IPINTERNATIONAL PAPER CO /NEW/
Paper Mills
- Revenue
- $23.6B
- 49% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $9.0B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowClear61% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear14% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $19.4B | $21.2B | $16.0B | $15.8B | $23.6B | 49% |
| Net income | $1.8B | $1.5B | $288M | $557M | −$3.5B | 731% |
| Operating cash flow | $2.0B | $2.2B | $1.8B | $1.7B | $1.7B | 1.2% |
| Capex | $480M | $931M | $1.1B | $921M | $1.9B | 102% |
| Buybacks | $839M | $1.3B | $218M | $23M | $65M | 183% |
| Dividends | $780M | $673M | $642M | $643M | $977M | 52% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.