Clearwater Paper（5WC）株式概要クリアウォーター・ペーパー・コーポレーションは、米国内外で晒し板紙を製造・供給している。 詳細5WC ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金0/6リスク分析German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る5WC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW496,749 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG496,749 investors already sharing narrativesYour Fair Value€Current Price€13.5074.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-143m2b2016201920222025202620282031Revenue US$1.5bEarnings US$81.6mAdvancedSet Fair ValueView all narrativesClearwater Paper Corporation 競合他社H&R GmbH KGaASymbol: XTRA:2HRAMarket cap: €203.2mUzin UtzSymbol: XTRA:UZUMarket cap: €326.9mSIMONASymbol: DB:SIM0Market cap: €357.0mNabaltecSymbol: XTRA:NTGMarket cap: €115.7m価格と性能株価の高値、安値、推移の概要Clearwater Paper過去の株価現在の株価US$13.5052週高値US$25.8052週安値US$10.20ベータ0.271ヶ月の変化0.75%3ヶ月変化7.14%1年変化-44.67%3年間の変化-54.39%5年間の変化-44.67%IPOからの変化-69.28%最新ニュースお知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2026 Results on Apr 28, 2026Clearwater Paper Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026お知らせ • Apr 10Clearwater Paper Corporation Reduces Approximately 20% of Salaried and Hourly Roles at Cypress Bend, Arkansas FacilityClearwater Paper Corporation announced the restructuring of its Cypress Bend, Arkansas facility, resulting in the reduction of approximately 20% of salaried and hourly roles at the facility. The company planned to operate the facility at about half of its production capability. The company expected these actions to deliver $8 million to $12 million of annualized cost savings, while not impacting shipment volumes. The company provided severance packages, healthcare subsidies, and outplacement services to impacted employees, and worked with the union through effects bargaining.お知らせ • Mar 30Clearwater Paper Corporation Launches Velora Lightweight Paperboard for Everyday PackagingClearwater Paper Corporation introduced Velora, a new lightweight folding carton paperboard engineered to deliver dependable performance, higher yield and strong value for everyday packaging. Velora is designed for converters and brand owners seeking reliable packaging performance without moving into premium SBS grades. Made for folding carton and foodservice applications, the product combines strength, versatility and lower basis weights across the caliper range. Velora’s lighter fiber structure supports material reduction and helps customers manage sustainability commitments and regulatory costs. Made in the USA from domestic and imported materials, Velora also provides stable supply and consistent lead times. Velora meets key food-contact, health and environmental standards, including SFI fiber sourcing and FDA 21 CFR compliance.お知らせ • Mar 07Clearwater Paper Corporation, Annual General Meeting, May 07, 2026Clearwater Paper Corporation, Annual General Meeting, May 07, 2026. Location: hyatt regency, seattle 808 howell st., seattle United Statesお知らせ • Feb 19Clearwater Paper Corporation Provides Earnings Guidance for Fiscal Year 2026Clearwater Paper Corporation provided earnings guidance for fiscal year 2026. For the year, the company expects revenue of $1.4 Billion to $1.5 Billion, with capacity utilization rate in the mid 80% range.お知らせ • Feb 06Clearwater Paper Corporation to Report Q4, 2025 Results on Feb 18, 2026Clearwater Paper Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026最新情報をもっと見るRecent updatesお知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2026 Results on Apr 28, 2026Clearwater Paper Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026お知らせ • Apr 10Clearwater Paper Corporation Reduces Approximately 20% of Salaried and Hourly Roles at Cypress Bend, Arkansas FacilityClearwater Paper Corporation announced the restructuring of its Cypress Bend, Arkansas facility, resulting in the reduction of approximately 20% of salaried and hourly roles at the facility. The company planned to operate the facility at about half of its production capability. The company expected these actions to deliver $8 million to $12 million of annualized cost savings, while not impacting shipment volumes. The company provided severance packages, healthcare subsidies, and outplacement services to impacted employees, and worked with the union through effects bargaining.お知らせ • Mar 30Clearwater Paper Corporation Launches Velora Lightweight Paperboard for Everyday PackagingClearwater Paper Corporation introduced Velora, a new lightweight folding carton paperboard engineered to deliver dependable performance, higher yield and strong value for everyday packaging. Velora is designed for converters and brand owners seeking reliable packaging performance without moving into premium SBS grades. Made for folding carton and foodservice applications, the product combines strength, versatility and lower basis weights across the caliper range. Velora’s lighter fiber structure supports material reduction and helps customers manage sustainability commitments and regulatory costs. Made in the USA from domestic and imported materials, Velora also provides stable supply and consistent lead times. Velora meets key food-contact, health and environmental standards, including SFI fiber sourcing and FDA 21 CFR compliance.お知らせ • Mar 07Clearwater Paper Corporation, Annual General Meeting, May 07, 2026Clearwater Paper Corporation, Annual General Meeting, May 07, 2026. Location: hyatt regency, seattle 808 howell st., seattle United Statesお知らせ • Feb 19Clearwater Paper Corporation Provides Earnings Guidance for Fiscal Year 2026Clearwater Paper Corporation provided earnings guidance for fiscal year 2026. For the year, the company expects revenue of $1.4 Billion to $1.5 Billion, with capacity utilization rate in the mid 80% range.お知らせ • Feb 06Clearwater Paper Corporation to Report Q4, 2025 Results on Feb 18, 2026Clearwater Paper Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026お知らせ • Oct 29+ 1 more updateClearwater Paper Corporation Announces Consolidated Goodwill Impairment for the Quarter Ended September 30, 2025Clearwater Paper Corporation announced consolidated Goodwill impairment for the quarter ended September 30, 2025. For the quarter, the company reported Goodwill impairment of $48.0 million.お知らせ • Oct 15Clearwater Paper Corporation to Report Q3, 2025 Results on Oct 28, 2025Clearwater Paper Corporation announced that they will report Q3, 2025 results After-Market on Oct 28, 2025お知らせ • Jul 16Clearwater Paper Corporation to Report Q2, 2025 Results on Jul 29, 2025Clearwater Paper Corporation announced that they will report Q2, 2025 results After-Market on Jul 29, 2025お知らせ • Jun 30+ 1 more updateClearwater Paper Corporation(NYSE:CLW) dropped from Russell 2000 Value-Defensive IndexClearwater Paper Corporation(NYSE:CLW) dropped from Russell 2000 Value-Defensive Indexお知らせ • May 13Clearwater Paper Corporation Announces Executive Changes, Effective July 1, 2025Clearwater Paper Corporation announced that on July 1, 2025, Michael S. Gadd will step down as Senior Vice President, General Counsel and will serve as a Senior Vice President of the Company. He will continue to work on ongoing matters and assist the Company in the transition of the General Counsel position. His annual base salary will be $360,000 per year and he will otherwise continue to participate in the Company’s existing annual and long term incentive plans and Executive Severance Plan and Change of Control Plan for executive employees (as described in the Company’s most recent proxy statement). Effective July 1, 2025, Marc D. Rome, will assume the role of Senior Vice President, General Counsel of the Company and continue to serve as Corporate Secretary of the Company. Mr. Rome currently serves as Associate General Counsel, Corporate Secretary for the Company. He has served as Associate General Counsel since December 2023 and Corporate Secretary since October 2024. Prior to joining the Company, Mr. Rome was Vice President, Deputy General Counsel, Corporate and Assistant Secretary at eBay Inc. from 2018 to 2021. Mr. Rome received his B.A. from the University of San Francisco and his J.D. from Georgetown University Law Center.