Sylvamo Gestione
Criteri Gestione verificati 4/4
Sylvamo Il CEO è John Sims, nominato in Jan2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 2.68M, composta da 25.4% di stipendio e 74.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.23% delle azioni della società, per un valore di $ 3.42M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 4.6 anni.
Informazioni chiave
John Sims
Amministratore delegato
US$2.7m
Compenso totale
| Percentuale dello stipendio del CEO | 25.39% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.2% |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 4.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Seeking Alpha • Apr 15
Sylvamo: May Take A Year To Reposition For Growth, Buy For The Dividend
Summary Sylvamo Corporation is rated Buy with a $50.70/share price target, reflecting a turnaround strategy for eFY27 after a transitional, capital-intensive period. SLVM faces a challenging eFY26 due to shifting production, importing European paper to service the North American market, and expecting to face higher tariff and freight costs. Significant capital projects, including $145mm in South Carolina, aim to add $50mm annual adjusted EBITDA by eFY27, while share repurchases are paused for financial flexibility. SLVM offers a 4.20% dividend yield and trades at 5.43x EV/aEBITDA, presenting a value and income opportunity despite near-term headwinds. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • Jan 16
Sylvamo Corporation's (NYSE:SLVM) Business And Shares Still Trailing The Market
Sylvamo Corporation's ( NYSE:SLVM ) price-to-earnings (or "P/E") ratio of 12.2x might make it look like a buy right now...Articolo di analisi • Dec 31
What Does Sylvamo Corporation's (NYSE:SLVM) Share Price Indicate?
Sylvamo Corporation ( NYSE:SLVM ), is not the largest company out there, but it saw significant share price movement...Articolo di analisi • Dec 16
These 4 Measures Indicate That Sylvamo (NYSE:SLVM) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Articolo di analisi • Nov 30
Why The 20% Return On Capital At Sylvamo (NYSE:SLVM) Should Have Your Attention
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Seeking Alpha • Nov 26
Sylvamo: Asymmetrical Risk/Reward Setup For Long-Term Upside
Summary Sylvamo continues to compound on the background of strong earnings growth and efficient capital deployment. Q3 earnings showed a 750bps YoY sales increase, with $119mm in free cash flow and a 20% adjusted operating margin. SLVM's strategy as a low-cost producer results in high operating efficiencies, yielding substantial returns on capital, which is valued highly in the market. Read the full article on Seeking AlphaArticolo di analisi • Oct 07
Potential Upside For Sylvamo Corporation (NYSE:SLVM) Not Without Risk
Sylvamo Corporation's ( NYSE:SLVM ) price-to-earnings (or "P/E") ratio of 14.6x might make it look like a buy right now...Articolo di analisi • Sep 20
Is There An Opportunity With Sylvamo Corporation's (NYSE:SLVM) 27% Undervaluation?
Key Insights The projected fair value for Sylvamo is US$112 based on 2 Stage Free Cash Flow to Equity Sylvamo is...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$227m |
Compensazione vs Mercato: La retribuzione totale di John ($USD 2.68M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.53M ).
Compensazione vs guadagni: La retribuzione di John è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
John Sims (62 yo)
less than a year
Mandato
US$2,675,204
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$2.68m | 0.23% $ 3.4m | |
| Senior VP & CFO | 1yr | US$2.31m | 0.0058% $ 85.8k | |
| Senior VP | 4.6yrs | US$1.77m | 0.087% $ 1.3m | |
| Senior VP & GM of North America | 4.6yrs | US$2.05m | 0.065% $ 972.0k | |
| Senior VP & GM of Latin America | 2.9yrs | US$1.49m | 0.022% $ 325.5k | |
| VP, Controller & Chief Accounting Officer | no data | Nessun dato | 0.016% $ 233.8k | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief People Officer | 1.9yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Operational Excellence | 4.6yrs | US$1.49m | 0.078% $ 1.2m | |
| Senior VP & GM of Europe | 1yr | Nessun dato | 0.0017% $ 25.2k |
2.4yrs
Durata media
53.5yo
Età media
Gestione esperta: Il team dirigenziale di SLVM è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$2.68m | 0.23% $ 3.4m | |
| Independent Director | 4.6yrs | US$250.03k | Nessun dato | |
| Independent Chairman | 4.6yrs | US$293.37k | Nessun dato | |
| Independent Director | 4.6yrs | US$250.03k | 0.018% $ 272.6k | |
| Independent Director | 4.6yrs | US$270.03k | 0.023% $ 342.7k | |
| Independent Director | 4.6yrs | US$250.03k | 0.026% $ 386.6k | |
| Independent Director | 4.7yrs | US$275.03k | 0.014% $ 205.7k |
4.6yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SLVM sono considerati esperti (durata media dell'incarico 4.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 21:24 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sylvamo Corporation è coperta da 4 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| George Staphos | BofA Global Research |
| Matthew McKellar | RBC Capital Markets |
| Daniel Harriman | Sidoti & Company, LLC |