Sylvamo Gestion
Gestion contrôle des critères 4/4
Le PDG Sylvamo est John Sims, nommé en Jan2026, a un mandat de moins d'un an. La rémunération annuelle totale est $ 2.68M, composée du salaire de 25.4% et des bonus 74.6%, y compris les actions et options de la société. détient directement 0.23% des actions de la société, d'une valeur de $ 3.25M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.8 ans et 4.9 ans.
Informations clés
John Sims
Directeur général
US$2.7m
Rémunération totale
| Pourcentage du salaire du PDG | 25.39% |
| Durée du mandat du directeur général | less than a year |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 2.8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.9yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Aug 31
Sylvamo Corporation: Near-Cycle-Low FCF Creates An Attractive Recovery Opportunity
Summary Sylvamo is facing temporary headwinds from European weakness, lost capacity, operational issues, and elevated capex, pushing earnings and FCF near cyclical lows. North American supply cuts and tariffs could strengthen pricing, while Eastover’s upgrade and operational improvements should support higher margins and EBITDA. A cyclical recovery in Europe and Latin America, combined with normalized capex, could eventually restore SLVM to more than $300 million of annual FCF. At the current valuation, SLVM offers substantial upside with downside protection from its valuable Brazilian forestland, but realizing this value requires patience. Investors may face further weak results, uncertainty, and a delayed recovery before the thesis plays out. It is simple, but not easy. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 20
SLVM: Future Margin Gains From Pricing And Cost Actions Will Drive Returns
Analysts have trimmed their Sylvamo fair value estimate from $75.00 to $65.00, reflecting lower Street price targets and recent research that points to softer near term earnings contributions from certain regions and cost pressures, while also factoring in updated assumptions for growth, margins, and a reduced future P/E multiple. Analyst Commentary Street research on Sylvamo in recent months has centered on recalibrated price targets and rating changes as analysts factor in cost inflation, softer regional earnings and updated sector views.Article d’analyse • Aug 11
Sylvamo Corporation Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
Investors in Sylvamo Corporation ( NYSE:SLVM ) had a good week, as its shares rose 5.3% to close at US$40.30 following...
Mise à jour du récit • Aug 05
SLVM: Index Removals And Lower Costs Will Support Future Upside
Analysts have reduced their fair value estimate for Sylvamo to $51.75 from $59, citing lower published price targets in the $45 to $51 range and updated expectations for revenue growth, profit margins, and the future P/E multiple under current cost and demand conditions. Analyst Commentary Recent Street research on Sylvamo points to a more balanced view of the stock, with price targets clustering in the mid to high US$40s and a mix of constructive and cautious commentary on execution and valuation.
Mise à jour du récit • Jul 22
SLVM: Future Returns Will Hinge On Discount Rate And Sector Repricing
Analysts have trimmed their price targets on Sylvamo, with the updated internal fair value estimate moving from $49 to $45 as they factor in softer revenue expectations, a lower assumed future P/E multiple, and mixed industry signals around costs and demand in paper and packaging markets. Analyst Commentary Recent Street commentary around Sylvamo reflects a more cautious tone, with several bearish analysts revisiting their assumptions on earnings power, cost pressures, and sector demand as they head into upcoming quarterly updates.Mise à jour du récit • Jul 08
SLVM: Index Removals And Share Repurchases Will Support Future Upside
The Sylvamo analyst price target has been reduced from about $63.33 to $59.00, as analysts factor in updated assumptions on revenue growth, profit margins, and future P/E following recent research commentary. What’s in the News for Sylvamo Sylvamo Corporation (NYSE: SLVM) was dropped from the Russell 2000 Growth Benchmark, based on the latest index constituent review.Mise à jour du récit • Jun 24
SLVM: Future Returns Will Hinge On Discount Rate And P/E Reset
Analysts have slightly reduced their average price target on Sylvamo, trimming it by a few dollars to reflect updated views on discount rates, modestly adjusted revenue assumptions, and profitability expectations. They continue to view the stock through a long-term earnings lens anchored by a similar fair value and P/E framework.Mise à jour du récit • Jun 10
