Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Analyst consensus.
ACCE opinionInternational Paper Company Common Stock (IP)
Fair value (2 models)
Not available
ACCE price target
$37.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 25 Sept 2026, 00:00 CEST.
Price used: $33.19 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
29
out of 100
Analysts
83% buy
12 covering
P/E
0.0x
forward 11.7x
1-year return
-32.4%
Dividend yield
5.50%
International Paper Company Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
International Paper makes corrugated packaging (boxes and containerboard) and uncoated papers, and is one of the largest containerboard producers in North America. Its scale in containerboard mills and box plants gives it a durable position in e-commerce and food packaging demand, though that scale has not yet translated into earnings: revenue is shrinking at 2.2% and operating margin sits at 2.3% against a 29.6% gross margin, which points to heavy costs below the gross line. The near-term story rests on restructuring and mill closures reducing that cost base, and the valuation (10.5x forward earnings, a P/E that is not meaningful on trailing numbers) already prices in skepticism. With a 16.8B market cap, negative ROE of -16.5%, and a 25/100 score, the case for a deeper look depends on whether margin repair is visible in the next two or three quarters, not on the current figures.