SLVMSylvamo Corp
Paper Mills
- Revenue
- $3.4B
- 11% YoY
- Operating margin
- 7.5%
- 38% YoY
- EBITDA
- $430M
- 30% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.7×
- $720M 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 cashClear203% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear58% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear4% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.8B | $3.6B | $3.7B | $3.8B | $3.4B | 11% |
| Operating income | — | $553M | $441M | $453M | $251M | 45% |
| Net income | $331M | $118M | $253M | $302M | $132M | 56% |
| Operating cash flow | $549M | $438M | $504M | $469M | $268M | 43% |
| Capex | $69M | $149M | $210M | $221M | $224M | 1.4% |
| Stock-based comp | $14M | $20M | $23M | $23M | $18M | 22% |
| Buybacks | $0 | $80M | $70M | $69M | $82M | 19% |
| Dividends | $0 | $10M | $57M | $62M | $73M | 18% |
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.