Loading...
CLW logo

Clearwater Paper CorporationInforme acción NYSE:CLW

Capitalización bursátil US$217.9m
Precio de las acciones
US$13.72
US$16
14.2% infravalorado descuento intrínseco
1Y-52.8%
7D0.4%
Valor de la cartera
Ver

Clearwater Paper Corporation

Informe acción NYSE:CLW

Capitalización de mercado: US$217.9m

Clearwater Paper (CLW) Resumen de Acciones

Clearwater Paper Corporation fabrica y suministra productos de embalaje de cartón de sulfato sólido blanqueado (SBS) en Estados Unidos y a escala internacional. Saber más

Análisis fundamental de CLW
Puntuación del snowflake
Valoración3/6
Crecimiento futuro0/6
Rendimiento pasado0/6
Salud financiera3/6
Dividendos0/6

CLW Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Clearwater Paper Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Clearwater Paper
Precios históricos de las acciones
Precio actual de la acciónUS$13.72
Máximo en las últimas 52 semanasUS$30.96
Mínimo de 52 semanasUS$11.73
Beta0.21
Cambio en 1 mes-11.71%
Variación en 3 meses-22.00%
Cambio de 1 año-52.80%
Variación en 3 años-57.95%
Variación en 5 años-53.54%
Variación desde la OPV21.96%

Noticias y actualizaciones recientes

Recent updates

Artículo de análisis Jan 09

Why Investors Shouldn't Be Surprised By Clearwater Paper Corporation's (NYSE:CLW) P/S

It's not a stretch to say that Clearwater Paper Corporation's ( NYSE:CLW ) price-to-sales (or "P/S") ratio of 0.2x...
Artículo de análisis Nov 21

Is Clearwater Paper (NYSE:CLW) Using Debt Sensibly?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Oct 17

Clearwater Paper: Reiterating Buy Despite A Soft Q3 Guide

Summary We reaffirm a buy on Clearwater Paper, despite recent stock weakness and a disappointing Q3 EBITDA guide. Clearwater Paper benefits from industry capacity reductions, favorable tariffs, and a supportive product mix, and it has ongoing share repurchase activity. Management explores margin-enhancing moves into CUK and CRB, while maintaining disciplined CAPEX and pursuing asset optimization. There is a valuation upside for CLW stock both in the short term and on a mid-cycle level. Read the full article on Seeking Alpha
Artículo de análisis Aug 16

With A 26% Price Drop For Clearwater Paper Corporation (NYSE:CLW) You'll Still Get What You Pay For

NYSE:CLW 1 Year Share Price vs Fair Value Explore Clearwater Paper's Fair Values from the Community and select yours...
Artículo de análisis May 01

Clearwater Paper Corporation's (NYSE:CLW) Popularity With Investors Is Clear

It's not a stretch to say that Clearwater Paper Corporation's ( NYSE:CLW ) price-to-sales (or "P/S") ratio of 0.3x...
Artículo de análisis Feb 15

Does Clearwater Paper (NYSE:CLW) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Feb 14

A Strong Quarter For Clearwater Paper, But I'm Not Convinced

Summary Clearwater Paper Corporation has shown strong Q4 performance, beating Wall Street forecasts with significant EPS and revenue growth amidst a strategic overhaul. Despite high debt and declining EBITDA, Clearwater's cost-cutting measures and focus on paperboard manufacturing position it for potential long-term growth. Market conditions are stabilizing, with projected demand increases and a strategic divestment of the tissue business improving Clearwater's financial flexibility. However, risks include high debt, earnings misses, and macroeconomic uncertainties, leading to a cautious “Hold” rating for CLW stock. Read the full article on Seeking Alpha
Artículo de análisis Aug 21

Positive Sentiment Still Eludes Clearwater Paper Corporation (NYSE:CLW) Following 35% Share Price Slump

Clearwater Paper Corporation ( NYSE:CLW ) shareholders that were waiting for something to happen have been dealt a blow...
Seeking Alpha Aug 11

Clearwater Paper: Not All Is Clear

Summary Clearwater Paper underwent a major transformation with a substantial acquisition and divestment. The company experienced a dramatic shortfall in second-quarter results, leading to a significant drop in share value. Uncertainty and debt overhang remain until the pending sale of the tissue business closes, impacting the company's financial performance and future prospects. Read the full article on Seeking Alpha
Seeking Alpha Jul 23

