View ValuationSylvamo 향후 성장Future 기준 점검 0/6Sylvamo 의 수익은 연간 3.6% 감소할 것으로 예상되는 반면, 연간 수익은 8.2% 로 증가할 것으로 예상됩니다. EPS는 연간 10.6% 만큼 성장할 것으로 예상됩니다.핵심 정보8.2%이익 성장률10.56%EPS 성장률Forestry 이익 성장23.4%매출 성장률-3.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트20 Oct 2025최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updates공시 • 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.공시 • 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, 2026공시 • 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 States공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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 States공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.이익 및 매출 성장 예측BMV:SLVM * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20273,199N/A248468112/31/20263,322230184476312/31/20253,32516111934936/30/20253,550218192414N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SLVM * 의 연간 예상 수익 증가율(8.2%)이 saving rate(8.5%) 미만입니다.수익 vs 시장: SLVM * 의 연간 수익(8.2%)이 MX 시장(9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: SLVM * 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SLVM * 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.6%).고성장 매출: SLVM * 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -3.6%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: SLVM *의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/11/01 19:27종가2025/08/04 00:00수익2025/06/30연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sylvamo Corporation는 4명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관George StaphosBofA Global ResearchMatthew McKellarRBC Capital MarketsDaniel HarrimanSidoti & Company, LLC1명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.