Reading the tape
NYSE: SLVM
Sylvamo Corporation
Basic Materials · Paper, Lumber & Forest Products
Market Cap
$1.69B
52w High
$60.51
52w Low
$37.09
P/E
12.63
Volume
2.23K
Outstanding Shares
39.74M
Valuation Data Insufficient
The DCF model's fair value estimate is more than 3× the current stock price. This typically indicates unreliable model inputs — such as irregular cash flows or balance sheet distortions — rather than a genuine opportunity, so the valuation is not shown.
Price vs Fundamentals
Why The Stock Is Moving
Likely fundamental deteriorationModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: -29.07%Revenue (TTM): -11.18%FCF (TTM): -82.26%P/FCF: 94th pct
What changed
The stock fell 29.07% over the last year. Revenue declined 11.18% over the trailing twelve months. Operating margin moved from 13.07% to 7.4%. Free cash flow declined 82.26% over the trailing twelve months.
What the market seems to be pricing
The market is reacting to weaker business momentum more than just compressing the valuation multiple. Even if the shares already screen cheap on P/FCF, investors are still discounting lower future earnings power.
What would invalidate this read
Operating margin stands at 7.4%. Revenue declined 11.18% — this read reverses if that trend stabilizes. Free cash flow fell 82.26% — a return toward positive territory would undermine the deterioration thesis. If margins and cash flow stabilize while the stock stays depressed, the gap shifts from fundamental damage toward pure multiple compression.
Company profile
Sylvamo Corporation produces and supplies printing paper in Latin America, Europe, and North America.
CEOJohn Van Sims
SectorBasic Materials
IndustryPaper, Lumber & Forest Products
Employees6,500
IPO dateSep 23, 2021
Valuation
Forward P/E—
EV/EBITDA6.37
Enterprise value$2.65B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth-8.25%
Gross margin21.61%▼33.40%vs FY2024
Operating margin7.4%▼36.35%vs FY2024
ROE13.66%▼61.68%vs FY2024
Analyst consensus
RatingBuy
Target price$50.00▲17.81%
1
Buy
1
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 8, 2026
Q2 FY26 · EPS est -$0.25 · Revenue est $740.85M
View
Dividends
$1.80/shareQuarterly3yr growth streakStretchedSLVM pays a dividend with a 4.24% dividend yield, 3 consecutive years of growth, growing at 35.41% annually, covered 0.6× by free cash flow.
Dividend Yield
4.24%
Annual Div / Share
$1.80
3yr CAGR
+35.41%
Doubles every ~2.3yr
Payout Ratio
55.3%
Stretched
Dividend Growth Rate
3yr CAGR
+35.41%
Dividend Safety
5/10Stretched
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$1.80+0.0%
2025$1.80+24.1%
2024$1.45+100.0%
2023$0.72—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$42/yr
$4/mo
In 5 yrs
$75/yr+76%
$6/mo
In 10 yrs
$132/yr+211%
$11/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$42/yr $4/mo | $75/yr+76% $6/mo | $132/yr+211% $11/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 4.24% → 13.17% over 10yr
Analysis
Dividend Strengths
No strong strength signal stands out from the latest period pair.
Risks to Watch
Dividend exceeds free cash flow
Free cash flow covers only 0.60× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.