View ValuationSylvamo 将来の成長Future 基準チェック /36Sylvamoは、25.9%と0.04%でそれぞれ年率25.9%で利益と収益が成長すると予測される一方、EPSはgrowで28.6%年率。主要情報25.9%収益成長率28.61%EPS成長率Forestry 収益成長17.1%収益成長率0.04%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日24 Apr 2026今後の成長に関する最新情報お知らせ • Feb 13Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2025Sylvamo 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.お知らせ • Aug 09Sylvamo Corporation Provides Earnings Guidance for the Third Quarter Ended September 30, 2024Sylvamo 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.お知らせ • Feb 15Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2024Sylvamo 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.お知らせ • Aug 10Sylvamo Corporation Provides Earnings Guidance for the Three Months Ended September 30, 2023 and Twelve Months Ended December 31, 2023Sylvamo 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.お知らせ • Nov 11+ 1 more updateSylvamo Corporation Provides Earnings Guidance for the Three Months Ending December 31, 2022Sylvamo Corporation provided earnings guidance for the three months ending December 31, 2022. For the quarter, The company expects net income from continuing operations of $87 - $94 million.お知らせ • Mar 04Sylvamo May Curtail or Temporarily Shut Down ProductionSylvamo announced that it may curtail or temporarily shut down pulp and paper production at its Svetogorsk, Russia, mill later this week. The mill is currently operating while the company takes steps to mitigate the supply chain issues and continue production. The Svetogorsk mill, located at the border with Finland, employs approximately 1,700 people and produces uncoated freesheet, coated paperboard and pulp. The mill relies on raw materials and other critical supplies and services imported from Europe. The mill is also the primary water, electricity and water treatment provider for the Svetogorsk community. The company is committed to continuing to provide those critical services. The Svetogorsk mill has an annual capacity of 720,000 short tons of pulp, paper and paperboard. Russian operations accounted for roughly 15% of company’s 2021 total revenue. Strong momentum in the Latin America and North America regions is unaffected.すべての更新を表示Recent updatesお知らせ • Apr 08Sylvamo Corporation to Report Q1, 2026 Results on May 08, 2026Sylvamo Corporation announced that they will report Q1, 2026 results Pre-Market on May 08, 2026お知らせ • Apr 03Sylvamo Corporation, Annual General Meeting, May 15, 2026Sylvamo Corporation, Annual General Meeting, May 15, 2026. Location: sylvamo world headquarters, 6077 primacy parkway, tennessee 38119, memphis United Statesお知らせ • Feb 24Sylvamo Corporation Announces Quarterly Dividend for the Period of April 1, 2026, to June 30, 2026, Payable on April 28, 2026Sylvamo 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.お知らせ • Jan 12Sylvamo Corporation to Report Q4, 2025 Results on Feb 12, 2026Sylvamo Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 12, 2026お知らせ • Dec 20+ 1 more updateSylvamo Corp Announces Executive Changes, Effective January 1, 2026Sylvamo Corp. announced that John Sims is now part of the paper company's board of directors effective January 1, 2026. In the same announcement, Sylvamo's board announced David Petratis is set to become chairman on January 1, 2026. He has served as the board's lead independent director since 2021. Sylvamo's board is set to have seven members after Sims' addition to the board, along with six independent directors. The board is not filling the lead independent director left by Petratis becoming chairman, according to a news release. The additions come after two Sylvamo board members, Karl Myers and Mark Wilde, resigned effective November 5, 2025. Sylvamo's board of directors then enacted a shareholder rights plan - or poison pill - in November. That came after Atlas Holdings, Sylvamo's largest shareholder, instructed two affiliated board members to resign to trigger the end of a 2023 termination agreement between the two parties. Sims began his role as COO with Sylvamo in May. He was Sylvamo's first SVP and CFO, as part of its 2021 spin-off from International Paper. He spent 27 years at IP where he held several key posts, including VP and general manager, North American Papers; SVP and president, Europe, Middle East, Africa, and Russia; and SVP of corporate development. He also previously served on the Confederation of European Paper Industries board from 2016 to 2019. Sims holds a bachelor's degree in mechanical engineering from the U.S. Naval Academy and an MBA from the University of Michigan. Petratis has served on Sylvamo's board since it was founded in 2021. He is also the former chairman, president, and CEO of Allegion. He's held various senior positions at Quanex Building Products, Schneider Electric, and Square D Co. He holds a bachelor's degree in industrial management from the University of Northern Iowa and an MBA from Pepperdine University.お知らせ • Dec 17Sylvamo Corporation Announces Quarterly Dividend for the Period of January 1, 2026, to March 31, 2026, Payable on January 23, 2026The 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.お知らせ • Nov 07Sylvamo Corporation Announces Resignation of DirectorsOn 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.