Professional
Added to YB: 2026-02-10
Pitch date: 2026-02-03
SLVM [bullish]
Sylvamo Corporation
+6.98%
current return
Author Info
Alluvial Capital is an investment manager with a focus on overlooked and obscure securities around the world. Sign up for the newsletter.
Company Info
Sylvamo Corporation produces and markets uncoated freesheet for cutsize, offset paper, and pulp in Europe, Latin America, and North America.
Market Cap
$2.0B
Pitch Price
$48.28
Price Target
N/A
Dividend
3.55%
EV/EBITDA
5.47
P/E
11.63
EV/Sales
0.81
Sector
Paper and Forest Products
Category
value
Alluvial Fund New Position: Sylvamo Corporation
SLVM (new position): Uncoated freesheet paper manufacturer spun from International Paper facing near-term headwinds (supply agreement expiring, pricing down, weak EU demand). SC mill investment adds 60k tons capacity w/ 30%+ IRR, expects $300M annual FCF by 2027. Major shareholder withdrew board seats & voided cooperation agreement, suggesting potential transaction.
Read full article (2 min)