Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CLW
HoldHot AirClearwater Paper Corporation · Basic Materials · United States · $336M · Avg Vol: $4M/d
COMPANY DESCRIPTION
Clearwater Paper Corporation is a leading manufacturer of private-label consumer tissue products and high-quality paperboard. The company serves major retail grocery chains and packaging converters, leveraging a vertically integrated production model to optimize costs. Its competitive moat is sustained by its scale, long-term retail relationships, and dominant position in the North American private-label tissue market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.2B | 1.1B | 1.4B | 1.6B | 9.2% | 1.5B | 1.5B | 1.6B | -0.1% |
| EPS | 2.71 | 6.39 | 11.70 | -1.15 | 107.8% | -5.27 | -3.54 | -0.88 | — |
| Shares | 16.8M | 16.5M | 16.4M | 16.0M | -4.3% | 16.1M | — | — | — |
| Debt | 577.8M | 448.4M | 293.3M | 358.4M | -14.7% | 373.1M | — | — | — |
| Equity | 572.0M | 668.7M | 854.5M | 825.3M | 13.0% | — | — | — | — |
| Op CF | 150.2M | 190.7M | 61.4M | 12.3M | -56.6% | 108.5M | — | — | — |
| Inv CF | -33.5M | -73.7M | 167.7M | -100.4M | — | — | — | — | — |
| Fin CF | -88.6M | -129.4M | -191.4M | 39.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of CLW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CLW | Clearwater Paper Corporation(you) | $336M | 44 | Hold |
| SLVM | Sylvamo Corporation | $1.4B | 51 | Hold |
| MSB | Mesabi Trust | $295M | 45 | Hold |
| MKR.JO | Montauk Renewables, Inc. | $247M | 46 | Hold |
| IDR | Idaho Strategic Resources, Inc. | $512M | 43 | Hold |
| IFOS.V | Itafos Inc. | $340M | 56 | Hold |
| ASIX | AdvanSix Inc. | $445M | 34 | Sell |
| FF | FutureFuel Corp. | $234M | 34 | Sell |
| LXU | LSB Industries, Inc. | $748M | 47 | Hold |
| ASPN | Aspen Aerogels, Inc. | $409M | 27 | Sell |
Peer medians: ROE 2.6% · P/E 23.0x · Gross margin 24.4%