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Sylvamo Corp (SLVM) stock

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NYSE: SLVM NYSE Paper Products Next results ~November 6, 2026

C+ Fundamentals grade

Sylvamo Corp is a US-listed company in the paper products industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$48

Cash-flow model

Base case. Range ~$31–$71 across our lower- and higher-growth cases (-3%–7% a year).

Price vs value

Modestly undervalued

The price is inside our value range, 31% below our base value.

Price used: $33.25, November 2, 2026

Sylvamo Corp valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 4 selling0 purchases and 7 sales by directors and officers, last 12 monthsInsider trades
  • Funds151 adding, 127 cuttingOf 41 active managers that changed their stake, 24 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Sylvamo files

Where Sylvamo stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $3.30bn, down 7.1% on a year earlier, a smaller fall than the 11.0% decline a quarter earlier. That puts it 1381 of 1447 for growth among all the companies we cover. Free-cash-flow margin fell to -0.3% from 5.4% a year earlier. Operating margin narrowed to 5.3% from 9.4%. The diluted share count is down 4.2% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 3 of our 6 financial-health checks. Our cash-flow model value is $48.51 a share, against a share price of $32.58. At that price, our model says the market is pricing in cash flow shrinking about 2.6% a year for five years, slower than the 3.1% a year revenue growth it has delivered.

Source: 10-Q filed August 7, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 6, 2026 (estimated)

Sylvamo Corp's trailing-twelve-month revenue fell 7.1% year on year, with a free-cash-flow margin of -0.3%. Where it stands out: change in share count of -4.2% ranks 8 of 161 materials companies we cover. Where it lags: revenue growth of -7.1% ranks 147 of 170 materials companies we cover.

Our discounted-cash-flow model values the business at ~$48 per share in the base case (~$31–$71 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth accelerating: TTM revenue growth rose to -7.1% (+3.8pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $33.25 is 45% below our value per share of $48.
  • Shrinking share count. Diluted shares fell 4.2% in a year, so each share owns more of the business.

Things to watch

  • Results due soon. Results are expected around 6 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 7.1% over the last 12 months.
  • Margins narrowing. Operating margin is down 4.0 points on a year ago.
  • Burning cash. Free cash flow was -0.3% of revenue over the last 12 months.
  • Weak cash conversion. Free cash flow was -14% of net income over the last 12 months.
  • Heavily shorted. 10.6% of the shares available to trade are sold short (9.0 days of average volume to cover).

Latest results: FY2026 Q2

Filed August 7, 2026
Earnings per share
$0.03 against an average estimate of $0.07: missed by 57.1%
Revenue
$806m, up 1.5% on a year earlier
Share reaction
+6.7% in the first session after the results on August 7, 2026, against +0.6% for the S&P 500
Next report
November 6, 2026; average EPS estimate $1.13

Sylvamo's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+3.1%
  • 1 week+1.9%
  • 1 month+2.4%
  • This year-27.7%
  • 1 year-14.3%
  • 5 years+36.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$3.3B
Operating margin
5.3%
Net margin
2.3%
EPS (TTM, diluted)
$1.90

Growth

Revenue growth
−7.1%
Change in growth rate
+3.8 pts
Share count change
−4.2%

Cash

Free cash flow (TTM)
-$11M
FCF margin
-0.3%
Stock pay % of revenue
0.3%

Earnings

Last results
August 7, 2026
Next results (est.)
November 6, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Dividend
  3. Announcement
  4. Results
  5. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Sylvamo Corp valuation models and calculator

What the price is pricing in

The share price implies cash flow shrinking about 2.5% a year for five years.That is slower than the 3.1% a year revenue growth Sylvamo has delivered.

