Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CLW
HOLDClearwater Paper Corporation · Basic Materials · United States · $271M · Avg Vol: $3M/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 | 1.5B | -0.9% |
| EPS | 2.71 | 6.39 | 11.70 | -1.15 | 107.8% | -3.82 | -4.07 | -1.38 | — |
| Shares | 16.8M | 16.5M | 16.4M | 16.0M | -4.3% | 16.1M | — | — | — |
| Debt | 577.8M | 448.4M | 293.3M | 358.4M | -14.7% | 373.2M | — | — | — |
| Equity | 572.0M | 668.7M | 854.5M | 825.3M | 13.0% | — | — | — | — |
| Op CF | 150.2M | 190.7M | 61.4M | 12.3M | -56.6% | 11.3M | — | — | — |
| 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) | $271M | 43 | HOLD |
| SLVM | Sylvamo Corporation | $1.5B | 69 | BUY |
| MNTK | Montauk Renewables, Inc. | $266M | 46 | HOLD |
| FF | FutureFuel Corp. | $204M | 43 | HOLD |
| MSB | Mesabi Trust | $295M | 48 | HOLD |
| HDSN | Hudson Technologies, Inc. | $267M | 50 | HOLD |
| IDR | Idaho Strategic Resources, Inc. | $449M | 55 | HOLD |
| RYAM | Rayonier Advanced Materials Inc. | $565M | 35 | SELL |
| GEVO | Gevo, Inc. | $396M | 24 | SELL |
| VHI | Valhi, Inc. | $385M | 64 | HOLD |
Peer medians: ROE 5.1% · P/E 21.2x · Gross margin 25.3%