Added to YB: 2025-10-29
Pitch date: 2025-09-10
IP [bearish]
International Paper Company
+15.47%
current return
Author Info
No bio for this author
Company Info
International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa.
Market Cap
$19.9B
Pitch Price
$45.67
Price Target
25.00 (-35%)
Dividend
4.91%
EV/EBITDA
12.10
P/E
-31.26
EV/Sales
1.21
Sector
Containers and Packaging
Category
turnaround
International Paper Company - $IP
IP short: CEO Silvernail's 2027 EBITDA target of $5.75B vs $3.6B historical baseline implausible given 30yr stagnant box demand, capacity closures, & role as industry 'shock absorber.' Trading 11.2x 2025E EBITDA (3x historical, 50% premium to peers) on unrealistic hockey-stick projections. Borrowing to pay dividend.
Read full article (22 min)