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 Community Fair Values
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Analyst Price Targets
Sylvamo Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$36.79 |
| 52週高値 | US$56.80 |
| 52週安値 | US$35.53 |
| ベータ | 0.77 |
| 1ヶ月の変化 | -3.87% |
| 3ヶ月変化 | -3.44% |
| 1年変化 | -17.51% |
| 3年間の変化 | -9.00% |
| 5年間の変化 | n/a |
| IPOからの変化 | 47.16% |
最新ニュース
ナラティブ更新 • Aug 20
SLVM: Future Margin Gains From Pricing And Cost Actions Will Drive Returns
Analysts have trimmed their Sylvamo fair value estimate from $75.00 to $65.00, reflecting lower Street price targets and recent research that points to softer near term earnings contributions from certain regions and cost pressures, while also factoring in updated assumptions for growth, margins, and a reduced future P/E multiple. Analyst Commentary Street research on Sylvamo in recent months has centered on recalibrated price targets and rating changes as analysts factor in cost inflation, softer regional earnings and updated sector views.分析記事 • Aug 11
Sylvamo Corporation Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
Investors in Sylvamo Corporation ( NYSE:SLVM ) had a good week, as its shares rose 5.3% to close at US$40.30 following...
ナラティブ更新 • Aug 05
SLVM: Index Removals And Lower Costs Will Support Future Upside
Analysts have reduced their fair value estimate for Sylvamo to $51.75 from $59, citing lower published price targets in the $45 to $51 range and updated expectations for revenue growth, profit margins, and the future P/E multiple under current cost and demand conditions. Analyst Commentary Recent Street research on Sylvamo points to a more balanced view of the stock, with price targets clustering in the mid to high US$40s and a mix of constructive and cautious commentary on execution and valuation.
ナラティブ更新 • Jul 22
SLVM: Future Returns Will Hinge On Discount Rate And Sector Repricing
Analysts have trimmed their price targets on Sylvamo, with the updated internal fair value estimate moving from $49 to $45 as they factor in softer revenue expectations, a lower assumed future P/E multiple, and mixed industry signals around costs and demand in paper and packaging markets. Analyst Commentary Recent Street commentary around Sylvamo reflects a more cautious tone, with several bearish analysts revisiting their assumptions on earnings power, cost pressures, and sector demand as they head into upcoming quarterly updates.Recent updates
ナラティブ更新 • Aug 20
SLVM: Future Margin Gains From Pricing And Cost Actions Will Drive Returns
Analysts have trimmed their Sylvamo fair value estimate from $75.00 to $65.00, reflecting lower Street price targets and recent research that points to softer near term earnings contributions from certain regions and cost pressures, while also factoring in updated assumptions for growth, margins, and a reduced future P/E multiple. Analyst Commentary Street research on Sylvamo in recent months has centered on recalibrated price targets and rating changes as analysts factor in cost inflation, softer regional earnings and updated sector views.分析記事 • Aug 11
Sylvamo Corporation Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
Investors in Sylvamo Corporation ( NYSE:SLVM ) had a good week, as its shares rose 5.3% to close at US$40.30 following...ナラティブ更新 • Aug 05
SLVM: Index Removals And Lower Costs Will Support Future Upside
Analysts have reduced their fair value estimate for Sylvamo to $51.75 from $59, citing lower published price targets in the $45 to $51 range and updated expectations for revenue growth, profit margins, and the future P/E multiple under current cost and demand conditions. Analyst Commentary Recent Street research on Sylvamo points to a more balanced view of the stock, with price targets clustering in the mid to high US$40s and a mix of constructive and cautious commentary on execution and valuation.ナラティブ更新 • Jul 22
SLVM: Future Returns Will Hinge On Discount Rate And Sector Repricing
Analysts have trimmed their price targets on Sylvamo, with the updated internal fair value estimate moving from $49 to $45 as they factor in softer revenue expectations, a lower assumed future P/E multiple, and mixed industry signals around costs and demand in paper and packaging markets. Analyst Commentary Recent Street commentary around Sylvamo reflects a more cautious tone, with several bearish analysts revisiting their assumptions on earnings power, cost pressures, and sector demand as they head into upcoming quarterly updates.ナラティブ更新 • Jul 08
SLVM: Index Removals And Share Repurchases Will Support Future Upside
The Sylvamo analyst price target has been reduced from about $63.33 to $59.00, as analysts factor in updated assumptions on revenue growth, profit margins, and future P/E following recent research commentary. What’s in the News for Sylvamo Sylvamo Corporation (NYSE: SLVM) was dropped from the Russell 2000 Growth Benchmark, based on the latest index constituent review.ナラティブ更新 • Jun 24
SLVM: Future Returns Will Hinge On Discount Rate And P/E Reset