  • Priced in-2.5%
  • Last 12 months-7.1%
  • 3 years a year-4.2%
  • 5 years a year3.1%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($33.01, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$48
Price used
$33.01close November 3, 2026
Implied change
▲ +46%
Uncertainty
High

How we got here: a discounted-cash-flow model of Sylvamo Corp's free cash flow after stock-based pay with after-tax interest added back ($163M, FY2026 Q2 TTM), growing 0.8% and 2.4% in the next two years (forecasts, guidance and its record), then back to 2% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$31–~$71 ; that spread sets a 35% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Sylvamo Corp's free cash flow after stock-based pay ( $163M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Sylvamo Corp as an operating company, with every model that fits that kind of business. Cost of equity 9.2%: the 10-year Treasury yield (4.9%) plus a beta of 0.95 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$48 ~$31–$71 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$47 ~$40–$110 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$100 ~$75–$140 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$83 ~$72–$99 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$66 ~$47–$100 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Sylvamo Corp with Materials sector in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $40$61$89$126$174$236
8.5% $26$41$61$88$122$166
10% $17$29$45$65$91$125

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025Now
Share price$24.30$42.59$44.39$73.11$46.01$33.25
Market value$1.1bn$1.9bn$1.9bn$3.1bn$1.9bn$1.3bn
+ Net debt (− = net cash)$1.3bn$672m$679m$599m$718m$841m
Enterprise value$2.4bn$2.6bn$2.6bn$3.7bn$2.6bn$2.2bn
Multiples
Price / sales 0.4x0.5x0.5x0.8x0.6x0.4x
Price / earnings 3.2x16.0x7.5x10.2x14.2x17.5x
Price / free cash flow 2.2x6.5x6.4x12.4x42.6x—
EV / EBITDA —3.8x4.4x6.0x6.0x6.1x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

47 /100

Moderate moat

How hard Sylvamo's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 12 / 20

    Net income has been a median 7.9% of total assets over 5 years.

  • Durability 6 / 20

    Net margin has been a median 6.2%; its worst year was 2.3%.

  • Cash conversion 11 / 20

    Free cash flow was positive in 4 of 5 years, at a median 5.5% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 6, 2026, before the open. Analysts expect revenue of $818m and EPS of $1.13 (range $1.04 to $1.24) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.26 −65% $3.2bn −3%
Next $4.67 +271% $3.4bn +4%

Next year's EPS estimate has moved −10.5% in 90 days, across 3 analysts.

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.07 $0.03 −57.1%
Mar 2026 −$0.27 −$0.53 −96.3%
Dec 2025 $1.06 $1.08 +1.9%
Sept 2025 $1.47 $1.44 −2.0%

Adjusted EPS as companies report it, against the average analyst estimate.

How our valuation uses these forecasts

Our cash-flow model grows Sylvamo Corp's revenue by +0.8% next year and +2.4% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+0.2%, weight 62%) and the company's own record (+2.0%, weight 38%) . How the weights are set.

Analyst recommendations

3 analysts, Oct 2026
Buy133%
Hold267%
Sell00%

Monthly trend

  1. Oct 2026123
  2. Sep 2026224
  3. Aug 2026123
  4. Jul 2026123

Counts of recommendations published by analysts covering Sylvamo Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
10.6%
of tradable shares
Days to cover
9.04
at average volume
Short interest, 1 month
+8%
to September 30, 2026
Held by institutions
—
of shares
Held by insiders
0.9%
of shares
Employees
6,500
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −14.3%

$38.80 on October 31, 2025 to $33.25

ThenNowEffect
Revenue (last 12 months) $3.5bn $3.3bn −7.1%
Net margin 6.1% 2.3% −62.5%
P/E multiple 7.4x 17.5x +135.5%
Share count 42m 40m +4.4%

Biggest factor: net margin.

Last 3 years −19.6%

$41.34 on November 3, 2023 to $33.25

ThenNowEffect
Revenue (last 12 months) $3.8bn $3.3bn −12.2%
Net margin 7.9% 2.3% −70.9%
P/E multiple 6.1x 17.5x +187.0%
Share count 44m 40m +9.5%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
SLVM+75%+4%+65%−37%−28%
Industry peers (median)——−29%−69%−46%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
SLVM67%50%67%33%46%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
SLVM−43%−24%−18%−51%−41%
S&P 500−25%−10%−8%−19%−9%

Worst fall since September 23, 2021: 65% from November 8, 2024 to October 12, 2026. Getting back needed a 184% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$31.16 – $52.80
From 52-week high
−37.0%
vs 50-day average
−1.9%
vs 200-day average
−14.9%
Volatility (1 year)
38%
Beta vs S&P 500
0.57

