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International Paper (IP)



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Upturn Advisory Summary
07/11/2025: IP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $54.45
1 Year Target Price $54.45
5 | Strong Buy |
2 | Buy |
4 | Hold |
1 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.37% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 27.67B USD | Price to earnings Ratio 44.79 | 1Y Target Price 54.45 |
Price to earnings Ratio 44.79 | 1Y Target Price 54.45 | ||
Volume (30-day avg) 13 | Beta 0.99 | 52 Weeks Range 41.91 - 59.29 | Updated Date 07/13/2025 |
52 Weeks Range 41.91 - 59.29 | Updated Date 07/13/2025 | ||
Dividends yield (FY) 3.95% | Basic EPS (TTM) 1.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.99% | Operating Margin (TTM) -0.64% |
Management Effectiveness
Return on Assets (TTM) 1.54% | Return on Equity (TTM) 3.01% |
Valuation
Trailing PE 44.79 | Forward PE 22.78 | Enterprise Value 36607318558 | Price to Sales(TTM) 1.39 |
Enterprise Value 36607318558 | Price to Sales(TTM) 1.39 | ||
Enterprise Value to Revenue 1.84 | Enterprise Value to EBITDA 18.5 | Shares Outstanding 527902016 | Shares Floating 525599867 |
Shares Outstanding 527902016 | Shares Floating 525599867 | ||
Percent Insiders 0.34 | Percent Institutions 95.36 |
Upturn AI SWOT
International Paper

Company Overview
History and Background
International Paper was founded in 1898 through the merger of 18 paper mills. It has grown to become a global leader in paper and packaging, adapting to changing markets and technologies throughout its history.
Core Business Areas
- Industrial Packaging: Manufactures corrugated packaging products for protecting and shipping goods. Includes containerboard, corrugated boxes, and other packaging solutions.
- Global Cellulose Fibres: Produces fluff pulp used in absorbent hygiene products and specialty pulp for various applications like textiles and filtration.
- Printing Papers: Manufactures printing and writing papers used in commercial printing, digital imaging, and office applications. (Note: This segment has significantly decreased in importance and is being strategically divested/managed.)
Leadership and Structure
The CEO of International Paper is Andrew Silvernail (as of late 2024). The company has a traditional hierarchical structure with executive leadership overseeing various business segments and functional areas.
Top Products and Market Share
Key Offerings
- Containerboard: Used to make corrugated packaging. IP is a major global producer. Market share varies by region but can be estimated at 20-25% globally. Competitors include WestRock, Smurfit Kappa, and Packaging Corporation of America. Significant revenue contributor.
- Fluff Pulp: Key component in absorbent hygiene products (diapers, feminine hygiene products). Global market share estimated at 20-25% alongside competitors such as Domtar, and Metsu00e4 Group. Directly impacts Global Cellulose Fiber Segment revenue.
- Corrugated Boxes: Boxes used to package almost every consumer and industrial product, IP holds significant marketshare in various regions. Competitors are Smurfit Kappa and WestRock.
Market Dynamics
Industry Overview
The paper and packaging industry is mature, cyclical and highly competitive. It is influenced by economic growth, e-commerce trends, sustainability concerns, and fluctuating raw material costs.
Positioning
International Paper is a leading player focusing on industrial packaging and cellulose fibers. It aims to differentiate itself through scale, operational efficiency, and sustainable practices.
Total Addressable Market (TAM)
The global packaging market size is estimated at approximately $1 trillion. International Paper addresses a significant portion of this market through its industrial packaging segment and is positioned to capitalize on growing demand from e-commerce and sustainability trends.
Upturn SWOT Analysis
Strengths
- Scale and global reach
- Integrated operations
- Strong customer relationships
- Cost efficiency
- Focus on sustainability
Weaknesses
- Exposure to cyclicality
- High capital intensity
- Declining printing paper demand
- Sensitivity to raw material prices
- Susceptible to supply chain disruptions
Opportunities
- E-commerce growth
- Sustainable packaging demand
- Emerging market expansion
- Acquisitions and strategic partnerships
- Innovation in packaging solutions
Threats
- Economic downturns
- Increased competition
- Raw material price volatility
- Environmental regulations
- Technological disruption (alternative packaging materials)
Competitors and Market Share
Key Competitors
- WRK
- PKG
- SMFKY
Competitive Landscape
International Paper competes on scale, cost efficiency, and product offerings. It needs to adapt to changing market dynamics and invest in innovation to maintain its competitive advantage.
Major Acquisitions
DS Smith North American Operations
- Year: 2024
- Acquisition Price (USD millions): 7200
- Strategic Rationale: Expanding IP's presence and market share in corrugated packaging in North America.
Growth Trajectory and Initiatives
Historical Growth: Growth has been moderate, influenced by economic cycles and industry trends. Strategic acquisitions and divestitures have shaped its historical growth.
Future Projections: Analyst estimates vary, but future growth is expected to be driven by the industrial packaging segment and the expansion of cellulose fibers into new applications. Focus on sustainable and recyclable packaging.
Recent Initiatives: Recent initiatives include acquisitions in packaging, cost reduction programs, and investments in sustainability.
Summary
International Paper is a large company with a significant presence in the paper and packaging industry. Its strengths lie in its scale and integrated operations. However, it faces challenges from cyclical markets and declining printing paper demand. Focusing on sustainable packaging and strategic acquisitions is crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- International Paper Investor Relations
- SEC Filings
- Industry reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About International Paper
Exchange NYSE | Headquaters Memphis, TN, United States | ||
IPO Launch date 1970-01-02 | CEO & Chairman Mr. Andrew K. Silvernail | ||
Sector Consumer Cyclical | Industry Packaging & Containers | Full time employees 65000 | |
Full time employees 65000 |
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. The company sells its products directly to end users and converters, as well as through agents, resellers, and distributors. The company was founded in 1898 and is headquartered in Memphis, Tennessee.

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