Analysts have slightly reduced their average price target on Sylvamo, trimming it by a few dollars to reflect updated views on discount rates, modestly adjusted revenue assumptions, and profitability expectations. They continue to view the stock through a long-term earnings lens anchored by a similar fair value and P/E framework.ナラティブ更新 • Jun 10
SLVM: Higher Margin Outlook And Revised P E Framework Will Drive Returns
Sylvamo's consensus analyst price target has edged lower by a few dollars to reflect updated research that modestly adjusts growth, margin and P/E assumptions following recent target cuts and new coverage. Analyst Commentary Recent research has adjusted Sylvamo's price targets and assumptions, but the tone from bullish analysts still leans constructive on the company’s ability to execute against its current valuation framework.ナラティブ更新 • May 27
SLVM: Higher Margin Outlook And Execution On Plans Will Drive Returns
Analysts have reduced their average Sylvamo price targets by a few dollars, reflecting slightly lower P/E expectations even as they factor in updated views on revenue growth and margins. Analyst Commentary Recent Street research on Sylvamo points to a mixed but constructive stance, with some firms trimming price targets while another initiates coverage with a positive rating.ナラティブ更新 • May 13
SLVM: Future Returns Will Center On Lower P/E And Completed Buyback
Narrative Update Analysts have trimmed Sylvamo's fair value estimate from $53.00 to $49.00, reflecting updated expectations for revenue growth, profitability, and a lower assumed future P/E multiple following recent price target cuts and a new Buy initiation. Analyst Commentary Recent Street research on Sylvamo points to a more cautious tone, with multiple bearish analysts trimming price targets and questioning how much upside remains relative to execution and growth risks.ナラティブ更新 • Apr 28
SLVM: Higher Margin Outlook And Buyback Progress Will Drive Future Returns
Analysts have trimmed their price targets on Sylvamo by $3, citing updated assumptions around discount rates, slightly softer revenue trends, and a modestly higher profit margin outlook. Analyst Commentary Recent research has centered on fine tuning assumptions rather than changing the core view on Sylvamo, with price targets adjusted by $3 in light of updated discount rates, revenue expectations, and margin outlooks.Seeking Alpha • Apr 15
Sylvamo: May Take A Year To Reposition For Growth, Buy For The Dividend
Summary Sylvamo Corporation is rated Buy with a $50.70/share price target, reflecting a turnaround strategy for eFY27 after a transitional, capital-intensive period. SLVM faces a challenging eFY26 due to shifting production, importing European paper to service the North American market, and expecting to face higher tariff and freight costs. Significant capital projects, including $145mm in South Carolina, aim to add $50mm annual adjusted EBITDA by eFY27, while share repurchases are paused for financial flexibility. SLVM offers a 4.20% dividend yield and trades at 5.43x EV/aEBITDA, presenting a value and income opportunity despite near-term headwinds. Read the full article on Seeking Alphaナラティブ更新 • Apr 14
SLVM: Future Outlook Will Emphasize Earnings Multiple Reset And Completed Buyback
Analysts have reduced Sylvamo's average price target by $3, citing updated views on growth, margins, and valuation that are reflected in slightly adjusted revenue, profit, and P/E assumptions. Analyst Commentary Recent research updates point to a more restrained tone around Sylvamo, with a reduced average price target signaling that some expectations for growth, margins, and valuation have been reset.ナラティブ更新 • Mar 31
SLVM: Higher Future P/E Assumptions Will Support Stronger Shareholder Returns
Analysts have maintained a Buy stance on Sylvamo and trimmed their price target by $2 to $57, citing updated views on revenue growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Bullish analysts see the recent price target adjustment to US$57 as a reflection of updated assumptions on revenue and margins rather than a shift in overall conviction.ナラティブ更新 • Mar 16
SLVM: Share Repurchases And New Leadership Will Support Future Upside
The analyst price target for Sylvamo has shifted from $61 to about $63.33. Analysts attribute the change to updated assumptions on revenue growth, profit margins, discount rate and future P/E, even as at least one recent Street target moved from $59 to $57.ナラティブ更新 • Mar 02
SLVM: Updated Outlook Will Highlight Leadership Transition And Reassessed Earnings Multiple
Analysts have trimmed their price target on Sylvamo to $57 from $59. This reflects updated views on revenue trends, profit margins and forward P/E assumptions, while still indicating potential upside from the current fundamental profile.ナラティブ更新 • Feb 16
SLVM: New Leadership And Solid Execution Will Support Future Shareholder Returns
Analysts have slightly reduced their price target on Sylvamo to $57 from $59, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples in their models. Analyst Commentary Despite the slightly lower price target, bullish analysts continue to frame Sylvamo as a constructive story, pointing to valuation support and solid execution as key reasons for their positive stance.ナラティブ更新 • Feb 02
