Clearwater Paper Corporation

NYSE:CLW Rapport sur les actions

Capitalisation boursière : US$227.0m

Clearwater Paper Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de Clearwater Paper ont diminué à un taux annuel moyen de -45.4%, tandis que le secteur Forestry a vu ses bénéfices augmenter de en baisse à 14.7% par an. Les revenus ont augmenté de en baisse à un taux moyen de 6.2% par an.

Informations clés

-45.44%

Taux de croissance des bénéfices

-45.92%

Taux de croissance du BPA

Forestry Croissance de l'industrie31.58%
Taux de croissance des recettes-6.19%
Rendement des fonds propres-7.36%
Marge nette-3.90%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...

Ventilation des recettes et des dépenses

Comment Clearwater Paper gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:CLW Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 261,538-60940
31 Dec 251,555-531010
30 Sep 251,556-761060
30 Jun 251,550-331100
31 Mar 251,503-781150
31 Dec 241,384-741150
30 Sep 241,265-571210
30 Jun 241,151-311220
31 Mar 24869231140
31 Dec 231,136491210
30 Sep 231,394451230
30 Jun 231,654511300
31 Mar 232,117531430
31 Dec 221,195531170
30 Sep 222,043611380
30 Jun 221,955431350
31 Mar 221,835-241270
31 Dec 211,773-281240
30 Sep 211,736-151260
30 Jun 211,74241250
31 Mar 211,817791340
31 Dec 201,869771330
30 Sep 201,851571280
30 Jun 201,839241250
31 Mar 201,81111170
31 Dec 191,762-61190
30 Sep 191,755-1951160
30 Jun 191,736-1501140
31 Mar 191,716-1431130
31 Dec 181,724-1441100
30 Sep 181,7321251120
30 Jun 181,732911150
31 Mar 181,730921170
31 Dec 171,730971170
30 Sep 171,719261190
30 Jun 171,728261170
31 Mar 171,735391230
31 Dec 161,735501300
30 Sep 161,741521250
30 Jun 161,748741220
31 Mar 161,756691160
31 Dec 151,752561120
30 Sep 151,793171150
30 Jun 151,86201220

Des revenus de qualité: CLW n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: CLW n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: CLW n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 45.4% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de CLW au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: CLW n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Forestry ( -4.9% ).


Rendement des fonds propres

ROE élevé: CLW a un retour sur capitaux propres négatif ( -7.36% ), car il n'est actuellement pas rentable.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 14:19
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Clearwater Paper Corporation est couverte par 9 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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