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±8.6%
After a week
6 up, 6 down
typical move ±9.3%
After a month
5 up, 7 down
typical move ±12.1%
Results releasedNext dayS&P 500 next day5 days21 days
August 7, 2026 +6.7% +0.6% +1.6% −6.3%
May 8, 2026 −5.8% +1.1% −14.4% −8.3%
February 12, 2026 −1.3% −1.5% −6.5% −19.3%
November 7, 2025 −0.5% +1.7% +4.1% +11.6%
August 8, 2025 −11.6% +0.6% −9.4% −8.6%
May 9, 2025 −12.1% +3.2% −6.6% −11.9%
February 12, 2025 −5.7% +0.7% −8.5% −14.1%
November 12, 2024 −14.7% −0.3% −9.2% −6.5%
August 9, 2024 +11.3% +0.5% +13.3% +9.6%
May 10, 2024 +2.7% +0.1% +6.1% +5.6%
February 15, 2024 +23.3% +0.2% +22.1% +25.0%
November 9, 2023 +7.4% +0.8% +9.5% +18.9%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Sylvamo Corp’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade C+ (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Sylvamo Corp in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Sylvamo Corp
$3.2B $3.4B $3.6B $3.8B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $3.7B Revenue (TTM), FY23 Q4: $3.7B Revenue (TTM), FY24 Q1: $3.7B Revenue (TTM), FY24 Q2: $3.7B Revenue (TTM), FY24 Q3: $3.8B Revenue (TTM), FY24 Q4: $3.8B Revenue (TTM), FY25 Q1: $3.7B Revenue (TTM), FY25 Q2: $3.6B Revenue (TTM), FY25 Q3: $3.4B Revenue (TTM), FY25 Q4: $3.4B Revenue (TTM), FY26 Q1: $3.3B Revenue (TTM), FY26 Q2: $3.3B $3.3B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $3.7B
FY23 Q4 $3.7B
FY24 Q1 $3.7B
FY24 Q2 $3.7B
FY24 Q3 $3.8B
FY24 Q4 $3.8B
FY25 Q1 $3.7B
FY25 Q2 $3.6B
FY25 Q3 $3.4B
FY25 Q4 $3.4B
FY26 Q1 $3.3B
FY26 Q2 $3.3B
Revenue growth, TTM YoY Sylvamo Corp
-15% -10% -5% 0% 5% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 5.9% Revenue growth, TTM YoY, FY23 Q4: 2.6% Revenue growth, TTM YoY, FY24 Q1: -1.7% Revenue growth, TTM YoY, FY24 Q2: -1.5% Revenue growth, TTM YoY, FY24 Q3: 2.3% Revenue growth, TTM YoY, FY24 Q4: 1.4% Revenue growth, TTM YoY, FY25 Q1: 0.1% Revenue growth, TTM YoY, FY25 Q2: -4.0% Revenue growth, TTM YoY, FY25 Q3: -8.9% Revenue growth, TTM YoY, FY25 Q4: -11.2% Revenue growth, TTM YoY, FY26 Q1: -11.0% Revenue growth, TTM YoY, FY26 Q2: -7.1% -7.1%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 5.9%
FY23 Q4 2.6%
FY24 Q1 -1.7%
FY24 Q2 -1.5%
FY24 Q3 2.3%
FY24 Q4 1.4%
FY25 Q1 0.1%
FY25 Q2 -4.0%
FY25 Q3 -8.9%
FY25 Q4 -11.2%
FY26 Q1 -11.0%
FY26 Q2 -7.1%
Operating margin (TTM) Sylvamo Corp
4% 6% 8% 10% 12% 14% FY24 Q4 FY25 Q2 FY25 Q4 FY26 Q2 Operating margin (TTM), FY24 Q4: 12.0% Operating margin (TTM), FY25 Q1: 11.5% Operating margin (TTM), FY25 Q2: 9.4% Operating margin (TTM), FY25 Q3: 8.2% Operating margin (TTM), FY25 Q4: 7.5% Operating margin (TTM), FY26 Q1: 5.8% Operating margin (TTM), FY26 Q2: 5.3% 5.3%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q4 12.0%
FY25 Q1 11.5%
FY25 Q2 9.4%
FY25 Q3 8.2%
FY25 Q4 7.5%
FY26 Q1 5.8%
FY26 Q2 5.3%
FCF margin (TTM) Sylvamo Corp
-5% 0% 5% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 7.4% FCF margin (TTM), FY23 Q4: 7.9% FCF margin (TTM), FY24 Q1: 7.0% FCF margin (TTM), FY24 Q2: 7.8% FCF margin (TTM), FY24 Q3: 6.7% FCF margin (TTM), FY24 Q4: 6.6% FCF margin (TTM), FY25 Q1: 6.9% FCF margin (TTM), FY25 Q2: 5.4% FCF margin (TTM), FY25 Q3: 3.1% FCF margin (TTM), FY25 Q4: 1.3% FCF margin (TTM), FY26 Q1: 0.3% FCF margin (TTM), FY26 Q2: -0.3% -0.3%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 7.4%
FY23 Q4 7.9%
FY24 Q1 7.0%
FY24 Q2 7.8%
FY24 Q3 6.7%
FY24 Q4 6.6%
FY25 Q1 6.9%
FY25 Q2 5.4%
FY25 Q3 3.1%
FY25 Q4 1.3%
FY26 Q1 0.3%
FY26 Q2 -0.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Sylvamo took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $3.4B
  2. Selling, general and admin $281M · 8.4%
  3. Other operating costs $2.8B · 84.1%
  4. Operating income $251M · 7.5%
  5. Income tax $67M · 2.0%
  6. Interest and other $52M · 1.6%
  7. Net income $132M · 3.9%

