Nama Insights

International Paper (IP)

Consumer Cyclical · Packaging Containers · NYSE

S&P 500
International Paper (IP) is a Consumer Cyclical company in the Packaging Containers industry. It has a market capitalization of $18.29B, a trailing price-to-earnings ratio of 71.9 and a free-cash-flow yield of -0.9%. Over the most recent reported fiscal year, revenue grew 49.2% and free cash flow per share fell 114.7%. Nama's AI scorecard rates it Hold, 4.8 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 4.8/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -12.9% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-42.8%
How far the last close sits under the highest price of the past five years.
Market cap$18.29B
Trailing P/E71.9
Price / book1.3
Price / sales0.8
FCF yield-0.9%
Dividend yield5.4%
Gross margin29.8%
Operating margin0.2%
Net margin-14.2%
Revenue growth (YoY)+49.2%
Revenue growth (3-yr annual)+3.8%
EPS growth (YoY)-107.0%
FCF/share growth (YoY)-114.7%
Beta0.9
ExchangeNYSE
SectorConsumer Cyclical
IndustryPackaging Containers

IP earnings

Next report: Jan 28, 2027 (Q4 2026, EPS estimate $0.42). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 28, 2026 $0.37 $0.29 +27.6% $6.20B
Q2 2026 Jul 30, 2026 $0.04 -$0.04 +200.0% $6.00B
Q1 2026 Apr 30, 2026 $0.15 $0.14 +7.1% $5.97B
Q4 2025 Jan 29, 2026 -$0.08 $0.25 -132.0% $6.01B

IP analyst price target

Median target $41.50 from 10 analysts, ranging $35.00 – $51.00.

Packaging Containers peers

TickerCompanyMarket capP/E
SW Smurfit Westrock $23.13B 31.3
PKG Packaging Corporation of America $22.25B 24.7
AMCR Amcor $20.73B 11.2
BALL Ball $17.16B 16.6
AVY Avery Dennison $14.10B 18.3
CCK Crown $13.11B 14.3
REYN Reynolds Consumer Products $5.08B 14.3
SON Sonoco Products $4.99B 9.3
Explore live IP data on Nama Insights →

Recent Congressional trades

International Paper trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Julie Johnson House Buy $1,001 - $15,000 Aug 5, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 May 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025
Julie Johnson House Sell $1,001 - $15,000 Dec 11, 2025
Earl Blumenauer House Sell $1,001 - $15,000 Dec 4, 2023
David A Perdue , Jr Senate Sell $15,001 - $50,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Sell $15,001 - $50,000 —

IP FAQ

Is IP a buy?
Nama's AI scorecard currently rates International Paper Hold (4.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is IP's P/E ratio?
International Paper trades at a trailing price-to-earnings ratio of 71.9.
When does IP report earnings?
International Paper's next scheduled report is on Jan 28, 2027. Analysts expect EPS of $0.42.
What is the IP price target?
The median analyst price target from 10 analysts is $41.50, with a range of $35.00 – $51.00.
Is IP Shariah compliant?
Nama's AAOIFI-style screen reads International Paper as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does IP pay a dividend?
Yes — International Paper's dividend yield is 5.4%.