Sylvamo (SLVM) Stock Forecast & Price Target
SLVM$32.75+0.85 +2.66%
$1.30B
Market Cap
16.95
P/E
26.04
Forward P/E
—
Score
Sylvamo (SLVM) Stock Forecast & Price Target
SLVM price $32.75 +0.85 +2.66%
- Ticker
- SLVM
- Price
- $32.75
- Change
- +0.85 +2.66%
- Market cap ?
- $1.30B
- P/E ?
- 16.95
- Forward P/E ?
- 26.04
- Dividend yield ?
- 5.55%
- Beta ?
- 0.77
- Sector
- Basic Materials
- Industry
- Paper, Lumber & Forest Products
Financials
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| 4119000000 | 4017000000 | 2385000000 | 2828000000 | 3628000000 | 3721000000 | 3773000000 | 3351000000 |
Sylvamo Corporation produces and markets uncoated freesheet for cutsize, offset paper, and pulp in Europe, Latin America, and North America. It offers copy, tinted, and colored laser printing paper under the REY brand; and graphic and high-speed inkjet printing papers under the Berga brand; and produces paper used for office printing, business forms, digital printing, offset for printing books, and others, as well…
Fair value
SLVM fair value $81.28. Price $32.75. Price is 60% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 75% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 195.33M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 39.76M. Net debt 718.00M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-06 | — | 1.13 | — | 817.79M |
| 2026-08-07 | 0.03 | 0.02 | 806.00M | 811.25M |
| 2026-05-08 | -0.53 | -0.25 | 755.00M | 740.85M |
| 2026-02-12 | 1.08 | 1.05 | 890.00M | 858.76M |
| 2025-11-07 | 1.44 | 1.57 | 846.00M | 858.76M |
| 2025-08-08 | 0.37 | 0.47 | 794.00M | 855.19M |
| 2025-05-09 | 0.68 | 0.70 | 821.00M | 815.91M |
| 2025-02-12 | 1.94 | 1.84 | 970.00M | 862.90M |
| 2024-11-12 | 2.44 | 2.18 | 965.00M | 960.47M |
| 2024-08-09 | 1.98 | 1.58 | 933.00M | 958.70M |
| 2024-05-10 | 1.07 | 1.02 | 905.00M | 864.38M |
| 2024-02-15 | 1.16 | 0.84 | 964.00M | 903.72M |
| 2023-11-09 | 1.70 | 1.34 | 897.00M | 905.34M |
| 2023-08-09 | 1.14 | 1.00 | 919.00M | 950.84M |
| 2023-05-09 | 2.51 | 2.40 | 959.00M | 1.03B |
| 2023-02-10 | 1.97 | 2.19 | 927.00M | 1.06B |
| 2022-11-10 | 2.51 | 2.64 | 968.00M | 908.18M |
| 2022-08-11 | 2.02 | 2.02 | 912.00M | 901.00M |
| 2022-05-11 | 1.97 | 1.84 | 977.00M | 965.00M |
| 2022-02-11 | 1.71 | 1.26 | 972.00M | 962.14M |
| 2021-11-10 | 2.27 | 1.81 | 908.00M | 677.24M |
| 2021-09-03 | 1.41 | — | 778.00M | — |
| 2021-06-30 | 2.62 | — | 695.00M | — |
| 2020-12-31 | 1.48 | — | 796.00M | — |
| 2020-09-30 | 1.16 | — | 738.00M | — |
| 2020-06-30 | 0.61 | — | 737.50M | — |
| 2020-03-31 | 0.61 | — | 737.50M | — |
Dividends
Yield 5.50%. Payout ratio 96.05%. Frequency Quarterly.