Clearwater Paper: An Impressive Transformation At A Solid Price

Summary Clearwater Paper Corporation has focused on its paperboard business earlier this year after it doubled down on these activities earlier this year. The company announced a >$1 billion deal to sell its tissue business to Sofidel, reducing net debt to around $300 million. Pro forma P&L suggests potential for upside in shares, with earnings power looking solid and leverage being modest. Read the full article on Seeking Alpha
Seeking Alpha May 24

Clearwater Paper: Margin Improvement And Growing Preference For Sustainable Packaging

Summary CLW is a major manufacturer of bleached paperboard and at-home tissue products. The firm has experienced volatile revenue growth over the past few years, but has consistently expanded its profitability margins. It is well-positioned for long-term growth due to the growing preference for recycled-based packaging. The acquisition of Augusta will add significant scale and growth capacity to CLW. Additionally, it is expected to bring in adjusted EBITDA of $140-$150 million by 2026. Read the full article on Seeking Alpha
Artículo de análisis May 22

Clearwater Paper Corporation (NYSE:CLW) Held Back By Insufficient Growth Even After Shares Climb 29%

The Clearwater Paper Corporation ( NYSE:CLW ) share price has done very well over the last month, posting an excellent...
Artículo de análisis May 01

These 4 Measures Indicate That Clearwater Paper (NYSE:CLW) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Mar 08

Clearwater Paper: Bolt Moves

Summary Clearwater Paper Corporation is doubling its focus on paperboard and looking to exit the tissue business. The company is a top 5 manufacturer of paperboard and serves a range of end markets. Clearwater Paper recently announced a $700 million deal to acquire a bleached paperboard manufacturing facility, to double down on its activities in this market. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

Clearwater Paper: Moving To The Sidelines

Summary Clearwater Paper's target price and rating have been lowered due to a lack of catalyst. We see the company between a rock and a hard place with limited growth optionality vs. CAPEX maintenance. Lower multiple due to smaller size and historical operational issues. We reset Clearwater's expectations with a neutral rating. Read the full article on Seeking Alpha
Seeking Alpha Nov 11

Clearwater Paper: Improved Balance Sheet But Headwinds In Paperboard

Summary Clearwater Paper reported higher year over year adjusted EBITDA and adjusted net income per diluted share for Q3 2023. The company's Pulp and Paperboard business will face headwinds, given RISI reported an $80 per ton decrease in folding carton prices in the third quarter. Given its debt repayment efforts in the past few years, Clearwater Paper has reached a leverage ratio where debt repayment is less urgent. Management has not indicated they plan on increasing capital returns substantially with the more flexible free cash flow, however. Although the company's free cash flow yield in terms of EV is relatively attractive in a low interest rate world, the yield isn't super attractive given the current higher interest rate environment. Read the full article on Seeking Alpha
Seeking Alpha Oct 07

Clearwater Paper: Set To Benefit From Industry Tailwinds

Summary Clearwater Paper Corporation has historically been an average to below average business with low and volatile returns on invested capital. The company's low returns on invested capital are due to the capital intensive and competitive nature of the packaging product and tissue product industries. However the current supply/demand dynamics in these industries are favorable for Clearwater and may lead to solid earnings growth over the next 12-18 months. I am initiating coverage with a $50 price target and a buy rating based on my estimate of 2024 EBITDA, and my estimate of Clearwater's future cash flows. Read the full article on Seeking Alpha
Artículo de análisis Aug 03

Why Clearwater Paper Corporation (NYSE:CLW) Could Be Worth Watching

Clearwater Paper Corporation ( NYSE:CLW ), is not the largest company out there, but it received a lot of attention...
Seeking Alpha Jul 14

Clearwater Paper: Buy The Shares For Capital Gains, Bonds For 7% Yield

Summary Clearwater Paper will do very well this year as there is virtually no maintenance downtime planned. I expect a free cash flow of $6.50 per share based on a $250M EBITDA. Even if the EBITDA drops to $200M in 2024, the FCF/share should exceed $4. Clearwater doesn't pay a dividend. But its 2028 bonds are yielding 7% so an investor could consider a combination of both securities. Read the full article on Seeking Alpha
Artículo de análisis Jun 09

