International Paper Company (IP) fair value analysis
S&P 500 · Updated 2026-10-19
IP price how computed
Valuation status
No verdict this weekIP: Next year's consensus is far above both what this company earned over the last four quarters and what its most recent quarter is earning.
Our model does not publish a verdict on a forecast that far from results; it is re-evaluated weekly.
- Last price
- $32.12
- Sector
- Consumer Cyclical
- 12-month range
- $29.38–$49.19
- Market cap
- $17B
- From 52-week high
- -34.7%
- Shares outstanding
- 530M
- Rank in Consumer Cyclical by quality score
- #69 of 113
Last price is our 2026-10-19 weekly price; the chart runs through 2026-10-16.
International Paper Company is a manufacturer of paper and packaging products, including containerboard, corrugated packaging, and fiber-based materials used across various industries. The company operates manufacturing facilities and distribution networks across North America, Europe, Latin America, and Asia.
IP currently ranks #69 of 113 Consumer Cyclical stocks by quality score.
Fundamentals (4 quarters) how computed
- Market cap
- $17B
- P/E (trailing)
- n/m
- Revenue (TTM)
- $24.2B
- Net margin
- -14.2%
- EPS (TTM)
- $-0.32
- Gross margin
- 27.6%
- Debt / equity
- 0.67
- Revenue growth (3-yr avg)
- 10.1%
- Shares outstanding
- 530M
Derived indicators how computed
- Quality grade
- F
- Margin trend
- Stable
- 52-week position
- The bottom quarter of its range
Technicals how computed
- RSI (14-day)
- 49 · neutral
- 50-day average
- $36.31
- 200-day average
- $37.67
- Moving-average state
- 50-day below 200-day (death cross state); price below both averages
Dividends how computed
- Paid, last 12 months
- $1.85 per share (4 payments)
- Yield on last price
- 5.76%
- Consecutive years of increases
- 0 (no streak on complete calendar years)
- Next ex-dividend date
- 2026-11-16
- Last payment date
- 2026-09-15
Earnings how computed
- Next earnings report
- 2026-10-28 (pre-market)
- Last 8 quarters vs consensus
- 3 beat, 5 missed
- Quarter by quarter
- 2026-06 ▲ beat (+200.0%)
2026-03 ▲ beat (+7.1%)
2025-12 ▼ miss (-132.0%)
2025-09 ▼ miss (-172.9%)
2025-06 ▼ miss (-51.2%)
2025-03 ▼ miss (-37.8%)
2024-12 ▼ miss (-166.7%)
2024-09 ▲ beat (+76.0%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 10 buy · 2 hold · 0 sell (12 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $45.1
- Target vs last price
- +40.4%
What our data shows for IP
- Our model validated 13 trailing price-to-earnings windows for IP, built from quarterly earnings records.
- Shares are trading in the lower third of their 12-month price range of $29.38–$49.19.
- The 14-day relative strength index sits at a neutral 49.
What subscribers see
- Every published Forward Fair Value with its exact discount or premium
- The normalized P/E and quarter count behind each estimate
- Screeners and rankings across the full S&P 500 and Nasdaq universes
- IP's own verdict the week it qualifies, published automatically
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent IP news
TickrTrends' derived news-sentiment signal for IP is currently leaning positive, computed from recent coverage.
- International Paper Q3 Preview: Wait For The Decision On EMEA Business (NYSE:IP) (seekingalpha.com, 2026-10-16)
TickrTrends take: International Paper trades at an undervalued assessment according to TickrTrends, which means current market pricing may not fully reflect the company's intrinsic worth. The pending decision regarding the company's EMEA business represents a potential catalyst that could materially affect asset composition and future earnings power, making the outcome relevant to investors evaluating whether the undervalued designation holds validity. For valuation-focused readers, the resolution of this strategic business decision could either confirm the undervaluation thesis or prompt recalibration of fair value estimates. - International Paper (IP) Confirms EMEA Packaging Spin-Off Plans with London Listing and NYSE ADR (gurufocus.com, 2026-10-15)
- International Paper (IP) Shares Rise 6.3% on Potential Sale of European Packaging Unit (gurufocus.com, 2026-10-15)
TickrTrends take: International Paper's recent share movement reflects market optimism around potential asset monetization, which could strengthen the company's balance sheet and capital allocation flexibility. For investors focused on valuation metrics, the significance of any European packaging unit sale would depend on the sale price relative to the unit's current book value and earnings contribution, as well as how proceeds are deployed. Given TickrTrends' undervalued assessment, tracking management's announced use of sale proceeds and any impact on the company's leverage and cash return policies will be important for understanding whether the valuation thesis strengthens.
More IP news
- International Paper (IP) Maintains Quarterly Dividend with 5.83% Forward Yield (gurufocus.com, 2026-10-13)
- International Paper declares $0.4625 dividend (NYSE:IP) (seekingalpha.com, 2026-10-12)
- IP Looks 9.9% Undervalued on GF Value™ at $35.70 (gurufocus.com, 2026-09-24)
What people are saying
Follow the IP conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — TickrTrends' derived indicators for IP show improvement this week across multiple metrics. The RSI zone moved from oversold to neutral territory, while the sector discount rank improved from 55th to 49th position among Consumer Cyclical peers. The valuation verdict upgraded from Fairly valued to Undervalued, indicating increased relative value based on the tracking system's assessment.
- 2026-10-06 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — TickrTrends' derived indicators for IP show a shift in momentum this week, with the RSI zone moving from neutral to oversold territory. The stock maintains a fairly valued assessment based on current valuation metrics. This oversold reading suggests the stock has experienced notable selling pressure recently.
- 2026-09-21 — TickrTrends' derived indicators for IP show that the relative strength index moved from an oversold zone into a neutral zone during the week. The stock remains at a fairly valued assessment according to the current valuation verdict.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is IP stock undervalued?
IP does not yet have sufficient validated earnings history for a full Forward Fair Value verdict under TickrTrends' standards; it is re-evaluated every week.
What is IP's TickrTrends verdict?
IP is currently marked 'Awaiting full valuation' - a verdict publishes automatically once at least six validated trailing P/E windows accumulate.
How does IP compare to other Consumer Cyclical stocks?
IP ranks #69 of 113 Consumer Cyclical stocks in TickrTrends' coverage by quality score. It carries no fair-value verdict yet, so it is not ranked by discount.
Is IP overbought or oversold?
IP's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does IP pay a dividend?
Yes. IP paid $1.85 per share over the last twelve months (4 payments), a 5.76% yield on TickrTrends' last price. The next ex-dividend date on file is 2026-11-16.
When does IP report earnings next?
IP's next earnings report is scheduled for 2026-10-28 (pre-market), per the published earnings calendar.
Does IP usually beat earnings estimates?
Over its last 8 reported quarters IP beat the consensus estimate 3 times and missed 5 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about IP?
Of 12 analysts covering IP, 10 rate it a buy, 2 a hold and 0 a sell - buy-leaning, with a consensus price target of $45.1 (+40.4% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.