NYSE · IP
International Paper Company
Basic Materials · Paper, Lumber & Forest Products
$36.37▲ 0.94% ($0.34)at close
After hours$36.39▲ 0.05%4:22 PM ET
Valuation
Revenue & margin DCF
A cash-flow estimate wouldn't be reliable here
Enterprise value of $8.66B does not cover net debt of $8.88B, so equity value is negative and no fair value per share can be shown. The projected cash flows are positive; the shortfall is in the equity bridge, not the forecast. This engine cannot separate captive-finance or other non-operating borrowings from operating debt.
Starting margins use a cash-flow proxy. Review the reconciliation to reported operating earnings.
Price vs. estimate range
Assumption scenarios, not confidence intervals
Bull $68.87; price used $36.37
Bull $68.87; price used $36.37
- 10-yr revenue CAGR
- 1.1%
- Ending operating margin
- 0.0%
- Discount rate
- 7.0%
USD · TTM ending Sep 30, 2026 · Price used $36.37 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 5.85% over the last year. Revenue grew 3.02% over the trailing twelve months. Operating margin moved from -1.39% to -14.31%. Free cash flow grew 127.08% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at -14.31%. A decisive move in revenue — currently up 3.02% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
International Paper Company, established in 1898 and headquartered in Memphis, Tennessee, functions as a leading global packaging enterprise.
Market multiples
Stock splits
Every 125 shares became 132
Every 500 shares became 507
Every 1 shares became 2
Every 1 shares became 2
Every 50 shares became 51
Profitability & growth
Analyst consensus
16
Buy
6
Hold
7
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Feb 4, 2027
Q4 FY26 · EPS est $0.46 · Revenue est $6.4B
Same quarter, year over year
FY26 YTD n/mEach cell vs the same quarter a year earlier (the cell below) · Q1–Q3 combined $0.56 vs $0.00 · 1 of 3 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
FY25
FY24
FY23
—
—
—
—
Fiscal year totals
- FY25
- -$0.08
- -107.0%
- FY24
- $1.14
- —
n/m: last year’s figure was zero, a loss or too small to compare against
Q3 FY26
Reported Oct 28, 2026 · Latest
HoverTap a cell to inspect
Actual
$0.37
Estimate
$0.29
Year over year
n/m
Vs prior quarter
+825.0%
Institutional Sentiment
International Paper Company · IP
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.