Clearwater Paper Corporation

Report azionario NYSE:CLW

Capitalizzazione di mercato: US$229.5m

Clearwater Paper Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Clearwater Paper sono diminuiti a un tasso medio annuo di -45.4%, mentre il settore Forestry ha visto gli utili diminuire a un tasso medio annuo di 14%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 6.2%.

Informazioni chiave

-45.44%

Tasso di crescita degli utili

-45.92%

Tasso di crescita dell'EPS

Forestry Crescita del settore31.58%
Tasso di crescita dei ricavi-6.19%
Rendimento del capitale proprio-7.36%
Margine netto-3.90%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...

Ripartizione dei ricavi e delle spese

Come Clearwater Paper guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:CLW Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
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

Guadagni di qualità: CLW al momento non è redditizia.

Margine di profitto in crescita: CLW al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: CLW non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 45.4% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di CLW nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: CLW non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Forestry ( -9.4% ).


Rendimento del capitale proprio

ROE elevato: CLW ha un Return on Equity negativo ( -7.36% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 13:23
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Clearwater Paper Corporation è coperta da 9 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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