International Paper (IP)
NYSEMaterialsPaper, Lumber & Forest ProductsSnapshot 2026-09-14
$34.25-0.32%
Close 2026-09-14 · 1-day change
NYSEMaterialsPaper, Lumber & Forest ProductsSnapshot 2026-09-14
Research Workspace
Put IP beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 14% over the past year and decelerating.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 39%, softest on share dilution.
View QualityManagement screens weak on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 41% in its worst 12-month stretch.
View RiskInternational Paper's growth has to keep compounding to justify the price. Revenue grew 13% year over year, and the last quarter beat expectations. It trades at 0.8× price-to-sales versus a 1.4× peer median, indicating the price reflects less growth than forecast. If IP cuts guidance on the next call, that's a meaningful negative. Peer multiples imply a price about 15% above where it trades.
Trailing returns as of 2026-09-14. IP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering IP (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for IP in the last 4 months.
Continue this research
Compare IP with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IP Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Paper & Plastic Packaging Products & Materials — fair value, gap to price, and forward P/E.
Compare the value case
Put IP next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Focus on cost and cash flow management
Sales below estimates indicate cost and cash flow management issues.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $34.25
The last 12 months of price, then the range of analyst 12-month targets from today’s $34.25.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Progress on commercial and cost-out initiatives
Upgrade indicates positive momentum in pricing and cost initiatives.
Threatens: Focus on cost and cash flow management
Closure impacts cost and cash flow management efforts.
Threatens: Focus on cost and cash flow management
Closure impacts cost and cash flow management efforts.
Threatens: Separation of EMEA packaging business
Closure impacts EMEA packaging separation efforts.
Advances: Focus on cost and cash flow management
Closing plants improves cost and cash flow management.
Advances: Focus on cost and cash flow management
Cost management improves through facility closures.
Threatens: Focus on cost and cash flow management
Shutdowns and layoffs impact cost and cash flow management.