International Paper Company

IP Consumer Cyclical Packaging & Containers

In the quarter to June 2026, revenue fell 2.25%, EPS fell 114.3%, free cash flow fell 95.3% and total debt fell 15.3%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for five consecutive years; insiders bought in the last twelve months.

33.93 0.17 −0.50%
Market cap
$18.1B
P/E
0.0×
Fwd P/E
25.3×
Dividend yield
5.45%
F-score
4/9
Altman Z
1.41
Beneish M
−2.62
Dividend safety
24/100

Insider Decisions trades per month

Total buys 4.32
Total sells 1.85
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — 2 — 1 — 1 — — — — —
Sell 1 — — — — — — — — 2 — —
Insider Ownership 13.55%

Capital & Financial Ratios $m

Market Cap 18,060.00
Revenue 24,203.00
Net Income (3,438.00)
Free Cash Flow 648.00
Net Debt 7,489.00
Current Ratio 1.10
Debt/Equity 0.57
P/E ratio 0.00
Fwd P/E 25.30
P/S ratio 0.84
P/B ratio 1.41
Past 5Y EPS Growth —
This Y EPS Growth 1,682.35% (at or above 15%: strong)
Next Y EPS Growth 143.84% (at or above 15%: strong)
Next Y revenue growth 3.76%
Next 5Y EPS Growth 39.25% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/S against its own 10 years 41.84%
10-year low 10-year high
P/B against its own 10 years 16.51%
10-year low 10-year high
EV/Sales against its own 10 years 34.35%
10-year low 10-year high
EV/FCF against its own 10 years 81.05%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate 1.85
Annual Dividend Yield 5.45%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.80
0.46
0.46
0.46
2025 1.85
0.46
0.46
0.46
0.46
2024 1.85
0.46
0.46
0.46
0.46
2023 1.85
0.46
0.46
0.46
0.46
2022 1.85
0.46
0.46
0.46
0.46
2021 1.92
0.49
0.49
0.49
0.46
2020 1.94
0.49
0.49
0.49
0.49
2019 1.91
0.47
0.47
0.47
0.49
2018 1.82
0.45
0.45
0.45
0.47
2017 1.76
0.44
0.44
0.44
0.45
2016 1.69
0.42
0.42
0.42
0.44
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 1,113 1,062 1,145 726
Receivables 3,059 2,402 3,791 4,253
Inventory 1,889 1,486 2,012 1,961
Other 547 1,474 3,158 1,304
6,608 6,424 10,106 8,244
2023 2024 2025 Q'26
Payables 2,442 2,110 3,902 4,128
ST’ Debt — — — —
Other 982 344 502 —
3,959 4,258 7,899 7,506

Compound Annual Growth %

10y 5y 3y
Sales 1.35% 6.12% 3.75%
Cash Flow (4.10%) (11.13%) (7.91%)
Earnings 0.00% 0.00% 0.00%
Book Value 14.26% 13.51% 20.39%

Revenue $m

Mar Jun Sep Dec Year
’26 5,971 6,004 — — —
’25 5,264 6,142 6,222 6,006 23,634
’24 4,619 4,734 3,979 2,503 15,835
’23 5,020 4,682 4,613 1,718 16,033
’22 5,237 5,389 5,402 5,133 21,161
’21 4,593 4,770 4,914 5,086 19,363
’20 5,352 4,866 5,123 2,224 17,565
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 611 526 — — —
’25 (288) 476 605 905 1,698
’24 395 365 521 397 1,678
’23 345 528 468 492 1,833
’22 588 390 435 761 2,174
’21 512 766 645 107 2,030
’20 649 890 735 789 3,063
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 115 3 — — —
’25 (535) 64 165 365 59
’24 145 170 310 223 848
’23 6 262 241 187 696
’22 408 210 197 441 1,256
’21 423 633 614 (88) 1,582
’20 364 640 616 700 2,320
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 0.11 (0.02) — — —
’25 (0.24) 0.14 (2.09) (4.52) (6.95)
’24 0.16 1.41 0.42 (0.42) 1.57
’23 0.49 0.68 0.47 (0.82) 0.82
’22 0.95 1.38 2.64 (0.90) 4.10
’21 0.88 1.09 2.20 0.28 4.47
’20 (0.36) 0.67 0.52 0.39 1.22
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 30.78 46.97 35.56 34.52 24.98 43.87 30.69 29.01 32.70 35.56