お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2025 Results on Apr 29, 2025Clearwater Paper Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025お知らせ • Mar 31Clearwater Paper Corporation, Annual General Meeting, May 08, 2025Clearwater Paper Corporation, Annual General Meeting, May 08, 2025. Location: hyatt regency, 808 howell street, wa98101, seattle United Statesお知らせ • Feb 04Clearwater Paper Corporation to Report Q4, 2024 Results on Feb 13, 2025Clearwater Paper Corporation announced that they will report Q4, 2024 results After-Market on Feb 13, 2025お知らせ • Nov 05Clearwater Paper Corporation (NYSE:CLW) announces an Equity Buyback for $100 million worth of its shares.Clearwater Paper Corporation (NYSE:CLW) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The repurchase program has no expiration date.お知らせ • Nov 01Sofidel America Corporation completed the acquisition of Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW).Sofidel America Corporation agreed to acquire Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW) for $1.1 billion on July 21, 2024. The purchase price is subject to adjustments for debt, cash, transaction expenses and net working capital. The $1.06 billion price represents a multiple of approximately six times the Adjusted EBITDA of Clearwater Paper’s tissue segment during the twelve months ending March 31, 2024. The Company expects net proceeds from the transaction of approximately $850 million, which it intends to use to meaningfully de-lever its balance sheet and invest in growth initiatives for its continuing operations. The transaction is subject to customary closing conditions, including the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and regulatory approvals. The transaction is expected to close in the latter part of 2024. As per filing on August 6, 2024 The transaction is expected to close in the fourth quarter of 2024. Goldman Sachs & Co. LLC acted as financial advisor for Clearwater Paper Corporation. Justin Hovey, Veronica Nunn, Mario Dottori, Sarvesh Mahajan, Philip Tendler, Joseph Fastiggi; Noa Clark, Michael Sibarium, Evan Storm; Christine Richardson and Peter Hunt, Ed Cavazos, Sandro Serra; Julie Divola; Matthew Rabinowitz, Alex Lathrop; Bryan Coffey; Aimee Ghosh and Brandon Eckford of Pillsbury Winthrop Shaw Pittman LLP acted as legal advisors for Clearwater Paper Corporation. Matthew P. Salerno and Charles W. Allen from New York office and Roberto Bonsignore and David Singer from Milano office of Cleary Gottlieb Steen & Hamilton LLP acted as legal advisors to Sofidel America Corp. in the transaction. Lazard, Inc. acted as financial advisor to Sofidel America Corporation in the transaction. Sofidel America Corporation completed the acquisition of Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW) on November 1, 2024.お知らせ • Oct 22Clearwater Paper Corporation to Report Q3, 2024 Results on Nov 04, 2024Clearwater Paper Corporation announced that they will report Q3, 2024 results After-Market on Nov 04, 2024お知らせ • Oct 03Clearwater Provides an Update of Impact on Operations from Hurricane HeleneClearwater Paper Corporation announced that it temporarily suspended operations at its Augusta, Georgia paperboard facility and its Shelby, North Carolina tissue facility due to the impacts from Hurricane Helene. There was no serious damage to equipment and both facilities are resuming operations.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 37%After last week's 37% share price decline to €27.80, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 11x in the Forestry industry in Europe. Total returns to shareholders of 4.5% over the past three years.New Risk • Aug 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (167% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).Reported Earnings • Aug 07Second quarter 2024 earnings released: US$1.55 loss per share (vs US$1.76 profit in 2Q 2023)Second quarter 2024 results: US$1.55 loss per share (down from US$1.76 profit in 2Q 2023). Revenue: US$586.4m (up 12% from 2Q 2023). Net loss: US$25.8m (down 187% from profit in 2Q 2023). Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €50.50, the stock trades at a trailing P/E ratio of 9.1x. Average forward P/E is 11x in the Forestry industry in Europe. Total returns to shareholders of 104% over the past three years.お知らせ • Jul 22Clearwater Paper Corporation to Report Q2, 2024 Results on Aug 06, 2024Clearwater Paper Corporation announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jeanne Hillman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €44.00, the stock trades at a trailing P/E ratio of 7.8x. Average forward P/E is 12x in the Forestry industry in Europe. Total returns to shareholders of 88% over the past three years.お知らせ • May 03Clearwater Paper Corporation (NYSE:CLW) completed the acquisition of Paperboard manufacturing facility of Graphic Packaging Holding Company.Clearwater Paper Corporation (NYSE:CLW) signed a definitive agreement to acquire Paperboard manufacturing facility of Graphic Packaging Holding Company for $700 million on February 19, 2024. The purchase price is funded through a combination of cash on hand and committed debt financing. On February 19, 2024, Clearwater entered into a commitment letter with AgWest Farm Credit, PCA (AgWest), CoBank, FCB (CoBank) and Coöperatieve Rabobank U.A. (Rabobank), in which AgWest and CoBank, agreed to provide a 5-year term revolver credit facility in an aggregate principal amount of up to $270 million via a refinancing of the Company’s existing term revolver credit agreement in the event that the required consents or amendments from the existing lenders and voting participants cannot be obtained. In addition, AgWest agreed to provide a new 7-year farm credit term loan facility in the aggregate principal amount of $340 million and Rabobank agreed to provide a new 5-year commercial bank term loan facility in the aggregate principal amount of $150 million.The transaction is subjected to regulatory approvals and expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The transaction is expected to be completed in the second Quarter of 2024. TD Securities (USA) LLC acted as financial advisor, Pillsbury Winthrop Shaw Pittman LLP acted as legal advisor to Clearwater Paper Corporation (NYSE:CLW). BofA Securities, Inc. acted as financial advisor, Scott Kitchens, Justin Howard, Amber Pelot, Sarah Hess Mackenzie, Douglas Arnold, Richard Grice, Paul Hespel, Scott Ortwein, David Rutherford, Sam Kaywood, Blake MacKay, Brian Harvel, Brian Harvel and Brett Coburn of Alston & Bird LLP acted as legal advisor to Graphic Packaging International, LLC.Clearwater Paper Corporation (NYSE:CLW) completed the acquisition of Paperboard manufacturing facility of Graphic Packaging Holding Company on May 1, 2024.Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$1.04 (vs US$1.41 in 1Q 2023)First quarter 2024 results: EPS: US$1.04 (down from US$1.41 in 1Q 2023). Revenue: US$496.2m (down 5.6% from 1Q 2023). Net income: US$17.2m (down 28% from 1Q 2023). Profit margin: 3.5% (down from 4.