Financials International Paper Company London S.E.

Equities

0JCB

US4601461035

Paper Packaging

Market Closed - London S.E. 15:33:29 22/05/2024 BST After market 19:59:30
41.16 USD -2.01% Intraday chart for International Paper Company 44.08 +7.11%

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 18,057 19,545 18,194 12,317 12,509 14,622 - -
Enterprise Value (EV) 1 27,311 27,043 22,478 18,435 16,989 19,294 19,018 18,733
P/E ratio 15 x 40.8 x 10.5 x 8.45 x 44.1 x 20.5 x 15.7 x 13.8 x
Yield 4.37% 4.12% 4.26% 5.34% 5.12% 4.38% 4.41% 4.63%
Capitalization / Revenue 0.81 x 0.95 x 0.94 x 0.58 x 0.66 x 0.77 x 0.74 x 0.73 x
EV / Revenue 1.22 x 1.31 x 1.16 x 0.87 x 0.9 x 1.02 x 0.96 x 0.94 x
EV / EBITDA 7.29 x 9.56 x 8.29 x 6.46 x 7.61 x 8.68 x 7.45 x 7.1 x
EV / FCF 11.7 x 11.7 x 15.2 x 14.8 x 24.5 x 23.4 x 18.6 x 17.3 x
FCF Yield 8.55% 8.55% 6.59% 6.74% 4.07% 4.26% 5.37% 5.79%
Price to Book 2.38 x 2.5 x 2.03 x 1.43 x 1.5 x 1.77 x 1.75 x 1.62 x
Nbr of stocks (in thousands) 392,116 393,095 387,263 355,670 346,017 347,322 - -
Reference price 2 46.05 49.72 46.98 34.63 36.15 42.10 42.10 42.10
Announcement Date 30/01/20 04/02/21 27/01/22 31/01/23 01/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 22,376 20,580 19,363 21,161 18,916 18,995 19,793 19,964
EBITDA 1 3,747 2,830 2,711 2,854 2,232 2,223 2,553 2,639
EBIT 1 2,441 1,543 1,501 1,814 1,222 1,169 1,529 1,634
Operating Margin 10.91% 7.5% 7.75% 8.57% 6.46% 6.16% 7.72% 8.18%
Earnings before Tax (EBT) 1 1,604 650 999 1,511 382 951.7 1,246 1,390
Net income 1 1,225 482 1,752 1,504 288 711.6 935.9 1,049
Net margin 5.47% 2.34% 9.05% 7.11% 1.52% 3.75% 4.73% 5.25%
EPS 2 3.070 1.220 4.470 4.100 0.8200 2.052 2.690 3.050
Free Cash Flow 1 2,334 2,312 1,481 1,243 692 822.8 1,020 1,085
FCF margin 10.43% 11.23% 7.65% 5.87% 3.66% 4.33% 5.16% 5.44%
FCF Conversion (EBITDA) 62.29% 81.7% 54.63% 43.55% 31% 37.01% 39.97% 41.11%
FCF Conversion (Net income) 190.53% 479.67% 84.53% 82.65% 240.28% 115.63% 109.04% 103.43%
Dividend per Share 2 2.013 2.050 2.000 1.850 1.850 1.846 1.855 1.950
Announcement Date 30/01/20 04/02/21 27/01/22 31/01/23 01/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 5,086 5,237 5,389 5,402 5,133 5,020 4,682 4,613 4,601 4,619 4,758 4,837 4,868 4,734 4,774
EBITDA 1 643 597 825 710 722 539 570 590 533 423 514.8 601.9 660.7 552.1 670.6
EBIT 1 366 336 558 449 471 298 326 332 266 145 257.2 344.1 402 288.6 407.1
Operating Margin 7.2% 6.42% 10.35% 8.31% 9.18% 5.94% 6.96% 7.2% 5.78% 3.14% 5.4% 7.11% 8.26% 6.1% 8.53%
Earnings before Tax (EBT) 1 44 362 514 313 322 221 255 232 -326 85 191.4 265.3 343.7 222.7 341.1
Net income 1 107 360 511 951 -318 172 235 165 -284 56 142.5 198.5 257.6 167 255.9
Net margin 2.1% 6.87% 9.48% 17.6% -6.2% 3.43% 5.02% 3.58% -6.17% 1.21% 3% 4.1% 5.29% 3.53% 5.36%
EPS 2 0.2800 0.9500 1.380 2.640 -0.9000 0.4900 0.6800 0.4700 -0.8200 0.1600 0.4067 0.5700 0.7400 0.4800 0.7400
Dividend per Share 2 0.4625 0.4625 0.4625 0.4625 0.4625 0.4625 0.4625 0.4625 0.4625 - 0.4600 0.4600 0.4600 - -
Announcement Date 27/01/22 28/04/22 28/07/22 27/10/22 31/01/23 27/04/23 27/07/23 26/10/23 01/02/24 25/04/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 9,254 7,498 4,284 6,118 4,480 4,671 4,396 4,111
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 2.47 x 2.649 x 1.58 x 2.144 x 2.007 x 2.101 x 1.722 x 1.558 x
Free Cash Flow 1 2,334 2,312 1,481 1,243 692 823 1,020 1,085
ROE (net income / shareholders' equity) 23.5% 14.2% 14.8% 13.3% 8.96% 7.8% 10.1% 11%
ROA (Net income/ Total Assets) 5.27% 3.4% 4.41% 4.75% 3.2% 3.2% 4.1% -
Assets 1 23,228 14,192 39,759 31,666 9,003 22,236 22,826 -
Book Value Per Share 2 19.30 19.80 23.10 24.30 24.10 23.70 24.10 26.00
Cash Flow per Share 2 9.050 7.740 5.170 5.920 5.250 5.170 5.530 5.670
Capex 1 1,276 751 549 931 1,141 912 977 1,030
Capex / Sales 5.7% 3.65% 2.84% 4.4% 6.03% 4.8% 4.94% 5.16%
Announcement Date 30/01/20 04/02/21 27/01/22 31/01/23 01/02/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
9
Last Close Price
42.1 USD
Average target price
39.72 USD
Spread / Average Target
-5.66%
Consensus
  1. Stock Market
  2. Equities
  3. IP Stock
  4. 0JCB Stock
  5. Financials International Paper Company