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← CockpitCompetitor Analysis › SLVM Sylvamo CorporationOpen in the cockpit ↗

Sylvamo CorporationSLVMCompetitor analysis, valuation and peers

United States · USD·Materials›Pulp & Paper

Makes uncoated printing and writing paper, spun off from International Paper, with mills across the Americas and Europe.

Momentum strong 66
Mkt cap
$1.57B
US dollars, full cap
Free float
83%
of shares outstanding
$/day
$11.9M
20-day average traded
Fwd P/E
9.6×
forward earnings
ROIC−WACC
+0.4 pp
WACC 7.7%
Hurdle
n/a
no reverse DCF
Next earnings
104 days
18 Feb 2027
Close · USD$39.38
1D+19.1%
1W+22.1%
1M+20.6%
3M-2.3%
6M-4.2%
YTD-18.2%
1Y-3.1%
ATR %4.9%
Beta0.66
52w lowhigh30.7% off high

What Sylvamo does

Makes uncoated printing and writing paper, spun off from International Paper, with mills across the Americas and Europe.

Sells uncoated freesheet, the white paper used in copiers and printers, by volume to merchants and printers, so profit depends on paper prices and mill running costs. Its Brazilian operations grow their own eucalyptus trees for pulp, which gives a low-cost base. It was spun off from International Paper in 2021.

Products and services

  • Printing/writing (office) paper
  • Pulp
  • Specialty/label papers

Customers

  • Office-supply/paper distributors
  • Printers/publishers

Where it sits in the supply chain

  • Paper/pulp manufacturing
  • Uncoated freesheet (printing/writing)…
  • Global paper distribution

What could go right

  • Latin America paper demand growth
  • Cost/efficiency improvements at mills

What could go wrong

  • Secular decline in office/print paper demand
  • Pulp/energy input-cost volatility

Moat: none (scale). Commodity paper producer in a structurally declining print-paper market; scale is the main cost advantage.

Headquarters: Memphis, Tennessee, US · Founded: 2021 · Employees: 6,500

Named competitors

Sylvamo at a glance

Size Sylvamo (SLVM) is a United States Materials company (Pulp & Paper) with a market value of $1.57B, the 1961st largest of 3,117 United States companies the cockpit tracks. Shares closed at $39.38 on 6 Nov 2026.

Performance Over six months the shares fell 4.2%, against -11.3% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue fell 7.1% over the last twelve months (peer median +1.6%); the operating margin is 5.8% (peer median 1.9%).

Valuation It trades at 9.6× forward earnings against a peer median of 15.5× (2nd cheapest of 16).

Capital Return on invested capital runs 0.4 points above its cost of capital (7.7% WACC).

Short interest Short interest is 6.8% of the free float (15 Oct 2026).

Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026SLVM 96Peer median 88
Six months, rebased to 100: Sylvamo against the median of its 20 peers (local-currency closes).

Sylvamo financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$3.30B$3.35B$3.77B$3.72B$3.63B
Revenue growth—-11%+1%+3%—
Gross profit$501M$556M$781M$772M$874M
EBITDA$362M$389M$580M$553M$675M
Net income$76.0M$132M$302M$253M$118M
Free cash flow-$11.0M$44.0M$248M$294M$289M
Capital expenditure$220M$224M$221M$210M$149M
Total debt$1.03B$908M$870M$1.02B$1.07B

Quarterly statements and history in the cockpit →

Sylvamo competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%-20%0%+20%60016300251119072314603733METSABILL39413880600963600567600103386360500780326009660029513865600433002067SLVM6-month return →1-month return →
Up and to the right = strong over both horizons. Sylvamo is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%20×40×60×60016300251119072314603733BILL39413880600963386360500780326009663865600433SLVMRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sylvamo is the large dot.