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17Clearwater Paper Corporation to Report Q1, 2024 Results on Apr 29, 2024Clearwater Paper Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2024お知らせ • Mar 30Clearwater Paper Corporation, Annual General Meeting, May 09, 2024Clearwater Paper Corporation, Annual General Meeting, May 09, 2024, at 09:00 Pacific Daylight. Location: Grand Hyatt Seattle 721 Pine Street, Seattle Washington United States Agenda: To consider election of directors; to consider ratification of the appointment of independent registered public accounting firm; to approve executive officer compensation; and to consider other matters.Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €37.00, the stock trades at a trailing P/E ratio of 5.9x. Average forward P/E is 11x in the Forestry industry in Europe. Total returns to shareholders of 23% over the past three years.Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$6.39 (vs US$2.71 in FY 2022)Full year 2023 results: EPS: US$6.39 (up from US$2.71 in FY 2022). Revenue: US$2.08b (flat on FY 2022). Net income: US$107.7m (up 134% from FY 2022). Profit margin: 5.2% (up from 2.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 08Clearwater Paper Corporation to Report Q4, 2023 Results on Feb 21, 2024Clearwater Paper Corporation announced that they will report Q4, 2023 results on Feb 21, 2024お知らせ • Nov 12Clearwater Paper Suspends Idaho Operations Due to Regional Natural Gas Pipeline IncidentClearwater Paper Corporation reported that it temporarily suspended certain manufacturing operations at its Lewiston, Idaho facility. An incident impacting the regional natural gas system has resulted in the disruption of natural gas deliveries to the mill and the surrounding areas.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: US$2.19 (vs US$1.23 in 3Q 2022)Third quarter 2023 results: EPS: US$2.19 (up from US$1.23 in 3Q 2022). Revenue: US$519.9m (down 3.5% from 3Q 2022). Net income: US$36.6m (up 78% from 3Q 2022). Profit margin: 7.0% (up from 3.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Oct 17Clearwater Paper Corporation to Report Q3, 2023 Results on Oct 30, 2023Clearwater Paper Corporation announced that they will report Q3, 2023 results on Oct 30, 2023お知らせ • Aug 09+ 1 more updateClearwater Paper Corporation Appoints Sherri Baker as Senior Vice President, Effective August 14, 2023Clearwater Paper Corporation announced the appointment of Sherri Baker as senior vice president, effective August 14, 2023, to oversee the company’s finance and strategy. Ms. Baker joins the company with extensive finance and executive leadership experience. In her last two roles she served as CFO, first at PGT Innovations and then at Hyliion Holdings. Previously, Ms. Baker worked at Dean Foods from 2010 to 2019, where she held roles of increasing leadership responsibility in commercial finance, supply chain, investor relations, and corporate strategy. From 1997 to 2010 she worked at Frito-Lay where she progressed through finance roles covering accounting, tax, and procurement. Ms. Baker began her career at Ernst & Young in audit. She earned both a Bachelor of Science and a Master of Science in accounting from the University of North Texas.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.76 (vs US$0.87 in 2Q 2022)Second quarter 2023 results: EPS: US$1.76 (up from US$0.87 in 2Q 2022). Revenue: US$524.6m (flat on 2Q 2022). Net income: US$29.7m (up 102% from 2Q 2022). Profit margin: 5.7% (up from 2.8% in 2Q 2022). Revenue is forecast to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jul 21Clearwater Paper Corporation to Report Q2, 2023 Results on Aug 01, 2023Clearwater Paper Corporation announced that they will report Q2, 2023 results on Aug 01, 2023お知らせ • Jun 29Clearwater Paper Corporation Announces Chief Financial Officer ChangesOn June 23, 2023, the Board of Directors of Clearwater Paper Corporation elected Rebecca A. Barckley as Interim Chief Financial Officer, effective July 1, 2023. The Company is currently engaged in a search for a permanent Chief Financial Officer. Ms. Barckley will serve as Interim CFO until a permanent CFO is in place for the Company, and she will also continue in her role as Vice President, Corporate Controller, Principal Accounting Officer for the Company. Ms. Barckley has assumed the duties and responsibilities of CFO from Michael J. Murphy will leave the Company on June 30, 2023, as previously reported. Ms. Barckley, age 60, has served as Vice President, Corporate Controller of the Company since January 2020. Before joining the Company, Ms. Barckley worked for Louisiana Pacific Corporation (LP), where she spent 20 years in progressively increasing leadership roles in finance and accounting including from 2010 through December 2019, serving as LP’s Corporate Controller Financial Reporting, Principal Accounting Officer. Ms. Barckley earned her Bachelor of Business Administration, Accounting from California State University, Fresno.Recent Insider Transactions • May 28Insider recently sold €77k worth of stockOn the 23rd of May, Rebecca Barckley sold around 3k shares on-market at roughly €30.63 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €80k. Insiders have been net sellers, collectively disposing of €467k more than they bought in the last 12 months.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$1.41 (vs US$0.99 in 1Q 2022)First quarter 2023 results: EPS: US$1.41 (up from US$0.99 in 1Q 2022). Revenue: US$525.4m (up 7.6% from 1Q 2022). Net income: US$23.8m (up 43% from 1Q 2022). Profit margin: 4.5% (up from 3.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Apr 18Senior VP of Finance & CFO recently sold €80k worth of stockOn the 14th of April, Michael Murphy sold around 3k shares on-market at roughly €29.91 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €310k. This was Michael's only on-market trade for the last 12 months.Recent Insider Transactions • Mar 05Senior VP recently sold €310k worth of stockOn the 24th of February, Michael Gadd sold around 9k shares on-market at roughly €35.67 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 16Full year 2022 earnings released: EPS: US$2.71 (vs US$1.68 loss in FY 2021)Full year 2022 results: EPS: US$2.71 (up from US$1.68 loss in FY 2021). Revenue: US$2.08b (up 17% from FY 2021). Net income: US$46.0m (up US$74.1m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.お知らせ • Feb 01Clearwater Paper Corporation to Report Q4, 2022 Results on Feb 14, 2023Clearwater Paper Corporation announced that they will report Q4, 2022 results on Feb 14, 2023Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$1.23 (vs US$0.11 in 3Q 2021)Third quarter 2022 results: EPS: US$1.23 (up from US$0.11 in 3Q 2021). Revenue: US$538.8m (up 20% from 3Q 2021). Net income: US$20.6m (up US$18.7m from 3Q 2021). Profit margin: 3.8% (up from 0.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 18Clearwater Paper Corporation to Report Q3, 2022 Results on Oct 31, 2022Clearwater Paper Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2022お知らせ • Sep 28Clearwater Paper Corporation Appoints Jeanne M. Hillman to the Company’S Board of Directors, Effective October 1, 2022Clearwater Paper Corporation announced that Jeanne M. Hillman has been elected to the company’s board of directors, effective October 1, 2022. From May 2019 until her retirement in March 2020, Ms. Hillman served as vice president, enterprise technology and governance, at Weyerhaeuser, a timber, wood products, and real estate company. Prior to that, beginning in 1984, she served at Weyerhaeuser in many roles, including as vice president, chief accounting officer, vice president, finance operations for a wood products business improvement initiative, and in various other financial and information technology roles. In her senior roles, Ms. Hillman was responsible for strategic planning, capital investment, and multiple acquisitions and divestitures, among other responsibilities. Ms. Hillman has been appointed to the class of directors whose term of office will expire at the 2025 annual meeting. With this addition, Clearwater Paper’s board will consist of nine directors, eight of whom meet New York Stock Exchange standards for independence.