SLVM: Fair Value Outlook Weighs Leadership Transition And Moderating Earnings Multiple
Analysts have nudged their Sylvamo outlook slightly lower, with the consensus price target trimming to about US$57 from US$59. This reflects updated assumptions around discount rates, revenue trends and profit margins.ナラティブ更新 • Jan 19
SLVM: Fair Value View Balances Leadership Transition And Earnings Multiple Risks
Analysts have nudged their fair value estimate for Sylvamo higher to US$53 from US$44, tying this move to updated views on the stock's risk profile, profit margins, and future P/E expectations. Street targets, such as the recent US$57 price target trim, still frame a constructive long term outlook.ナラティブ更新 • Jan 04
SLVM: Lower Risk And Stronger Margins Will Support Shareholder Returns
Analysts have raised their price target on Sylvamo from 68 dollars to 75 dollars, citing a lower perceived risk profile and stronger expected profitability, even as they temper revenue growth assumptions. What's in the News COO John Sims has been appointed to Sylvamo's board of directors effective January 1, 2026, coinciding with the start of his tenure as CEO.分析記事 • Dec 31
Sylvamo (NYSE:SLVM) Will Pay A Dividend Of $0.45
Sylvamo Corporation ( NYSE:SLVM ) will pay a dividend of $0.45 on the 23rd of January. This payment means that the...ナラティブ更新 • Dec 16
SLVM: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts have modestly refined their outlook on Sylvamo, keeping the fair value estimate steady at $61.00 while slightly lowering the discount rate to reflect a marginally improved risk profile and stable long term expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Completed a $300 million share repurchase program, retiring a total of 5.63 million shares, or 13.39% of shares outstanding, under the buyback first announced in May 2022 (Key Developments) Repurchased 939,161 shares, or 2.32% of shares outstanding, for $41.9 million during the July 1 to September 30, 2025 period, indicating ongoing capital return to shareholders (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at $61.00 per share, indicating no revision to the intrinsic value assessment.ナラティブ更新 • Dec 02
SLVM: Share Repurchases And Steady Financials Will Support Future Upside
Analysts have maintained Sylvamo’s fair value target at $61.00 per share, reflecting stable expectations based on unchanged core financial assumptions and recent industry analysis. What's in the News Sylvamo repurchased 939,161 shares between July and September 2025, representing 2.32% of shares for $41.9 million.ナラティブ更新 • Nov 18
SLVM: Rising Profit Margins And Expanded Buybacks Will Drive Shares Higher
Analysts have raised their price target for Sylvamo from $53.67 to $61.00 per share, citing expectations of stronger profit margins and a lower future price-to-earnings ratio, even though forecasts indicate slower revenue growth. What's in the News Between July 1, 2025 and September 30, 2025, Sylvamo repurchased 939,161 shares for $41.9 million, completing the buyback of 5,626,736 shares totaling $300 million since May 2022 (Key Developments).分析記事 • Nov 10
Sylvamo Corporation Just Missed EPS By 9.3%: Here's What Analysts Think Will Happen Next
It's been a good week for Sylvamo Corporation ( NYSE:SLVM ) shareholders, because the company has just released its...分析記事 • Oct 24
Sylvamo (NYSE:SLVM) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Sep 19
Sylvamo (NYSE:SLVM) Has Announced A Dividend Of $0.45
The board of Sylvamo Corporation ( NYSE:SLVM ) has announced that it will pay a dividend of $0.45 per share on the 17th...ナラティブ更新 • Aug 10
Operational Efficiency And Fiber Demand Will Create Future Opportunities
Despite improved revenue growth forecasts and a substantially lower forward P/E, Sylvamo's consensus analyst price target has fallen from $68.33 to $61.67, indicating valuation concerns outweigh modestly better fundamentals. What's in the News Sylvamo Corporation added to Russell 2000 Growth-Defensive Index.分析記事 • Jul 25
Why Sylvamo Corporation (NYSE:SLVM) Could Be Worth Watching
While Sylvamo Corporation ( NYSE:SLVM ) might not have the largest market cap around , it received a lot of attention...分析記事 • Jun 14
There's No Escaping Sylvamo Corporation's (NYSE:SLVM) Muted Earnings
Sylvamo Corporation's ( NYSE:SLVM ) price-to-earnings (or "P/E") ratio of 7.2x might make it look like a strong buy...分析記事 • May 20
Sylvamo (NYSE:SLVM) Is Paying Out A Dividend Of $0.45
The board of Sylvamo Corporation ( NYSE:SLVM ) has announced that it will pay a dividend on the 29th of July, with...分析記事 • May 12
Sylvamo Corporation Just Missed EPS By 5.8%: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for Sylvamo Corporation ( NYSE:SLVM ) shares in the week since its quarterly...分析記事 • May 07
Is Sylvamo (NYSE:SLVM) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Apr 22
Is Now An Opportune Moment To Examine Sylvamo Corporation (NYSE:SLVM)?
