tiprankstipranks
Sappi Limited (SPPJY)
OTHER OTC:SPPJY
Want to see SPPJY full AI Analyst Report?

Sappi (SPPJY) Price & Analysis

19 Followers

SPPJY Stock Chart & Stats

$1.42
$0.00(0.00%)
At close: 4:00 PM EST
$1.42
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Product DiversificationSappi's mix of graphic/packaging papers and dissolving wood pulp provides structural diversification across industrial and consumer end markets. Exposure to cellulose pulp for textiles and specialty papers buffers revenue cyclicality and supports medium-term demand from multiple end-users.
Underlying Operating ProfitabilityDespite a reported net loss, the company retains positive EBIT/EBITDA, indicating core manufacturing economics remain intact. This suggests operations can restore profitability with volume or price recovery, helping cash generation and deleveraging when cyclical conditions improve.
Sizable Asset Base / ScaleA large asset base and integrated mill footprint create scale advantages in feedstock sourcing, processing and energy efficiency. These tangible assets support long-term production flexibility, potential by-product/energy monetization, and higher exit barriers for competitors.
Bears Say
Revenue DeclineA ~22% TTM revenue drop and a -12% net margin reflect structural pressures on pricing, mix and volumes. Prolonged revenue weakness erodes margins, undermines scale economics, hampers reinvestment, and extends the timeline to restore sustainable profitability and cash generation.
Elevated LeverageDebt roughly equal to equity increases financial risk and limits strategic flexibility. With negative net income, higher leverage raises interest burdens and refinancing risk, constraining capital allocation for maintenance capex, modernization or growth initiatives over the medium term.
Negative Free Cash FlowPersistent negative FCF (~-$239M) and weak operating cash conversion mean limited internal funding for debt reduction or capex. Unless operational margins recover, the company may need external financing or asset disposals, which can dilute returns and slow strategic initiatives.

Sappi News

SPPJY FAQ

What was Sappi Limited’s price range in the past 12 months?
Sappi Limited lowest stock price was $0.67 and its highest was $1.75 in the past 12 months.
    What is Sappi Limited’s market cap?
    Sappi Limited’s market cap is $403.51M.
      When is Sappi Limited’s upcoming earnings report date?
      Sappi Limited’s upcoming earnings report date is Aug 06, 2026 which is in 45 days.
        How were Sappi Limited’s earnings last quarter?
        Sappi Limited released its earnings results on May 07, 2026. The company reported -$0.68 earnings per share for the quarter, missing the consensus estimate of -$0.09 by -$0.59.
          Is Sappi Limited overvalued?
          According to Wall Street analysts Sappi Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Sappi Limited pay dividends?
            Sappi Limited pays a Annually dividend of $0.103 which represents an annual dividend yield of 6.78%. See more information on Sappi Limited dividends here
              What is Sappi Limited’s EPS estimate?
              Sappi Limited’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Sappi Limited have?
              Sappi Limited has 607,141,500 shares outstanding.
                What happened to Sappi Limited’s price movement after its last earnings report?
                Sappi Limited reported an EPS of -$0.68 in its last earnings report, missing expectations of -$0.09. Following the earnings report the stock price went down -12.764%.
                  Which hedge fund is a major shareholder of Sappi Limited?
                  Currently, no hedge funds are holding shares in SPPJY
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Sappi Limited

                    Sappi Limited is an international company that provides a variety of sustainable products and solutions derived from renewable wood fibers. Its operations span Europe, North America, and South Africa. The company's diverse product range includes dissolving pulp, graphic papers for printing, and a comprehensive selection of packaging and specialty papers. The latter encompasses items such as flexible packaging, label, functional, containerboard, paperboard, silicone base, dye sublimation, and inkjet papers, alongside specialized casting and release papers. Additionally, Sappi extends its operations to include specialty chemicals and food ingredients. It generates renewable energy, including biomass energy, biogas, and hot water, and supplies fuel rods. The company also manages and owns extensive forest resources. Established in 1936 and headquartered in Johannesburg, South Africa, the company, initially known as South African Pulp and Paper Industries Limited, rebranded to Sappi Limited in 1973.

                    Sappi (SPPJY) Earnings & Revenues

                    SPPJY Company Deck

                    SPPJY Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Negative
                    The call outlined significant near-term headwinds — primarily a large decline in DWP prices, translated currency impacts, weaker selling prices (~12% YoY), production disruptions and a slower-than-expected ramp at Somerset — which drove substantially lower EBITDA and higher leverage (net debt ~$1.95bn; net-debt/EBITDA ~5x). Management, however, emphasized material mitigating actions: securing refinancing and a larger RCF, preserving liquidity ($143m cash, ~ $608m undrawn RCF), a $120m cost-savings program (with ~$30m realized in Q1), CapEx discipline (reduced to $260m), ongoing working-capital releases, and a strategic JV with UPM that could reduce European graphic exposure and debt over time. While these initiatives provide meaningful downside protection and demonstrate financial and strategic responses, the combination of persistent market price weakness and near-term guidance that Q2 EBITDA will be lower indicates that negative trends currently outweigh the positives.View all SPPJY earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Clearwater Paper
                    Louisiana-Pacific
                    Mercer International
                    Suzano Papel e Celulose SA
                    Sylvamo Corp

                    Ownership Overview

                    <0.01%100.00%
                    Insiders
                    Mutual Funds
                    <0.01% Other Institutional Investors
                    100.00% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
                    ---
                    Popular Stocks