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 21% share price gain to €42.00, the stock trades at a trailing P/E ratio of 16.7x. Average forward P/E is 9x in the Forestry industry in Europe. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.64 per share.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: US$0.87 (vs US$3.09 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.87 (up from US$3.09 loss in 2Q 2021). Revenue: US$526.4m (up 30% from 2Q 2021). Net income: US$14.7m (up US$66.3m from 2Q 2021). Profit margin: 2.8% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 9.3%, compared to a 5.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 20Clearwater Paper Corporation to Report Q2, 2022 Results on Aug 02, 2022Clearwater Paper Corporation announced that they will report Q2, 2022 results on Aug 02, 2022Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.99 (vs US$0.73 in 1Q 2021)First quarter 2022 results: EPS: US$0.99 (up from US$0.73 in 1Q 2021). Revenue: US$488.2m (up 15% from 1Q 2021). Net income: US$16.6m (up 37% from 1Q 2021). Profit margin: 3.4% (up from 2.8% in 1Q 2021). Over the next year, revenue is forecast to grow 7.8%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Chris Vickers Tucker was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 15Clearwater Paper Corporation to Report Q1, 2022 Results on Apr 28, 2022Clearwater Paper Corporation announced that they will report Q1, 2022 results on Apr 28, 2022Recent Insider Transactions • Apr 10Insider recently sold €118k worth of stockOn the 1st of April, Steven Bowden sold around 5k shares on-market at roughly €25.63 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €92k more than they bought in the last 12 months.お知らせ • Apr 06Clearwater Paper Corporation, Annual General Meeting, May 16, 2022Clearwater Paper Corporation, Annual General Meeting, May 16, 2022, at 09:00 Pacific Daylight. Location: 601 W. Riverside Ave. Spokane Washington United States Agenda: To elect two directors to the Clearwater Paper Corporation Board of Directors; to ratify the appointment of the company's independent registered public accounting firm for 2022; to hold an advisory vote to approve the compensation of the company's named executive officers; and to transact any other business that properly comes before the meeting.Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be US$33.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company became loss making over the last year.Buying Opportunity • Feb 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be US$32.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company became loss making over the last year.Reported Earnings • Feb 21Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$1.68 loss per share (down from US$4.65 profit in FY 2020). Revenue: US$1.77b (down 5.1% from FY 2020). Net loss: US$28.1m (down 136% from profit in FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 9.6%, compared to a 4.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jan 07Clearwater Paper Corporation Launches NuVo® with BioPBS™ CupClearwater Paper Corporation introduced NuVo® withBioPBS™, a sustainable cup stock that provides foodservice operators with a compostable alternative to hot cups coated with low-density polyethylene. NuVo® withBioPBS™ is the first cup stock to combine a compostable barrier, 35% post-consumer fiber, Forest Stewardship Council® (FSC®) chain-of-custody certification (FSC-C008402), and a high-definition print surface.Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS US$0.11 (vs US$1.29 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$450.5m (down 1.5% from 3Q 2020). Net income: US$1.90m (down 91% from 3Q 2020). Profit margin: 0.4% (down from 4.7% in 3Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 05Second quarter 2021 earnings released: US$3.09 loss per share (vs US$1.37 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: US$406.4m (down 15% from 2Q 2020). Net loss: US$51.6m (down 326% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 18Clearwater Paper Corporation Suspended Arkansas Operations Due to Severe Weather ConditionsClearwater Paper Corporation announced that it temporarily suspended its pulp and paperboard operation in Cypress Bend, Arkansas. The cold weather has resulted in the curtailment of natural gas deliveries to the mill as natural gas providers prioritize residential needs.お知らせ • Feb 12Clearwater Paper Corporation to Report Q4, 2020 Results on Feb 25, 2021Clearwater Paper Corporation announced that they will report Q4, 2020 results on Feb 25, 2021Is New 90 Day High Low • Feb 09New 90-day high: €34.80The company is up 24% from its price of €28.00 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.50 per share.Is New 90 Day High Low • Jan 21New 90-day high: €34.20The company is up 3.0% from its price of €33.20 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €139 per share.Recent Insider Transactions • Nov 22Senior VP recently sold €238k worth of stockOn the 18th of November, Michael Gadd sold around 8k shares on-market at roughly €31.39 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 17% share price gain to US$31.20, the stock is trading at a trailing P/E ratio of 10.9x, up from the previous P/E ratio of 9.3x. This compares to an average P/E of 14x in the Forestry industry in Europe. Total return to shareholders over the past three years is a loss of 21%.Valuation Update With 7 Day Price Move • Nov 11Market pulls back on stock over the past weekAfter last week's 17% share price decline to US$26.60, the stock is trading at a trailing P/E ratio of 9.8x, down from the previous P/E ratio of 11.9x. This compares to an average P/E of 14x in the Forestry industry in Europe. Total return to shareholders over the past three years is a loss of 28%.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS US$1.29The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$457.4m (up 2.7% from 3Q 2019). Net income: US$21.4m (up US$32.4m from 3Q 2019). Profit margin: 4.7% (up from net loss in 3Q 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is expected to shrink by 2.4% compared to a 1.6% decline forecast for the Forestry industry in Germany.Is New 90 Day High Low • Oct 08New 90-day high: €35.40The company is up 12% from its price of €31.60 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.24 per share.株主還元5WCDE ForestryDE 市場7D-6.3%0.9%4.1%1Y-44.7%-9.7%2.9%株主還元を見る業界別リターン: 5WC過去 1 年間で-9.7 % の収益を上げたGerman Forestry業界を下回りました。リターン対市場: 5WCは、過去 1 年間で2.9 % のリターンを上げたGerman市場を下回りました。価格変動Is 5WC's price volatile compared to industry and market?5WC volatility5WC Average Weekly Movement9.0%Forestry Industry Average Movement3.9%Market Average Movement5.6%10% most volatile stocks in DE Market12.5%10% least volatile stocks in DE Market2.7%安定した株価: 5WCの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 5WCの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19261,900Arsen Kitchwww.clearwaterpaper.comクリアウォーター・ペーパー・コーポレーションは、米国内外で晒し板紙を製造・供給している。同社は、ブリスターやカード入りパッケージ、トップシート、液体パッケージ、カップやプレート、商業印刷物の製造に使用される硫酸晒し固形板紙を提供している。また、板紙製品のカスタムシート、スリット、カッティングなどのカスタムサービスも提供している。同社は、紙器コンバーター、商 業者、商業印刷業者に製品を販売している。クリアウォーターペーパーコーポレーションは2005年に法人化され、ワシントン州スポケーンを拠点としている。もっと見るClearwater Paper Corporation 基礎のまとめClearwater Paper の収益と売上を時価総額と比較するとどうか。5WC 基礎統計学時価総額€224.45m収益（TTM）-€52.37m売上高(TTM)€1.34b0.2xP/Sレシオ-4.3xPER（株価収益率5WC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計5WC 損益計算書（TTM）収益US$1.54b売上原価US$1.46b売上総利益US$72.70mその他の費用US$132.60m収益-US$59.90m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-3.71グロス・マージン4.73%純利益率-3.90%有利子負債／自己資本比率43.4%5WC の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 06:01終値2026/07/03 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Clearwater Paper Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Mark WildeBMO Capital Markets Equity ResearchGeorge StaphosBofA Global ResearchSteven ChercoverD.A. Davidson & Co.6 その他のアナリストを表示
