Mulya.ai
Ticker
IP
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?11.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.038
Beta (levered) ?1.527
Terminal OM% ?6.2%
Segment conc. ?78% dominant
Terminal growth ?4.1%
Bond rating ?CCC · 9.18%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?20.0%
Pipeline validated · 2026-05-17

IP · International Paper Company

$34.792026-05-17
Sector: Consumer Cyclical; Industry: Packaging & Containers; Sub-Industry: Paper & Plastic Packaging Products & Materials

Intrinsic Value Range Comparison · Mulya.ai

Bull
$65
+87.7% vs market
Base · active
$0
-111.2% vs market
Bear
$0
-111.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-4
Base $-4
Market $35
Median $46
Bull $65
Market Price $35
Mulya.ai Base $-4
Analysts Median $46
Mulya.ai IV range ($-4 · $65)
Analysts Range ($40 · $58)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$19.4B7.6%6.5%$1.4B$1.9B$3.3B7.9%10.4%$13.1B$3.32
2022.Q4$21.2B9.3%8.3%0.0%$2.1B−$25MM$2.1B9.3%15.8%$13.3B$2.85
2023.Q4$18.9B-10.6%6.3%16.3%$994MM$299MM$1.3B8.4%7.6%$12.8B$0.57
2024.Q4$18.6B-1.6%2.6%0.0%$1.9B$177MM$2.0B17.8%14.7%$12.6B$1.05
2025.Q4$24.9B33.7%-11.3%15.9%−$2.4B$605MM−$1.8B11.1%-13.0%$24.0B$-6.66
italics below = DCF projection · 10yr Rev CAGR: 3.6%
2026.Q4$24.8B+-0.4%2.4%16.3%$490MM$0MM$490MM11.5%$440MM2.0%$24.0B$0.9337.4
2027.Q4$25.8B+4.0%4.0%16.7%$861MM−$77MM$784MM11.2%$632MM3.6%$24.1B$1.6321.3
2028.Q4$26.8B+4.0%4.4%17.1%$981MM−$149MM$832MM10.9%$605MM4.1%$24.2B$1.8618.7
2029.Q4$27.9B+4.0%4.4%17.5%$1.0B−$1.7B−$730MM10.6%−$480MM4.0%$26.0B$1.9218.1
2030.Q4$29.0B+4.0%4.4%17.9%$1.1B−$1.6B−$566MM10.3%−$337MM3.9%$27.6B$1.9917.5
Term. Yr+$36.9B4.1%6.2%20.0%$1.8B−$872MM$957MM8.6%$8.1B8.6%
Active scenario IV: $0 (-111.2% vs market)