お知らせ • Oct 07Sylvamo Corporation to Report Q3, 2025 Results on Nov 07, 2025Sylvamo Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025お知らせ • Sep 15+ 1 more updateSylvamo Corporation (NYSE:SLVM) announces an Equity Buyback for $150 million worth of its shares.Sylvamo Corporation (NYSE:SLVM) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its shares. The program has no termination date.お知らせ • Aug 22Sylvamo Corporation Announces Resignation of Stan Askren from Board of Directors , Effective September 1, 2025On 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.お知らせ • Jul 08Sylvamo Corporation to Report Q2, 2025 Results on Aug 08, 2025Sylvamo Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 08, 2025お知らせ • May 16Sylvamo Announces Quarterly Dividend for the Period of July 1, 2025, to September 30, 2025, Payable on July 29, 2025Sylvamo'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.お知らせ • Apr 16+ 1 more updateSylvamo Announces CEO ChangesSylvamo announced Jean-Michel Ribiéras, chief executive officer, will retire December 31, 2025. John Sims, who currently serves as senior vice president and chief financial officer, has been elected chief operating officer by the company’s board of directors, effective May 1. As COO, Sims will lead commercial and operational functions, while Ribiéras continues to lead corporate functions until his retirement. Sims will then become Sylvamo’s next CEO January 1, 2026. Jean-Michel Ribiéras became Sylvamo’s first chairman and CEO in 2021, at the company's inception as a spinoff from International Paper. His more than 35-year career in paper and packaging spans three continents, multiple businesses and a variety of leadership roles. Ribiéras also serves on the boards of LP Building Solutions, the American Forest & Paper Association and the U.S.-Brazil CEO Forum. He previously served on the board of the Brazil Pulp & Paper Association. He holds a bachelor’s degree in management from École Supérieure des Dirigeants d’Enterprise (France) and a master’s degree in marketing from the University of Hartford. John Sims became Sylvamo’s first senior vice president and CFO in 2021, at the company's inception as a spinoff from International Paper. He joined International Paper in 1994 after serving as an officer in the U.S. Navy. During his 27-year career with International Paper, he gained extensive experience in the printing papers and packaging businesses in North America and Europe. He held numerous leadership roles, including vice president and general manager, North American Papers, senior vice president and president, Europe, Middle East, Africa and Russia and senior vice president, Corporate Development. Sims served on the Confederation of European Paper Industries Board from 2016 to 2019. He has a bachelor’s degree in mechanical engineering from the United States Naval Academy and a Master of Business Administration from the University of Michigan.お知らせ • Apr 09Sylvamo Corporation to Report Q1, 2025 Results on May 09, 2025Sylvamo Corporation announced that they will report Q1, 2025 results Pre-Market on May 09, 2025お知らせ • Apr 07Sylvamo Corporation, Annual General Meeting, May 15, 2025Sylvamo Corporation, Annual General Meeting, May 15, 2025. Location: sylvamo world headquarters, 6077 primacy parkway, tennessee 38119, memphis United Statesお知らせ • Apr 04Sylvamo Announces Senior Leadership ChangesSylvamo 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.お知らせ • Feb 21Sylvamo Corporation Declares Quarterly Dividend for the Period of April 1, 2025, to June 30, 2025, Payable on April 29, 2025Sylvamo 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.お知らせ • Feb 13Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2025Sylvamo 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.お知らせ • Jan 13Sylvamo Corporation to Report Q4, 2024 Results on Feb 12, 2025Sylvamo Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 12, 2025お知らせ • Dec 18Sylvamo Corporation Declares Quarterly Dividend for the Period of January 1, 2025, to March 31, 2025, Payable on January 24, 2025Sylvamo 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 13Third 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 12Investor 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.お知らせ • Oct 11Sylvamo Corporation to Report Q3, 2024 Results on Nov 12, 2024Sylvamo Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024Declared Dividend • Sep 23Second quarter dividend of US$0.45 announcedShareholders 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.お知らせ • Sep 14Sylvamo Corporation Announces Dividend, Payable on October 17, 2024Sylvamo'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 11Second 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.お知らせ • Aug 09Sylvamo Corporation Provides Earnings Guidance for the Third Quarter Ended September 30, 2024Sylvamo 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.お知らせ • Jul 10Sylvamo Corporation to Report Q2, 2024 Results on Aug 09, 2024Sylvamo Corporation announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 09, 2024Upcoming Dividend • Jul 01Upcoming dividend of US$0.45 per shareEligible 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 27First quarter dividend of US$0.45 announcedShareholders 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.