お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2026 Results on Apr 28, 2026Clearwater Paper Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
お知らせ • Apr 10Clearwater Paper Corporation Reduces Approximately 20% of Salaried and Hourly Roles at Cypress Bend, Arkansas FacilityClearwater Paper Corporation announced the restructuring of its Cypress Bend, Arkansas facility, resulting in the reduction of approximately 20% of salaried and hourly roles at the facility. The company planned to operate the facility at about half of its production capability. The company expected these actions to deliver $8 million to $12 million of annualized cost savings, while not impacting shipment volumes. The company provided severance packages, healthcare subsidies, and outplacement services to impacted employees, and worked with the union through effects bargaining.
お知らせ • Mar 30Clearwater Paper Corporation Launches Velora Lightweight Paperboard for Everyday PackagingClearwater Paper Corporation introduced Velora, a new lightweight folding carton paperboard engineered to deliver dependable performance, higher yield and strong value for everyday packaging. Velora is designed for converters and brand owners seeking reliable packaging performance without moving into premium SBS grades. Made for folding carton and foodservice applications, the product combines strength, versatility and lower basis weights across the caliper range. Velora’s lighter fiber structure supports material reduction and helps customers manage sustainability commitments and regulatory costs. Made in the USA from domestic and imported materials, Velora also provides stable supply and consistent lead times. Velora meets key food-contact, health and environmental standards, including SFI fiber sourcing and FDA 21 CFR compliance.
お知らせ • Mar 07Clearwater Paper Corporation, Annual General Meeting, May 07, 2026Clearwater Paper Corporation, Annual General Meeting, May 07, 2026. Location: hyatt regency, seattle 808 howell st., seattle United States
お知らせ • Feb 19Clearwater Paper Corporation Provides Earnings Guidance for Fiscal Year 2026Clearwater Paper Corporation provided earnings guidance for fiscal year 2026. For the year, the company expects revenue of $1.4 Billion to $1.5 Billion, with capacity utilization rate in the mid 80% range.
お知らせ • Feb 06Clearwater Paper Corporation to Report Q4, 2025 Results on Feb 18, 2026Clearwater Paper Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2026 Results on Apr 28, 2026Clearwater Paper Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
お知らせ • Apr 10Clearwater Paper Corporation Reduces Approximately 20% of Salaried and Hourly Roles at Cypress Bend, Arkansas FacilityClearwater Paper Corporation announced the restructuring of its Cypress Bend, Arkansas facility, resulting in the reduction of approximately 20% of salaried and hourly roles at the facility. The company planned to operate the facility at about half of its production capability. The company expected these actions to deliver $8 million to $12 million of annualized cost savings, while not impacting shipment volumes. The company provided severance packages, healthcare subsidies, and outplacement services to impacted employees, and worked with the union through effects bargaining.
お知らせ • Mar 30Clearwater Paper Corporation Launches Velora Lightweight Paperboard for Everyday PackagingClearwater Paper Corporation introduced Velora, a new lightweight folding carton paperboard engineered to deliver dependable performance, higher yield and strong value for everyday packaging. Velora is designed for converters and brand owners seeking reliable packaging performance without moving into premium SBS grades. Made for folding carton and foodservice applications, the product combines strength, versatility and lower basis weights across the caliper range. Velora’s lighter fiber structure supports material reduction and helps customers manage sustainability commitments and regulatory costs. Made in the USA from domestic and imported materials, Velora also provides stable supply and consistent lead times. Velora meets key food-contact, health and environmental standards, including SFI fiber sourcing and FDA 21 CFR compliance.
お知らせ • Mar 07Clearwater Paper Corporation, Annual General Meeting, May 07, 2026Clearwater Paper Corporation, Annual General Meeting, May 07, 2026. Location: hyatt regency, seattle 808 howell st., seattle United States
お知らせ • Feb 19Clearwater Paper Corporation Provides Earnings Guidance for Fiscal Year 2026Clearwater Paper Corporation provided earnings guidance for fiscal year 2026. For the year, the company expects revenue of $1.4 Billion to $1.5 Billion, with capacity utilization rate in the mid 80% range.
お知らせ • Feb 06Clearwater Paper Corporation to Report Q4, 2025 Results on Feb 18, 2026Clearwater Paper Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
お知らせ • Oct 29+ 1 more updateClearwater Paper Corporation Announces Consolidated Goodwill Impairment for the Quarter Ended September 30, 2025Clearwater Paper Corporation announced consolidated Goodwill impairment for the quarter ended September 30, 2025. For the quarter, the company reported Goodwill impairment of $48.0 million.
お知らせ • Oct 15Clearwater Paper Corporation to Report Q3, 2025 Results on Oct 28, 2025Clearwater Paper Corporation announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
お知らせ • Jul 16Clearwater Paper Corporation to Report Q2, 2025 Results on Jul 29, 2025Clearwater Paper Corporation announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
お知らせ • Jun 30+ 1 more updateClearwater Paper Corporation(NYSE:CLW) dropped from Russell 2000 Value-Defensive IndexClearwater Paper Corporation(NYSE:CLW) dropped from Russell 2000 Value-Defensive Index
お知らせ • May 13Clearwater Paper Corporation Announces Executive Changes, Effective July 1, 2025Clearwater Paper Corporation announced that on July 1, 2025, Michael S. Gadd will step down as Senior Vice President, General Counsel and will serve as a Senior Vice President of the Company. He will continue to work on ongoing matters and assist the Company in the transition of the General Counsel position. His annual base salary will be $360,000 per year and he will otherwise continue to participate in the Company’s existing annual and long term incentive plans and Executive Severance Plan and Change of Control Plan for executive employees (as described in the Company’s most recent proxy statement). Effective July 1, 2025, Marc D. Rome, will assume the role of Senior Vice President, General Counsel of the Company and continue to serve as Corporate Secretary of the Company. Mr. Rome currently serves as Associate General Counsel, Corporate Secretary for the Company. He has served as Associate General Counsel since December 2023 and Corporate Secretary since October 2024. Prior to joining the Company, Mr. Rome was Vice President, Deputy General Counsel, Corporate and Assistant Secretary at eBay Inc. from 2018 to 2021. Mr. Rome received his B.A. from the University of San Francisco and his J.D. from Georgetown University Law Center.
