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 $27.22 per share. The share price was $35.96 on September 25, 2026, 32% 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% | $17.46 | -51% |
| Base | 9.0% | 9.0% | $27.22 | -24% |
| Bull | 14.0% | 8.0% | $45.44 | +26% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $34.38 | $36.58 | $39.27 | $42.63 | $46.96 |
| 8.0% | $29.03 | $30.45 | $32.14 | $34.17 | $36.64 |
| 9.0% | $25.12 | $26.10 | $27.22 | $28.54 | $30.09 |
| 10.0% | $22.15 | $22.84 | $23.63 | $24.53 | $25.57 |
| 11.0% | $19.82 | $20.33 | $20.90 | $21.54 | $22.26 |
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