お知らせ • May 18Sylvamo Announces Quarterly Dividend for the Period of July 1, 2024, to Sept. 30, 2024, Payable on July 29, 2024Sylvamo'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 10First 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%.お知らせ • Apr 11Sylvamo Corporation to Report Q1, 2024 Results on May 10, 2024Sylvamo Corporation announced that they will report Q1, 2024 results Pre-Market on May 10, 2024お知らせ • Apr 06Sylvamo Corporation, Annual General Meeting, May 16, 2024Sylvamo 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 29Upcoming dividend of US$0.30 per shareEligible 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 14Chairman & CEO recently sold €704k worth of stockOn 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 13Now 20% undervaluedOver 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 01High number of new and inexperienced directorsThere 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 25Fourth quarter dividend of US$0.30 announcedShareholders 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.お知らせ • Feb 21Sylvamo Declares a Quarterly Dividend for the Period of April 1, 2024, to June 30, 2024, Payable on April 29, 2024Sylvamo'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 16Full 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%.お知らせ • Feb 15Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2024Sylvamo 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.お知らせ • Jan 17Sylvamo Corporation to Report Q4, 2023 Results on Feb 15, 2024Sylvamo Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024Upcoming Dividend • Dec 27Upcoming dividend of US$0.30 per share at 2.4% yieldEligible 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 16Now 21% undervaluedOver 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 10Third 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.お知らせ • Oct 10Sylvamo Corporation to Report Q3, 2023 Results on Nov 09, 2023Sylvamo Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023お知らせ • Sep 20+ 2 more updatesSylvamo Corporation Declares a Special Dividend, Payable on Oct. 17, 2023Sylvamo's board of directors declared a special dividend of $0.30 per share. The dividend is payable on Oct. 17, 2023, to holders of record at the close of business Oct. 3, 2023.New Risk • Aug 27New minor risk - Share price stabilityThe 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 17Investor 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 11Second 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.お知らせ • Aug 10Sylvamo Corporation Provides Earnings Guidance for the Three Months Ended September 30, 2023 and Twelve Months Ended December 31, 2023Sylvamo 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.お知らせ • Jul 07Sylvamo Corporation to Report Q2, 2023 Results on Aug 09, 2023Sylvamo Corporation announced that they will report Q2, 2023 results Pre-Market on Aug 09, 2023Upcoming Dividend • Jun 28Upcoming dividend of US$0.25 per share at 2.5% yieldEligible 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%).お知らせ • May 25Sylvamo Corporation Announces Executive ChangesSylvamo 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.お知らせ • May 17Sylvamo Announces Quarterly Dividend, Payable on July 27, 2023Sylvamo'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 10First 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.お知らせ • May 05Sylvamo Announces Executive AppointmentsSylvamo 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 21High number of new and inexperienced directorsThere 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 29Upcoming dividend of US$0.25 per share at 2.2% yieldEligible 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 14Director recently bought €461k worth of stockOn 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.お知らせ • Feb 16Sylvamo Corporation Appoints Two New Independent DirectorsSylvamo 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 15High number of new and inexperienced directorsThere 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 12Full 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.お知らせ • Jan 11Sylvamo Corporation to Report Q4, 2022 Results on Feb 10, 2023Sylvamo Corporation announced that they will report Q4, 2022 results Pre-Market on Feb 10, 2023お知らせ • Jan 03Sylvamo 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, 2023Upcoming Dividend • Dec 27Upcoming dividend of US$0.25 per shareEligible 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 23High number of new and inexperienced directorsThere 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 11Third 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.お知らせ • Nov 11+ 1 more updateSylvamo Corporation Provides Earnings Guidance for the Three Months Ending December 31, 2022Sylvamo Corporation provided earnings guidance for the three months ending December 31, 2022. For the quarter, The company expects net income from continuing operations of $87 - $94 million.お知らせ • Oct 14Sylvamo Corporation to Report Q3, 2022 Results on Nov 10, 2022Sylvamo Corporation announced that they will report Q3, 2022 results Pre-Market on Nov 10, 2022お知らせ • Oct 07Llc 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 22High number of new and inexperienced directorsThere 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.お知らせ • Sep 21Sylvamo Declares Quarterly Dividend for the Period of October 1, 2022 to December 31, 2022, Payable October 17, 2022Sylvamo 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.お知らせ • Sep 16Sylvamo 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 10Investor sentiment deteriorated over the past weekAfter 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 02Now 20% undervaluedThe 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 13Now 21% undervaluedOver 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 12Second 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 25Investor sentiment improved over the past weekAfter 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.お知らせ • Jul 12Sylvamo Corporation to Report Q2, 2022 Results on Aug 11, 2022Sylvamo Corporation announced that they will report Q2, 2022 results Pre-Market on Aug 11, 2022Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter 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 08Investor sentiment improved over the past weekAfter 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 08High number of new and inexperienced directorsThere 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.お知らせ • May 20+ 1 more updateSylvamo Corporation (NYSE:SLVM) announces an Equity Buyback for $150 million worth of its shares.Sylvamo Corporation (NYSE:SLVM) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its shares. The program has no termination date.お知らせ • May 12Sylvamo Corporation Reports Impairment Charges for the Three Months Ended March 31, 2022Sylvamo Corporation reported impairment charges for the three months ended March 31, 2022. For the quarter, the company reported impairment of business is $68 million.お知らせ • May 10Sylvamo Files Proxy StatementOn 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.お知らせ • Apr 12Sylvamo Corporation to Report Q1, 2022 Results on May 11, 2022Sylvamo Corporation announced that they will report Q1, 2022 results Pre-Market on May 11, 2022お知らせ • Apr 07Sylvamo Corporation, Annual General Meeting, May 16, 2022Sylvamo Corporation, Annual General Meeting, May 16, 2022, at 12:00 Central Daylight. Location: Hyatt Centric 33 Beale Street Memphis Tennessee United States Agenda: To consider Board changes; to ratify Deloitte & Touche LLP as Sylvamo's independent registered public accounting firm for 2022; to approve on a non-binding advisory basis, the compensation of Sylvamo's named executive officers ( NEOs ); and to approve on a non-binding advisory basis, the frequency-every 1 year, 2 years or 3 years-with which Sylvamo's shareholders will vote in future years on a non-binding resolution to approve the compensation of Sylvamo's NEOs.お知らせ • Mar 04Sylvamo May Curtail or Temporarily Shut Down ProductionSylvamo announced that it may curtail or temporarily shut down pulp and paper production at its Svetogorsk, Russia, mill later this week. The mill is currently operating while the company takes steps to mitigate the supply chain issues and continue production. The Svetogorsk mill, located at the border with Finland, employs approximately 1,700 people and produces uncoated freesheet, coated paperboard and pulp. The mill relies on raw materials and other critical supplies and services imported from Europe. The mill is also the primary water, electricity and water treatment provider for the Svetogorsk community. The company is committed to continuing to provide those critical services. The Svetogorsk mill has an annual capacity of 720,000 short tons of pulp, paper and paperboard. Russian operations accounted for roughly 15% of company’s 2021 total revenue. Strong momentum in the Latin America and North America regions is unaffected.業績と収益の成長予測DB:88L - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,310250195N/A112/31/20273,374222192436412/31/20263,33010964321412/31/20253,35113244268N/A9/30/20253,431180106338N/A6/30/20253,550218192414N/A3/31/20253,689286256465N/A12/31/20243,773302248469N/A9/30/20243,767270252472N/A6/30/20243,699233288506N/A3/31/20243,685199259468N/A12/31/20233,721253294504N/A9/30/20233,684292274479N/A6/30/20233,755343208403N/A3/31/20233,748378215409N/A12/31/20223,628336289438N/A9/30/20223,479277353466N/A6/30/20223,242227401502N/A3/31/20223,025244491559N/A12/31/20212,828227480549N/A9/30/20212,846263450513N/A6/30/20212,853255369429N/A3/31/20212,896181294365N/A12/31/20202,38587293359N/A12/31/20194,017377406524N/A12/31/20184,119419N/A589N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 88Lの予測収益成長率 (年間25.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 88Lの収益 ( 25.9% ) はGerman市場 ( 16.7% ) よりも速いペースで成長すると予測されています。高成長収益: 88Lの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 88Lの収益 ( 0.04% ) German市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: 88Lの収益 ( 0.04% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 88Lの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 13:04終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sylvamo Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関George StaphosBofA Global ResearchMatthew McKellarRBC Capital MarketsDaniel HarrimanSidoti & Company, LLC1 その他のアナリストを表示
お知らせ • Feb 13Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2025Sylvamo 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.