お知らせ • Apr 16Clearwater Paper Corporation to Report Q1, 2025 Results on Apr 29, 2025Clearwater Paper Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025
お知らせ • Mar 31Clearwater Paper Corporation, Annual General Meeting, May 08, 2025Clearwater Paper Corporation, Annual General Meeting, May 08, 2025. Location: hyatt regency, 808 howell street, wa98101, seattle United States
お知らせ • Feb 04Clearwater Paper Corporation to Report Q4, 2024 Results on Feb 13, 2025Clearwater Paper Corporation announced that they will report Q4, 2024 results After-Market on Feb 13, 2025
お知らせ • Nov 05Clearwater Paper Corporation (NYSE:CLW) announces an Equity Buyback for $100 million worth of its shares.Clearwater Paper Corporation (NYSE:CLW) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The repurchase program has no expiration date.
お知らせ • Nov 01Sofidel America Corporation completed the acquisition of Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW).Sofidel America Corporation agreed to acquire Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW) for $1.1 billion on July 21, 2024. The purchase price is subject to adjustments for debt, cash, transaction expenses and net working capital. The $1.06 billion price represents a multiple of approximately six times the Adjusted EBITDA of Clearwater Paper’s tissue segment during the twelve months ending March 31, 2024. The Company expects net proceeds from the transaction of approximately $850 million, which it intends to use to meaningfully de-lever its balance sheet and invest in growth initiatives for its continuing operations. The transaction is subject to customary closing conditions, including the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and regulatory approvals. The transaction is expected to close in the latter part of 2024. As per filing on August 6, 2024 The transaction is expected to close in the fourth quarter of 2024. Goldman Sachs & Co. LLC acted as financial advisor for Clearwater Paper Corporation. Justin Hovey, Veronica Nunn, Mario Dottori, Sarvesh Mahajan, Philip Tendler, Joseph Fastiggi; Noa Clark, Michael Sibarium, Evan Storm; Christine Richardson and Peter Hunt, Ed Cavazos, Sandro Serra; Julie Divola; Matthew Rabinowitz, Alex Lathrop; Bryan Coffey; Aimee Ghosh and Brandon Eckford of Pillsbury Winthrop Shaw Pittman LLP acted as legal advisors for Clearwater Paper Corporation. Matthew P. Salerno and Charles W. Allen from New York office and Roberto Bonsignore and David Singer from Milano office of Cleary Gottlieb Steen & Hamilton LLP acted as legal advisors to Sofidel America Corp. in the transaction. Lazard, Inc. acted as financial advisor to Sofidel America Corporation in the transaction. Sofidel America Corporation completed the acquisition of Clearwater Paper Tissue, LLC and Consumer Product Division Facility Located in Lewiston, Idaho from Clearwater Paper Corporation (NYSE:CLW) on November 1, 2024.
お知らせ • Oct 22Clearwater Paper Corporation to Report Q3, 2024 Results on Nov 04, 2024Clearwater Paper Corporation announced that they will report Q3, 2024 results After-Market on Nov 04, 2024
お知らせ • Oct 03Clearwater Provides an Update of Impact on Operations from Hurricane HeleneClearwater Paper Corporation announced that it temporarily suspended operations at its Augusta, Georgia paperboard facility and its Shelby, North Carolina tissue facility due to the impacts from Hurricane Helene. There was no serious damage to equipment and both facilities are resuming operations.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment deteriorates as stock falls 37%After last week's 37% share price decline to €27.80, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 11x in the Forestry industry in Europe. Total returns to shareholders of 4.5% over the past three years.
New Risk • Aug 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (167% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).
Reported Earnings • Aug 07Second quarter 2024 earnings released: US$1.55 loss per share (vs US$1.76 profit in 2Q 2023)Second quarter 2024 results: US$1.55 loss per share (down from US$1.76 profit in 2Q 2023). Revenue: US$586.4m (up 12% from 2Q 2023). Net loss: US$25.8m (down 187% from profit in 2Q 2023). Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €50.50, the stock trades at a trailing P/E ratio of 9.1x. Average forward P/E is 11x in the Forestry industry in Europe. Total returns to shareholders of 104% over the past three years.
お知らせ • Jul 22Clearwater Paper Corporation to Report Q2, 2024 Results on Aug 06, 2024Clearwater Paper Corporation announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Jeanne Hillman was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €44.00, the stock trades at a trailing P/E ratio of 7.8x. Average forward P/E is 12x in the Forestry industry in Europe. Total returns to shareholders of 88% over the past three years.
お知らせ • May 03Clearwater Paper Corporation (NYSE:CLW) completed the acquisition of Paperboard manufacturing facility of Graphic Packaging Holding Company.Clearwater Paper Corporation (NYSE:CLW) signed a definitive agreement to acquire Paperboard manufacturing facility of Graphic Packaging Holding Company for $700 million on February 19, 2024. The purchase price is funded through a combination of cash on hand and committed debt financing. On February 19, 2024, Clearwater entered into a commitment letter with AgWest Farm Credit, PCA (AgWest), CoBank, FCB (CoBank) and Coöperatieve Rabobank U.A. (Rabobank), in which AgWest and CoBank, agreed to provide a 5-year term revolver credit facility in an aggregate principal amount of up to $270 million via a refinancing of the Company’s existing term revolver credit agreement in the event that the required consents or amendments from the existing lenders and voting participants cannot be obtained. In addition, AgWest agreed to provide a new 7-year farm credit term loan facility in the aggregate principal amount of $340 million and Rabobank agreed to provide a new 5-year commercial bank term loan facility in the aggregate principal amount of $150 million.The transaction is subjected to regulatory approvals and expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The transaction is expected to be completed in the second Quarter of 2024. TD Securities (USA) LLC acted as financial advisor, Pillsbury Winthrop Shaw Pittman LLP acted as legal advisor to Clearwater Paper Corporation (NYSE:CLW). BofA Securities, Inc. acted as financial advisor, Scott Kitchens, Justin Howard, Amber Pelot, Sarah Hess Mackenzie, Douglas Arnold, Richard Grice, Paul Hespel, Scott Ortwein, David Rutherford, Sam Kaywood, Blake MacKay, Brian Harvel, Brian Harvel and Brett Coburn of Alston & Bird LLP acted as legal advisor to Graphic Packaging International, LLC.Clearwater Paper Corporation (NYSE:CLW) completed the acquisition of Paperboard manufacturing facility of Graphic Packaging Holding Company on May 1, 2024.
