International Paper Company (IP) Stock Analysis 2026

Consumer CyclicalPackaging & Containers
$36.03
as of 2026-10-29
-24.6% (52-week)50D MA $39.58  |  200D MA $38.40

BriMind AI Score

Proprietary
40
Neutral
Price CAGR
1.1%
1Y Return
-32.1%
Analyst Upside
+44.6%
Rev Growth
-2.2%

Score based on historical price CAGR, revenue growth, analyst upside, and valuation factors. Updated daily.

BriMind 1-Year Price Target

$38.87+7.9% potential
Bear Case
$29.47
Bull Case
$49.00
Model Confidence90%

An even blend of the BriMind AI model's DCF and momentum target ($35.43) and Wall Street's consensus target ($42.30).

AI scores and price targets are for informational and educational purposes only. They do not constitute financial advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. Always conduct your own research before making investment decisions. Full Disclaimer →

IP Revenue & Profitability Breakdown

This chart shows how IP's revenue flows through to profit. Each row deducts a layer of costs: first the direct cost of making products/services (Cost of Revenue), then operating expenses like marketing and R&D, then taxes. What remains at the bottom is net income — the actual profit shareholders own. High gross and net margins indicate a business with strong pricing power and efficiency.

Revenue
$24.20B
Cost of Revenue
-$17.04B
Gross Profit
$7.17B29.6% margin
Operating Expenses
-$6.61B
Operating Income
$556.2M2.3% margin
Tax & Other
-$3.99B
Net Income
-$-3.44B-14.2% margin
Gross Margin
29.6%
Operating Margin
2.3%
Net Margin
-14.2%
EBITDA Margin
9.8%

Key Financial Metrics

International Paper Company trades at a trailing P/E of 39.95x, generates $1.65B in free cash flow, runs a debt/equity ratio of 68.51, and converts shareholder equity into profit at a -16.5% return on equity. For context: P/E ratio measures how much you pay for $1 of earnings (lower = cheaper, but fast-growing companies command higher P/E); Free Cash Flow is the cash left after running the business; Debt/Equity shows how leveraged a company is; Return on Equity shows how efficiently it turns shareholder capital into profit.

Market Cap
$20.82B
Enterprise Value
$34.17B
P/E (Trailing)
39.95
P/E (Forward)
13.15
PEG Ratio
1.58
EV / EBITDA
17.44
Price / Sales
1.26
Price / Book
1.38
Revenue
$24.20B
Revenue Growth
-2.2%
Earnings Growth
-90.1%
EBITDA
$1.96B
Gross Margin
29.6%
Operating Margin
2.3%
Net Margin
-14.2%
Return on Equity
-16.5%
Return on Assets
1.6%
Free Cash Flow
$1.65B
Total Cash
$1.16B
Total Debt
$10.33B
Debt / Equity
68.51
Current Ratio
1.10
Quick Ratio
0.68
Beta
0.89
Dividend Yield
4.7%
Payout Ratio
158.1%
Insider Ownership
0.2%
Inst. Ownership
102.7%
Short % Float
16.0%
Book Value / Share
$27.30

Wall Street Analyst Consensus

13 analysts covering International Paper Company currently lean toward a Hold rating, with a mean 12-month price target of $48.00 (+33.2% vs the current price). Analysts set these targets after researching a company's earnings, competitive position, and industry trends — Strong Buy / Buy means the majority expect meaningful upside, while Hold means fair value near the current price rather than a sell signal.

Consensus RatingHold(13 analysts)
SellStrong Buy
Low Target$39.9010.7%
Mean Target$48.00+33.2% upside
High Target$65.00+80.4%

Intrinsic Value Estimates for IP

We use 1 valuation model to estimate IP's intrinsic value. Intrinsic value is what a stock is truly worth based on the company's fundamentals, independent of what the market prices it at today. If multiple models agree the stock is undervalued, that convergence is a stronger signal.

DCF Model (10yr)
$65.50
+81.8% vs current
Discounts 10 years of projected free cash flow back to today's dollars (5% growth, 10% discount rate). Best for companies generating consistent cash.
Fair Value Range
$65.50 – $65.50
Average Estimate
$65.50
Potential Upside
81.8%

Intrinsic value estimates use simplified models (Graham, DCF, P/E) and conservative assumptions. They should be used as one input among many — not as sole buy/sell guidance. For advanced analysis, see the full platform.

Technical Price Signals

IP is currently in a short-term downtrend, trading below its 50-day average of $39.58 and below its 200-day average of $38.40. Moving averages smooth out day-to-day volatility to reveal the underlying trend — a Golden Cross (50MA crosses above 200MA) is a classic bullish signal, a Death Cross is bearish, though both are lagging indicators that confirm trends rather than predict them.

Current Price
$36.03
50-Day MA
$39.58
▼ Price below
200-Day MA
$38.40
▼ Price below
Short-term Downtrend
Below 50-day MA — caution

Compare IP with Peers

PKG vs IPPackaging Corporation vs International Paper — Which Pa
GPK vs IPGraphic Packaging vs International Paper — Paperboard v
IP vs WRKInternational Paper vs WestRock — Which Containerboard

Further Reading

Research and guides that put IP’s numbers in context — how to read the filings behind them, and the frameworks we use to score them.

Market Theory10-Year Treasury Yield Hits 19-Year High: What 5.2% Means for StocksRisk ManagementBest ETFs for a Recession-Proof Portfolio in 2026FundamentalsHow to Read a 10-K Annual Report: Complete Investor GuideFundamentals10 Stock Analysis Tools Every Investor Should Know About

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Data sources: Financial metrics and market data sourced from company SEC filings, earnings releases, and investor relations disclosures. Price data, analyst consensus targets, and fundamental financials provided by financial market data providers. ETF data sourced from official fund prospectuses and index provider publications. AI scores and price targets are proprietary estimates — see our Methodology and Disclaimer for details.
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