お知らせ • Aug 09Sylvamo Corporation Provides Earnings Guidance for the Third Quarter Ended September 30, 2024Sylvamo 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.
お知らせ • Feb 15Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2024Sylvamo 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.
お知らせ • Aug 10Sylvamo Corporation Provides Earnings Guidance for the Three Months Ended September 30, 2023 and Twelve Months Ended December 31, 2023Sylvamo 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.
お知らせ • Nov 11+ 1 more updateSylvamo Corporation Provides Earnings Guidance for the Three Months Ending December 31, 2022Sylvamo Corporation provided earnings guidance for the three months ending December 31, 2022. For the quarter, The company expects net income from continuing operations of $87 - $94 million.
お知らせ • Mar 04Sylvamo May Curtail or Temporarily Shut Down ProductionSylvamo announced that it may curtail or temporarily shut down pulp and paper production at its Svetogorsk, Russia, mill later this week. The mill is currently operating while the company takes steps to mitigate the supply chain issues and continue production. The Svetogorsk mill, located at the border with Finland, employs approximately 1,700 people and produces uncoated freesheet, coated paperboard and pulp. The mill relies on raw materials and other critical supplies and services imported from Europe. The mill is also the primary water, electricity and water treatment provider for the Svetogorsk community. The company is committed to continuing to provide those critical services. The Svetogorsk mill has an annual capacity of 720,000 short tons of pulp, paper and paperboard. Russian operations accounted for roughly 15% of company’s 2021 total revenue. Strong momentum in the Latin America and North America regions is unaffected.
お知らせ • Apr 08Sylvamo Corporation to Report Q1, 2026 Results on May 08, 2026Sylvamo Corporation announced that they will report Q1, 2026 results Pre-Market on May 08, 2026
お知らせ • Apr 03Sylvamo Corporation, Annual General Meeting, May 15, 2026Sylvamo Corporation, Annual General Meeting, May 15, 2026. Location: sylvamo world headquarters, 6077 primacy parkway, tennessee 38119, memphis United States
お知らせ • Feb 24Sylvamo Corporation Announces Quarterly Dividend for the Period of April 1, 2026, to June 30, 2026, Payable on April 28, 2026Sylvamo 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.
お知らせ • Jan 12Sylvamo Corporation to Report Q4, 2025 Results on Feb 12, 2026Sylvamo Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 12, 2026
お知らせ • Dec 20+ 1 more updateSylvamo Corp Announces Executive Changes, Effective January 1, 2026Sylvamo Corp. announced that John Sims is now part of the paper company's board of directors effective January 1, 2026. In the same announcement, Sylvamo's board announced David Petratis is set to become chairman on January 1, 2026. He has served as the board's lead independent director since 2021. Sylvamo's board is set to have seven members after Sims' addition to the board, along with six independent directors. The board is not filling the lead independent director left by Petratis becoming chairman, according to a news release. The additions come after two Sylvamo board members, Karl Myers and Mark Wilde, resigned effective November 5, 2025. Sylvamo's board of directors then enacted a shareholder rights plan - or poison pill - in November. That came after Atlas Holdings, Sylvamo's largest shareholder, instructed two affiliated board members to resign to trigger the end of a 2023 termination agreement between the two parties. Sims began his role as COO with Sylvamo in May. He was Sylvamo's first SVP and CFO, as part of its 2021 spin-off from International Paper. He spent 27 years at IP where he held several key posts, including VP and general manager, North American Papers; SVP and president, Europe, Middle East, Africa, and Russia; and SVP of corporate development. He also previously served on the Confederation of European Paper Industries board from 2016 to 2019. Sims holds a bachelor's degree in mechanical engineering from the U.S. Naval Academy and an MBA from the University of Michigan. Petratis has served on Sylvamo's board since it was founded in 2021. He is also the former chairman, president, and CEO of Allegion. He's held various senior positions at Quanex Building Products, Schneider Electric, and Square D Co. He holds a bachelor's degree in industrial management from the University of Northern Iowa and an MBA from Pepperdine University.