Sylvamo competitors and peer comparison

Head to head with its named competitors (SLVM vs IP vs SUZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Sylvamo SLVM$1.57B-4%-7%6%9.6×n/a
International Paper IP$18.3B+6%+3%3%15.8×26.4%
Suzano S.A. Sponsored ADR SUZ$12.0B+9%+1%19%16.9×3.2%

How Sylvamo compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Sylvamo against its 20 peers (data as of 6 Nov 2026)
MeasureSLVMPeer medianRank in peer set
1-month return+20.6%-7.4%highest of 21
6-month return-4.2%-11.3%7th highest of 21
Distance from 52-week high-30.7%-33.6%10th highest of 21
Revenue growth (TTM)-7.1%+1.6%5th lowest of 21
Operating margin5.8%1.9%5th highest of 21
Forward P/E9.6×15.5×2nd cheapest of 16
ROIC minus cost of capital+0.4 pp-3.4 pp3rd highest of 21
EV / EBITDA6.8×10.7×2nd cheapest of 8
Net debt / EBITDA2.5×4.3×2nd least indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Sylvamo SLVMUnited States$1.57B-4%-7%6%9.6×n/an/a
Zhongmin Energy 600163.SSChina$1.49B-15%+18%49%15.5×-9.8%+5.0%
C&S Paper 002511.SZChina$1.44B-8%+2%7%21.7×-2.1%+2.3%
YFY 1907.TWTaiwan$1.40B+18%-2%0%23.1×7.1%+0.1%
Lee & Man Paper Manufacturing 2314.HKHong Kong$1.77B-4%+14%9%5.5×1.0%+0.6%
Xianhe 603733.SSChina$1.94B-28%+9%10%10.9×n/an/a
Metsa Board METSA.HEFinland$1.22B-17%-11%-4%n/a16.7%-1.2%
Billerud BILL.STSweden$2.24B+35%-9%-1%70.1×24.9%+11.2%
Rengo 3941.TJapan$2.29B+18%+4%4%11.0×n/an/a
Daio Paper 3880.TJapan$1.03B+3%+1%4%15.6×3.7%+3.4%
Yueyang Forest & Paper 600963.SSChina$1.02B-14%-10%-5%19.9×n/an/a
Shanying International 600567.SSChina$962M-27%+1%-7%n/a-11.8%+2.9%
Fujian Qingshan Paper Industry 600103.SSChina$930M-35%+5%2%n/a14.6%-0.5%
Nippon Paper Industries 3863.TJapan$899M-6%+2%2%11.8×15.4%+3.4%
Wuzhou Special Paper 605007.SSChina$882M-22%+17%5%12.1×n/an/a
Japan Pulp and Paper 8032.TJapan$877M+9%+10%2%15.3×3.5%+5.6%
Shandong Bohui Paper Industry 600966.SSChina$841M-33%-2%2%38.0×-0.6%+6.5%
Sichuan Jinshi Technology 002951.SZChina$840M-7%-52%-102%n/an/an/a
Hokuetsu 3865.TJapan$816M-9%-5%2%17.2×n/an/a
Guangdong Guanhao High-Tech 600433.SSChina$788M-37%-1%-4%11.7×25.9%+2.0%
Zhejiang Jingxing Paper Joint Stock 002067.SZChina$787M-27%+18%0%n/an/an/a

Questions

Who are Sylvamo's main competitors?
Named competitors: International Paper (IP), Suzano (SUZ). The cockpit's measured peer set (industry) also includes Zhongmin Energy (600163.SS), C&S Paper (002511.SZ), YFY (1907.TW), Lee & Man Paper Manufacturing (2314.HK), Xianhe (603733.SS), Metsa Board (METSA.HE).
Is Sylvamo expensive compared with its peers?
On forward p/e it trades at 9.6× against a peer median of 15.5×, 2nd cheapest of 16 in its peer set.
How has Sylvamo stock performed?
Over six months to 6 Nov 2026 the shares returned -4.2% against -11.3% for the median peer; over one year -3.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.