Safety score 75/100 · Safe. Payout ratio is 96% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 5 separate years. Yield is 5.5%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-10-02 | $0.45 | 2026-10-02 | 2026-10-16 | Quarterly |
| 2026-07-07 | $0.45 | 2026-07-07 | 2026-07-28 | Quarterly |
| 2026-04-07 | $0.45 | 2026-04-07 | 2026-04-28 | Quarterly |
| 2026-01-05 | $0.45 | 2026-01-05 | 2026-01-23 | Quarterly |
| 2025-10-03 | $0.45 | 2025-10-03 | 2025-10-17 | Quarterly |
| 2025-07-08 | $0.45 | 2025-07-08 | 2025-07-29 | Quarterly |
| 2025-04-08 | $0.45 | 2025-04-08 | 2025-04-29 | Quarterly |
| 2025-01-06 | $0.45 | 2025-01-06 | 2025-01-24 | Quarterly |
| 2024-10-03 | $0.45 | 2024-10-03 | 2024-10-17 | Quarterly |
| 2024-07-08 | $0.45 | 2024-07-08 | 2024-07-29 | Quarterly |
| 2024-04-05 | $0.30 | 2024-04-08 | 2024-04-29 | Quarterly |
| 2024-01-03 | $0.30 | 2024-01-04 | 2024-01-25 | Semi-Annual |
| 2023-10-02 | $0.60 | 2023-10-03 | 2023-10-17 | Special |
| 2023-07-05 | $0.25 | 2023-07-06 | 2023-07-27 | Quarterly |
| 2023-04-05 | $0.25 | 2023-04-06 | 2023-04-27 | Quarterly |
| 2023-01-03 | $0.25 | 2023-01-04 | 2023-01-25 | Quarterly |
| 2022-09-30 | $0.11 | 2022-10-03 | 2022-10-17 | Quarterly |
| 2022-06-16 | $0.11 | 2022-06-17 | 2022-07-15 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-16 | Zallie James P. | Buy | 54 | $32.77 | 1.76K |
| 2026-10-16 | PETRATIS DAVID D | Buy | 557 | $32.77 | 18.25K |
| 2026-10-16 | JOHNSON JOIA M | Buy | 194 | $32.77 | 6.36K |
| 2026-10-16 | JOHNSON JOIA M | Buy | 54 | $32.77 | 1.76K |
| 2026-10-16 | Desmond Jeanmarie F. | Buy | 164 | $32.77 | 5.36K |
| 2026-10-16 | Bruce Lizanne M | Buy | 54 | $32.77 | 1.76K |
| 2026-10-16 | Breves Christine S | Buy | 81 | $32.77 | 2.66K |
| 2026-10-16 | Breves Christine S | Buy | 54 | $32.77 | 1.76K |
| 2026-10-16 | Wilczynski Patrick | Buy | 115 | $32.77 | 3.78K |
| 2026-10-16 | Vargas Marcia | Buy | 122 | $32.77 | 3.99K |
| 2026-10-16 | SIMS JOHN V | Buy | 692 | — | — |
| 2026-10-16 | Lawson Shawn | Buy | 76 | — | — |
| 2026-10-16 | Kalman Hirschfeld Tatiana | Buy | 90 | — | — |
| 2026-10-16 | Ferguson Kevin W | Buy | 54 | — | — |
| 2026-10-16 | Devlin Donald P. | Buy | 243 | — | — |
| 2026-10-16 | Davoli Rodrigo | Buy | 129 | — | — |
| 2026-10-16 | Barron Matthew | Buy | 213 | — | — |
| 2026-09-01 | Ferguson Kevin W | Sell | 78 | $35.92 | 2.81K |
| 2026-07-28 | Zallie James P. | Buy | 45 | — | — |
| 2026-07-28 | PETRATIS DAVID D | Buy | 464 | — | — |
| 2026-07-28 | JOHNSON JOIA M | Buy | 161 | — | — |
| 2026-07-28 | JOHNSON JOIA M | Buy | 45 | — | — |
| 2026-07-28 | Desmond Jeanmarie F. | Buy | 136 | — | — |
| 2026-07-28 | Bruce Lizanne M | Buy | 45 | — | — |
| 2026-07-28 | Breves Christine S | Buy | 68 | — | — |
| 2026-07-28 | Breves Christine S | Buy | 45 | — | — |
| 2026-07-28 | Wilczynski Patrick | Buy | 96 | — | — |
| 2026-07-28 | Vargas Marcia | Buy | 101 | — | — |
| 2026-07-28 | SIMS JOHN V | Buy | 576 | — | — |
| 2026-07-28 | Lawson Shawn | Buy | 156 | — | — |
| 2026-07-28 | Kalman Hirschfeld Tatiana | Buy | 176 | — | — |
