What is Sylvamo Corp worth?
With the base-case assumptions below, a discounted cash flow model on Sylvamo Corp's reported free cash flow gives $26.53 per share. The share price was $38.18 on November 10, 2026, 44% above that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 4.0% | 10.0% | $16.77 | -56% |
| Base | 9.0% | 9.0% | $26.53 | -31% |
| Bull | 14.0% | 8.0% | $44.75 | +17% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $33.69 | $35.89 | $38.58 | $41.95 | $46.27 |
| 8.0% | $28.34 | $29.77 | $31.45 | $33.48 | $35.95 |
| 9.0% | $24.43 | $25.41 | $26.53 | $27.85 | $29.40 |
| 10.0% | $21.46 | $22.16 | $22.94 | $23.84 | $24.88 |
| 11.0% | $19.13 | $19.64 | $20.21 | $20.85 | $21.57 |
Where the presets come from
Base: years 1 to 5 grow at Sylvamo Corp's revenue growth rate over the last 4 fiscal years (8.9% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions