Sylvamo vs Kaiser Aluminum

This page compares Sylvamo and Kaiser Aluminum, outlining how their business models, financial performance, and market context differ. It presents neutral, accessible information to help readers understand each company’s approach and positioning within the sector. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

SLVM

Metric

KALU

$1.98B

Market Cap

$2.07B

17.54%

Potential Profit

-20.02%

Buy

Analyst Rating

Buy

Investment Analysis

Sylvamo

SLVM

Pros

Sylvamo delivered 7% quarter-over-quarter sales growth and improved operational performance in its most recent results.
The company is returning significant capital to shareholders via dividends and a $150 million share repurchase programme.
Sylvamo’s markets in North America and Brazil remain solid, with volume growth expected to continue in these regions.

Considerations

Paper and pulp prices in Europe remain under pressure, with ongoing challenges in the region negatively impacting price and mix.
Sylvamo missed third-quarter earnings expectations, reflecting margin compression and higher input costs.
The stock has substantially underperformed its 52-week high, dropping over 45% year-to-date as operational headwinds and sector sentiment weigh on performance.

Kaiser Aluminum

KALU

Pros

Kaiser Aluminum specialises in high-value, semi-fabricated aluminium products for industrial customers, a niche with technical and quality barriers to entry.
The company generates the majority of its revenue from the US, reducing geographic risk compared to global peers.
Kaiser’s business model supplies essential materials to industries like aerospace, automotive, and construction, supporting long-term demand visibility.

Considerations

Kaiser is exposed to cyclical end-markets, particularly aerospace and automotive, which can be volatile during economic downturns.
Pricing and margins are sensitive to fluctuations in aluminium commodity prices and energy costs, which are difficult to hedge completely.
There is limited recent public disclosure of financial performance or growth initiatives, increasing information asymmetry for investors.

About The Companies

Sylvamo (SLVM)

Sylvamo Corp is a global producer of paper, focusing on uncoated freesheet (UFS) used for products like copy paper and commercial printing, as well as market pulp. The company operates across three key regions: North America, Latin America, and Europe. Its European segment runs integrated mills in France and Sweden, while its Latin American operations are supported by extensive, sustainably managed eucalyptus forestlands in Brazil. In North America, Sylvamo manufactures various paper products including imaging and converting papers. As one of the world's major paper companies, its performance can be influenced by global demand for paper products, raw material costs, and digital trends. Investors may find it useful to analyse these factors, keeping in mind that the value of investments can go down as well as up. Sylvamo's broad geographic footprint and focus on essential paper products are central to its business strategy.

Kaiser Aluminum (KALU)

Kaiser Aluminum Corp (KALU) is a US-based manufacturer of value-added aluminium products serving aerospace, automotive, commercial transport and industrial customers. The company operates rolling and extrusion facilities across North America and focuses on higher-margin, technical aluminium grades and complex components. With a market capitalisation around $1.29bn, Kaiser sits in the mid-cap range and is exposed to cyclical end markets and commodity price swings. Key things investors watch include capacity utilisation, product mix (premium aerospace work versus commodity demand), raw material and energy costs, and free cash flow trends. The business can generate attractive margins when volumes and aerospace demand recover, but it faces risks from metal price volatility, energy input costs, and macroeconomic cycles. This is general educational information, not personalised investment advice — consider your objectives and risk tolerance and consult a regulated adviser if needed. Equity values can fall as well as rise.

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Sylvamo vs Kaiser Aluminum

Comparison Snapshot

Investment Analysis

Sylvamo

Pros

Considerations

Kaiser Aluminum

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Which Baskets Do They Appear In?

Buy SLVM or KALU in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Sylvamo vs Huntsman

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Comparison Snapshot

About The Companies