Lumida
/SLVM
⌘K
Sylvamo Corp

Sylvamo Corp

SLVM
$38.34USD↓-3.08%-1.22 today

MARKET CAP

1.5B

P/E (TTM)

16.2x

FWD P/E

8.7x

DAY RANGE

$38 – $40

52W RANGE

$36
$57

AI Summary

Stalk
TrimMedium

SLVM remains entrenched in a Stage 4 decline with dominant lower highs and lower lows under declining EMAs. The medium-term tradable side is bearish, but short-term price action shows no clear timing edge, oscillating around the 9/20/50 EMA cluster. We defer execution and will look to trim into supply at the EMA zone or prior pivot highs. Overall, we maintain a bearish bias with medium confidence.

  • ↑Expect >$300M free cash flow as operations improve in H2 2026
  • ↑Dividend yield ~0.86% with ongoing share buybacks supporting returns
  • ↓Q1 EBITDA fell to $29M vs. $125M prior quarter, highlighting disruptions
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Sylvamo Corporation (NYSE: SLVM) is a notable player in the paper and packaging sector, primarily focusing on the production of uncoated free sheet paper. Positioned strategically across North America and Europe, Sylvamo seeks to navigate environmental regulations while optimizing operational efficiencies and reliability. The company is in a transformation phase, addressing challenges related to rising input costs and market volatility while pursuing significant capital investments aimed at increasing capacity and profitability.

Bull says

  • ↑Expect >$300M free cash flow as operations improve in H2 2026
  • ↑Dividend yield ~0.86% with ongoing share buybacks supporting returns
  • ↑$245M CapEx at Eastover Mill to boost capacity and margins
  • ↑High earnings yield (1.04) and prudent leverage (debt/EBITDA 1.6×)
  • ↑Projected North American demand recovery should stabilize pricing
  • ↑Management targets >15% ROIC via operational efficiency initiatives

Bear says

  • ↓Q1 EBITDA fell to $29M vs. $125M prior quarter, highlighting disruptions
  • ↓Q4 revenue down 5% to $890M on soft pricing and demand
  • ↓Geopolitical-driven wood, energy and diesel costs create ~$15M headwind
  • ↓Negative growth factors and falling analyst revisions dampen outlook
  • ↓Heavy CapEx push may constrain FCF and shareholder returns through 2026
  • ↓European demand declines and tariff uncertainty heighten market risks

Investment themes with SLVM

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM
Paper & Packaging↑ +1.94%

WY · SUZB3.SA · KLBN11.SA

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-13-2026neutral

Transcript signals

Bull points

  • paper prices improved throughout the first quarter, and we are realizing the previously communicated paper price increases in April.
  • We have communicated a second paper price increase effective in May and expect the realization to occur through the second and third quarters.
  • demand to increase each quarter throughout the year.

Bear points

  • In the first quarter, we earned $29 million of adjusted EBITDA compared to $125 million in the prior quarter.
  • Price and mix were unfavorable by $13 million.
  • $17 million unfavorable
Read full transcript analysis ›