Is Clearwater Paper (NYSE:CLW) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Feb 10

Why Clearwater Paper Corporation (NYSE:CLW) Could Be Worth Watching

While Clearwater Paper Corporation ( NYSE:CLW ) might not be the most widely known stock at the moment, it received a...
Seeking Alpha Dec 19

Clearwater Paper revises outlook amid higher maintenance costs

Clearwater Paper (NYSE:CLW) shares fell 2% premarket on Monday after the paperboard supplier updated its outlook for the fourth quarter and full year 2022. Due to higher-than-expected major maintenance related costs at the company’s Lewiston, Idaho mill, and other operational issues, the company now expects adjusted EBITDA for the fourth quarter of 2022 to be in the range of $28M-$34M and full year 2022 adjusted EBITDA of $227M-$233M. The company has completed the planned major maintenance outage at Lewiston and the mill is operating normally. With the completion of the outage in Lewiston, the company now intends to perform its next planned major maintenance outage at that site in early 2024, in conjunction with the recovery boiler tube replacement project. The other operational issues, particularly at the company's Cypress Bend, Arkansas mill, have been identified and are being addressed. As a result, based on current assumptions, the company expects to incur ~$28M of lower major maintenance related expenses and other impacts in 2023 compared to 2022.
Seeking Alpha Oct 31

Clearwater Paper GAAP EPS of $1.21, revenue of $539M beats by $9.33M

Clearwater Paper press release (NYSE:CLW): Q3 GAAP EPS of $1.21. Revenue of $539M (+19.6% Y/Y) beats by $9.33M. Adjusted EBITDA of $77 million Continued to reduce net debt, with nearly $106 million reduced year to date
Artículo de análisis Oct 22

If EPS Growth Is Important To You, Clearwater Paper (NYSE:CLW) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

Rentabilidad de los accionistas

CLWUS ForestryMercado US
7D0.4%-4.9%1.1%
1Y-52.8%-25.1%26.7%

Rentabilidad vs. Industria: Los resultados de CLW fueron inferiores a los de la industria US Forestry, que obtuvo un rendimiento del -25.1% el año pasado.

Rentabilidad vs. Mercado: CLW obtuvo unos resultados inferiores a los del mercado US, que fueron del 26.7% el año pasado.

Volatilidad de los precios

Is CLW's price volatile compared to industry and market?
CLW volatility
CLW Average Weekly Movement8.1%
Forestry Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: CLW no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de CLW (8%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19261,900Arsen Kitchwww.clearwaterpaper.com

Clearwater Paper Corporation fabrica y suministra productos de embalaje de cartón de sulfato sólido blanqueado (SBS) en Estados Unidos y a escala internacional. La empresa ofrece cartón SBS para su uso en cajas plegables, servicios alimentarios y artículos de impresión comercial; cartones para cajas plegables, como blísteres, envases cardados y productos de hoja superior; cartón para servicios alimentarios, incluidos envases para líquidos y categorías de vasos y platos, así como envases rígidos para zumos, leche y vino; y laminado y corte a medida de productos de cartón. Atiende a los transformadores de envases a través de gestores de ventas.

Resumen de fundamentos de Clearwater Paper Corporation

¿Cómo se comparan los beneficios e ingresos de Clearwater Paper con su capitalización de mercado?
Estadísticas fundamentales de CLW
Capitalización bursátilUS$217.85m
Beneficios(TTM)-US$59.90m
Ingresos (TTM)US$1.54b
0.1x
Ratio precio-ventas (PS)
-3.7x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de CLW
IngresosUS$1.54b
Coste de los ingresosUS$1.46b
Beneficio brutoUS$72.70m
Otros gastosUS$132.60m
Beneficios-US$59.90m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-3.71
Margen bruto4.73%
Margen de beneficio neto-3.90%
Ratio deuda/patrimonio43.4%

¿Cómo se ha desempeñado CLW a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/14 15:39
Precio de las acciones al final del día2026/05/14 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Clearwater Paper Corporation está cubierta por 9 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mark WildeBMO Capital Markets Equity Research
Roger SpitzBofA Global Research
Steven ChercoverD.A. Davidson & Co.