Shares of revenue. Source: Sylvamo's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 4,017 2,385 2,828 3,628 3,721 3,773 3,351 3,297
EBITDA — — — 678 584 612 430 354
Operating income — — — 553 441 453 251 176
Net income 377 170 331 118 253 302 132 76
Diluted EPS $8.55 $3.85 $7.53 $2.66 $5.93 $7.18 $3.24 $1.90
Growth (year on year)
Revenue — −40.6% +18.6% +28.3% +2.6% +1.4% −11.2% −7.1%
EBITDA — — — — −13.9% +4.8% −29.7% −29.3%
Operating income — — — — −20.3% +2.7% −44.6% −47.1%
Net income — −54.9% +94.7% −64.4% +114.4% +19.4% −56.3% −65.1%
Diluted EPS — −55.0% +95.6% −64.7% +122.9% +21.1% −54.9% −63.6%
Margins
EBITDA margin — — — 18.7% 15.7% 16.2% 12.8% 10.7%
Operating margin — — — 15.2% 11.9% 12.0% 7.5% 5.3%
Net margin 9.4% 7.1% 11.7% 3.3% 6.8% 8.0% 3.9% 2.3%
Free-cash-flow margin 10.1% 12.3% 17.0% 8.0% 7.9% 6.6% 1.3% −0.3%
Cash flow
Cash from operations 524 359 549 438 504 469 268 209
Capital spending 118 66 69 149 210 221 224 220
Free cash flow 406 293 480 289 294 248 44 −11
Stock-based pay 19 15 14 20 23 23 18 11
Free cash flow after stock pay 387 278 466 269 271 225 26 −22
Balance sheet
Cash 89 70 159 360 280 205 135 123
Total debt 0 26 1,500 1,032 959 804 853 964
Net debt (negative = net cash) −89 −44 1,341 672 679 599 718 841
Diluted shares 44m 44m 44m 44m 43m 42m 41m 40m
Returned to shareholders
Dividends — 0 0 10 57 62 73 73
Buybacks — 0 0 80 70 69 82 42
Total returned — 0 0 90 127 131 155 115

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 6 checks passed · June 30, 2026
What it owns · $2.9bn
Short-term assets $1.1bnLonger-term assets $1.8bn
What it owes, and who funded it · $1.7bn
Short-term liabilities $752mShareholders' equity $955m
  • Short-term assets cover short-term liabilities $1.1bn of assets due within a year against $752m of liabilities due within a year.
  • Short-term assets cover long-term liabilities Not assessable from the reported split. Not assessable.
  • More cash than debt $123m of cash against $884m of debt.
  • Debt below 40% of shareholders' equity Debt is 93% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 824% to 93% over five years.
  • A year's operating cash flow covers at least 20% of debt $209m of operating cash flow against $884m of debt.
  • Operating profit covers interest at least five times over Operating income of $176m against $52m of interest.

