# Sylvamo Corporation (SLVM)

> Source: Nexqual · https://nexqual.com/SLVM · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Sylvamo Corporation (SLVM), nexqual.com/SLVM" · informational, not investment advice.

**Price:** USD 32.37 (+0.81% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 32.11 · day 32.19–33.58 · 52w 30.4–56.8 · market cap $1.29B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $3.30B, net income $76.0M (2.3% margin), free cash flow -$11.0M (SEC filings).
- Valuation: P/E 16.9x (avg 11.4x at the last 3 fiscal year-ends), EV/EBITDA 5.8x, net debt $761M.
- Total return with dividends: 1Y -19.3% vs S&P 500 +18.1%; 5Y +34.7% vs S&P 500 +85.1%.
- Next earnings: 2026-11-06, EPS estimate USD 1.22, revenue estimate $835M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.83B | $3.63B | $3.72B | $3.77B | $3.35B | $3.30B |
| Operating income | — | $553M | $441M | $453M | $251M | $176M |
| Net income | $331M | $118M | $253M | $302M | $132M | $76.0M |
| EPS (diluted) | $7.53 | $2.66 | $5.93 | $7.18 | $3.24 | — |
| Free cash flow | $480M | $289M | $294M | $248M | $44.0M | -$11.0M |
| Operating margin | — | 15.2% | 11.9% | 12.0% | 7.5% | 5.3% |
| Net margin | 11.7% | 3.3% | 6.8% | 8.0% | 3.9% | 2.3% |
| Revenue growth | +18.6% | +28.3% | +2.6% | +1.4% | -11.2% | — |
| Cash + short-term investments | $159M | $360M | $220M | $205M | $135M | — |
| Total debt | $1.52B | $1.03B | $959M | $804M | $786M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 16.9x · P/S 0.4x · EV/EBITDA 5.8x · EV/Sales 0.6x · P/B 1.4x · FCF yield -0.85% · Earnings yield 5.91% · Dividend yield (paid, TTM) 5.67% · Buyback yield (TTM) 3.26% · Net debt $761M · EV $2.05B
P/E at fiscal year-ends: Dec 2025 14.8x, Dec 2024 11.0x, Dec 2023 8.3x.

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Truist Securities | Target lowered | Buy | $49 → $40 |
| 2026-09-16 | Wells Fargo | Initiated | Overweight | $47 |
| 2026-08-10 | Truist Securities | Target lowered | Buy | $51 → $49 |
| 2026-07-17 | RBC Capital | Target lowered | Sector Perform | $49 → $46 |
| 2026-07-15 | Truist Securities | Target lowered | Buy | $54 → $51 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | -19.3% | +34.7% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -19.4% | +6.1% |
| Volatility (annualized) | 37.9% | 44.0% |
| Max drawdown | -41.0% (Feb 2026→Oct 2026) | -63.4% (Nov 2024→Oct 2026) |

## Peers (Paper & Paper Products)
CLW (Clearwater Paper Corporation) USD 19.3 -1.48% · SUZ (Suzano S.A.) USD 8.35 -3.24% · TECK (Teck Resources Ltd) USD 65.74 -2.13% · VMC (Vulcan Materials Company (Holdi) USD 252.4 +3.64% · GFI (Gold Fields Limited) USD 37.09 +2.06% · NTR (Nutrien Ltd.) USD 69.58 -0.14%

## More
Full page: https://nexqual.com/SLVM · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt