International Paper Company

NYSE:IP 주식 리포트

시가총액: US$16.1b

International Paper 향후 성장

Future 기준 점검 3/6

International Paper (는) 각각 연간 62.2% 및 2.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 62.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11% 로 예상됩니다.

핵심 정보

62.2%

이익 성장률

62.24%

EPS 성장률

Packaging 이익 성장23.1%
매출 성장률2.5%
향후 자기자본이익률11.01%
애널리스트 커버리지

Good

마지막 업데이트07 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 16

IP: Containerboard Pricing Reset And Mississippi Expansion Will Shape Fairly Valued Outlook

Analysts have trimmed the implied fair value for International Paper to $32.00 from $38.00, as a series of lower Street price targets offsets slightly stronger revenue growth and profit margin assumptions, along with a reduced future P/E multiple and a modestly lower discount rate. Analyst Commentary Recent Street research on International Paper has leaned cautious, with several bearish analysts trimming price targets even as a few upgrades have surfaced.
Seeking Alpha • Apr 30

International Paper: Reduced Outlook Still Has Downside Risk (Downgrade)

Summary International Paper Company is downgraded to Sell due to strategic missteps, underwhelming financials, and a deteriorating macro environment. IP's DS Smith acquisition failed to deliver accretion, prompting a costly spin-out of European operations and significant facility closures. North American operations show modest volume improvement, but margin compression, cost pressures, and an over-optimistic H2 EBITDA outlook persist. Despite a 5.5% dividend yield, free cash flow is insufficient, and a dividend cut post-separation appears likely as IP shares risk further downside. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 27

IP: European Containerboard Price Increases Will Support Future Margin Upside

Analysts have trimmed International Paper's implied fair value estimate from $57.80 to $48.00, reflecting reduced P/E assumptions and a higher discount rate, even as they point to slightly stronger revenue growth and profit margin expectations supported by recent Street research on containerboard pricing and industry demand trends. Analyst Commentary Recent Street research on International Paper has featured a mix of price target revisions and rating changes, but there are several clear positive threads that bullish analysts continue to highlight.
내러티브 업데이트 • Apr 13

IP: Containerboard Pricing Shifts And Planned Split Will Shape Turnaround Path

Analysts have reduced the International Paper fair value estimate from $40.00 to $38.00, reflecting a series of recent price target cuts and more cautious views on containerboard pricing, even as forecasts for revenue growth and profit margins remain supported by selective positive commentary on European price moves. Analyst Commentary Recent Street research around International Paper has turned more guarded, with several bearish analysts trimming price targets and reassessing the risk profile around containerboard pricing, capital allocation, and execution on planned initiatives.
내러티브 업데이트 • Mar 30

IP: European Containerboard Price Increases Will Support Turnaround Execution

The updated analyst price target for International Paper edges down by $0.40 to $46.47, as analysts balance recent conflicting signals in containerboard pricing with supportive commentary around European price increases and ongoing research coverage across the sector. Analyst Commentary Recent research on International Paper highlights a mixed picture, with bullish analysts pointing to supportive price actions in Europe and ongoing coverage, while more cautious voices focus on near term pricing pressure in U.S. containerboard and execution risks around the company’s transformation efforts.
내러티브 업데이트 • Mar 16

IP: Earnings Will Benefit From European Containerboard Price Increases And Turnaround Execution

The analyst price target for International Paper has moved slightly lower to $46.87. Analysts point to mixed containerboard pricing signals, modestly higher revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple to support the updated view.
내러티브 업데이트 • Mar 02

IP: Linerboard Pricing And Planned Split Will Shape Turnaround Execution

Analysts have made a modest upward adjustment to their International Paper price targets, generally nudging estimates by around $1 as they balance the recent $20 per ton linerboard price decline and sluggish demand with expectations that disciplined supply management and potential price increases could support slightly better margins and revenue. Analyst Commentary Recent research on International Paper reflects a mixed backdrop, with a clear split between cautious and more constructive voices.
내러티브 업데이트 • Feb 16

IP: Planned Split And Sector Pricing Risks Will Pressure Execution

Analysts made a modest upward adjustment to their consolidated price target on International Paper, with changes generally within a $1 range. This reflects mixed views that balance slightly stronger long term margin and growth assumptions against recent rating shifts and updated expectations for sector pricing and the planned company split.
분석 기사 • Feb 15

International Paper's (NYSE:IP) Dividend Will Be $0.4625

The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...
내러티브 업데이트 • Feb 02

IP: Future Corporate Split And Plant Closures Will Shape Execution Risks

Our updated analyst price target for International Paper moves to US$40.00 from US$42.10, as analysts factor in more conservative assumptions on revenue growth and profit margins, while still recognizing support from recent target moves and rating changes across the Street. Analyst Commentary Recent Street research on International Paper reflects a mix of support and caution, with several firms revisiting their price targets and ratings as they reassess execution risks, industry conditions, and the impact of the planned split on near term visibility.
내러티브 업데이트 • Jan 19