From Sylvamo Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$42M
Dividends (TTM)
$73M
Returned to shareholders
-1045%
of free cash flow
Buybacks, last 3 fiscal years
$221M
Diluted share count
−4.2%
year over year
Total shareholder yield
8.7%
dividends 5.5% + buybacks 3.2% of market value
Dividend payout ratio
96%
of net income paid out
Sales & admin spending
8.4%
of revenue
Days sales outstanding
38 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in paper products
Last 12 months unless stated SLVM KNF AVNT CRS CDE SMG Median
Revenue, last 12 months $3.3bn $3.3bn $3.3bn $3.2bn $3.2bn $3.5bn $2.0bn
Revenue growth, last 12 months −7.1% 12.1% 2.4% 10.2% 117.3% 4.6% 8.2%
Revenue growth, 3-year average −4.2% 8.3% 0.5% −5.3% 61.2% −1.7% 1.9%
Revenue growth, latest quarter 1.5% 12.6% 5.8% 8.8% 125.9% 1.1% 9.2%
Gross margin — 17.8% 31.7% 31.2% 27.2% 31.8% 25.6%
Operating margin 5.3% 8.3% 9.5% 23.4% 33.8% 11.0% 7.6%
Operating margin, 3-year average — 9.3% 8.4% 18.6% 18.5% 6.8% 8.1%
Net margin 2.3% 4.2% 5.1% 17.9% 26.8% 2.1% 3.6%
Cash from operations / revenue 6.3% 9.5% 9.0% 19.4% 46.2% 10.6% 10.1%
Free-cash-flow margin −0.3% 1.3% 5.7% 10.7% 36.5% 7.6% 5.1%
Free-cash-flow margin, 3-year average 4.3% 1.6% 5.1% 9.1% 9.0% 14.4% 4.6%
Stock pay / revenue 0.3% 0.3% 0.3% 0.9% 0.9% 1.4% 0.7%
Change in share count −4.2% 0.1% 0.2% −0.8% 53.8% 3.2% 0.4%

Median of all 171 companies we cover in paper products. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

171 materials companies
Measure Company Peer median Rank
Revenue growth Growth -7.1% 8.3% 147 of 170
Change in growth rate Growth +3.8pp +2.4pp 68 of 168
Operating margin Profitability 5.3% 7.0% 75 of 140
Net margin Profitability 2.3% 3.8% 90 of 170
Free-cash-flow margin Cash generation -0.3% 5.0% 120 of 167
Stock pay as % of revenue Cash generation 0.3% 0.7% 29 of 137
Long-term debt as % of assets Balance sheet 29.3% 22.8% 92 of 147
Change in share count Balance sheet -4.2% 0.4% 8 of 161
Days sales outstanding Balance sheet 38 days 45 days 47 of 125

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
North America $1.8B 52.3% ▼ 13.6%
Latin America $858M 25.6% ▼ 9.2%
Europe $739M 22.1% ▼ 7.5%

From Sylvamo Corp's 10-K filed February 20, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$1.5B
Institutions reporting
330
Shares held vs prior quarter
▼ 0.4%
Positions opened / closed
46 / 37

Top buyers and sellers, Q2 2026: 151 institutions bought and 127 sold ; the biggest buyer was Balyasny Asset Management L.P (+360K shares) and the biggest seller Jain Global LLC (−649K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Atlas Frm LLC $239M 6.3M 15.9% 0.0%
Blackrock, Inc. $209M 5.5M 14.0% ▲ 1.1%
Millennium Management LLC $95.2M 2.5M 6.3% ▲ 5.5%
Nomura Holdings Inc $81.3M 2.1M 5.4% 0.0%
American Century Companies Inc $68.1M 1.8M 4.5% ▲ 16.9%
LSV Asset Management $60M 1.6M 4.0% ▼ 0.5%
Dimensional Fund Advisors LP $58.7M 1.6M 3.9% ▲ 14.1%
Vanguard Capital Management LLC $54.7M 1.4M 3.6% ▼ 4.1%
State Street Corp $52.5M 1.4M 3.5% ▲ 5.2%
Vanguard Portfolio Management LLC $36.5M 966K 2.4% ▼ 5.3%
Geode Capital Management, LLC $34.2M 906K 2.3% ▲ 6.8%
Royal London Asset Management Ltd $33.7M 891K 2.2% ▼ 1.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Sylvamo Corp's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $800,786 7 trades by 4 insiders · 0% under pre-set plans
Net ▼ $800,786 net selling
Insider Date Trade Shares Price Value
Bruce Lizanne M Director June 15, 2026 Sell 1,230 $41.70 $51,291
Wilczynski Patrick SVP, Operational Excellence March 17, 2026 Sell 6,000 $42.28 $253,680
Ferguson Kevin W VP, Controller,Chief Acct.Off. March 9, 2026 Sell 2,500 $42.06 $105,150
Davoli Rodrigo SVP & GM, North America March 4, 2026 Sell 3,250 $46.46 $150,995
Ferguson Kevin W VP, Controller,Chief Acct.Off. December 9, 2025 Sell 2,000 $48.25 $96,500
Ferguson Kevin W VP, Controller,Chief Acct.Off. November 14, 2025 Sell 1,000 $45.77 $45,770
Ferguson Kevin W VP, Controller,Chief Acct.Off. November 12, 2025 Sell 2,000 $48.70 $97,400

