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International Paper Company's published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $17.0B |
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| Revenue (ttm) | 24.2B |
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| Net income (ttm) | -3.5B |
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| EPS (ttm) | -$6.56 |
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| Shares out | 529.6M |
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| P/E (forward) | 11.7x |
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| Dividend | $1.85 (5.44%) |
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| Volume | 9,789,778 |
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| Beta | 0.89 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $19.36B | $21.16B | $16.03B | $15.84B | $23.63B | +5.1% |
| Gross profit | $5.53B | $6.02B | $3.86B | $5.24B | $7.35B | +7.4% |
| Operating income | $1.43B | $1.91B | $803.0M | $577.0M | $-2.98B | — |
| Net income | $1.75B | $1.50B | $288.0M | $557.0M | $-3.52B | — |
| EPS (diluted) | $4.47 | $4.10 | $0.82 | $1.57 | $-6.95 | — |
| EBITDA | $2.54B | $2.95B | $2.27B | $1.88B | $-97.0M | — |
| R&D | — | — | — | — | — | — |
| SG&A | $1.39B | $1.29B | $1.26B | $1.70B | $2.05B | +10.3% |
Recent company headlines from major financial publishers.
The base case models steady execution of the operational transformation, where realized packaging price improvements and mill footprint optimizations support normalized profitability. At a target of $41.80 and an assigned probability of 55.0%, this path offers an expected return of 30.1% relative to $32.12.
The bull case envisions accelerated synergy capture and robust pricing power, propelling intrinsic valuation toward Potential value of $50.63. With a target of $50.63 and an estimated probability of 20.0%, the scenario yields an implied upside of 57.6% against $32.12.
| Ke ↓ / g → | 1.8% | 2.0% | 2.3% | 2.5% | 2.8% |
|---|---|---|---|---|---|
| 8.1% | $45.0 | $46.0 | $47.0 | $48.1 | $49.3 |
| 8.6% | $42.6 | $43.4 | $44.2 | $45.1 | $46.1 |
| 9.1% | $40.4 | $41.1 | $41.8 | $42.6 | $43.4 |
| 9.6% | $38.5 | $39.1 | $39.7 | $40.4 | $41.1 |
| 10.1% | $36.8 | $37.3 | $37.8 | $38.4 | $39.0 |
Upcoming earnings date and setup when available.
The rating each month's published research edition carried. A rating compares the price at analysis with the Fair value; it is not a record of whether the call was right.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |