Sylvamo Corporation (SLVM) AI Stock Analysis

Sylvamo Corporation produces and distributes printing paper across Latin America, Europe, and North America. Its product portfolio features uncoated freesheet for cutsize and offset paper, as well as hardwood pulp such as bleached hardwood kraft and bleached eucalyptus kraft. The company also produces bleached softwood kraft, chemi-thermomechanical pulp, aseptic packaging, liquid packaging board, and coated unbleached kraft papers. Sylvamo distributes through merchants, distributors, office product suppliers, retailers, e-commerce platforms, and dealers, while directly serving converters manufacturing envelopes and forms. Headquartered in Memphis, Tennessee, the business was founded in 1898.

Sylvamo grew revenue from $2.83B in FY2021 to $3.63B in FY2022, reaching $3.77B in FY2024 before revenue declined 11.2% to $3.35B in FY2025. Between FY2020 and FY2025, the five-year revenue compound annual growth rate was 7.0%. Operating margin narrowed from 11.6% in FY2021 and 14.8% in FY2022 to 7.4% in FY2025, while net income fell from $302.0M in FY2024 to $132.0M in FY2025. Trailing twelve month revenue was $3.30B with an operating margin of 1.5% and a net profit margin of 2.3%. In the quarter ended June 30, 2026, quarterly revenue rose 1.5% year-over-year, while quarterly earnings declined 57.2%.

As of June 30, 2026, Sylvamo held $123.0M in cash and short-term investments against total debt of $964.0M, resulting in net debt of $841.0M. Shareholders' equity was $955.0M, yielding a debt-to-equity ratio of 1.01, while total assets were $2.88B and the current ratio was 1.47. In FY2025, operating cash flow was $268.0M and free cash flow was $44.0M. Capital allocation in FY2025 included $224.0M in capital expenditures, $82.0M in share buybacks, and $73.0M in dividends paid.

At the last close of $32.77 on October 16, 2026, Sylvamo had a market cap of $1.30B and an enterprise value of $2.30B. The stock trades at a trailing P/E of 17.4x and a forward P/E of 7.1x, compared to medians of 19.7x and 13.4x for its US-listed Basic Materials peers. Its EV to EBITDA ratio is 6.3x versus the peer median of 10.5x, and its price-to-sales multiple is 0.4x versus 1.8x. Over the past year, SLVM returned -18.3%, trailing the 16.8% return of the S&P 500 (SPY). Over five years, the stock returned 36.4% compared to 83.0% for the index.

Sylvamo distributes a quarterly dividend with an annual forward payout of $1.80 per share, representing a dividend yield of 5.49%. The company has paid dividends for 5 consecutive years, and its last ex-dividend date was October 2, 2026. The dividend payout ratio stands at 89.1% against trailing twelve month earnings per share of $1.88.

Wall Street coverage consists of 2 Strong Buy, 0 Buy, 2 Hold, and 0 Sell ratings. The mean price target is $45.80, which sits 39.8% above the last close of $32.77. For the fiscal year ending December 31, 2026, analysts estimate EPS of $1.37 on revenue of $3.28B. For the following fiscal year, 4 analysts project EPS of $4.89 on revenue of $3.42B. Sylvamo beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 6, 2026.

This page is an AI-written research summary of Sylvamo Corporation (SLVM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SLVM income statement, SLVM balance sheet, SLVM key metrics, SLVM analyst forecast, SLVM chart. See the SLVM stock overview for the latest quote and news.