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What this page is: Delvantic's full research page for International Paper Company (IP) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.
Page map (sections in order; each card carries a stable
reference-name attribute you can cite):
profile-header/price-overview— company profile, live quote, market capextended-analysis— the core: three AI lens reads with findings, scores, and the analyst memofuture-predictions— our forward price-band predictionsmarket-narrative/ai-findings/gpt-critique— narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)- Members-only sections (render as login gates for anonymous readers):
price-history,income-trend,key-metrics,financials(statement tables),insider-trading. The analysis above is public; the raw data tables require a free account.
More for machine readers: site briefing at
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any ticker resolves at delvantic.com/stock/TICKER ·
raw inputs are public-company filings and market data (via licensed data feeds);
every model, score, lens read, and prediction on this page is Delvantic's own analysis.
Consumer Cyclical · Packaging & Containers
Memphis, TN 38197, United States
internationalpaper.com
Price
$42.81
Market Cap
$22.8B
Employees
62,602
Beta
0.90
Avg Volume
5,657,053
Last Dividend
$1.85
CEO
Mr. Andrew K. Silvernail
International Paper Company is a leading producer of renewable fiber-based packaging, pulp, and paper products. The company specializes in sustainable packaging solutions, including corrugated cardboard boxes, containerboard, and other protective materials designed to enhance product safety and efficiency during shipping and storage. It operates primarily through its Industrial Packaging segment, which focuses on manufacturing and distributing these essential packaging materials to industries such as food and beverage, e-commerce, consumer goods, and manufacturing. International Paper Company also provides pulp products and recycling solutions, supporting circular economy initiatives by transforming renewable resources into high-quality, eco-friendly outputs. Founded in 1898 and headquartered in Memphis, Tennessee, the company serves a global customer base with innovative products that meet diverse packaging needs, playing a vital role in the supply chain by enabling reliable, sustainable transport and preservation of goods across various sectors.
Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 1 No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Jul 30, 2026.
EPS surprise history — vs analyst consensus · 5 prints of vendor history
-172.9%
Oct '25
-132.0%
Jan '26
+7.1%
Apr '26
+26.8%
May '26
+200.0%
Jul '26
| Print date | EPS est. | EPS actual | Revenue est. | Revenue actual |
|---|---|---|---|---|
| Jul 30, 2026 | $-0.04 | $0.04 +200.0% | — | — |
| May 11, 2026 | $0.41 | $0.52 +26.8% | — | — |
| Apr 30, 2026 | $0.14 | $0.15 +7.1% | — | — |
| Jan 29, 2026 | $0.25 | $-0.08 -132.0% | — | — |
| Oct 30, 2025 | $0.59 | $-0.43 -172.9% | — | — |
Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.
Recent SEC Filings
| Filed | Form | Document |
|---|---|---|
| Jul 30, 2026 | 8-K | View |
| Jul 28, 2026 | SCHEDULE 13G/A | View |
| Jul 17, 2026 | 8-K | View |
| Jun 29, 2026 | 11-K | View |
| Jun 29, 2026 | 11-K | View |
| May 15, 2026 | SCHEDULE 13G/A | View |
| May 14, 2026 | SCHEDULE 13G/A | View |
| May 14, 2026 | 4 | View |
| May 14, 2026 | 4 | View |
| May 14, 2026 | 4 | View |
| May 14, 2026 | 4 | View |
| May 14, 2026 | 4 | View |
Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.