お知らせ • Dec 17Sylvamo Corporation Announces Quarterly Dividend for the Period of January 1, 2026, to March 31, 2026, Payable on January 23, 2026The 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.
お知らせ • Nov 07Sylvamo Corporation Announces Resignation of DirectorsOn 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.
お知らせ • Oct 07Sylvamo Corporation to Report Q3, 2025 Results on Nov 07, 2025Sylvamo Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025
お知らせ • Sep 15+ 1 more updateSylvamo Corporation (NYSE:SLVM) announces an Equity Buyback for $150 million worth of its shares.Sylvamo Corporation (NYSE:SLVM) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its shares. The program has no termination date.
お知らせ • Aug 22Sylvamo Corporation Announces Resignation of Stan Askren from Board of Directors , Effective September 1, 2025On 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.
お知らせ • Jul 08Sylvamo Corporation to Report Q2, 2025 Results on Aug 08, 2025Sylvamo Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 08, 2025
お知らせ • May 16Sylvamo Announces Quarterly Dividend for the Period of July 1, 2025, to September 30, 2025, Payable on July 29, 2025Sylvamo'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.
お知らせ • Apr 16+ 1 more updateSylvamo Announces CEO ChangesSylvamo announced Jean-Michel Ribiéras, chief executive officer, will retire December 31, 2025. John Sims, who currently serves as senior vice president and chief financial officer, has been elected chief operating officer by the company’s board of directors, effective May 1. As COO, Sims will lead commercial and operational functions, while Ribiéras continues to lead corporate functions until his retirement. Sims will then become Sylvamo’s next CEO January 1, 2026. Jean-Michel Ribiéras became Sylvamo’s first chairman and CEO in 2021, at the company's inception as a spinoff from International Paper. His more than 35-year career in paper and packaging spans three continents, multiple businesses and a variety of leadership roles. Ribiéras also serves on the boards of LP Building Solutions, the American Forest & Paper Association and the U.S.-Brazil CEO Forum. He previously served on the board of the Brazil Pulp & Paper Association. He holds a bachelor’s degree in management from École Supérieure des Dirigeants d’Enterprise (France) and a master’s degree in marketing from the University of Hartford. John Sims became Sylvamo’s first senior vice president and CFO in 2021, at the company's inception as a spinoff from International Paper. He joined International Paper in 1994 after serving as an officer in the U.S. Navy. During his 27-year career with International Paper, he gained extensive experience in the printing papers and packaging businesses in North America and Europe. He held numerous leadership roles, including vice president and general manager, North American Papers, senior vice president and president, Europe, Middle East, Africa and Russia and senior vice president, Corporate Development. Sims served on the Confederation of European Paper Industries Board from 2016 to 2019. He has a bachelor’s degree in mechanical engineering from the United States Naval Academy and a Master of Business Administration from the University of Michigan.
お知らせ • Apr 09Sylvamo Corporation to Report Q1, 2025 Results on May 09, 2025Sylvamo Corporation announced that they will report Q1, 2025 results Pre-Market on May 09, 2025
お知らせ • Apr 07Sylvamo Corporation, Annual General Meeting, May 15, 2025Sylvamo Corporation, Annual General Meeting, May 15, 2025. Location: sylvamo world headquarters, 6077 primacy parkway, tennessee 38119, memphis United States
お知らせ • Apr 04Sylvamo Announces Senior Leadership ChangesSylvamo 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.
お知らせ • Feb 21Sylvamo Corporation Declares Quarterly Dividend for the Period of April 1, 2025, to June 30, 2025, Payable on April 29, 2025Sylvamo 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.
お知らせ • Feb 13Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2025Sylvamo 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.
