Added to YB: 2025-05-19
Pitch date: 2025-05-15
SLVM [bearish]
Sylvamo Corporation
+8.97%
current return
Author Info
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Company Info
Sylvamo Corporation produces and markets uncoated freesheet for cutsize, offset paper, and pulp in Europe, Latin America, and North America.
Market Cap
$1.8B
Pitch Price
$55.08
Price Target
N/A
Dividend
4.01%
EV/EBITDA
5.01
P/E
10.28
EV/Sales
0.74
Sector
Paper and Forest Products
Category
N/A
Problems at Two Paper Products Companies - Sylvamo Corporation
SLVM short: Global uncoated freesheet paper producer faces terminal decline due to tech adoption, similar to chalk/film/CDs. Q1 rev -9% YoY. Capital-intensive business w/ high fixed costs means volume drops hurt margins severely. Management turnover & $800M debt concerning as demand collapses faster than projected.
Read full article (3 min)