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Materials · S&P 500 · data as of 2026-10-05

IP stock analysis: International Paper

International Paper (IP) is an S&P 500 company in Paper & Plastic Packaging Products & Materials. It grades weakest on profitability and momentum.

The model's view of IP · subscribers

Where IP ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with IP · updated 2026-10-05 · from prices and SEC filings

IP price performance

IP against the S&P 500, one year
-20%+0%+20%S&P 500 +18%IP -27%2025-09-292026-10-05
Year to date-15.6%S&P 500 +14.5% · behind by 30.1 pts
1 year-28.7%S&P 500 +17.0% · behind by 45.7 pts
3 years+4.6%S&P 500 +89.3% · behind by 84.6 pts
5 years-26.2%S&P 500 +91.3% · behind by 117.5 pts

Total returns with dividends reinvested.

IP factor grades

Each grade compares IP with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

–ValueFCF yield 2.9% (industry 4.6%)
–GrowthRevenue growth +14% (industry +10%)
D+Profitability
DMomentum12-month change -29%From 52-wk high -32%

IP in plain numbers

IP key statistics

SectorMaterials
IndustryPaper & Plastic Packaging Products & Materials
IndexS&P 500
Market value$17.0B
Revenue growth (y/y)+14%
Free-cash-flow yield2.9%
Dividend yield5.8%
Next earnings (expected)2026-10-29
Valuation measures
Market value$17.0B
Enterprise value$17.2B
Price / sales0.7x
Price / book1.2x
EV / revenue0.7x
Financial highlights
Revenue, last 12 months$24.2B
Net income, last 12 months-$3.4B
EPS, last 12 months (GAAP)$-6.52
Gross margin29.8%
Net margin-14.2%
Return on equity-20.8%
Cash$726.0M
Total debt$1.0B
Debt / equity0.07x
Free cash flow, last 12 months$492.0M
Current ratio1.10x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

IP earnings trends

Revenue vs earnings
-$2.4B-$96.2M$2.2B$4.5B$6.8BSep 2024 Revenue: $4.7BDec 2024 Revenue: $3.9BMar 2025 Revenue: $5.9BJun 2025 Revenue: $6.8BSep 2025 Revenue: $6.2BDec 2025 Revenue: $6.0BMar 2026 Revenue: $6.0BJun 2026 Revenue: $6.0BSep 2024 Net income: $150.0MDec 2024 Net income: -$147.0MMar 2025 Net income: -$105.0MJun 2025 Net income: $75.0MSep 2025 Net income: -$1.1BDec 2025 Net income: -$2.4BMar 2026 Net income: $60.0MJun 2026 Net income: -$12.0MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 3.2%Net margin: -3.7%Net margin: -1.8%Net margin: 1.1%Net margin: -17.7%Net margin: -39.7%Net margin: 1.0%Net margin: -0.2%-40%-18%3%■ Revenue ■ Net income ━ Net margin
Earnings per share$-4.5$-3.3$-2.1$-0.8$0.4Sep 2024 EPS (GAAP, diluted): $0.4Dec 2024 EPS (GAAP, diluted): $-0.4Mar 2025 EPS (GAAP, diluted): $-0.2Jun 2025 EPS (GAAP, diluted): $0.1Sep 2025 EPS (GAAP, diluted): $-2.1Dec 2025 EPS (GAAP, diluted): $-4.5Mar 2026 EPS (GAAP, diluted): $0.1Jun 2026 EPS (GAAP, diluted): $-0.0Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -598% · Jun 2026 -114%

From the company's 10-Q and 10-K filings with the SEC.

International Paper financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$21.8B$21.2B$18.9B$18.0B$24.9B
Net income$1.8B$1.5B$288.0M$557.0M-$3.5B
EPS (GAAP)$4.45$4.07$0.82$1.57$-6.71
Free cash flow$1.6B$1.2B$692.0M$757.0M-$159.0M

IP earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-30$-0.02-114%-11%-6.7%
2026-04-30$0.11n/a+1%-6.7%
2026-01-29$-4.52n/a+53%-2.3%
2025-10-30$-2.09-598%+33%-11.9%
2025-07-31$0.14-90%+43%-11.5%
2025-04-30$-0.24-250%+28%-8.6%

About International Paper

HeadquartersMemphis, TN
Industry (SEC code)Paper Mills
Fiscal year endsDecember 31
Incorporated inNY
Listed onNYSE, OTC

From the company's SEC registration record.

Companies similar to IP

CompanyMarket valueP/ERevenue growthOperating margin12-month change
IP International Paper$17.0Bn/a+14%n/a-29%
AMCR Amcor$19.3B21.7x+57%8.1%+8%compare
PKG Packaging Corp$20.4B29.8x+10%10.9%+10%compare
SW Smurfit Westrock$22.2B44.6x+2%4.7%+5%compare
AVY Avery Dennison$12.9B18.6x+6%n/a+6%

All Materials stock ratings

Frequently asked questions

Is IP stock a buy?

Torvanta does not tell individuals what to buy. Its grades for IP are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

When does IP report earnings next?

Based on its filing history, Torvanta expects International Paper to report around 2026-10-29.

Does IP pay a dividend?

Yes. Its dividend yield is about 5.8%.

How has IP performed against the S&P 500?

Over the past year IP returned -28.7%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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