While Sylvamo Corporation ( NYSE:SLVM ) might not have the largest market cap around , it received a lot of attention...分析記事 • Mar 29
Returns On Capital Are A Standout For Sylvamo (NYSE:SLVM)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • Mar 13
Should You Be Adding Sylvamo (NYSE:SLVM) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Feb 27
Sylvamo: Setting Up For The Long Game
Summary Sylvamo had declining EBITDA and free cash flow in 2024 relative to 2023, and the start to 2025 is expected to be seasonally weak. The share price has retreated recently, and valuation on earnings and cash flow basis are fair for the sector. The capital allocation has paid past investors a growing dividend, while managing to trim debt and repurchase shares. Capex through 2026 may be elevated relative to recent periods on investments to upgrade a mill, but the expected long-term payoff is a major improvement to EBITDA and cash flow. Read the full article on Seeking Alpha分析記事 • Feb 26
A Look At The Intrinsic Value Of Sylvamo Corporation (NYSE:SLVM)
Key Insights Sylvamo's estimated fair value is US$77.61 based on 2 Stage Free Cash Flow to Equity Current share price...株主還元
| SLVM | US Forestry | US 市場 | |
|---|---|---|---|
| 7D | -4.2% | -2.5% | -1.5% |
| 1Y | -17.5% | -14.2% | 17.8% |
業界別リターン: SLVM過去 1 年間で-14.2 % の収益を上げたUS Forestry業界を下回りました。
リターン対市場: SLVMは、過去 1 年間で17.8 % のリターンを上げたUS市場を下回りました。
価格変動
| SLVM volatility | |
|---|---|
| SLVM Average Weekly Movement | 5.3% |
| Forestry Industry Average Movement | 5.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: SLVM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SLVMの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1898 | 6,500 | John Sims | www.sylvamo.com |
シルバモ・コーポレーションは、ヨーロッパ、中南米、北米で非塗工フリーシート、オフセット用紙、パルプを生産・販売している。REY」ブランドでコピー用紙、ティント用紙、カラーレーザー印刷用紙、「Berga」ブランドでグラフィック用紙、高速インクジェット印刷用紙、「Multicopy」ブランドでオフィス印刷、ビジネスフォーム、デジタル印刷、書籍印刷用オフセット用紙などを生産している。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、複写機、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用のコピー用紙、Hammermill、Springhill、Williamsburg、Accent、DRM、Postmarkのブランド名で非塗工紙も提供している。また、総合工場と非総合工場を運営している。同社はエンドユーザー、コンバーター、代理店、再販業者、製紙流通業者向けに、小売店、加盟店、eコマース・チャネルを通じて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に本社を置いている。
Sylvamo Corporation 基礎のまとめ
| SLVM 基礎統計学 | |
|---|---|
| 時価総額 | US$1.46b |
| 収益（TTM） | US$76.00m |
| 売上高(TTM) | US$3.30b |
19.2x
PER（株価収益率0.4x
P/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
| SLVM 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.30b |
| 売上原価 | US$2.62b |
| 売上総利益 | US$679.00m |
| その他の費用 | US$603.00m |
| 収益 | US$76.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.91 |
| グロス・マージン | 20.59% |
| 純利益率 | 2.31% |
| 有利子負債／自己資本比率 | 97.6% |
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
4.9%
現在の配当利回り94%
配当性向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 | 2026/08/23 20:45 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 Staphos | BofA Global Research |
| Matthew McKellar | RBC Capital Markets |
| Daniel Harriman | Sidoti & Company, LLC |