International Paper Co (IP)

被低估

Consumer CyclicalPackaging & ContainersUnited States

基本面

价格

$33.17

市值

$18.01B

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第一部分 · 这家公司值多少

概览

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

Compare

Generated on 2026年9月18日 with claude-haiku-4-5 — shared with all users

Packaging Corp of AmericaPKG

P/E: 29.7Score: 71Market cap: $20.90B

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.

Smurfit Westrock plcSW

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.

Georgia-Pacific LLCNot tracked

A privately held Koch Industries subsidiary with large US containerboard mills and box plants, it competes directly for North American corrugated packaging customers.

Mondi plcMNDI

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.

Graphic Packaging Holding CompanyGPK

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.

信息来源: International Paper Co — Form 10-K for fiscal year 2024 (SEC EDGAR)Global Corrugated Industry Power Rankings: The Top 10 Companies by Revenue in 2026

资产负债表与流动性

营收

$24.20B

最近12个月（截至2026/6/30）

净利润

$-3.44B

最近12个月（截至2026/6/30）

自由现金流

$-159M

股东权益合计

$14.83B

负债合计

$23.14B

流动比率

1.10

利息覆盖率

债务/EBITDA

2.52

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

一般情形被低估

公允价值

$87.24

当前价格

$33.17

安全边际

+62.0%

公允价值区间

$56.70 - $117.77

所用估值方法之间的离散区间，并非经过统计校准的置信区间。

估算方法

分析师目标价:$47.91

现金流折现法（DCF）:$146.23

市盈率法（P/E）:数据不足，无法计算

格雷厄姆成长公式:数据不足，无法计算

盈利能力价值（EPV）:数据不足，无法计算

合理市净率（P/B）:数据不足，无法计算

股息折现模型（戈登模型）:数据不足，无法计算

P/FFO（运营资金）:数据不足，无法计算

周期中段收益:$55.33

市销率法（P/S）:$58.21

分析师共识:买入 (16B / 4H / 1S)

最近财报超预期:+766.67%

估值指标

市盈率（P/E）

ROE

-23.7%

市净率（P/B）

1.22

P/FCF

35.70

毛利率

29.6%

ROIC

盈利能力雷达图

价值创造（经济护城河）

ROIC

WACC

7.9%

ROIC − WACC

基本面分析标准

通过（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%

未通过（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

不可用（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)

Piotroski F-评分

4/9

信号混杂：部分领域需关注

score

criteria

盈利质量

低质量：需深入审查会计处理

股权稀释

42.6%

正在发行新股，稀释所有权

机构持股

公司治理

管理团队

姓名	职位	年龄
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	-

审计风险

董事会风险

薪酬风险

股东权利风险

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。

文件

年度报告（10-K）
对公司业务、财务业绩和风险的年度概述。
提交日期：2026-02-27
查看文件
季度报告（10-Q）
最近三个月财务表现的最新情况。
提交日期：2026-08-05
查看文件
临时报告（8-K）
关于重大事件（如管理层变动或重要公告）的通知。
提交日期：2026-07-30
查看文件

via SEC EDGAR

损益历史

via SEC EDGAR

Latest News

Recent headlines for IP, sourced from Markets Gazette.

4/16/2026POSITIVE
International 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