Sylvamo Corp (SLVM)

Paper Mills

Latest Price

$34.89

TTM P/E

18.76

Normalized P/E

7.87

Div Yield

5.16%

Book Value

24.06

P/B Ratio

1.45

Valuation metrics

EPS: $3.24

Book value / share: $24.52

Formula: √(22.5 × EPS × BVPS)

Graham Number

$42.28

+21% upside

Norm. op. income: $462M (median of 5yr)

Tax rate: 28%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$70.03

+101% upside

Base FCF: $289M (median of recent 5yr)

Growth: -15%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$16.90

52% downside

EPS: $3.24

Target P/E: 8×

Formula: EPS × P/E

P/E Fair Value

$25.92

26% downside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
Atlas FRM LLC	6.31M	$238.0M	15.86%	--	2026-06-30
BlackRock, Inc.	5.54M	$209.0M	13.92%	+60.2K	2026-06-30
MILLENNIUM MANAGEMENT LLC	2.52M	$95.0M	6.33%	+132.1K	2026-06-30
NOMURA HOLDINGS INC	2.15M	$81.0M	5.40%	--	2026-06-30
AMERICAN CENTURY COMPANIES INC	1.80M	$68.0M	4.53%	+260.3K	2026-06-30
LSV ASSET MANAGEMENT	1.59M	$59.0M	3.99%	-8.0K	2026-06-30
DIMENSIONAL FUND ADVISORS LP	1.55M	$58.0M	3.90%	+191.7K	2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC	1.45M	$54.0M	3.64%	-61.8K	2026-06-30
STATE STREET CORP	1.39M	$52.0M	3.49%	+69.3K	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC	965.7K	$36.0M	2.43%	-54.4K	2026-06-30