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International Paper CompanyNYSE:IP Stock Report

Market Cap US$22.8b
Share Price
US$43.55
n/a
1Y-22.7%
7D-7.1%
Portfolio Value
​
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International Paper Company

NYSE:IP Stock Report

Market Cap: US$22.8b

International Paper (IP) Stock Overview

Produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. More details

IP fundamental analysis
Snowflake Score
Valuation5/6
Future Growth3/6
Past Performance0/6
Financial Health3/6
Dividends4/6

Rewards

Trading at 61.8% below our estimate of its fair value

Earnings are forecast to grow 61.41% per year

Trading at good value compared to peers and industry

Risk Analysis

Debt is not well covered by operating cash flow

Dividend of 4.25% is not well covered by earnings or free cash flows


IP Community Fair Values

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See what 40 others think this stock is worth. Follow their fair value or set your own to get alerts.

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International Paper

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.
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US$47.35
FV
8.0% undervalued intrinsic discount
2.34%
Revenue growth p.a.
342
users have viewed this narrative
0users have liked this narrative
1users have commented on this narrative
12users have followed this narrative
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International Paper

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.
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US$57.8
FV
24.7% undervalued intrinsic discount
3.53%
Revenue growth p.a.
22
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
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International Paper

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.
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US$40
FV
8.9% overvalued intrinsic discount
1.52%
Revenue growth p.a.
42
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
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Upside Gold

An Undervalued 3.3Moz Gold Project in Canada

Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read more

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1.9k
users have viewed this narrative
6users have liked this narrative
0users have commented on this narrative
36users have followed this narrative
CA$5.07
75.7% undervalued intrinsic discount
stuart_roberts's Fair Value
Profit Margin
11.75%
Future PE
21.54x
Price in 2031
CA$5.88

International Paper Company Competitors

Price History & Performance

Summary of share price highs, lows and changes for International Paper
Historical stock prices
Current Share PriceUS$43.55
52 Week HighUS$57.07
52 Week LowUS$35.56
Beta1.07
1 Month Change4.97%
3 Month Change10.31%
1 Year Change-22.72%
3 Year Change15.30%
5 Year Change-19.58%
Change since IPO464.21%

Recent News & Updates

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

Feb 15
International Paper's (NYSE:IP) Dividend Will Be $0.4625

International Paper Announces A Strategic U-Turn (Rating Downgrade)

Jan 29

Recent updates

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

Feb 15
International Paper's (NYSE:IP) Dividend Will Be $0.4625

International Paper Announces A Strategic U-Turn (Rating Downgrade)

Jan 29

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

Oct 18
International Paper's (NYSE:IP) Dividend Will Be $0.4625

International Paper's Investor Day Causes Justified Optimism

Mar 27

International Paper: Working To Grow Sustainable Packaging With Strategic Investments

Feb 14

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

Nov 29

International Paper Stock: Not Trading On Fundamentals

Sep 17
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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.

The Combination Of International Paper + DS Smith Is Overpriced

Jul 05

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

Jun 28

International Paper: Catalysts On The Horizon But No Rush To Jump In

Apr 16

Shareholder Returns

IPUS PackagingUS Market
7D-7.1%-2.5%-0.7%
1Y-22.7%-1.4%15.5%

Return vs Industry: IP underperformed the US Packaging industry which returned -1.2% over the past year.

Return vs Market: IP underperformed the US Market which returned 18.4% over the past year.

Price Volatility

Is IP's price volatile compared to industry and market?
IP volatility
IP Average Weekly Movement5.4%
Packaging Industry Average Movement4.0%
Market Average Movement6.5%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.1%

Stable Share Price: IP has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: IP's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
189837,000Andy Silvernailwww.internationalpaper.com

International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through two segments, Industrial Packaging and Global Cellulose Fibers. The company offers linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft; and pulp for a range of applications, such as diapers, towel and tissue products, feminine care, incontinence, and other personal care products, as well as specialty pulps for use in textiles, construction materials, paints, coatings, and others.

International Paper Company Fundamentals Summary

How do International Paper's earnings and revenue compare to its market cap?
IP fundamental statistics
Market capUS$22.77b
Earnings (TTM)-US$2.84b
Revenue (TTM)US$23.63b
1.0x
P/S Ratio
-8.1x
P/E Ratio

Is IP overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IP income statement (TTM)
RevenueUS$23.63b
Cost of RevenueUS$16.61b
Gross ProfitUS$7.03b
Other ExpensesUS$9.87b
Earnings-US$2.84b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Apr 30, 2026

Earnings per share (EPS)-5.37
Gross Margin29.74%
Net Profit Margin-12.01%
Debt/Equity Ratio66.3%

How did IP perform over the long term?

See historical performance and comparison

Dividends

4.2%
Current Dividend Yield
-33%
Payout Ratio

Does IP pay a reliable dividends?

See IP dividend history and benchmarks
When do you need to buy IP by to receive an upcoming dividend?
International Paper dividend dates
Ex Dividend DateFeb 23 2026
Dividend Pay DateMar 17 2026
Days until Ex dividend5 days
Days until Dividend pay date17 days

Does IP pay a reliable dividends?

See IP dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/27 07:00
End of Day Share Price 2026/02/27 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

International Paper Company is covered by 28 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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