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 5 trades and filings

No trades in Sylvamo Corp disclosed in the last 12 months; 5 earlier trades on record.

  • Debbie Dingell(D-MI 12):Sale (full), $1,001 - $15,000, traded December 1, 2021, filed December 10, 2021
  • Thomas R. Suozzi(D-NY 3):Sale (full), $897.00, traded November 16, 2021, filed December 1, 2021
  • Marjorie Taylor Greene(R-GA 14):Purchase, $1,001 - $15,000, traded November 1, 2021, filed November 22, 2021

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around November 6, 2026 estimated from the company's past filing pattern, not announced

  • August 7, 2026
  • May 8, 2026
  • February 12, 2026
  • November 7, 2025
  • August 8, 2025
  • May 9, 2025

Recent SEC filings

Data status

When each part of this page on Sylvamo Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Sylvamo Corp in brief

What does Sylvamo Corp do?
Sylvamo Corp is a US-listed company in the paper products industry. Its financial year ends in December.
What is Sylvamo Corp's stock ticker?
Sylvamo Corp trades under the ticker SLVM on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Sylvamo Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Sylvamo Corp reported revenue of $3.3B, 7.1% lower than a year earlier, according to its SEC filings.
What is Sylvamo Corp's free cash flow?
Sylvamo Corp's free-cash-flow margin is -0.3% of revenue over the trailing twelve months, ranking 120 of the 167 materials companies we cover.
What is Sylvamo Corp's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Sylvamo Corp's free cash flow after stock-based pay gives ~$48 per share in the base case, and ~$31–$71 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Sylvamo Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Atlas Frm LLC, Blackrock, Inc. and Millennium Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Sylvamo Corp buying back stock, and does it pay a dividend?
Sylvamo Corp spent $42M on share repurchases over the trailing twelve months, and its diluted share count fell 4.2% over the year.
What is Sylvamo Corp's market cap?
On November 2, 2026, Sylvamo Corp's market capitalisation was about $1.3B, with a price-to-earnings ratio of 17.5 and net debt of $841M. Market figures come from third-party market data and may be delayed.
Does Sylvamo Corp pay a dividend?
Yes: Sylvamo Corp paid $73M in dividends over the trailing twelve months, a dividend yield of 5.52% and a payout ratio of 96.1%.
How much debt does Sylvamo Corp have?
Sylvamo Corp's debt-to-equity ratio is 92.6%, from its latest balance sheet (824.2% five years earlier). The financial health section below sets out its other solvency checks.
Who are Sylvamo Corp's competitors?
In our Paper Products peer group, the companies closest to Sylvamo Corp are Knife River Corp, Avient Corp, Carpenter Technology Corp, Coeur Mining, Inc. and Scotts Miracle-gro Co. The side-by-side comparison below sets their revenue, margins and growth against Sylvamo Corp's.
Are insiders buying or selling Sylvamo Corp stock?
Over the last 12 months, Sylvamo Corp's directors and officers reported 0 open-market purchases and 7 sales on Form 4. The insider trading page charts every trade.
When is Sylvamo Corp's next earnings date?
Around November 6, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Sylvamo Corp announces its own schedule.