International Paper Co (IP)
Sous-évaluéFondamental
46
Prix
$33.17
Capitalisation boursière
$18.01B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
International Paper Company produces and sells renewable fiber-based packaging in North America, Latin America, Europe, South America, and North Africa. It operates through two segments, Packaging Solutions North America and Packaging Solutions EMEA. The company offers linerboard, medium, whitetop, and saturating kraft; and converts containerboard into corrugated boxes, bulk bins, shipping containers and specialty packaging through its converting facilities. Its products support customers in various industries, such as food and beverage, agriculture, industrial manufacturing, personal care pharmaceuticals and consumer goods. The company was founded in 1898 and is headquartered in Memphis, Tennessee.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 18 septembre 2026 with claude-haiku-4-5 — shared with all users
The third-largest US containerboard producer, it bids for the same North American corrugated box contracts and sells surplus containerboard into the same domestic market.
Formed by the 2024 Smurfit Kappa–WestRock merger, it is the only other producer with integrated containerboard mills and corrugated box plants across both North America and Europe, selling to the same food, beverage and e-commerce shippers International Paper serves.
A privately held Koch Industries subsidiary with large US containerboard mills and box plants, it competes directly for North American corrugated packaging customers.
A European corrugated and paper-based packaging group whose containerboard and box operations overlap directly with the European business International Paper gained through DS Smith.
A fiber-based packaging producer that competes for the same consumer-goods and food-service accounts, offering paperboard cartons as an alternative to corrugated solutions.
Bilan & Liquidités
Chiffre d'affaires
$24.20B
12 derniers mois (au 30/06/2026)
Résultat net
$-3.44B
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$-159M
Capitaux propres totaux
$14.83B
Passif total
$23.14B
Ratio de liquidité général
1.10
Couverture des intérêts
-
Dette/EBITDA
2.52
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$87.24
Prix actuel
$33.17
Marge de sécurité
+62.0%
Fourchette de juste valeur
$56.70 - $117.77
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
-
ROE
-23.7%
Ratio P/B
1.22
P/FCF
35.70
Marge brute
29.6%
ROIC
-
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
-
WACC
7.9%
ROIC − WACC
-
Critères d'analyse fondamentale
Réussi (9)
- P/B Ratio 1.22
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Debt/EBITDA
- DCF valuation (Undervalued)
- Revenue Growth 5Y 6.1%
- Analyst Consensus 76% Buy
- Earnings Surprise avg 112.5%
Échoué (11)
- EPS shows upward trend
- Price CAGR -3.73%
- Gross Margin 29.6%
- P/FCF 35.70
- CapEx intensity
- Return on Tangible Assets
- Low reliance on intangibles
- ROE -22.4%
- Share Dilution 42.6%
- Net Margin Trend -14.2% vs -0.1%
- Piotroski F-Score 4/9
Indisponible (7)
- ROIC NaN%
- Dividend Payout NaN%
- Operating Margin NaN%
- Interest Coverage
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Score F de Piotroski
Signaux mixtes : certains domaines nécessitent attention
Qualité des bénéfices
Qualité faible : examiner la comptabilité
Dilution du capital
Émission de nouvelles actions, diluant la participation
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. Andrew K. Silvernail | CEO & Chairman | 54 |
| Mr. Lance T. Loeffler | Senior VP & CFO | 48 |
| Mr. Joseph R. Saab | Senior VP, General Counsel & Corporate Secretary | 56 |
| Mr. Timothy S. Nicholls | Executive VP & President of DS Smith | 64 |
| Mr. William Thomas Hamic | EVP & President of North American Packaging Solutions | 59 |
| Michael H. Anderson | VP & Chief Information Officer | - |
| Mandi Gilliland | Senior Director of Investor Relations | - |
| Ms. Melissa S. Flores | Senior Vice President & Chief Human Resources Officer | 42 |
| Ms. Sophie N. Beckham | VP & Chief Sustainability Officer | - |
| Mr. Errol A. Harris | VP & Treasurer | - |
Risque d'audit
5
Risque du conseil
8
Risque de rémunération
2
Risque droits des actionnaires
2
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Documents
- Voir le document
Rapport annuel (10-K)
Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.
Déposé le 2026-02-27
- Voir le document
Rapport trimestriel (10-Q)
Une mise à jour de la performance financière des trois derniers mois.
Déposé le 2026-08-05
- Voir le document
Rapport d'événement important (8-K)
Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.
Déposé le 2026-07-30
via SEC EDGAR
Historique des résultats
via SEC EDGAR
Latest News
Recent headlines for IP, sourced from Markets Gazette.
- 4/16/2026POSITIVEInternational Paper Buys Major US Paper Mill In $360 Million Deal
International Paper has announced its acquisition of North Pacific Paper Co. for $360 million, a strategic move aimed at bolstering its presence on the West Coast and increasing its capacity for recycled containerboard production. This acquisition is expected to enhance International Paper's market position in a key region and align with growing demand for sustainable packaging solutions. For investors, this deal signifies a commitment to growth and operational expansion, potentially leading to improved market share and profitability.
via Markets Gazette