4 models fit Sylvamo Corporation Common Stock and they disagree: 0 of 4 land within 15% of the average. The price is below every model.
Two or more of our models back this value.
Large discount(i)Silver60
Valued as a cyclical company: P/E comparison, EV/EBITDA comparison, Discounted cash flow, and Graham number.
ACCE opinionSylvamo Corporation Common Stock (SLVM)
Fair value (4 models)
$70.43
ACCE price target
$37.00
Rating
Undervalued
Horizon
12 months
Fair value published on 20 Oct 2026, 15:04 CEST; previously $73.26 since 11 Oct 2026, 00:00 CEST.
ACCE price target published on 12 Oct 2026, 00:00 CEST.
Rating published on 20 Oct 2026, 15:04 CEST.
Price used: $32.54 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
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
Price vs fair value
53.8% below
+116.5% to fair value
ACCE score
41
out of 100
Analysts
50% buy
4 covering
P/E
17.3x
forward 7.1x
1-year return
-25.2%
Dividend yield
5.75%
Sylvamo Corporation Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Sylvamo makes uncoated freesheet paper (copy and printing paper) and specialty papers, with major mills in Brazil, the US and Eastern Europe, and it is one of the largest producers of uncoated freesheet globally. Its edge is scale in a commodity grade where the lowest-cost producers survive a downturn, but that advantage is being tested by structural decline in office printing. Revenue growth of 1.5% and a 1.5% operating margin leave little cushion, so the investment case rests on cost discipline and cash generation rather than volume growth. The stock trades at 17.4x trailing earnings but 7.1x forward earnings, a gap that implies the market expects earnings to recover sharply from current depressed levels. With an ROE of 7.9% and a 0 index membership count, the name sits well outside the mainstream, and the 41/100 score reflects that weak profitability. It merits a deeper look only if you can underwrite a margin recovery in uncoated freesheet pricing.
⚠ Investor warnings · 5 flagsAI-assisted·How I use AI
high
Earnings collapsed year on year
Earnings fell 57.2% YoY while revenue grew only 1.5%, and net margin sits at 2.3%. Operating margin of 1.5% leaves little cushion.
high
Heavy short interest
Short interest stands at 10.6% of float, a sizeable bet against the stock alongside weakening earnings.
moderate
Leverage and thin free cash flow
Debt to equity is 0.88 with free cash flow of $44M. Against a $1.3B market cap, that cash cushion is modest for the debt load.
moderate
Insiders selling, not buying
Insiders disclosed $0.66M in sales across the last 10 filings and no purchases. Insider ownership is only 0.9%.
moderate
Quality and momentum scores weak
ACCE score is 41/100 with Quality at 38 and Momentum at 17. Price trades 12.1% below the ACCE price target of $37.00, and 53.8% below the model fair value of $70.43, but the low scores point to the gap reflecting real operating weakness.
AI research notes
AI-assisted·How I use AIWritten Oct 21, 2026 · figures from 2026-10-20 · prices to Oct 23, 2026
Why it could do well
Consensus model fair value sits at $70.43, and the stock trades 53.8% below it, a gap the valuation models flag.
Forward earnings multiple is 7.1x against a sector median of 17.2x, so the shares look cheap on forward earnings.
Free cash flow yield of 3.4% and a 5.7% dividend yield give investors a cash return while they wait.
Why it could disappoint
Net margin of 2.3% and return on invested capital of 6.0% leave little room for error in the business.
Revenue grew just 1.5% over the past year, well below its 7.0% average annual pace across five years.
Free cash flow over the last twelve months was only $44M, and debt equals 0.88 of equity, limiting flexibility.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 6, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where SLVM's valuation models land
Price
$32.54
Model fair value
$70.43
Model range
$41.09 to $99.58
Fair value $70.43
Price $32.54
The price is below the whole model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores