Company Analysis

International Paper Co. (IP)

NYSE: IP · Paper Mills · Memphis, TN · filing with the SEC since 1994
Grade5.3
◀ Past 4.8● Present 4.7▶ Future 6.5

The grade of International Paper Co.

Nine metrics read from its own filings, by tense
Headline grade
5.3/10
◀ Past4.830% of the headline
● Present4.740% of the headline
▶ Future6.530% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.8/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
6.8/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 68th percentile among 19 sector filers · read for itself

From the record

International Paper Co.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.2/10

What has it actually done, year after year?

+0.2% a year over 8 filed years; profitable in 7 of 8.

weight 45% of this tense · 32nd percentile among 19 sector filers · read for its customers

From the record

International Paper Co.'s 8 filed years say what it did: revenue went from $23 billion in fiscal 2018 to $24 billion in fiscal 2025, up 0.2% a year; it rose in 3 of 7 years; the deepest fall was 32% from fiscal 2018 to fiscal 2024; net income was positive in 7 of 8 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span0.2%bottom 29% of its family
  • the share of years revenue rosebottom 16% of its family
  • the share of filed years with a profittop 45% of its family
  • the deepest fall from a revenue peak32.1%bottom 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.9/10

How has it treated the people who own it?

Share count grew 11.3% a year. 49% of cash flow returned. Insiders: 3 sales, 5 purchases.

weight 22% of this tense · 49th percentile among 17 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, International Paper Co.'s diluted share count grew about 11.3% a year, and dividends and buybacks returned about 49% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 5 purchases of their own stock on the open market in the year to 2026-10-05, buying about $4 million (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 18% of its family
  • cash returned against operating cash flowtop 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

4.7/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
4.3/10

Is it financially healthy right now?

ROE -24%: lost 24¢ per shareholder dollar. Leverage 61%: owes 61¢ per asset dollar.

weight 45% of this tense · 43rd percentile among 19 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, International Paper Co. lost about 24 cents for every dollar of shareholders' money, and gross profitability: its products earned about 18 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 61 cents per dollar of assets, and net share issuance: its share count grew 42.8% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 34% of its family
  • return on equitybottom 25% of its family
  • gross profit against assetstop 22% of its family
  • the share count against the year beforebottom 3% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.2/10

How strong is its position in its industry?

top 38% of 19 in its family; net margin -14.9%.

weight 33% of this tense · 62nd percentile among 19 sector filers · read for its customers

From the record

International Paper Co.'s standing among 19 graded names in its industry family: revenue of $24 billion in fiscal 2025 ranks in the top 8% by size; a net margin of -14.9% ranks in the bottom 29%; revenue growth of 3.8% a year over the last 3 filed years ranks in the top 34% (its annual reports).

What it rests on

  • revenue against the family$23.63Btop 8% of its family
  • net margin-14.9%bottom 29% of its family
  • three-year revenue growth3.8%top 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.2/10

What are the people in charge doing?

bottom 32% of 13 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 32nd percentile among 13 sector filers · read for its shareholders

From the record

International Paper Co.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Silvernail, Andrew K (Chief Executive Officer, as filed), filing under that title since 2024-05-08, 2.5 years (bottom 42% of its family); the 20 officers and directors filing in the last fifteen months have been on the record a median of 5.1 years (bottom 38%); 14 officer or director changes were reported on Form 8-K since 2023-11-13, against the 20 people in charge now (bottom 17%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge14 in three years among 20 peoplebottom 17% of its family
  • the median years the people in charge have filed5.1 yearsbottom 38% of its family
  • the chief executive's years on the record2.5 yearsbottom 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.5/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.9/10

How much room does it have to grow?

top 41% of 19 in its family for room to expand.

weight 45% of this tense · 59th percentile among 19 sector filers · read for itself

From the record

International Paper Co.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.1 billion against debt of $8.8 billion leaves -20.3% of its assets as net cash, top 24% of its family; cash from operations less capital spending is -0.7% of revenue (bottom 24%); a gross margin of 29.6% (top 22%) (its annual report).

What it rests on

  • cash less debt against assets-20.3%top 24% of its family
  • cash from operations less capital spending against revenue-0.7%bottom 24% of its family
  • gross margin29.6%top 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
9.0/10

What could actually drive growth from here?

top 10% of 19 in its family for growth drivers.

weight 33% of this tense · 90th percentile among 19 sector filers · read for its customers

From the record

International Paper Co.'s growth drivers, from the filed years to fiscal 2025: revenue grew 3.8% a year over the last three filed years against 0.2% over all 8, speeding up (top 13% of its family); the newest year grew 49.3% (top 3%); capital spending grew 25.9% a year (top 13%) (its annual reports). International Paper Co. reported 2 lines of business in fiscal 2025: Packaging Solutions North America at $15 billion, Packaging Solutions EMEA at $8.5 billion. 2 of 2 grew in the latest filed year, and the largest line is 64% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span+3.6 points a yeartop 13% of its family
  • the newest year's revenue growth49.3%top 3% of its family
  • three-year growth of capital spending25.9%top 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.0/10

Did its newest year beat what its own record pointed to?

bottom 40% of 18 in its family for expectations against reality.

weight 22% of this tense · 40th percentile among 18 sector filers · read for its shareholders

From the record

International Paper Co.'s newest year against its own record: revenue of $24 billion in fiscal 2025 came in 72.5% above the $14 billion its prior three years' pace pointed to (top 3% of its family); net income of $3.5 billion against a prior three-year average of $783 million (bottom 8%); a net margin of -14.9% against 4.1% before (bottom 14%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace72.5%top 3% of its family
  • net income against the prior three years' averagefive times below its prior average or morebottom 8% of its family
  • net margin against its prior average-19.0 pointsbottom 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton IP · research, not advice