SLVM: Higher Margin Outlook And Revised P E Framework Will Drive Returns
Sylvamo's consensus analyst price target has edged lower by a few dollars to reflect updated research that modestly adjusts growth, margin and P/E assumptions following recent target cuts and new coverage. Analyst Commentary Recent research has adjusted Sylvamo's price targets and assumptions, but the tone from bullish analysts still leans constructive on the company’s ability to execute against its current valuation framework.Mise à jour du récit • May 27
SLVM: Higher Margin Outlook And Execution On Plans Will Drive Returns
Analysts have reduced their average Sylvamo price targets by a few dollars, reflecting slightly lower P/E expectations even as they factor in updated views on revenue growth and margins. Analyst Commentary Recent Street research on Sylvamo points to a mixed but constructive stance, with some firms trimming price targets while another initiates coverage with a positive rating.Mise à jour du récit • May 13
SLVM: Future Returns Will Center On Lower P/E And Completed Buyback
Narrative Update Analysts have trimmed Sylvamo's fair value estimate from $53.00 to $49.00, reflecting updated expectations for revenue growth, profitability, and a lower assumed future P/E multiple following recent price target cuts and a new Buy initiation. Analyst Commentary Recent Street research on Sylvamo points to a more cautious tone, with multiple bearish analysts trimming price targets and questioning how much upside remains relative to execution and growth risks.Mise à jour du récit • Apr 28
SLVM: Higher Margin Outlook And Buyback Progress Will Drive Future Returns
Analysts have trimmed their price targets on Sylvamo by $3, citing updated assumptions around discount rates, slightly softer revenue trends, and a modestly higher profit margin outlook. Analyst Commentary Recent research has centered on fine tuning assumptions rather than changing the core view on Sylvamo, with price targets adjusted by $3 in light of updated discount rates, revenue expectations, and margin outlooks.Mise à jour du récit • Apr 14
SLVM: Future Outlook Will Emphasize Earnings Multiple Reset And Completed Buyback
Analysts have reduced Sylvamo's average price target by $3, citing updated views on growth, margins, and valuation that are reflected in slightly adjusted revenue, profit, and P/E assumptions. Analyst Commentary Recent research updates point to a more restrained tone around Sylvamo, with a reduced average price target signaling that some expectations for growth, margins, and valuation have been reset.Mise à jour du récit • Mar 31
SLVM: Higher Future P/E Assumptions Will Support Stronger Shareholder Returns
Analysts have maintained a Buy stance on Sylvamo and trimmed their price target by $2 to $57, citing updated views on revenue growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Bullish analysts see the recent price target adjustment to US$57 as a reflection of updated assumptions on revenue and margins rather than a shift in overall conviction.Mise à jour du récit • Mar 16
SLVM: Share Repurchases And New Leadership Will Support Future Upside
The analyst price target for Sylvamo has shifted from $61 to about $63.33. Analysts attribute the change to updated assumptions on revenue growth, profit margins, discount rate and future P/E, even as at least one recent Street target moved from $59 to $57.Mise à jour du récit • Mar 02
SLVM: Updated Outlook Will Highlight Leadership Transition And Reassessed Earnings Multiple
Analysts have trimmed their price target on Sylvamo to $57 from $59. This reflects updated views on revenue trends, profit margins and forward P/E assumptions, while still indicating potential upside from the current fundamental profile.Mise à jour du récit • Feb 16
SLVM: New Leadership And Solid Execution Will Support Future Shareholder Returns
Analysts have slightly reduced their price target on Sylvamo to $57 from $59, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples in their models. Analyst Commentary Despite the slightly lower price target, bullish analysts continue to frame Sylvamo as a constructive story, pointing to valuation support and solid execution as key reasons for their positive stance.Mise à jour du récit • Feb 02
SLVM: Fair Value Outlook Weighs Leadership Transition And Moderating Earnings Multiple
Analysts have nudged their Sylvamo outlook slightly lower, with the consensus price target trimming to about US$57 from US$59. This reflects updated assumptions around discount rates, revenue trends and profit margins.Mise à jour du récit • Jan 19
SLVM: Fair Value View Balances Leadership Transition And Earnings Multiple Risks
