IP

International Paper Co.

Industrial/Transportation


Presented:06/14/2021
Price:$62.30
Cap:$24.41B
Current Price:$47.74
Cap:$16.58B

Presented

Date06/14/2021
Price$62.30
Market Cap$24.41B
Ent Value$30.44B
P/E Ratio25.28x
Book Value$19.81
Div Yield3.29%
Shares O/S391.74M
Ave Daily Vol2,752,308
Short Int3.01%

Current

Price$47.74
Market Cap$16.58B
International Paper Co. engages in the manufacture of paper and packaging products. It operates through the following segments: Industrial Packaging, Global Cellulose Fibers, and Printing Papers. The Industrial Packaging segment involves in the manufacturing of containerboards, which include linerboard, medium, whitetop, recycled linerboard, recycled medium, and saturating kraft. The Global Cellulose Fibers segment offers cellulose fibers product portfolio includes fluff, market, and specialty pulps. The Printing Papers segment includes manufacturing of the printing and writing papers. The company was founded by Hugh J. Chisholm in 1898 and is headquartered in Memphis, TN.

Publicly traded companies mentioned herein: Graphic Packaging Holding Company (GPK) International Paper Co (IP)

Highlights

The presenter is long shares of International Paper Co (IP), which is currently trading at ~$63/share. Among his bullish insights is a view that the supply & demand dynamic in the containerboard space is healthier than investors realize. Additionally, the company has worked to rectify its legacy capital allocation issues through the spin-off of Sylvamo and other asset sales which will benefit its non-operating cash flows in CY’2021.

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Idea Discussion

Commentor 1 - 2 weeks ago

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