External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Sylvamo's stock has greatly appreciated since its spin-off from IP in 2021, with a recent price of $57 per share and total return of 135%</li><li>The company is now valued at $2.4 billion with an enterprise value of $3 billion, making it an attractive value investment</li><li>Factors contributing to its appeal include potential growth in Brazilian assets, the end of inventory destocking in North America, and expectations for improved earnings in Europe</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Sylvamo's stock has greatly appreciated since its spin-off from IP in 2021, with a recent price of $57 per share and total return of 135%The company is now valued at $2.4 billion with an enterprise value of $3 billion, making it an attractive value investmentFactors contributing to its appeal include potential growth in Brazilian assets, the end of inventory destocking in North America, and expectations for improved earnings in EuropeThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Sylvamo Corp (SLVM) - Monday, Mar 18, 2024

Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

Analysis on GARP with strong economic moats

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

GARP with strong economic moats

<ul>
<li>Sylvamo net increased sales despite increasing input costs.</li>
<li>SLVM share price is still low due to the sell-off from International Paper and the lack of dividend payments.</li>
<li>We reiterate our positive stance on the story and continue to believe it is plenty of potential upside at the current price.</li>
</ul>


Sylvamo net increased sales despite increasing input costs.
SLVM share price is still low due to the sell-off from International Paper and the lack of dividend payments.
We reiterate our positive stance on the story and continue to believe it is plenty of potential upside at the current price.


<ul><li>International Paper is selling its 19.9% stake in Sylvamo. We believe Sylvamo is currently mispriced.</li><li>The priority of Sylvamo is to lower debt and then to return capital to shareholders.</li><li>Dividends and share buybacks are the catalysts expected to unlock value.</li><li>Sylvamo is under temporary selling pressure, which, with other contributing factors, has resulted in a share price far under fair value implied by our calculations.</li></ul>

International Paper is selling its 19.9% stake in Sylvamo. We believe Sylvamo is currently mispriced.The priority of Sylvamo is to lower debt and then to return capital to shareholders.Dividends and share buybacks are the catalysts expected to unlock value.Sylvamo is under temporary selling pressure, which, with other contributing factors, has resulted in a share price far under fair value implied by our calculations.

Sylvamo: Sell-Off Opens Up Opportunity For Bargain Purchase

United States

Sylvamo Corporation manufactures bulk paper, as well as raw pulp materials.

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Sylvamo (SLVM US)

Sylvamo Corp (SLVM) - Monday, Mar 18, 2024

Sylvamo's stock has greatly appreciated since its spin-off from IP in 2021, with a recent price of $57 per share and total return of 135%

Value Investors Club

Sylvamo: Q3 Earnings Update

Sylvamo net increased sales despite increasing input costs. UFS demand levels have not fully recovered. SLVM share price is still low due to the...

Moat Investing

Sylvamo: Sell-Off Opens Up Opportunity For Bargain Purchase

International Paper is selling its 19.9% stake in Sylvamo. We believe Sylvamo is currently mispriced. The priority of Sylvamo is to lower debt and...

Moat Investing

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