Mercer International Inc (MERC)vsSylvamo Corp (SLVM)
MERC
Mercer International Inc
$0.39
+3.56%
BASIC MATERIALS · Cap: $25.96M
SLVM
Sylvamo Corp
$35.24
-0.14%
BASIC MATERIALS · Cap: $1.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Sylvamo Corp generates 78% more annual revenue ($3.30B vs $1.86B). SLVM leads profitability with a 2.3% profit margin vs -27.9%. SLVM earns a higher WallStSmart Score of 42/100 (D).
MERC
Hold35
out of 100
Grade: F
SLVM
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.0%
Fair Value
$11.57
Current Price
$0.39
$11.18 discount
Margin of Safety
-57.3%
Fair Value
$33.09
Current Price
$35.24
$2.15 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
1.5% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
1.5% revenue growth
Smaller company, higher risk/reward
2.3% margin — thin
Operating margin of 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : MERC
The strongest argument for MERC centers on Debt/Equity.
Bull Case : SLVM
The strongest argument for SLVM centers on Price/Book, Altman Z-Score.
Bear Case : MERC
The primary concerns for MERC are PEG Ratio, Revenue Growth, Market Cap.
Bear Case : SLVM
The primary concerns for SLVM are Revenue Growth, Market Cap, Profit Margin. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MERC profiles as a turnaround stock while SLVM is a value play — different risk/reward profiles.
SLVM carries more volatility with a beta of 0.76 — expect wider price swings.
SLVM is growing revenue faster at 1.5% — sustainability is the question.
SLVM generates stronger free cash flow (-11M), providing more financial flexibility.
Bottom Line
SLVM scores higher overall (42/100 vs 35/100). MERC offers better value entry with a 85.0% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Mercer International Inc
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Mercer International Inc., manufactures and sells Northern Bleached Softwood Kraft Pulp (NBSK) in Europe, the United States, Asia and internationally. The company is headquartered in Vancouver, Canada.
Sylvamo Corp
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Sylvamo Corp (SLVM), headquartered in Memphis, Tennessee, is a leading global manufacturer of sustainable paper products, with a strong emphasis on high-quality printing and writing papers. The company is dedicated to innovation and environmental responsibility, striving to minimize its ecological impact while capitalizing on evolving sustainability trends. Sylvamo's efficient operational model and commitment to operational excellence enable it to effectively pursue growth opportunities within the changing paper industry. Supported by solid financial fundamentals, Sylvamo is well-positioned to enhance its competitive edge and deliver long-term value in an increasingly dynamic marketplace.
Compare with Other PAPER & PAPER PRODUCTS Stocks
Want to dig deeper into these stocks?