Analysts have nudged their fair value estimate for Sylvamo higher to US$53 from US$44, tying this move to updated views on the stock's risk profile, profit margins, and future P/E expectations. Street targets, such as the recent US$57 price target trim, still frame a constructive long term outlook.Mise à jour du récit • Jan 04
SLVM: Lower Risk And Stronger Margins Will Support Shareholder Returns
Analysts have raised their price target on Sylvamo from 68 dollars to 75 dollars, citing a lower perceived risk profile and stronger expected profitability, even as they temper revenue growth assumptions. What's in the News COO John Sims has been appointed to Sylvamo's board of directors effective January 1, 2026, coinciding with the start of his tenure as CEO.Article d’analyse • Dec 31
Sylvamo (NYSE:SLVM) Will Pay A Dividend Of $0.45
Sylvamo Corporation ( NYSE:SLVM ) will pay a dividend of $0.45 on the 23rd of January. This payment means that the...Mise à jour du récit • Dec 16
SLVM: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts have modestly refined their outlook on Sylvamo, keeping the fair value estimate steady at $61.00 while slightly lowering the discount rate to reflect a marginally improved risk profile and stable long term expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Completed a $300 million share repurchase program, retiring a total of 5.63 million shares, or 13.39% of shares outstanding, under the buyback first announced in May 2022 (Key Developments) Repurchased 939,161 shares, or 2.32% of shares outstanding, for $41.9 million during the July 1 to September 30, 2025 period, indicating ongoing capital return to shareholders (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at $61.00 per share, indicating no revision to the intrinsic value assessment.Mise à jour du récit • Dec 02
SLVM: Share Repurchases And Steady Financials Will Support Future Upside
Analysts have maintained Sylvamo’s fair value target at $61.00 per share, reflecting stable expectations based on unchanged core financial assumptions and recent industry analysis. What's in the News Sylvamo repurchased 939,161 shares between July and September 2025, representing 2.32% of shares for $41.9 million.Mise à jour du récit • Nov 18
SLVM: Rising Profit Margins And Expanded Buybacks Will Drive Shares Higher
Analysts have raised their price target for Sylvamo from $53.67 to $61.00 per share, citing expectations of stronger profit margins and a lower future price-to-earnings ratio, even though forecasts indicate slower revenue growth. What's in the News Between July 1, 2025 and September 30, 2025, Sylvamo repurchased 939,161 shares for $41.9 million, completing the buyback of 5,626,736 shares totaling $300 million since May 2022 (Key Developments).Article d’analyse • Nov 10
Sylvamo Corporation Just Missed EPS By 9.3%: Here's What Analysts Think Will Happen Next
It's been a good week for Sylvamo Corporation ( NYSE:SLVM ) shareholders, because the company has just released its...Article d’analyse • Oct 24
Sylvamo (NYSE:SLVM) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Article d’analyse • Sep 19
Sylvamo (NYSE:SLVM) Has Announced A Dividend Of $0.45
The board of Sylvamo Corporation ( NYSE:SLVM ) has announced that it will pay a dividend of $0.45 per share on the 17th...Mise à jour du récit • Aug 10
Operational Efficiency And Fiber Demand Will Create Future Opportunities
Despite improved revenue growth forecasts and a substantially lower forward P/E, Sylvamo's consensus analyst price target has fallen from $68.33 to $61.67, indicating valuation concerns outweigh modestly better fundamentals. What's in the News Sylvamo Corporation added to Russell 2000 Growth-Defensive Index.Article d’analyse • Jul 25
Why Sylvamo Corporation (NYSE:SLVM) Could Be Worth Watching
While Sylvamo Corporation ( NYSE:SLVM ) might not have the largest market cap around , it received a lot of attention...Article d’analyse • Jun 14
There's No Escaping Sylvamo Corporation's (NYSE:SLVM) Muted Earnings
Sylvamo Corporation's ( NYSE:SLVM ) price-to-earnings (or "P/E") ratio of 7.2x might make it look like a strong buy...Article d’analyse • May 20
Sylvamo (NYSE:SLVM) Is Paying Out A Dividend Of $0.45
The board of Sylvamo Corporation ( NYSE:SLVM ) has announced that it will pay a dividend on the 29th of July, with...Article d’analyse • May 12
Sylvamo Corporation Just Missed EPS By 5.8%: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for Sylvamo Corporation ( NYSE:SLVM ) shares in the week since its quarterly...Article d’analyse • May 07
Is Sylvamo (NYSE:SLVM) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Apr 22
Is Now An Opportune Moment To Examine Sylvamo Corporation (NYSE:SLVM)?
