, Liz Gottung, Joia M. Johnson, David Petratis, J. Paul Rollinson, and James P. Zallie.