IP: Supply Discipline And 80/20 Turnaround Will Support Future Margin Upside

Narrative Update on International Paper Analysts have modestly reset their expectations for International Paper, with a blended Street price target moving into the mid US$40s to low US$50s range as they factor in mixed views on near term packaging volumes, disciplined supply management supporting containerboard pricing, and execution risks around the company’s 80/20 turnaround and ongoing transformation. Analyst Commentary Recent research updates on International Paper show a cluster of price targets in the low to mid US$40s up to just above US$50.
내러티브 업데이트 • Jan 04

IP: Earnings Will Improve As $1.5B Asset Sale Drives Portfolio Reset

Analysts have modestly reduced their price target on International Paper by about $0.70 per share, reflecting slightly lower fair value and growth assumptions, while still acknowledging strategic portfolio actions and a potential inflection in margins and profits. Analyst Commentary Recent Street research on International Paper reflects a mixed but generally constructive outlook, with some analysts highlighting improving strategic execution and others cautioning that expectations still embed meaningful risk.
내러티브 업데이트 • Dec 18

IP: Portfolio Refocus And Facility Closures Will Drive Margin Upside

Analysts have trimmed their fair value estimate for International Paper from $63.00 to $57.80 per share. More cautious revenue growth assumptions are offset only partly by improved margin expectations and a lower projected valuation multiple, even as recent research highlights both tangible portfolio actions and lingering skepticism on the pace of the turnaround.
내러티브 업데이트 • Dec 04

IP: Earnings Will Strengthen As $1.5B Portfolio Sale And Closures Progress

Analysts nudged our fair value estimate for International Paper higher by about $1 to approximately $48 as they balance emerging evidence of profit and margin improvement from strategic portfolio actions against lingering skepticism over the pace and durability of demand and pricing recovery. Analyst Commentary Bullish analysts view International Paper as moving closer to a strategic inflection point, with portfolio simplification and cost actions beginning to support a more durable improvement in earnings power.
내러티브 업데이트 • Nov 19

IP: Profitability Will Advance As $1.5B Asset Sale Nears Completion

International Paper's analyst price targets have seen both upgrades and reductions recently, with changes ranging roughly from a $1 increase to a $5 decrease. Analysts cite improving profitability initiatives alongside mixed expectations for future growth and operational execution.
내러티브 업데이트 • Nov 05

IP: Margin Recovery Will Accelerate As $1.5B Divestiture Nears Completion

International Paper’s analyst price target has been revised down from $52.20 to $47.16, as analysts adjust expectations in response to slower forecasted revenue growth and ongoing operational challenges. Analyst Commentary Recent research on International Paper reflects a mix of optimism and caution as analysts assess the company’s ongoing transformation and its operating outlook.
내러티브 업데이트 • Oct 22

Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes

International Paper's analyst price target has edged lower from $53.35 to $52.20, as analysts cite more measured revenue growth expectations and the need for successful execution of strategic initiatives to support sustained profitability. Analyst Commentary Recent Street research presents a mix of cautious optimism and ongoing concerns regarding International Paper's strategy, valuations, and future growth trajectory.
분석 기사 • Oct 18

International Paper's (NYSE:IP) Dividend Will Be $0.4625

The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...
내러티브 업데이트 • Oct 08

Sustainable Packaging And Automation Will Reshape Global Markets

International Paper's analyst price target has shifted downward, moving from $54.33 to $53.35 per share. Analysts point to more moderate revenue growth expectations and a cautious outlook on near-term demand and execution risks.
Seeking Alpha • Mar 27

International Paper's Investor Day Causes Justified Optimism

Summary International Paper's stock surged over 6% after a bullish investor day, adding to a strong year with shares up nearly 38%. The DS Smith acquisition transformed IP's geographic and business mix, reducing cyclicality and creating significant cost-cutting opportunities across its expanded European footprint. IP forecasts up to $6 billion of EBITDA and $2 billion of free cash flow by 2027, driven by synergies and market growth. Despite near-term caution, IP's ongoing transformation and cost actions position it for substantial long-term value creation, supporting a continued "buy" rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 14

International Paper: Working To Grow Sustainable Packaging With Strategic Investments

Summary International Paper's acquisition of DS Smith strengthens its global footprint, despite a 2.3% Q4 revenue decline, leading me to rate the stock as a hold. The merger, valued at $9.9 billion, will create significant synergies, forecasted at $514 million annually by 2029, enhancing IP's market presence. IP's forward P/E ratio of 22.35X suggests slight overvaluation, but the DS Smith acquisition is expected to drive revenue growth and operational efficiencies. Cost management remains a challenge, but the strategic acquisition and anticipated product price changes could unlock additional shareholder value in 2025. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