お知らせ • Jan 13Sylvamo Corporation to Report Q4, 2024 Results on Feb 12, 2025Sylvamo Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 12, 2025
お知らせ • Dec 18Sylvamo Corporation Declares Quarterly Dividend for the Period of January 1, 2025, to March 31, 2025, Payable on January 24, 2025Sylvamo 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 13Third 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 12Investor 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.
お知らせ • Oct 11Sylvamo Corporation to Report Q3, 2024 Results on Nov 12, 2024Sylvamo Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024
Declared Dividend • Sep 23Second quarter dividend of US$0.45 announcedShareholders 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.
お知らせ • Sep 14Sylvamo Corporation Announces Dividend, Payable on October 17, 2024Sylvamo'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 11Second 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.
お知らせ • Aug 09Sylvamo Corporation Provides Earnings Guidance for the Third Quarter Ended September 30, 2024Sylvamo 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.
お知らせ • Jul 10Sylvamo Corporation to Report Q2, 2024 Results on Aug 09, 2024Sylvamo Corporation announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 09, 2024
Upcoming Dividend • Jul 01Upcoming dividend of US$0.45 per shareEligible 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 27First quarter dividend of US$0.45 announcedShareholders 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.
お知らせ • May 18Sylvamo Announces Quarterly Dividend for the Period of July 1, 2024, to Sept. 30, 2024, Payable on July 29, 2024Sylvamo'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 10First 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%.
お知らせ • Apr 11Sylvamo Corporation to Report Q1, 2024 Results on May 10, 2024Sylvamo Corporation announced that they will report Q1, 2024 results Pre-Market on May 10, 2024
お知らせ • Apr 06Sylvamo Corporation, Annual General Meeting, May 16, 2024Sylvamo 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 29Upcoming dividend of US$0.30 per shareEligible 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 14Chairman & CEO recently sold €704k worth of stockOn 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 13Now 20% undervaluedOver 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 01High number of new and inexperienced directorsThere 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 25Fourth quarter dividend of US$0.30 announcedShareholders 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.
お知らせ • Feb 21Sylvamo Declares a Quarterly Dividend for the Period of April 1, 2024, to June 30, 2024, Payable on April 29, 2024Sylvamo'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 16Full 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%.
お知らせ • Feb 15Sylvamo Corporation Provides Earnings Guidance for the First Quarter Ended March 31, 2024Sylvamo 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.
お知らせ • Jan 17Sylvamo Corporation to Report Q4, 2023 Results on Feb 15, 2024Sylvamo Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024
Upcoming Dividend • Dec 27Upcoming dividend of US$0.30 per share at 2.4% yieldEligible 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 16Now 21% undervaluedOver 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 10Third 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.
お知らせ • Oct 10Sylvamo Corporation to Report Q3, 2023 Results on Nov 09, 2023Sylvamo Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023
お知らせ • Sep 20+ 2 more updatesSylvamo Corporation Declares a Special Dividend, Payable on Oct. 17, 2023Sylvamo's board of directors declared a special dividend of $0.30 per share. The dividend is payable on Oct. 17, 2023, to holders of record at the close of business Oct. 3, 2023.
New Risk • Aug 27New minor risk - Share price stabilityThe 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 17Investor 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 11Second 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.
お知らせ • Aug 10Sylvamo Corporation Provides Earnings Guidance for the Three Months Ended September 30, 2023 and Twelve Months Ended December 31, 2023Sylvamo 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.
お知らせ • Jul 07Sylvamo Corporation to Report Q2, 2023 Results on Aug 09, 2023Sylvamo Corporation announced that they will report Q2, 2023 results Pre-Market on Aug 09, 2023
Upcoming Dividend • Jun 28Upcoming dividend of US$0.25 per share at 2.5% yieldEligible 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%).
お知らせ • May 25Sylvamo Corporation Announces Executive ChangesSylvamo 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.
お知らせ • May 17Sylvamo Announces Quarterly Dividend, Payable on July 27, 2023Sylvamo'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 10First 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.
お知らせ • May 05Sylvamo Announces Executive AppointmentsSylvamo 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 21High number of new and inexperienced directorsThere 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 29Upcoming dividend of US$0.25 per share at 2.2% yieldEligible 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 14Director recently bought €461k worth of stockOn 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.