While Sylvamo Corporation ( NYSE:SLVM ) might not have the largest market cap around , it received a lot of attention...Article d’analyse • Mar 29
Returns On Capital Are A Standout For Sylvamo (NYSE:SLVM)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Article d’analyse • Mar 13
Should You Be Adding Sylvamo (NYSE:SLVM) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Feb 27
Sylvamo: Setting Up For The Long Game
Summary Sylvamo had declining EBITDA and free cash flow in 2024 relative to 2023, and the start to 2025 is expected to be seasonally weak. The share price has retreated recently, and valuation on earnings and cash flow basis are fair for the sector. The capital allocation has paid past investors a growing dividend, while managing to trim debt and repurchase shares. Capex through 2026 may be elevated relative to recent periods on investments to upgrade a mill, but the expected long-term payoff is a major improvement to EBITDA and cash flow. Read the full article on Seeking AlphaArticle d’analyse • Feb 26
A Look At The Intrinsic Value Of Sylvamo Corporation (NYSE:SLVM)
Key Insights Sylvamo's estimated fair value is US$77.61 based on 2 Stage Free Cash Flow to Equity Current share price...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$76m |
| Mar 31 2026 | n/a | n/a | US$102m |
| Dec 31 2025 | US$3m | US$679k | US$132m |
| Sep 30 2025 | n/a | n/a | US$180m |
| Jun 30 2025 | n/a | n/a | US$218m |
| Mar 31 2025 | n/a | n/a | US$286m |
| Dec 31 2024 | US$3m | US$625k | US$302m |
| Sep 30 2024 | n/a | n/a | US$270m |
| Jun 30 2024 | n/a | n/a | US$233m |
| Mar 31 2024 | n/a | n/a | US$199m |
| Dec 31 2023 | US$3m | US$620k | US$253m |
| Sep 30 2023 | n/a | n/a | US$292m |
| Jun 30 2023 | n/a | n/a | US$343m |
| Mar 31 2023 | n/a | n/a | US$378m |
| Dec 31 2022 | US$3m | US$592k | US$336m |
| Sep 30 2022 | n/a | n/a | US$277m |
| Jun 30 2022 | n/a | n/a | US$227m |
| Mar 31 2022 | n/a | n/a | US$244m |
| Dec 31 2021 | US$2m | US$144k | US$227m |
Rémunération vs marché: La rémunération totale de John ($USD 2.68M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.19M ).
Rémunération et revenus: La rémunération de John a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
John Sims (63 yo)
less than a year
Titularisation
US$2,675,204
Compensation
Mr. John Van Sims Chief Executive Officer, President & Director at Sylvamo Corporation since January 01, 2026. He was Chief Financial Officer at Sylvamo Corporation since October 2021 until May 01, 2025 an...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$2.68m | 0.23% $ 3.2m | |
| Senior VP & CFO | 1.3yrs | US$2.31m | 0.012% $ 163.3k | |
| Senior VP | 4.9yrs | US$1.77m | 0.087% $ 1.2m | |
| Senior VP & GM of North America | 4.9yrs | US$2.05m | 0.065% $ 922.3k | |
| Senior VP & GM of Latin America | 3.3yrs | US$1.49m | 0.022% $ 308.7k | |
| VP, Controller & Chief Accounting Officer | no data | pas de données | 0.015% $ 211.8k | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior VP & Chief People Officer | 2.3yrs | pas de données | pas de données | |
| Senior Vice President of Operational Excellence | 4.9yrs | US$1.49m | 0.078% $ 1.1m | |
| Senior VP & GM of Europe | 1.3yrs | pas de données | 0.0090% $ 126.4k |
2.8yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de SLVM est considérée comme expérimentée (ancienneté moyenne 2.8 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$2.68m | 0.23% $ 3.2m | |
| Independent Director | 4.9yrs | US$250.03k | pas de données | |
| Independent Chairman | 4.9yrs | US$293.37k | pas de données | |
| Independent Director | 4.9yrs | US$250.03k | 0.025% $ 349.6k | |
| Independent Director | 4.9yrs | US$270.03k | 0.027% $ 375.7k | |
| Independent Director | 4.9yrs | US$250.03k | 0.032% $ 454.7k | |
| Independent Director | 5yrs | US$275.03k | 0.014% $ 195.2k |
4.9yrs
Durée moyenne de l'emploi
66yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de SLVM sont considérés comme expérimentés (ancienneté moyenne 4.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 15:39 |
| Cours de l'action en fin de journée | 2026/09/10 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sylvamo Corporation est couverte par 4 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| George Staphos | BofA Global Research |
| Matthew McKellar | RBC Capital Markets |
| Daniel Harriman | Sidoti & Company, LLC |