Sylvamo: Buy Thesis Remains Intact With Valuation Upsides + High Returns On Capital [Seeking Alpha]
Sylvamo Corporation (SLVM)
Company Research
Source: Seeking Alpha
Sylvamo produces strong capital allocation into high-return projects, suggesting it will carry higher prices into the future. Management's shareholder-oriented approach includes a 50% dividend increase and $30 million in stock repurchases this year. Q2 FY'24 earnings showed growth in Europe and North America, with favorable short-term pricing tailwinds. Valuation upsides remain intact as SLVM's reinvestment strategy and high ROIC trends support continued capital growth. Pgiam/iStock via Getty Images Investment Update Following my second buy rating on Sylvamo ( NYSE: SLVM ), the stock is +6% and provided ~400bps of alpha vs. the S&P 500 on a time-weighted basis. The overarching thesis on SLVM supporting its buy rating includes the following: Reasonable valuations where the risk/reward opportunity is asymmetrically skewed to the upside. At ~10x earnings / 1.9x EV/IC, market multiples 1) have a high propensity for expansion but 2) have less scope for contraction beyond cur
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SLVM
News
- Sylvamo Third Quarter 2024 Earnings: EPS Beats Expectations [Yahoo! Finance]Yahoo! Finance
- Sylvamo Corp (SLVM) Q3 2024 Earnings Call Highlights: Strong Financial Performance Amid ... [Yahoo! Finance]Yahoo! Finance
- Sylvamo Quarterly Results Exceed Outlook, Generates Strong Free Cash FlowBusiness Wire
- Sylvamo, International Paper Terminate Georgetown Supply Agreement [Yahoo! Finance]Yahoo! Finance
- Sylvamo, International Paper Terminate Georgetown Supply AgreementBusiness Wire
SLVM
Earnings
- 11/12/24 - Beat
SLVM
Sec Filings
- 11/14/24 - Form SC
- 11/12/24 - Form 10-Q
- 11/12/24 - Form 8-K
- SLVM's page on the SEC website