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International Paper Company (IP)
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International Paper Company (IP) DCF Valuation

Transparent DCF models put International Paper Company (IP)'s fair value in a range of $2.28$33.78 — the low end is TGM's conservative base case (5% FCF growth, 10% discount), the high end the analyst consensus (FMP). Today's price of $34.12 sits above that range — by these conservative assumptions it looks richly valued; the reverse-DCF below is the better lens for a high-growth name.

Reverse DCF: at today's $34.12, the market is pricing in roughly +18.1%/yr free-cash-flow growth over the next decade (at a 10% required return) — versus its actual 5-year FCF CAGR of -25.3%. The price is betting on acceleration above its track record.

Current Price

$34.12

Fair-Value Range

$2.28 – $33.78

Market-Implied Growth

+18.1%/yr

vs -25.3% 5Y actual

IP DCF Fair Value Calculator

Edit the assumptions to see how they change the estimated fair value. Illustrative model — not investment advice. Defaults to a conservative base case; the analyst (FMP) DCF, where available, is shown as a reference below.

5%/yr
Historical FCF CAGR: 3Y -13.1% · 5Y -25.3% · 10Y -6.5%
10%
2.5%
10yr

Base inputs: FCF $633.3M · 0.53B shares · net debt $9.2B

Estimated Fair Value

$2.28

-93.3% vs $34.12

Current price$34.12
Analyst DCF (FMP)$33.78

Sensitivity — fair value by discount rate × terminal growth

How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 5.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $34.12; red = below. Your current case is outlined.

WACC ↓ / Terminal →1.50%2.00%2.50%3.00%3.50%
8.0%$7.04$8.29$9.77$11.54$13.71
9.0%$3.61$4.46$5.45$6.60$7.96
10.0%$0.99$1.60$2.28$3.07$3.98
11.0%$0.43$1.07
12.0%