International Paper Company

LSE:0JCB Stock Report

Market Cap: US$19.8b

International Paper Valuation

Is 0JCB undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0JCB when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0JCB ($56.78) is trading below our estimate of fair value ($86.5)

Significantly Below Fair Value: 0JCB is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0JCB?

Key metric: As 0JCB is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0JCB. This is calculated by dividing 0JCB's market cap by their current earnings.
What is 0JCB's PE Ratio?
PE Ratio47.6x
EarningsUS$420.00m
Market CapUS$19.78b

Price to Earnings Ratio vs Peers

How does 0JCB's PE Ratio compare to its peers?

The above table shows the PE ratio for 0JCB vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average21.8x
SMDS DS Smith
20.2x7.9%UK£7.8b
ANTO Antofagasta
27x18.3%UK£16.4b
FRES Fresnillo
24.3x33.0%UK£4.8b
MNDI Mondi
15.7x15.8%UK£5.1b
0JCB International Paper
47.6x44.2%US$19.8b

Price-To-Earnings vs Peers: 0JCB is expensive based on its Price-To-Earnings Ratio (47.6x) compared to the peer average (21.8x).

Price to Earnings Ratio vs Industry

How does 0JCB's PE Ratio compare vs other companies in the European Packaging Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
0JCB 47.6xIndustry Avg. 17.7xNo. of Companies7PE01020304050+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0JCB is expensive based on its Price-To-Earnings Ratio (47.6x) compared to the European Packaging industry average (17.5x).

Price to Earnings Ratio vs Fair Ratio

What is 0JCB's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0JCB PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio47.6x
Fair PE Ratio36.7x

Price-To-Earnings vs Fair Ratio: 0JCB is expensive based on its Price-To-Earnings Ratio (47.6x) compared to the estimated Fair Price-To-Earnings Ratio (36.7x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0JCB forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$56.78
US$56.15
-1.1%
12.2%US$66.00US$47.00n/a10
Nov ’25US$55.55
US$52.83
-4.9%
14.2%US$66.00US$45.00n/a10
Oct ’25US$49.10
US$49.43
+0.7%
9.4%US$56.00US$44.00n/a10
Sep ’25US$47.69
US$49.21
+3.2%
9.9%US$56.00US$42.90n/a10
Aug ’25US$46.25
US$48.60
+5.1%
11.1%US$56.00US$41.43n/a10
Jul ’25US$42.99
US$45.63
+6.1%
14.2%US$57.00US$38.60n/a8
Jun ’25US$44.29
US$44.72
+1.0%
14.4%US$57.00US$38.60n/a7
May ’25US$35.03
US$39.03
+11.4%
5.2%US$43.00US$36.60n/a7
Apr ’25US$38.80
US$38.17
-1.6%
7.7%US$43.00US$35.00n/a7
Mar ’25US$35.00
US$37.80
+8.0%
7.1%US$43.00US$35.00n/a9
Feb ’25US$34.80
US$39.41
+13.3%
8.5%US$46.00US$34.00n/a9
Jan ’25US$36.02
US$36.95
+2.6%
10.3%US$41.00US$30.00n/a8
Dec ’24US$37.42
US$36.58
-2.3%
11.5%US$41.00US$30.00n/a8
Nov ’24US$33.58
US$36.50
+8.7%
11.4%US$41.00US$30.00US$55.558
Oct ’24US$35.52
US$37.13
+4.5%
13.7%US$43.00US$27.00US$49.108
Sep ’24US$35.26
US$36.40
+3.2%
22.5%US$55.00US$26.00US$47.6910
Aug ’24US$36.01
US$35.93
-0.2%
22.7%US$55.00US$26.00US$46.2510
Jul ’24US$31.52
US$35.12
+11.4%
23.2%US$55.00US$24.00US$42.9911
Jun ’24US$29.22
US$36.39
+24.5%
21.2%US$55.00US$26.00US$44.2911
May ’24US$33.35
US$38.04
+14.1%
21.4%US$55.00US$26.00US$35.0312
Apr ’24US$36.05
US$40.54
+12.5%
16.5%US$55.00US$30.00US$38.8012
Mar ’24US$36.97
US$41.54
+12.4%
14.6%US$55.00US$32.00US$35.0012
Feb ’24US$40.64
US$38.19
-6.0%
20.8%US$55.00US$25.00US$34.8013
Jan ’24US$34.97
US$37.81
+8.1%
25.5%US$55.00US$25.00US$36.0213
Dec ’23US$37.31
US$37.68
+1.0%
25.2%US$55.00US$25.00US$37.4214
Nov ’23US$33.36
US$37.54
+12.5%
25.4%US$55.00US$25.00US$33.5814

Analyst Forecast: Target price is lower than the current share price.

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