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DESCRIPTION OF BUSINESS International Paper Company (the "Company," "International Paper" or "IP", which may also be referred to as "we" or "us") is a global leader in sustainable packaging solutions. We produce renewable fiber-based packaging products with manufacturing operations in North America, Latin America, Europe and North Africa.
$37.56
$0.31 (-0.82%)
EOD Jul 17, 2026
Margins and capital returns are both well above average: 20.93% operating margin, ROIC at 19.70%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue up 49.3% YoY with margins expanding 3.7pp. However, free cash flow softened 121%, worth monitoring whether this is timing or structural.
Free cash flow declined 121% versus the prior year, cash generation momentum has weakened. Negative free cash flow of -$159M. The business is consuming cash, not generating it.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$24.97B
▲ +49.3% YoY
Net Income (TTM)
-$3.35B
▼ -731.2% YoY
Op. Margin
20.80%
▲ +3.7pp YoY
ROIC
15.27%
▲ +4.6pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$553M
▼ -121.0% YoY
Op. Cash Flow (TTM)
$2.60B
▲ +1.2% YoY
Net Debt
$8.59B
Cash & Equiv.
$1.24B
5Y CAGR: +6.1%
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International Paper (IP) trades above a two-stage DCF intrinsic value of about $1.86 per share, so at $37.56 the stock looks overvalued (95.0% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, International Paper scores 25/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 4.9%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $1.86 per share for IP, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $1.40. At today's $37.56, that puts the stock about 95.0% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
International Paper scores 25 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 20.8% operating margin and a 15.3% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, International Paper pays a regular dividend of about $1.84 per share per year (typically in quarterly installments), a yield of roughly 4.9% at the current price. International Paper has grown the dividend at roughly 5.8% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For IP's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. IP currently trades above its estimated intrinsic value and scores 25/100 on quality (lower-quality). It also yields about 4.9%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.