• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    International Paper (IP) Just Gave Investors Something To Think About

    Simply Wall St·11/14/2026 00:52:21
    Listen to the news

    International Paper (IP) moved into focus after CEO Andy Silvernail outlined plans to separate DS Smith by early 2027, citing limited synergies and preparing the business for anticipated economic challenges and ongoing cost-cutting efforts.

    The latest share price of International Paper at US$34.43 comes after a 1 month share price return of 7.93%, even though the stock is still down 14.46% year to date and the 1 year total shareholder return has slipped 4.44%. This recent rebound contrasts with a 90 day share price return that is down 15.49%, while the 3 year total shareholder return of 16.09% shows longer term holders have seen more stable value. This suggests sentiment has firmed recently as investors weigh the planned DS Smith separation and cost focus against earlier weakness.

    Compare International Paper's restructuring story with other packaging and materials players that screen well for quality using our curated list of list of solid balance sheet and fundamentals (24 results)

    After International Paper's sharp 90 day pullback and short term bounce, the real tension now is simple: Does that reset leave enough upside to compensate for the risks tied to separation and restructuring?

    Most Popular Narrative: 19% Undervalued

    International Paper's analyst consensus Narrative on Simply Wall St pegs fair value at $42.30, compared with the recent $34.43 share price. It frames that gap around cost cuts, pricing and the DS Smith separation.

    The main thing that has to go right is that management converts announced North American and EMEA footprint changes, price increases and capital projects into the targeted cost savings and returns while offsetting inflation, energy and transportation pressure.

    The current valuation implies that International Paper's share price does not fully reflect the planned cost-out, asset high-grading and containerboard pricing gains that this narrative views as supporting a positive, undervalued case for the stock.

    See why 19 investors see International Paper as 19% undervalued.

    Result: Fair Value of $42.30 (UNDERVALUED)

    Still, the International Paper story can break if cost inflation outpaces price increases, or if execution missteps keep earnings guidance under pressure for longer.

    Find out about the key risks to this International Paper narrative.

    Next Steps

    Mixed signals on International Paper so far. If you want to move quickly and ground your own view in the numbers, start with the 4 key rewards and 2 important warning signs.

    Looking for more investment ideas beyond International Paper?

    If International Paper has your attention, do not stop here. Use the screener to widen your opportunity set and pressure test your thesis against other potential holdings.