Sylvamo（SLVM *）株式概要シルバモ・コーポレーションは、ヨーロッパ、ラテンアメリカ、北米で、カットサイズ、オフセット用紙、パルプ用の非塗工フリーシートを製造・販売している。 詳細SLVM * ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より50.3%で取引されている リスク分析株式の流動性は非常に低い 多額の負債を抱えている すべてのリスクチェックを見るSLVM * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$852.72153.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue US$3.0bEarnings US$181.5mAdvancedSet Fair ValueView all narrativesSylvamo Corporation 競合他社Cydsa. deSymbol: BMV:CYDSASA AMarket cap: Mex$16.1bGCC. deSymbol: BMV:GCC *Market cap: Mex$65.6bCorporación Moctezuma. deSymbol: BMV:CMOCTEZ *Market cap: Mex$69.9bMinera Frisco. deSymbol: BMV:MFRISCO A-1Market cap: Mex$62.8b価格と性能株価の高値、安値、推移の概要Sylvamo過去の株価現在の株価US$852.7252週高値US$852.7252週安値US$852.72ベータ0.861ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化-4.19%5年間の変化n/aIPOからの変化30.19%最新ニュースお知らせ • May 15Sylvamo Corporation announces Quarterly dividend, payable on July 28, 2026Sylvamo Corporation announced Quarterly dividend of USD 0.4500 per share payable on July 28, 2026, ex-date on July 07, 2026 and record date on July 07, 2026.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.最新情報をもっと見るRecent updatesお知らせ • May 15Sylvamo Corporation announces Quarterly dividend, payable on July 28, 2026Sylvamo Corporation announced Quarterly dividend of USD 0.4500 per share payable on July 28, 2026, ex-date on July 07, 2026 and record date on July 07, 2026.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.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.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.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.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.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, 2023Board Change • Sep 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.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.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.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.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 • Jan 30High 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 • 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 Mexican dividend payers (6.4%). Lower than average of industry peers (5.2%).Board Change • Nov 19High 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.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to Mex$805, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 8x in the Forestry industry in South America.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: US$1.91 (vs US$2.30 in 2Q 2021)Second quarter 2022 results: EPS: US$1.91 (down from US$2.30 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 • Jun 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to Mex$805, the stock trades at a trailing P/E ratio of 4.8x. Average forward P/E is 8x in the Forestry industry in South America.Board Change • Jun 07High 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 13Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$7.53. Revenue: US$3.50b (up 16% from FY 2020). Net income: US$331.0m (up 95% from FY 2020). Profit margin: 9.5% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 8.1% growth forecast for the industry in Mexico.Board Change • Dec 14No independent directorsThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). Director J. Rollinson 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 independent directors. Lack of board continuity. Lack of experienced directors.株主還元SLVM *MX ForestryMX 市場7D0%0.8%0.3%1Yn/a-20.6%15.7%株主還元を見る業界別リターン: SLVM *がMX Forestry業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: SLVM * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is SLVM *'s price volatile compared to industry and market?SLVM * volatilitySLVM * Average Weekly Movementn/aForestry Industry Average Movement4.6%Market Average Movement4.0%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.7%安定した株価: SLVM *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のSLVM *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト18986,500Jean-Michel Ribiéraswww.sylvamo.comシルバモ・コーポレーションは、ヨーロッパ、ラテンアメリカ、北米で、カットサイズ、オフセット用紙、パルプ用の非塗工フリーシートを製造・販売している。同社は、REY AdagioとPro-Designブランドでコピー用紙、着色用紙、カラーレーザー印刷用紙、Jetstarブランドでグラフィック用紙と高速インクジェット印刷用紙を提供し、オフィス印刷、ビジネスフォーム、デジタル印刷、書籍印刷用オフセットなどに使用される用紙とMulticopyブランド名の製品を生産している。また、Chamex、Chamequinho、Chambrilブランドの非塗工フリーシート紙も供給している。さらに、イメージング、商業印刷、コンバーティング用紙、コピー機、デスクトッププリンター、レーザープリンター、デジタルイメージングで使用されるコピー用紙、Hammermill、Springhill、Williamsburg、Accent、DRM、Postmarkのブランド名で非塗工紙を提供している。さらに、総合工場と非総合工場を運営している。小売店、商店、電子商取引、代理店、再販業者、紙販売業者などを通じて、エンドユーザーやコンバーターに製品を販売している。同社は1898年に設立され、テネシー州メンフィスを拠点としている。もっと見るSylvamo Corporation 基礎のまとめSylvamo の収益と売上を時価総額と比較するとどうか。SLVM * 基礎統計学時価総額Mex$30.45b収益（TTM）Mex$4.05b売上高(TTM)Mex$65.96b7.5xPER（株価収益率0.5xP/SレシオSLVM * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SLVM * 損益計算書（TTM）収益US$3.55b売上原価US$2.74b売上総利益US$815.00mその他の費用US$597.00m収益US$218.00m直近の収益報告Jun 30, 2025次回決算日Nov 07, 2025一株当たり利益（EPS）5.40グロス・マージン22.96%純利益率6.14%有利子負債／自己資本比率83.8%SLVM * の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.4%現在の配当利回り34%配当性向View Valuation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2025/11/01 13:37終値2025/08/04 00:00収益2025/06/30年間収益2024/12/31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 3 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 • May 15Sylvamo Corporation announces Quarterly dividend, payable on July 28, 2026Sylvamo Corporation announced Quarterly dividend of USD 0.4500 per share payable on July 28, 2026, ex-date on July 07, 2026 and record date on July 07, 2026.
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 • May 15Sylvamo Corporation announces Quarterly dividend, payable on July 28, 2026Sylvamo Corporation announced Quarterly dividend of USD 0.4500 per share payable on July 28, 2026, ex-date on July 07, 2026 and record date on July 07, 2026.
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.
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
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.
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
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.
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.
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.
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
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
Board Change • Sep 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.
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.
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
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.
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.
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 • Jan 30High 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 • 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 Mexican dividend payers (6.4%). Lower than average of industry peers (5.2%).
Board Change • Nov 19High 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.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to Mex$805, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 8x in the Forestry industry in South America.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: US$1.91 (vs US$2.30 in 2Q 2021)Second quarter 2022 results: EPS: US$1.91 (down from US$2.30 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 • Jun 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to Mex$805, the stock trades at a trailing P/E ratio of 4.8x. Average forward P/E is 8x in the Forestry industry in South America.
Board Change • Jun 07High 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 13Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$7.53. Revenue: US$3.50b (up 16% from FY 2020). Net income: US$331.0m (up 95% from FY 2020). Profit margin: 9.5% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 8.1% growth forecast for the industry in Mexico.
Board Change • Dec 14No independent directorsThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). Director J. Rollinson 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 independent directors. Lack of board continuity. Lack of experienced directors.