| 2026-07-28 | Ferguson Kevin W | Buy | 70 | — | — |
| 2026-07-28 | Devlin Donald P. | Buy | 280 | — | — |
| 2026-07-28 | Davoli Rodrigo | Buy | 252 | — | — |
| 2026-07-28 | Barron Matthew | Buy | 177 | — | — |
| 2026-06-15 | Bruce Lizanne M | Sell | 1.23K | $41.70 | 51.29K |
| 2026-06-01 | Lawson Shawn | Sell | 980 | $39.27 | 38.48K |
| 2026-06-01 | Ferguson Kevin W | Sell | 204 | $39.27 | 8.01K |
| 2026-06-01 | Devlin Donald P. | Sell | 813 | $39.27 | 31.91K |
| 2026-05-15 | PETRATIS DAVID D | Buy | 10.21K | $38.70 | 395.01K |
| 2026-05-15 | Zallie James P. | Buy | 3.88K | $38.70 | 150.00K |
| 2026-05-15 | PETRATIS DAVID D | Buy | 7.62K | $38.70 | 295.01K |
| 2026-05-15 | JOHNSON JOIA M | Buy | 3.88K | $38.70 | 150.00K |
| 2026-05-15 | Desmond Jeanmarie F. | Buy | 3.88K | $38.70 | 150.00K |
| 2026-05-15 | Bruce Lizanne M | Buy | 3.88K | $38.70 | 150.00K |
| 2026-05-15 | Breves Christine S | Buy | 3.88K | $38.70 | 150.00K |
| 2026-04-28 | Zallie James P. | Buy | 28 | — | — |
| 2026-04-28 | JOHNSON JOIA M | Buy | 143 | — | — |
| 2026-04-28 | Desmond Jeanmarie F. | Buy | 81 | — | — |
| 2026-04-28 | PETRATIS DAVID D | Buy | 306 | — | — |
| 2026-04-28 | Bruce Lizanne M | Buy | 28 | — | — |
| 2026-04-28 | Breves Christine S | Buy | 60 | — | — |
| 2026-04-28 | Breves Christine S | Buy | 28 | — | — |
| 2026-04-28 | Wilczynski Patrick | Buy | 85 | — | — |
| 2026-04-28 | Vargas Marcia | Buy | 90 | — | — |
| 2026-04-28 | SIMS JOHN V | Buy | 509 | — | — |
| 2026-04-28 | Kalman Hirschfeld Tatiana | Buy | 156 | — | — |
| 2026-04-28 | Lawson Shawn | Buy | 179 | — | — |
| 2026-04-28 | Ferguson Kevin W | Buy | 70 | — | — |
| 2026-04-28 | Devlin Donald P. | Buy | 281 | — | — |
| 2026-04-28 | Davoli Rodrigo | Buy | 223 | — | — |
| 2026-04-28 | Barron Matthew | Buy | 157 | — | — |
| 2026-03-17 | Wilczynski Patrick | Sell | 6.00K | $42.28 | 253.68K |
| 2026-03-09 | Ferguson Kevin W | Sell | 2.50K | $42.06 | 105.15K |
| 2026-03-04 | Davoli Rodrigo | Sell | 3.25K | $46.46 | 151.00K |
| 2026-03-01 | Davoli Rodrigo | Buy | 4.59K | — | — |
| 2026-03-01 | Davoli Rodrigo | Sell | 2.07K | $46.30 | 95.84K |
| 2026-03-01 | Davoli Rodrigo | Buy | 5.41K | — | — |
| 2026-03-01 | Vargas Marcia | Buy | 5.24K | — | — |
| 2026-03-01 | Vargas Marcia | Sell | 2.03K | $46.30 | 93.90K |
| 2026-03-01 | Wilczynski Patrick | Buy | 5.56K | — | — |
| 2026-03-01 | Wilczynski Patrick | Sell | 2.33K | $46.30 | 107.87K |
| 2026-03-01 | Wilczynski Patrick | Buy | 4.73K | — | — |
| 2026-03-01 | Barron Matthew | Buy | 7.85K | — | — |
| 2026-03-01 | Barron Matthew | Sell | 3.48K | $46.30 | 161.06K |
| 2026-03-01 | Barron Matthew | Buy | 8.87K | — | — |
| 2026-03-01 | Devlin Donald P. | Buy | 11.19K | — | — |
| 2026-03-01 | Devlin Donald P. | Sell | 769 | $46.30 | 35.60K |
| 2026-03-01 | Lawson Shawn | Buy | 3.42K | — | — |
| 2026-03-01 | Lawson Shawn | Sell | 297 | $46.30 | 13.77K |
| 2026-03-01 | SIMS JOHN V | Buy | 15.10K | — | — |
| 2026-03-01 | SIMS JOHN V | Sell | 7.12K | $46.30 | 329.79K |
| 2026-03-01 | SIMS JOHN V | Buy | 40.12K | — | — |
| 2026-03-01 | Ferguson Kevin W | Buy | 1.36K | — | — |
| 2026-03-01 | Ferguson Kevin W | Sell | 909 | $46.30 | 42.08K |
| 2026-03-01 | Ferguson Kevin W | Buy | 2.16K | — | — |
| 2026-03-01 | Kalman Hirschfeld Tatiana | Buy | 3.76K | — | — |
| 2026-03-01 | Kalman Hirschfeld Tatiana | Sell | 1.38K | $46.30 | 63.72K |
| 2026-01-23 | Wilczynski Patrick | Buy | 64 | — | — |
| 2026-01-23 | Vargas Marcia | Buy | 101 | — | — |
| 2026-01-23 | SIMS JOHN V | Buy | 168 | — | — |
| 2026-01-23 | Lawson Shawn | Buy | 131 | — | — |
| 2026-01-23 | Kalman Hirschfeld Tatiana | Buy | 142 | — | — |
| 2026-01-23 | Ferguson Kevin W | Buy | 58 | — | — |
| 2026-01-23 | Devlin Donald P. | Buy | 167 | — | — |
| 2026-01-23 | Davoli Rodrigo | Buy | 204 | — | — |
| 2026-01-23 | Barron Matthew | Buy | 111 | — | — |
| 2026-01-23 | Zallie James P. | Buy | 24 | — | — |
| 2026-01-23 | PETRATIS DAVID D | Buy | 258 | — | — |
| 2026-01-23 | JOHNSON JOIA M | Buy | 121 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 340, holders +10 vs prior quarter. Ownership 101.06%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| ATLAS FRM LLC | 6.31M | 0 | 0.00% | 238.61M |
| BLACKROCK, INC. | 5.54M | 60.25K | +1.10% | 209.46M |
| MILLENNIUM MANAGEMENT LLC | 2.52M | 132.11K | +5.54% | 95.16M |
| NOMURA HOLDINGS INC | 2.15M | 0 | 0.00% | 81.27M |
| AMERICAN CENTURY COMPANIES INC | 1.80M | 260.30K | +16.89% | 68.08M |
| LSV ASSET MANAGEMENT | 1.59M | -8.04K | -0.50% | 59.96M |
| DIMENSIONAL FUND ADVISORS LP | 1.55M | 191.67K | +14.07% | 58.75M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.45M | -61.79K | -4.09% | 54.71M |
| STATE STREET CORP | 1.39M | 69.30K | +5.25% | 52.53M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 965.70K | -54.41K | -5.33% | 36.50M |
| GEODE CAPITAL MANAGEMENT, LLC | 905.71K | 57.46K | +6.77% | 34.24M |
| ROYAL LONDON ASSET MANAGEMENT LTD | 891.13K | -12.10K | -1.34% | 33.68M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 609.09K | 110.75K | +22.23% | 23.02M |
| ROYCE & ASSOCIATES LP | 597.36K | 121.52K | +25.54% | 22.58M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 569.64K | 569.64K | New | 21.53M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 569.64K | -43.33K | -7.07% | 21.53M |
| MORGAN STANLEY | 528.78K | -17.95K | -3.28% | 19.99M |
| ALLIANZ ASSET MANAGEMENT GMBH | 506.15K | 69.19K | +15.84% | 19.13M |
| BANK OF NEW YORK MELLON CORP | 475.19K | 6.25K | +1.33% | 17.96M |
| FOURTH SAIL CAPITAL LP | 466.90K | 39.39K | +9.21% | 17.65M |
| ROKOS CAPITAL MANAGEMENT LLP | 449.00K | 193.33K | +75.62% | 16.99M |
| BALYASNY ASSET MANAGEMENT L.P. | 380.88K | 359.69K | +1697.12% | 14.40M |
| NORTHERN TRUST CORP | 379.38K | 17.32K | +4.78% | 14.34M |
| GOLDMAN SACHS GROUP INC | 360.84K | 93.83K | +35.14% | 13.64M |
| JAIN GLOBAL LLC | 338.53K | -648.80K | -65.71% | 12.80M |
Forecast
Consensus Buy from 4 analysts. Average price target $43.67, +33.3% versus the current price. Low $35.00. High $49.00.
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