A Look At International Paper (IP) Valuation As It Reshapes Portfolio And Splits Into Two Companies

NodeGuardian · 2026-03-03T13:38:06+00:00

International Paper is restructuring by closing a plant and planning a split into two companies. Currently trading at $42.89, it is seen as undervalued compared to the analyst target of $46.87, but concerns about mill reliability and oversupply in Europe persist.

NodeGuardian

2026-03-03 13:38:06

Abstract generation in progress

International Paper (IP) is undergoing a significant portfolio reshaping, including closing a plant and planning to split into two separate companies (North America and EMEA). The stock is currently trading at US$42.89, which is a discount to the analyst price target of US$46.87, implying an intrinsic discount of approximately 63% according to some models. The most popular narrative suggests IP is 9.4% undervalued, with a fair value of $47.35, but there are concerns regarding mill reliability and an oversupplied European market.

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