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International Paper (IP)

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Upturn Advisory Summary
12/23/2025: IP (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $47.35
1 Year Target Price $47.35
| 5 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -37.1% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.84B USD | Price to earnings Ratio - | 1Y Target Price 47.35 |
Price to earnings Ratio - | 1Y Target Price 47.35 | ||
Volume (30-day avg) 13 | Beta 1.06 | 52 Weeks Range 35.36 - 57.81 | Updated Date 12/23/2025 |
52 Weeks Range 35.36 - 57.81 | Updated Date 12/23/2025 | ||
Dividends yield (FY) 4.71% | Basic EPS (TTM) -1.18 |
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 -5.26% | Operating Margin (TTM) -3.38% |
Management Effectiveness
Return on Assets (TTM) 0.86% | Return on Equity (TTM) -4.28% |
Valuation
Trailing PE - | Forward PE 17.86 | Enterprise Value 30163625474 | Price to Sales(TTM) 0.86 |
Enterprise Value 30163625474 | Price to Sales(TTM) 0.86 | ||
Enterprise Value to Revenue 1.24 | Enterprise Value to EBITDA 12.3 | Shares Outstanding 528038317 | Shares Floating 525825836 |
Shares Outstanding 528038317 | Shares Floating 525825836 | ||
Percent Insiders 0.34 | Percent Institutions 105.67 |
Upturn AI SWOT
International Paper

Company Overview
History and Background
International Paper was founded in 1898 through the merger of 17 paper mills. It has since grown to become a global leader in fiber-based packaging, pulp, and paper products. Key milestones include significant acquisitions, expansions into international markets, and a strategic shift towards sustainable packaging solutions. The company has a long history of innovation in paper manufacturing and forestry management.
Core Business Areas
- Industrial Packaging: This segment focuses on the production of containerboard, which is used to manufacture corrugated boxes. This includes kraft linerboard and corrugated medium, essential for shipping and product protection across various industries.
- Printing and Communications Papers: While a historically significant segment, International Paper has been divesting from this area. It previously produced uncoated papers used for printing, writing, and other communication purposes.
- Pulp: The company produces and sells pulp, primarily for use in the manufacture of hygiene products (like diapers and feminine care), tissue, and specialty papers.
- Land and Timber: International Paper manages vast timberlands, which not only supply raw materials for its operations but also generate revenue through timber sales and land leases. This segment is crucial for sustainable resource management and carbon sequestration.
Leadership and Structure
International Paper is led by a Board of Directors and a senior executive team, with its CEO at the helm. The company is organized into various business segments, each with dedicated leadership and operational responsibilities, all coordinated under the corporate headquarters.
Top Products and Market Share
Key Offerings
- Containerboard: Kraft linerboard and corrugated medium used for producing corrugated boxes. Competitors include WestRock (WRK), Packaging Corporation of America (PKG), and Graphic Packaging Holding Company (GPK). Market share data is typically proprietary and not publicly disclosed at this granular level, but IP is a major player in the North American containerboard market.
- Pulp: Various grades of pulp used in the production of tissue, hygiene products, and specialty papers. Competitors include Domtar (part of Paper Excellence), Resolute Forest Products (part of Paper Excellence), and Mercer International Inc. (MERC).
- Specialty Papers: While reducing focus on traditional printing papers, IP continues to produce some specialty papers for specific industrial and commercial applications. Competitors vary by specific product, but include companies like Verso Corporation and Domtar.
Market Dynamics
Industry Overview
The fiber-based packaging industry is experiencing steady growth, driven by e-commerce expansion, a demand for sustainable packaging alternatives to plastic, and increasing consumer goods consumption. The pulp market is influenced by demand for hygiene products and global economic conditions. The printing and communications paper market is in long-term decline due to digitalization.
Positioning
International Paper is a leading producer of fiber-based packaging and pulp. Its competitive advantages include extensive timberland holdings, a broad manufacturing footprint, strong customer relationships, and a focus on sustainability. The company's scale and integration provide cost efficiencies and supply chain resilience.
Total Addressable Market (TAM)
The global fiber-based packaging market is substantial, estimated in the hundreds of billions of dollars and projected to grow. The pulp market is also significant. International Paper holds a considerable share of the North American industrial packaging and pulp markets, positioning it as a key player within this TAM. The company is actively seeking to expand its presence in growing global markets.
Upturn SWOT Analysis
Strengths
- Extensive timberland ownership for raw material security and cost control.
- Strong brand recognition and established customer relationships.
- Large-scale manufacturing operations providing economies of scale.
- Focus on sustainability and recyclable packaging solutions.
- Diversified product portfolio within fiber-based solutions.
Weaknesses
- Exposure to cyclical commodity prices for pulp and paper products.
- Historical reliance on declining printing and communication paper markets.
- Significant capital expenditure required for plant modernization and expansion.
- Sensitivity to global economic downturns impacting demand.
Opportunities
- Growing demand for sustainable and e-commerce packaging.
- Expansion into emerging markets with increasing consumption.
- Further innovation in bio-based and biodegradable packaging materials.
- Strategic divestitures of non-core assets to focus on high-growth segments.
- Leveraging land assets for renewable energy projects or carbon capture.
Threats
- Intensifying competition from domestic and international players.
- Volatile raw material costs (e.g., energy, chemicals).
- Increasing regulatory pressures related to environmental standards.
- Disruptions in global supply chains.
- Technological advancements in alternative packaging materials.
Competitors and Market Share
Key Competitors
- WestRock Company (WRK)
- Packaging Corporation of America (PKG)
- Graphic Packaging Holding Company (GPK)
- Domtar (part of Paper Excellence)
- Resolute Forest Products (part of Paper Excellence)
Competitive Landscape
International Paper's advantages include its scale, integrated supply chain, and significant timberland holdings. However, it faces intense competition, and market share can be influenced by raw material costs, operational efficiency, and customer relationships. Competitors like WestRock and PCA are also major players with strong market positions.
Major Acquisitions
Domtar Corporation
- Year: 2021
- Acquisition Price (USD millions): 2800
- Strategic Rationale: The acquisition of Domtar significantly expanded International Paper's pulp business, particularly in North America and Europe, enhancing its position in the growing absorbent hygiene and tissue markets. It also provided access to new customers and product lines.
Growth Trajectory and Initiatives
Historical Growth: International Paper's historical growth has been driven by acquisitions, organic expansion, and strategic shifts in its business segments. Periods of strong growth have been tied to robust demand in packaging and pulp, while the decline in print paper has tempered overall historical expansion.
Future Projections: Analyst projections for International Paper's future growth are typically based on expected demand in its core segments, company-specific strategies, and macroeconomic forecasts. Growth is anticipated to be driven by the increasing demand for sustainable packaging and the stable demand for pulp in hygiene products.
Recent Initiatives: Recent initiatives likely include investments in optimizing its packaging business, potential divestitures of non-core assets, and continued focus on sustainability and innovation in its product offerings, alongside optimizing its land and timber assets.
Summary
International Paper is a well-established leader in fiber-based packaging and pulp, benefiting from strong market tailwinds in sustainable packaging and hygiene products. Its extensive timberland assets provide a significant competitive advantage. However, the company must navigate volatile commodity prices, ongoing shifts in paper consumption, and intense competition. Strategic focus on its core packaging business and continued innovation in sustainable solutions will be key to its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- International Paper Investor Relations
- Financial news outlets (e.g., Wall Street Journal, Bloomberg)
- Market research reports (e.g., Statista, Mordor Intelligence)
- Company SEC filings (10-K, 10-Q)
Disclaimers:
This information is provided for informational purposes only and does not constitute financial advice. Market share data and financial projections are estimates and subject to change. Investors should conduct their own due diligence before making any investment decisions.
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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