お知らせ • Feb 16Sylvamo Corporation Appoints Two New Independent DirectorsSylvamo 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 15High number of new and inexperienced directorsThere 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 12Full 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.
お知らせ • Jan 11Sylvamo Corporation to Report Q4, 2022 Results on Feb 10, 2023Sylvamo Corporation announced that they will report Q4, 2022 results Pre-Market on Feb 10, 2023
お知らせ • Jan 03Sylvamo 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 27Upcoming dividend of US$0.25 per shareEligible 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 23High number of new and inexperienced directorsThere 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 11Third 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.
お知らせ • Nov 11+ 1 more updateSylvamo Corporation Provides Earnings Guidance for the Three Months Ending December 31, 2022Sylvamo Corporation provided earnings guidance for the three months ending December 31, 2022. For the quarter, The company expects net income from continuing operations of $87 - $94 million.
お知らせ • Oct 14Sylvamo Corporation to Report Q3, 2022 Results on Nov 10, 2022Sylvamo Corporation announced that they will report Q3, 2022 results Pre-Market on Nov 10, 2022
お知らせ • Oct 07Llc 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 22High number of new and inexperienced directorsThere 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.
お知らせ • Sep 21Sylvamo Declares Quarterly Dividend for the Period of October 1, 2022 to December 31, 2022, Payable October 17, 2022Sylvamo 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.
お知らせ • Sep 16Sylvamo 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 10Investor sentiment deteriorated over the past weekAfter 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 02Now 20% undervaluedThe 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 13Now 21% undervaluedOver 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 12Second 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 25Investor sentiment improved over the past weekAfter 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.
お知らせ • Jul 12Sylvamo Corporation to Report Q2, 2022 Results on Aug 11, 2022Sylvamo Corporation announced that they will report Q2, 2022 results Pre-Market on Aug 11, 2022
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorated over the past weekAfter 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 08Investor sentiment improved over the past weekAfter 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 08High number of new and inexperienced directorsThere 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.
お知らせ • May 20+ 1 more updateSylvamo Corporation (NYSE:SLVM) announces an Equity Buyback for $150 million worth of its shares.Sylvamo Corporation (NYSE:SLVM) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its shares. The program has no termination date.
お知らせ • May 12Sylvamo Corporation Reports Impairment Charges for the Three Months Ended March 31, 2022Sylvamo Corporation reported impairment charges for the three months ended March 31, 2022. For the quarter, the company reported impairment of business is $68 million.
お知らせ • May 10Sylvamo Files Proxy StatementOn 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.
お知らせ • Apr 12Sylvamo Corporation to Report Q1, 2022 Results on May 11, 2022Sylvamo Corporation announced that they will report Q1, 2022 results Pre-Market on May 11, 2022
お知らせ • Apr 07Sylvamo Corporation, Annual General Meeting, May 16, 2022Sylvamo Corporation, Annual General Meeting, May 16, 2022, at 12:00 Central Daylight. Location: Hyatt Centric 33 Beale Street Memphis Tennessee United States Agenda: To consider Board changes; to ratify Deloitte & Touche LLP as Sylvamo's independent registered public accounting firm for 2022; to approve on a non-binding advisory basis, the compensation of Sylvamo's named executive officers ( NEOs ); and to approve on a non-binding advisory basis, the frequency-every 1 year, 2 years or 3 years-with which Sylvamo's shareholders will vote in future years on a non-binding resolution to approve the compensation of Sylvamo's NEOs.
お知らせ • Mar 04Sylvamo May Curtail or Temporarily Shut Down ProductionSylvamo announced that it may curtail or temporarily shut down pulp and paper production at its Svetogorsk, Russia, mill later this week. The mill is currently operating while the company takes steps to mitigate the supply chain issues and continue production. The Svetogorsk mill, located at the border with Finland, employs approximately 1,700 people and produces uncoated freesheet, coated paperboard and pulp. The mill relies on raw materials and other critical supplies and services imported from Europe. The mill is also the primary water, electricity and water treatment provider for the Svetogorsk community. The company is committed to continuing to provide those critical services. The Svetogorsk mill has an annual capacity of 720,000 short tons of pulp, paper and paperboard. Russian operations accounted for roughly 15% of company’s 2021 total revenue. Strong momentum in the Latin America and North America regions is unaffected.