IP Share Price Performance
US$35.65
-14.73 (-29.24%)
24.7% undervalued intrinsic discount
US$47.35
Fair Value
Price US$35.65
AnalystConsensusTarget US$47.35
AnalystLowTarget US$40.00
AnalystHighTarget US$57.80
Fair ValueUS$47.35
Share Pricen/a
International Paper Company Stock Price
- 3 Narratives written by author
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- 42 Fair Values set on narratives written by author
IP Community Narratives
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Fair Value US$47.35 24.7% undervalued intrinsic discount
Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes
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Fair Value US$40 10.9% undervalued intrinsic discount
Rising Compliance Costs Will Limit Transformation Gains
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Fair Value US$57.8 38.3% undervalued intrinsic discount
E-commerce And Automation Will Transform Fiber Packaging Markets
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Rising Compliance Costs Will Limit Transformation Gains
Key Takeaways Ongoing shifts away from paper and regulatory pressures on packaging limit revenue growth, increase investment needs, and compress margins across the business. Heavy dependence on mature North American markets and lagging infrastructure investment weaken competitive positioning and threaten both earnings and dividend stability.Read more
46
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US$40
10.9% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
5.94%
Future PE
17.74x
Price in 2029
US$49.64
E-commerce And Automation Will Transform Fiber Packaging Markets
Key Takeaways Rapid execution, integration synergies, and plant optimization position International Paper to capture share and outperform typical industry growth rates and margins. Emphasis on sustainable, value-added packaging enhances pricing power, cash flow stability, and resilience to cost fluctuations as demand shifts favorably.Read more
24
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US$57.8
38.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
7.82%
Future PE
18.1x
Price in 2029
US$71.62
Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes
Key Takeaways Rising sustainability trends and e-commerce growth are strengthening demand for fiber-based packaging, supporting both revenue growth and pricing power. Operational improvements, strategic divestitures, and emerging market expansion are boosting margins, competitiveness, and overall earnings quality.Read more
357
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US$47.35
24.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
7.08%
Future PE
16.97x
Price in 2029
US$58.72
Trending Discussion
Recently Updated Narratives
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IP: Linerboard Pricing And Planned Split Will Shape Turnaround Execution
Fair Value: US$40 10.9% undervalued intrinsic discount
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IP: Supply Discipline And 80/20 Turnaround Will Support Future Margin Upside
Fair Value: US$57.8 38.3% undervalued intrinsic discount
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IP: Earnings Will Improve As $1.5B Asset Sale Drives Portfolio Reset
Fair Value: US$47.35 24.7% undervalued intrinsic discount
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Snowflake Analysis
International Paper Company Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 30, 2026
- -5.36
- 29.74%
- -12.01%
- 65.8%
About IP
- Founded
- 1898
- Employees
- 62602
- CEO
- WebsiteView website
International Paper Company produces and sells renewable fiber-based packaging in North America, Latin America, Europe, and North Africa. It operates through two segments, Packaging Solutions North America and Packaging Solutions EMEA. The company offers linerboard, medium, whitetop, and saturating kraft; and converts containerboard into corrugated boxes, bulk bins, shipping containers and specialty packaging through its converting facilities. Its products support customers in various industries, such as food and beverage, agriculture, industrial manufacturing, personal care pharmaceuticals and consumer goods. The company was founded in 1898 and is headquartered in Memphis, Tennessee.
