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What this page is: Delvantic's full research page for International Paper Co. (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.
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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):
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International Paper Co.
IP NYSE
Consumer Cyclical · Packaging & Containers
Memphis, TN 38197, United States
internationalpaper.com
Price
$37.06
Market Cap
$20.1B
Employees
62,602
Beta
0.89
Avg Volume
4,495,207
Last Dividend
$1.85
CEO
Mr. Andrew K. Silvernail
International Paper Co. is a leading packaging and fiber-based products company that supplies renewable materials used across consumer, industrial, and commercial markets. International Paper Co. produces containerboard, corrugated packaging, retail and shipping boxes, specialty papers, and cellulose fibers that serve applications in food and beverage, e-commerce, hygiene, personal care, and industrial goods. The company also operates recycling and packaging solutions businesses that support circular material use and product protection throughout the supply chain. Its portfolio is built around sustainable packaging solutions and pulp products, making International Paper Co. an important supplier to manufacturers, converters, distributors, and large-scale brands that rely on paper-based materials for everyday operations.
Runs with full report
Price Overview
Price at report time
$36.99
as of Sep 1, 12:27pm (13d ago)
Change · Sep 1
-0.94 (-2.48%)
Day Range
$36.88 – $37.84
52-Week Range
$29.26 – $50.25
50-Day MA
$39.58
200-Day MA
$38.40
Volume
141,460.00
Right now · live
Log in to get the live feed
Members see the real-time price and the move since this report (over 13d).
Share Structure
Outstanding
529,500,000.00
Float
527,165,648.00
Free Float
99.6%
High free float
— 99.6% of shares trade freely, ~0.4% 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)
-5.32
Stock Price: $37.06
EPS (Diluted): -6.95
EPS (Diluted): -6.95
P/B Ratio (Price vs net asset value)
HEXStock Price / Book Value Per Share
—
Stock Price: $37.06
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
3.56
Market Cap: $20.09B
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
$27.4B
Market Cap: $20.09B
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
0.79
Stock Price: $37.06
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)
CALC1.16
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
5.0%
Last Dividend: $1.85
Stock Price: $37.06
Stock Price: $37.06
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
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.
Income Statement (Annual)
Last updated: Sep 1, 2026 12:34pm (13d ago)| 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 | $3.31 | $2.84 | $0.54 | $1.05 | $-6.95 |
| EPS (Diluted) | $3.28 | $2.81 | $0.54 | $1.03 | $-6.95 |
Balance Sheet (Annual)
Last updated: Sep 1, 2026 12:27pm (13d ago)| 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: Sep 1, 2026 12:34pm (13d ago)| 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: Sep 1, 2026 12:34pm (13d ago)| 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: Sep 1, 2026 12:27pm (13d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-08-14 | $0.46 | — | — | — |
| 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 | — | — | — |
Deep Analysis
0Company Classification
1Industry Landscape
2Company Momentum
3Forward Projection
4aDCF Valuation
4bEarnings Power Value
4cAnchored PE
4dReverse DCF
4eRevenue-Based DCF
4fAnchored P/S
4gScenario Analysis
4hDividend Discount Model
4iBook Value Analysis
4jInsider Activity
4fCash Flow Quality
4gDebt Maturity Risk
4hMacro Environment
4iSector Intelligence
4jRevenue Confidence
4kSensitivity Analysis
4lSector Demand Cycle
5AI Investigation
5bThesis Evaluation
6Valuation Synthesis
computed
not applicable
not yet run 0 computed · 7 not applicable · 17 not yet run
Risk : Reward — upside vs downside from this company's own quarters
Not computed yet
Why there is no ratio: Risk:reward has not been computed for this name yet — its report predates the mechanical valuation chain. It is added, at $0, the next time a report or the nightly touches this ticker.
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
Skipped in the Qwen lane lane by design —
the GPT seat runs only in the full report.
Grok Reading
Skipped in the Qwen lane lane by design —
the Grok seat runs only in the full report.
Advanced Analysis Forensic deep-dive · separate lenses
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My Notes
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v1.1.616 · c740521f · 2026-09-14 20:09:47