Analyst estimates 2026–2028

Powerpack
High 51.78 55.83 63.39 45.68 49.23 61.81 50.23 41.89 60.36 60.15
People
People Employees 55,000 56,000 53,000 51,000 49,300 38,200 39,000 39,000 37,000 62,602
Revenue/emp, $m 0.35 0.39 0.44 0.36 0.36 0.51 0.54 0.41 0.43 0.38
Income, $m
Income, $m Revenue 19,495 21,743 23,306 18,317 17,565 19,363 21,161 16,033 15,835 23,634
Gross margin, % 31.17 31.92 33.26 30.83 29.75 28.56 28.44 28.20 28.03 29.61
EBT 795 848 1,781 921 329 999 1,511 402 369 (3,368)
EBT margin, % 4.08 3.90 7.64 5.03 1.87 5.16 7.14 2.51 2.33 (14.25)
Net income 902 2,144 2,017 1,220 482 1,754 1,504 288 557 (3,516)
Depreciation 1,227 1,423 1,328 1,306 1,287 1,210 1,040 1,432 1,305 2,882
Per share, $
Per share, $ Revenue 47.42 52.68 56.97 46.34 44.69 49.73 58.21 46.22 45.61 46.74
Earnings 2.20 5.19 4.91 3.10 1.23 4.50 4.14 0.83 1.57 (6.95)
Cash flow 6.03 4.26 7.89 9.13 7.79 5.21 5.98 5.28 4.83 3.36
Capex (3.23) (3.31) (3.79) (3.18) (1.89) (1.15) (2.53) (3.28) (2.39) (3.24)
Free cash flow 2.79 0.95 4.10 5.95 5.90 4.06 3.46 2.01 2.44 0.12
Book value 10.60 15.85 18.05 19.52 20.02 23.32 23.38 24.08 23.54 29.32
Shares, m 411 413 409 395 393 389 364 347 347 506
Valuation, ×
Valuation, × P/E 22.98 10.91 7.82 14.07 38.59 10.46 8.62 44.56 33.64 0.00
P/S 1.07 1.07 0.67 0.94 1.05 0.94 0.61 0.79 1.18 0.84
P/B 4.77 3.57 2.12 2.23 2.35 2.01 1.51 1.52 2.29 1.34
EV/Sales 1.58 1.53 1.08 1.44 1.48 1.14 0.80 1.06 1.45 1.17
EV/FCF 26.83 84.66 14.94 11.19 11.24 13.99 13.44 24.45 27.11 468.03
Cash, $m
Cash, $m Operating cash flow 2,478 1,757 3,226 3,610 3,063 2,030 2,174 1,833 1,678 1,698
Capex (1,329) (1,365) (1,549) (1,258) (743) (448) (918) (1,137) (830) (1,639)
Free cash flow 1,149 392 1,677 2,352 2,320 1,582 1,256 696 848 59
Balance, $m
Balance, $m Working capital 2,601 3,175 2,302 (2,007) 2,952 2,952 1,770 2,649 2,166 2,207
Total debt 11,075 10,846 10,015 9,597 8,042 5,383 4,816 5,455 5,362 8,839
Net debt 10,042 9,828 9,426 9,086 7,574 3,843 4,012 4,342 4,300 7,694
Shareholders’ equity 4,359 6,541 7,383 7,718 7,868 9,082 8,497 8,355 8,173 14,827
Returns, %
Returns, % ROA 2.84 6.40 5.96 3.65 1.48 6.15 6.12 1.22 2.42 (11.57)
ROIC 9.80 9.71 11.65 6.98 6.05 7.76 9.50 4.32 3.53 0.56
ROE 21.87 39.34 28.90 16.22 6.19 20.67 17.11 3.42 6.74 (30.57)
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

International Paper Company vs peers in Packaging & Containers (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SW Smurfit Westrock PLC $21.6B 43.3× 18.6× +1.15% (above 0%: growing) n/m +0.98% (above 0%: growing) 17.42% 3.85% Compare
PKG Packaging Corporation of America $20.7B 30.6× 22.6× +14.67% (above 0%: growing) −19.40% (below 0%: shrinking) +5.30% (above 0%: growing) 20.58% 11.70% Compare
AMCR Amcor PLC $20.2B 18.5× 11.8× +25.90% (above 0%: growing) n/m +54.49% (above 0%: growing) 20.90% 10.10% Compare
IP International Paper Company $18.1B — (loss-making) 25.3× −2.25% (below 0%: shrinking) n/m −95.31% (below 0%: shrinking) 27.65% 1.42%
BALL Ball Corporation $16.6B 17.9× 15.0× +19.74% (above 0%: growing) +7.79% (above 0%: growing) +97.88% (above 0%: growing) 17.44% 8.68% Compare
AVY Avery Dennison Corporation $13.3B 19.2× 16.3× +10.92% (above 0%: growing) +10.79% (above 0%: growing) +94.11% (above 0%: growing) 29.62% 12.73% Compare
CCK Crown Holdings, Inc. $12.4B 16.3× 12.9× +16.48% (above 0%: growing) +42.68% (above 0%: growing) +52.62% (above 0%: growing) 17.23% 12.65% Compare
SON Sonoco Products Company $4.9B 7.9× 11.9× −1.31% (below 0%: shrinking) −78.83% (below 0%: shrinking) +138.94% (above 0%: growing) 20.81% 10.23% Compare
REYN Reynolds Consumer Products Inc. $4.8B 13.9× 14.0× +0.64% (above 0%: growing) +20.00% (above 0%: growing) −11.76% (below 0%: shrinking) 25.95% 14.62% Compare
Median of peers $15.0B 18.2× 14.5× +12.80% +9.29% +53.56% 20.70% 10.97%

All 23 Packaging & Containers stocks →

IP metrics, ten years each

International Paper Company (IP) key facts

  • International Paper Company (IP) is a Packaging & Containers company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, IP traded at $33.93, a market capitalization of $18.1 billion.
  • International Paper Company pays an annual dividend of $1.85 per share, a yield of 5.45%.
  • Return on equity was −30.6% and debt-to-equity 0.57.
  • Its Piotroski F-score is 4 out of 9 and its Altman Z-score is 1.41 (distress zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

International Paper Company (IP) Latest News

stockrow.com/IP · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com