Price Overview
Last updated: Aug 1, 2026 2:30am (just now)
Current data · timestamped when a report runs
$40.83
Change · Aug 1
-2.32 (-5.38%)
Day Range
$40.79 – $43.99
52-Week Range
$29.26 – $52.28
50-Day MA
$36.59
200-Day MA
$38.64
Volume
7,392,700.00
Share Structure
Outstanding
529,516,974.00
Float
527,054,720.00
Free Float
99.5%
High free float
— 99.5% of shares trade freely, ~0.5% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
TD Twelve Data statement
HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEXStock Price / EPS (Diluted)
-5.87
Stock Price: $42.81
EPS (Diluted): -6.95
EPS (Diluted): -6.95
P/B Ratio (Price vs net asset value)
HEXStock Price / Book Value Per Share
—
Stock Price: $42.81
Total Equity: N/A
Shares: 505,700,000
Total Equity: N/A
Shares: 505,700,000
Equity not available in balance sheet
EV/EBITDA (Total value vs operating profit)
HEXEnterprise Value / EBITDA
4.10
Market Cap: $22.85B
Total Debt: $9.83B
Cash: $1.15B
EBITDA: $7.69B
Total Debt: $9.83B
Cash: $1.15B
EBITDA: $7.69B
Enterprise Value (Takeover price (cap + debt - cash))
HEXMarket Cap + Total Debt - Cash
$31.5B
Market Cap: $22.85B
Total Debt: $9.83B
Cash: $1.15B
Total Debt: $9.83B
Cash: $1.15B
P/S Ratio (Price per dollar of revenue)
HEXStock Price / Revenue Per Share
0.87
Stock Price: $42.81
Revenue: $23.63B
Shares: 505,700,000
Revenue: $23.63B
Shares: 505,700,000
EV/Sales (Total value vs revenue — works when P/E can't)
CALC1.33
Gross Margin (Revenue left after direct costs)
HEXGross Profit / Revenue
29.6%
Gross Profit: $7.00B
Revenue: $23.63B
Revenue: $23.63B
Operating Margin (Revenue left after all operations)
HEXOperating Income / Revenue
20.9%
Operating Income: $4.95B
Revenue: $23.63B
Revenue: $23.63B
Net Margin (Revenue left as actual profit)
HEXNet Income / Revenue
-14.9%
Net Income: -$3.52B
Revenue: $23.63B
Revenue: $23.63B
ROE (Profit from shareholder equity)
HEXNet Income / Total Equity
—
Net Income: -$3.52B
Total Equity: N/A
Total Equity: N/A
Equity not in balance sheet
ROIC (Profit from all invested capital)
HEXNOPAT / Invested Capital
—
Operating Income: $4.95B
Tax Rate: 15.8%
Equity: N/A
Total Debt: $9.83B
Cash: $1.15B
Tax Rate: 15.8%
Equity: N/A
Total Debt: $9.83B
Cash: $1.15B
Missing from API: Equity
Current Ratio (Can it pay short-term bills)
HEXCurrent Assets / Current Liabilities
1.28
Current Assets: $10.11B
Current Liabilities: $7.90B
Current Liabilities: $7.90B
Debt/Equity (Leverage — debt vs equity)
HEXTotal Debt / Total Equity
—
Short-Term Debt: $992.00M
Long-Term Debt: $8.84B
Total Debt: $9.83B
Total Equity: N/A
Long-Term Debt: $8.84B
Total Debt: $9.83B
Total Equity: N/A
Missing from API: Total Equity
Rev/Share (Top-line per share)
HEXRevenue / Shares Outstanding
$46.74
Revenue: $23.63B
Shares: 505,700,000
Shares: 505,700,000
Book Value/Share (Net assets per share)
HEX(Total Assets - Total Liabilities) / Shares
—
Total Equity: N/A
Shares: 505,700,000
Shares: 505,700,000
Missing from API: Total Equity
FCF/Share (Real cash generated per share)
HEX(Operating Cash Flow + CapEx) / Shares
$-0.31
Operating CF: $1.70B
CapEx: -$1.86B
Shares: 505,700,000
CapEx: -$1.86B
Shares: 505,700,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TDLast Annual Dividend / Stock Price
4.5%
Last Dividend: $1.85
Stock Price: $42.81
Stock Price: $42.81
Payout Ratio (Earnings paid out as dividends)
HEXDividends Paid / Net Income
-27.8%
Dividends Paid: -$977.00M
Net Income: -$3.52B
Net Income: -$3.52B
Income Statement (Annual)
Last updated: Aug 1, 2026 2:30am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $19.4B | $21.2B | $18.9B | $18.6B | $23.6B |
| Cost of Revenue | $13.8B | $15.1B | $13.6B | $13.4B | $16.6B |
| Gross Profit | $5.5B | $6.0B | $5.3B | $5.2B | $7.0B |
| Operating Expenses | $1.4B | $1.3B | $1.4B | $1.8B | $2.1B |
| Operating Income | $4.1B | $4.7B | $3.9B | $3.4B | $4.9B |
| Net Income | $1.8B | $1.5B | $288.0M | $557.0M | -$3.5B |
| EBITDA | $5.2B | $5.8B | $5.4B | $4.7B | $7.7B |
| EPS | $4.50 | $4.14 | $0.83 | $1.60 | $-6.95 |
| EPS (Diluted) | $4.47 | $4.10 | $0.82 | $1.57 | $-6.95 |
Balance Sheet (Annual)
Last updated: Aug 1, 2026 2:30am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | — | — | — | $1.1B | $1.1B |
| Total Current Assets | $7.1B | $6.8B | $6.6B | $6.4B | $10.1B |
| Total Assets | $25.2B | $23.9B | $23.3B | $22.8B | $38.0B |
| Current Liabilities | $4.1B | $5.0B | $4.0B | $4.3B | $7.9B |
| Long-Term Debt | $5.4B | $4.8B | $5.5B | $5.4B | $8.8B |
| Total Liabilities | $16.2B | $15.4B | $14.9B | $14.6B | — |
| Total Equity | $9.1B | $8.5B | $8.4B | $8.2B | — |
| Retained Earnings | $9.0B | $9.9B | $9.5B | $9.4B | $4.9B |
Cash Flow (Annual)
Last updated: Aug 1, 2026 2:30am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $2.0B | $2.2B | $1.8B | $1.7B | $1.7B |
| Capital Expenditure | -$480.0M | -$931.0M | -$1.1B | -$921.0M | -$1.9B |
| Free Cash Flow | $1.6B | $1.2B | $692.0M | $757.0M | -$159.0M |
| Acquisitions (net) | -$80.0M | $0 | $0 | — | — |
| Net Debt Issued / (Repaid) | -$997.0M | -$6.0M | $3.0M | -$39.0M | $154.0M |
| Dividends Paid | -$780.0M | -$673.0M | -$642.0M | -$643.0M | -$977.0M |
| Stock Buybacks | -$839.0M | -$1.3B | -$218.0M | -$23.0M | -$65.0M |
| Net Change in Cash | $700.0M | -$491.0M | $309.0M | $57.0M | -$9.0M |
Growth Trends (YoY %)
Last updated: Aug 1, 2026 2:30am (just now)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +9.3% | -10.6% | -1.6% | +26.9% |
| Gross Profit Growth | +8.8% | -12.1% | -0.8% | +33.5% |
| Operating Income Growth | +14.0% | -16.9% | -13.3% | +45.4% |
| Net Income Growth | -14.2% | -80.9% | +93.4% | -731.2% |
| EBITDA Growth | +10.0% | -7.0% | -12.1% | +63.4% |
Dividend History (Last 20)
Last updated: Aug 1, 2026 2:30am (just now)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-05-22 | $0.46 | — | — | — |
| 2026-02-23 | $0.46 | — | — | — |
| 2025-11-14 | $0.46 | — | — | — |
| 2025-08-15 | $0.46 | — | — | — |
| 2025-05-23 | $0.46 | — | — | — |
| 2025-02-24 | $0.46 | — | — | — |
| 2024-11-15 | $0.46 | — | — | — |
| 2024-08-15 | $0.46 | — | — | — |
| 2024-05-23 | $0.46 | — | — | — |
| 2024-02-21 | $0.46 | — | — | — |
| 2023-11-14 | $0.46 | — | — | — |
| 2023-08-14 | $0.46 | — | — | — |
| 2023-05-25 | $0.46 | — | — | — |
| 2023-02-16 | $0.46 | — | — | — |
| 2022-11-14 | $0.46 | — | — | — |
| 2022-08-12 | $0.46 | — | — | — |
| 2022-05-26 | $0.46 | — | — | — |
| 2022-02-17 | $0.46 | — | — | — |
| 2021-11-12 | $0.46 | — | — | — |
| 2021-08-13 | $0.49 | — | — | — |
Industry Benchmarks
Compares IP against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for IP — it's generated by the pipeline (
market-narrative step).
Claude Reading
No AI findings yet for IP — they're generated by the
pipeline (
ai-findings step) when a report is run on this ticker.
GPT Reading
No GPT reading yet for IP — it's generated by the
pipeline (
gpt-critique step) after the other Big-3 seats, when a
report is run on this ticker.
Grok Reading
No Grok reading yet for IP — it's generated by the
pipeline (
grok-critique step) alongside the other Big-3 seats, when a
report is run on this ticker.
Advanced Analysis Forensic deep-dive · three lenses
Character & Durability Scorecard
Ten long-horizon business-character traits the Quality / Value / Sentiment lenses don’t break out, scored 1–10.
No scorecard yet for IP — the ten traits are scored by the
pipeline (
ext-scorecard step) when a report is run on this ticker.
No community reviews yet for IP.
Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes
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Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.501 · 34413680 · 2026-07-31 16:46:48