Industry Revenues:

• Packaging: approx. 70%
• Pulp: approx. 20%
• Paper: approx. 10%

TOP 3 Markets:

• USA: approx. 60%
• Europe: approx. 20%
• Asia: approx. 10%

International Paper Company generates the majority of its revenues from the packaging industry, followed by pulp and paper. The U.S. market is the most significant for the company, followed by Europe and Asia. This distribution reflects the company's global presence and strategic focus, particularly in the area of sustainable packaging solutions.

Production Sites: Worldwide, with a focus on North America, Europe, Latin America, Russia, Asia, and North Africa.

International Paper Company is a globally operating company that manufactures its products in various regions of the world. The main focus is on North America, where a large part of the production facilities are located. In addition, the company also operates production facilities in Europe, especially in countries like France and Poland, as well as in Latin America.

In Asia and North Africa, International Paper also has a presence through strategic partnerships and joint ventures, allowing it to efficiently meet local demand. This geographical diversification enables the company to flexibly respond to market changes and optimize its supply chains.

Estimated Revenue Growth: 3-5% annually (2025)

Strategic Focus Areas:

1. Sustainability and Environmental Friendliness
2. Efficiency Improvement through Digitalization
3. Expansion in Growth Regions

International Paper Company pursues a strategy that is strongly focused on sustainability and environmental friendliness. The company invests in technologies and processes that reduce the ecological footprint while increasing efficiency.

Another focus is on digitalizing production processes to reduce costs and enhance productivity. These measures are intended to strengthen competitiveness and improve margins.

Additionally, International Paper plans to expand its presence in high-growth regions, particularly in Asia and Latin America. These markets offer potential for increased demand for packaging solutions, which should support future revenue growth.

Main raw materials: Wood, pulp, recycled paper

Import countries: Canada, Brazil, Chile, Sweden, Finland

International Paper Company sources its main raw materials such as wood, pulp, and recycled paper from various countries. Canada is a significant supplier of wood and pulp due to its abundant forest resources. Brazil and Chile are also important partners, especially for pulp, as they have large plantations and modern production facilities.

In addition, the company imports from European countries like Sweden and Finland, known for their sustainable forestry and high-quality pulp production. This diversification of supply sources helps International Paper ensure supply security and optimize costs.

Market share: Approximately 20% in the global paper and packaging market (2024)

EBITDA margin: 17% (2024)

Return on Equity (ROE): 22% (2024)

International Paper Company possesses a significant competitive advantage, reflected in a high market share and a strong EBITDA margin. The company benefits from its global presence and a broad product portfolio, enabling it to operate successfully in both developed and emerging markets.

The high Return on Equity demonstrates that the company efficiently utilizes capital to generate profits. This is an indicator of a strong competitive position, supported by continuous investments in technology and sustainability.

Furthermore, the vertical integration of the supply chain enhances cost control and flexibility, which is a crucial advantage in the industry. The ability to adapt to market changes and drive innovation also contributes to long-term competitiveness.

Institutional Investor Share: approximately 80% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant changes in the last 12 months (estimated for 2025)

The institutional investor share at International Paper Company traditionally stands at around 80%, indicating the trust of large investment funds and institutional investors in the company. These investors value the stable dividend yield and the company's market position in the paper and packaging industry.

Regarding insider purchases and sales, there have been no significant changes in the last 12 months. This suggests that the management and other insiders have a stable confidence in the company's future development. Such activities are often seen as indicators of management's assessment of the company's future performance.

Market share of International Paper Company: Estimate: approximately 20% (2025)

Top competitors and their estimated market shares:

1. WestRock Company: approximately 18%
2. Packaging Corporation of America: approximately 10%
3. Smurfit Kappa Group: approximately 9%
4. Mondi Group: approximately 8%
5. Stora Enso: approximately 7%
6. DS Smith: approximately 6%
7. Oji Holdings Corporation: approximately 5%
8. Sappi Limited: approximately 4%
9. UPM-Kymmene Corporation: approximately 3%
10. Nine Dragons Paper: approximately 2%

Moat of International Paper Company:

International Paper Company has a significant moat, characterized mainly by its size, global presence, and comprehensive product range. The company benefits from economies of scale and a strong negotiating position with suppliers and customers. Additionally, it has an established brand and long-standing customer relationships.

Compared to its competitors, International Paper offers a broader product range and has a stronger presence in North and South America. This gives the company an advantage over European and Asian competitors, who may be more focused on their respective regional markets.

However, some competitors, such as Smurfit Kappa and Mondi, also have strong moats through specialized products and innovative packaging solutions. These companies continuously invest in sustainable packaging technologies, which could give them a competitive edge in an increasingly environmentally conscious market.

Overall, International Paper remains a leading player with a robust moat, but they must continuously invest in innovation and sustainability to defend and expand their market position.

Revenue Growth: 2.5% (2024) EBITDA Margin: 15.8% (2024) Leverage Ratio: 1.9 (2024)

International Paper Company achieved a moderate revenue growth of 2.5% in 2024, indicating stable demand for its products. The EBITDA margin of 15.8% shows that the company is able to effectively manage its operating costs and maintain solid profitability.

The leverage ratio of 1.9 suggests that the company has good control over its debt in relation to its equity. This is a positive sign for financial stability and the company's ability to make future investments or withstand economic downturns.

Overall, International Paper Company demonstrates solid financial performance and stability, making it a potentially good investment, especially for investors interested in long-term stability. However, potential investors should also consider other factors such as market trends and the company's strategic direction before making an investment decision.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Continuous payout over the past years

International Paper Company is known for distributing a regular dividend. The dividend yield is estimated to be 4.5% for the year 2025, which is competitive compared to other companies in the paper and packaging industry.

The company has followed a reliable dividend policy in the past, with continuous payouts even in economically challenging times. This stability is supported by a solid financial foundation and a strategic focus on sustainable growth. Analysts believe that International Paper will also be able to pay an attractive dividend in the future, provided there are no significant economic upheavals.