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: US$1.04 (vs US$1.41 in 1Q 2023)First quarter 2024 results: EPS: US$1.04 (down from US$1.41 in 1Q 2023). Revenue: US$496.2m (down 5.6% from 1Q 2023). Net income: US$17.2m (down 28% from 1Q 2023). Profit margin: 3.5% (down from 4.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17Clearwater Paper Corporation to Report Q1, 2024 Results on Apr 29, 2024Clearwater Paper Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2024
お知らせ • Mar 30Clearwater Paper Corporation, Annual General Meeting, May 09, 2024Clearwater Paper Corporation, Annual General Meeting, May 09, 2024, at 09:00 Pacific Daylight. Location: Grand Hyatt Seattle 721 Pine Street, Seattle Washington United States Agenda: To consider election of directors; to consider ratification of the appointment of independent registered public accounting firm; to approve executive officer compensation; and to consider other matters.
Valuation Update With 7 Day Price Move • Feb 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €37.00, the stock trades at a trailing P/E ratio of 5.9x. Average forward P/E is 11x in the Forestry industry in Europe. Total returns to shareholders of 23% over the past three years.
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$6.39 (vs US$2.71 in FY 2022)Full year 2023 results: EPS: US$6.39 (up from US$2.71 in FY 2022). Revenue: US$2.08b (flat on FY 2022). Net income: US$107.7m (up 134% from FY 2022). Profit margin: 5.2% (up from 2.2% in FY 2022). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08Clearwater Paper Corporation to Report Q4, 2023 Results on Feb 21, 2024Clearwater Paper Corporation announced that they will report Q4, 2023 results on Feb 21, 2024
お知らせ • Nov 12Clearwater Paper Suspends Idaho Operations Due to Regional Natural Gas Pipeline IncidentClearwater Paper Corporation reported that it temporarily suspended certain manufacturing operations at its Lewiston, Idaho facility. An incident impacting the regional natural gas system has resulted in the disruption of natural gas deliveries to the mill and the surrounding areas.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: US$2.19 (vs US$1.23 in 3Q 2022)Third quarter 2023 results: EPS: US$2.19 (up from US$1.23 in 3Q 2022). Revenue: US$519.9m (down 3.5% from 3Q 2022). Net income: US$36.6m (up 78% from 3Q 2022). Profit margin: 7.0% (up from 3.8% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Oct 17Clearwater Paper Corporation to Report Q3, 2023 Results on Oct 30, 2023Clearwater Paper Corporation announced that they will report Q3, 2023 results on Oct 30, 2023
お知らせ • Aug 09+ 1 more updateClearwater Paper Corporation Appoints Sherri Baker as Senior Vice President, Effective August 14, 2023Clearwater Paper Corporation announced the appointment of Sherri Baker as senior vice president, effective August 14, 2023, to oversee the company’s finance and strategy. Ms. Baker joins the company with extensive finance and executive leadership experience. In her last two roles she served as CFO, first at PGT Innovations and then at Hyliion Holdings. Previously, Ms. Baker worked at Dean Foods from 2010 to 2019, where she held roles of increasing leadership responsibility in commercial finance, supply chain, investor relations, and corporate strategy. From 1997 to 2010 she worked at Frito-Lay where she progressed through finance roles covering accounting, tax, and procurement. Ms. Baker began her career at Ernst & Young in audit. She earned both a Bachelor of Science and a Master of Science in accounting from the University of North Texas.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.76 (vs US$0.87 in 2Q 2022)Second quarter 2023 results: EPS: US$1.76 (up from US$0.87 in 2Q 2022). Revenue: US$524.6m (flat on 2Q 2022). Net income: US$29.7m (up 102% from 2Q 2022). Profit margin: 5.7% (up from 2.8% in 2Q 2022). Revenue is forecast to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jul 21Clearwater Paper Corporation to Report Q2, 2023 Results on Aug 01, 2023Clearwater Paper Corporation announced that they will report Q2, 2023 results on Aug 01, 2023
お知らせ • Jun 29Clearwater Paper Corporation Announces Chief Financial Officer ChangesOn June 23, 2023, the Board of Directors of Clearwater Paper Corporation elected Rebecca A. Barckley as Interim Chief Financial Officer, effective July 1, 2023. The Company is currently engaged in a search for a permanent Chief Financial Officer. Ms. Barckley will serve as Interim CFO until a permanent CFO is in place for the Company, and she will also continue in her role as Vice President, Corporate Controller, Principal Accounting Officer for the Company. Ms. Barckley has assumed the duties and responsibilities of CFO from Michael J. Murphy will leave the Company on June 30, 2023, as previously reported. Ms. Barckley, age 60, has served as Vice President, Corporate Controller of the Company since January 2020. Before joining the Company, Ms. Barckley worked for Louisiana Pacific Corporation (LP), where she spent 20 years in progressively increasing leadership roles in finance and accounting including from 2010 through December 2019, serving as LP’s Corporate Controller Financial Reporting, Principal Accounting Officer. Ms. Barckley earned her Bachelor of Business Administration, Accounting from California State University, Fresno.
Recent Insider Transactions • May 28Insider recently sold €77k worth of stockOn the 23rd of May, Rebecca Barckley sold around 3k shares on-market at roughly €30.63 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €80k. Insiders have been net sellers, collectively disposing of €467k more than they bought in the last 12 months.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$1.41 (vs US$0.99 in 1Q 2022)First quarter 2023 results: EPS: US$1.41 (up from US$0.99 in 1Q 2022). Revenue: US$525.4m (up 7.6% from 1Q 2022). Net income: US$23.8m (up 43% from 1Q 2022). Profit margin: 4.5% (up from 3.4% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Apr 18Senior VP of Finance & CFO recently sold €80k worth of stockOn the 14th of April, Michael Murphy sold around 3k shares on-market at roughly €29.91 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €310k. This was Michael's only on-market trade for the last 12 months.
