Feed / SLVM

Sylvamo Corporation

SLVM

Basic Materials · 35.49 +0.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:00 GMT-4

Market read

Sylvamo Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company+0.3% todayVolume comparison unavailable
Market group0 of 21 activeConsumer Credit & Housing · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • SLVM's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SLVM's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Basic Materials · Paper & Paper Products

No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SLVM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements53
Verified relationships2
Evidence supporting the case
  • Operating cash flow covered net income at 2.03x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -11.2% year over year.
  • Operating margin changed -4.5 percentage points in the latest annual period.
  • Net margin changed -4.1 percentage points in the latest annual period.
  • Demand and volume has repeated adverse evidence across 4 filings.
  • Foreign exchange has repeated adverse evidence across 4 filings.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

35.05
6m-24.3%12m-22.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.8B+18.6%$7.53+0.0%
2022-12-31$3.6B+28.3%$2.66+0.9%
2023-12-31$3.7B+2.6%$5.93-3.8%
2024-12-31$3.8B+1.4%$7.18-1.6%
2025-12-31$3.4B-11.2%$3.24-3.1%

What management says matters

Persistent and emerging business drivers

Demand and volumenegative · 4 filings
North America Three Months Ended March 31, In millions 2026 2025 Sales $ 390 $ 438 Operating Profit $ 25 $ 42 Three Months Ended March 31, 2026 Compared to the Three Months Ended March 31, 2025 Our North America business segment sales decreased $48 million co…
10-Q · May 8, 2026
Foreign exchangenegative · 4 filings
Latin America Three Months Ended March 31, In millions 2026 2025 Sales $ 187 $ 199 Operating Profit $ 4 $ 26 Three Months Ended March 31, 2026 Compared to the Three Months Ended March 31, 2025 Our Latin America business segment sales decreased $12 million com…
10-Q · May 8, 2026
Input and raw-material costsnegative · 4 filings
Operating profit for North America was $17 million lower than the same period in 2025, primarily due to lower volumes ($12 million), lower sales price and mix ($6 million) and higher input costs ($14 million), primarily due to higher energy, chemicals and dis…
10-Q · May 8, 2026
Capital investment and capacitypositive · 2 filings
Investment Activities The total cash used for investing activities for the three months ended March 31, 2026 increased from the three months ended March 31, 2025, due to increased capital spending in the current year.
10-Q · May 8, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

35.49+0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SLVM. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SLVM. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SLVM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

IPInternational Paper CompanycompetitorNov 7, 2025

Comparing our earnings performance in the third quarter of 2025 to the prior year, volume decreased, primarily due to lower North America volume resulting from International Paper’s Georgetown mill closure.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SLVM is currently a Early Follower in the organic co-movement group Consumer Credit & Housing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for SLVM; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.