International Paper: Self-Help And An Improving Market Enable Further Upside

Summary International Paper has gained over 70% in the past year, driven by strategic alternatives and operational improvements, warranting a revisit of my stock outlook. Despite a decline in EPS last quarter, IP's investments in productivity and streamlining operations are expected to yield significant benefits by 2025 and 2026. The DS Smith acquisition and potential sale of the GCF business could enhance IP's global presence and enable substantial capital returns. With improving market conditions, synergies, and productivity actions, IP is positioned for a ~14% potential return over the next year, making it a buy. Read the full article on Seeking Alpha
Seeking Alpha • Sep 17

International Paper Stock: Not Trading On Fundamentals

Summary International Paper Company's recent share price surge is driven by takeover speculation, not fundamentals, making it an unattractive investment currently. Financial performance has been lackluster with unimpressive revenue growth and tight margins, despite a temporary tax benefit boosting the bottom line. The company's high debt and modest interest coverage ratio add financial risk. The takeover drama adds volatility, and without clear efficiency improvements, I remain cautious and on the sidelines. Read the full article on Seeking Alpha
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새로운 내러티브 • Aug 21

Decisive Shifts And Operational Optimizations Set To Revitalize Profitability And Market Share

Implementing an 80/20 operating system and focusing on profitable growth is anticipated to significantly boost profitability and earnings.
Seeking Alpha • Jul 05

The Combination Of International Paper + DS Smith Is Overpriced

Summary The combination of IP and DS Smith appears more like an acquisition by IP. But IP overpaid for DS Smith. My valuation shows potential value creation for both companies post-combination. The current market prices may be overestimating the intrinsic value of the combined IP and DS Smith. Read the full article on Seeking Alpha
Seeking Alpha • Jun 28

International Paper: The Market Has Overpriced It As A Standalone Business

Summary IP is not a high-growth company, with declining revenue and profits over the past decade. It operates in a mature sector, making it difficult to achieve double-digit growth organically. There were also no signs of improving productivity. However, IP is financially sound and is a cash cow. A valuation of IP as a standalone business (ignoring the DS Smith combination) shows that it is worth USD 22 per share. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:IP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202825,9771,6711,5083,4778
12/31/202725,6281,3801,1623,37711
12/31/202624,7417032362,21911
3/31/202624,341-2,6385532,597N/A
12/31/202523,634-2,838-1591,698N/A
9/30/202524,334-555-2771,190N/A
6/30/202522,091-18-1181,106N/A
3/31/202516,480545-5995N/A
12/31/202415,8357257571,678N/A
9/30/202416,5143538071,773N/A
6/30/202417,1484347381,720N/A
3/31/202418,5151868321,883N/A
12/31/202316,0333136921,833N/A
9/30/202319,4487579442,102N/A
6/30/202320,2371,4529012,069N/A
3/31/202320,9441,6468441,931N/A
12/31/202221,1611,7411,2432,174N/A
9/30/202221,1141,3747101,520N/A
6/30/202220,6269191,0321,730N/A
3/31/202220,0078111,4612,106N/A
12/31/202119,3638111,4812,030N/A
9/30/202116,5019082,2702,712N/A
6/30/202116,7106802,3672,802N/A
3/31/202116,8066382,3722,926N/A
12/31/202017,5651822,3123,063N/A
9/30/202020,8394942,1823,202N/A
6/30/202021,2846342,1633,349N/A
3/31/202022,0856602,2573,526N/A
12/31/201918,317699N/A3,610N/A
9/30/201922,8291,376N/A3,503N/A
6/30/201923,1621,594N/A3,562N/A
3/31/201923,3281,730N/A3,296N/A
12/31/201823,3061,667N/A3,226N/A
9/30/201823,0662,819N/A3,593N/A
6/30/201822,6822,623N/A1,943N/A
3/31/201822,2322,279N/A1,787N/A
12/31/201721,7432,110N/A1,757N/A
9/30/201719,829753N/A1,481N/A
6/30/201719,578699N/A2,531N/A
3/31/201719,517655N/A2,491N/A
12/31/201619,495802N/A2,478N/A
9/30/201621,141869N/A2,556N/A
6/30/201621,566777N/A3,052N/A
3/31/201621,958964N/A2,562N/A
12/31/201520,675853N/A2,580N/A
9/30/201522,865903N/A2,734N/A
6/30/201523,2251,022N/A2,830N/A

애널리스트 향후 성장 전망

수입 대 저축률: IP 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: IP (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: IP 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: IP 의 수익(연간 2.5%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: IP 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: IP의 자본 수익률은 3년 후 11%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/19 16:02
종가2026/05/19 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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분석가 소스

International Paper Company는 29명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ColemanArgus Research Company
Peter RuschmeierBarclays
Stephen AtkinsonBMO Capital Markets Equity Research