Recent Insider Transactions • Mar 05Senior VP recently sold €310k worth of stockOn the 24th of February, Michael Gadd sold around 9k shares on-market at roughly €35.67 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 16Full year 2022 earnings released: EPS: US$2.71 (vs US$1.68 loss in FY 2021)Full year 2022 results: EPS: US$2.71 (up from US$1.68 loss in FY 2021). Revenue: US$2.08b (up 17% from FY 2021). Net income: US$46.0m (up US$74.1m from FY 2021). Profit margin: 2.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Feb 01Clearwater Paper Corporation to Report Q4, 2022 Results on Feb 14, 2023Clearwater Paper Corporation announced that they will report Q4, 2022 results on Feb 14, 2023
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$1.23 (vs US$0.11 in 3Q 2021)Third quarter 2022 results: EPS: US$1.23 (up from US$0.11 in 3Q 2021). Revenue: US$538.8m (up 20% from 3Q 2021). Net income: US$20.6m (up US$18.7m from 3Q 2021). Profit margin: 3.8% (up from 0.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 18Clearwater Paper Corporation to Report Q3, 2022 Results on Oct 31, 2022Clearwater Paper Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2022
お知らせ • Sep 28Clearwater Paper Corporation Appoints Jeanne M. Hillman to the Company’S Board of Directors, Effective October 1, 2022Clearwater Paper Corporation announced that Jeanne M. Hillman has been elected to the company’s board of directors, effective October 1, 2022. From May 2019 until her retirement in March 2020, Ms. Hillman served as vice president, enterprise technology and governance, at Weyerhaeuser, a timber, wood products, and real estate company. Prior to that, beginning in 1984, she served at Weyerhaeuser in many roles, including as vice president, chief accounting officer, vice president, finance operations for a wood products business improvement initiative, and in various other financial and information technology roles. In her senior roles, Ms. Hillman was responsible for strategic planning, capital investment, and multiple acquisitions and divestitures, among other responsibilities. Ms. Hillman has been appointed to the class of directors whose term of office will expire at the 2025 annual meeting. With this addition, Clearwater Paper’s board will consist of nine directors, eight of whom meet New York Stock Exchange standards for independence.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 21% share price gain to €42.00, the stock trades at a trailing P/E ratio of 16.7x. Average forward P/E is 9x in the Forestry industry in Europe. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.64 per share.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: US$0.87 (vs US$3.09 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.87 (up from US$3.09 loss in 2Q 2021). Revenue: US$526.4m (up 30% from 2Q 2021). Net income: US$14.7m (up US$66.3m from 2Q 2021). Profit margin: 2.8% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 9.3%, compared to a 5.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 20Clearwater Paper Corporation to Report Q2, 2022 Results on Aug 02, 2022Clearwater Paper Corporation announced that they will report Q2, 2022 results on Aug 02, 2022
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.99 (vs US$0.73 in 1Q 2021)First quarter 2022 results: EPS: US$0.99 (up from US$0.73 in 1Q 2021). Revenue: US$488.2m (up 15% from 1Q 2021). Net income: US$16.6m (up 37% from 1Q 2021). Profit margin: 3.4% (up from 2.8% in 1Q 2021). Over the next year, revenue is forecast to grow 7.8%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Chris Vickers Tucker was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 15Clearwater Paper Corporation to Report Q1, 2022 Results on Apr 28, 2022Clearwater Paper Corporation announced that they will report Q1, 2022 results on Apr 28, 2022
Recent Insider Transactions • Apr 10Insider recently sold €118k worth of stockOn the 1st of April, Steven Bowden sold around 5k shares on-market at roughly €25.63 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €92k more than they bought in the last 12 months.
お知らせ • Apr 06Clearwater Paper Corporation, Annual General Meeting, May 16, 2022Clearwater Paper Corporation, Annual General Meeting, May 16, 2022, at 09:00 Pacific Daylight. Location: 601 W. Riverside Ave. Spokane Washington United States Agenda: To elect two directors to the Clearwater Paper Corporation Board of Directors; to ratify the appointment of the company's independent registered public accounting firm for 2022; to hold an advisory vote to approve the compensation of the company's named executive officers; and to transact any other business that properly comes before the meeting.
Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be US$33.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company became loss making over the last year.
Buying Opportunity • Feb 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be US$32.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company became loss making over the last year.
Reported Earnings • Feb 21Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$1.68 loss per share (down from US$4.65 profit in FY 2020). Revenue: US$1.77b (down 5.1% from FY 2020). Net loss: US$28.1m (down 136% from profit in FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 9.6%, compared to a 4.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jan 07Clearwater Paper Corporation Launches NuVo® with BioPBS™ CupClearwater Paper Corporation introduced NuVo® withBioPBS™, a sustainable cup stock that provides foodservice operators with a compostable alternative to hot cups coated with low-density polyethylene. NuVo® withBioPBS™ is the first cup stock to combine a compostable barrier, 35% post-consumer fiber, Forest Stewardship Council® (FSC®) chain-of-custody certification (FSC-C008402), and a high-definition print surface.
Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS US$0.11 (vs US$1.29 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$450.5m (down 1.5% from 3Q 2020). Net income: US$1.90m (down 91% from 3Q 2020). Profit margin: 0.4% (down from 4.7% in 3Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 05Second quarter 2021 earnings released: US$3.09 loss per share (vs US$1.37 profit in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: US$406.4m (down 15% from 2Q 2020). Net loss: US$51.6m (down 326% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 18Clearwater Paper Corporation Suspended Arkansas Operations Due to Severe Weather ConditionsClearwater Paper Corporation announced that it temporarily suspended its pulp and paperboard operation in Cypress Bend, Arkansas. The cold weather has resulted in the curtailment of natural gas deliveries to the mill as natural gas providers prioritize residential needs.
お知らせ • Feb 12Clearwater Paper Corporation to Report Q4, 2020 Results on Feb 25, 2021Clearwater Paper Corporation announced that they will report Q4, 2020 results on Feb 25, 2021
Is New 90 Day High Low • Feb 09New 90-day high: €34.80The company is up 24% from its price of €28.00 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.50 per share.
Is New 90 Day High Low • Jan 21New 90-day high: €34.20The company is up 3.0% from its price of €33.20 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €139 per share.
Recent Insider Transactions • Nov 22Senior VP recently sold €238k worth of stockOn the 18th of November, Michael Gadd sold around 8k shares on-market at roughly €31.39 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 17% share price gain to US$31.20, the stock is trading at a trailing P/E ratio of 10.9x, up from the previous P/E ratio of 9.3x. This compares to an average P/E of 14x in the Forestry industry in Europe. Total return to shareholders over the past three years is a loss of 21%.
Valuation Update With 7 Day Price Move • Nov 11Market pulls back on stock over the past weekAfter last week's 17% share price decline to US$26.60, the stock is trading at a trailing P/E ratio of 9.8x, down from the previous P/E ratio of 11.9x. This compares to an average P/E of 14x in the Forestry industry in Europe. Total return to shareholders over the past three years is a loss of 28%.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS US$1.29The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$457.4m (up 2.7% from 3Q 2019). Net income: US$21.4m (up US$32.4m from 3Q 2019). Profit margin: 4.7% (up from net loss in 3Q 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is expected to shrink by 2.4% compared to a 1.6% decline forecast for the Forestry industry in Germany.
Is New 90 Day High Low • Oct 08New 90-day high: €35.40The company is up 12% from its price of €31.60 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.24 per share.
