Loading...
CLW logo

Clearwater Paper CorporationNYSE:CLW 株式レポート

時価総額 US$217.9m
株価
US$13.72
US$16
14.2% 割安 内在価値ディスカウント
1Y-52.8%
7D0.4%
ポートフォリオ価値
表示

Clearwater Paper Corporation

NYSE:CLW 株式レポート

時価総額:US$217.9m

Clearwater Paper(CLW)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、米国内外で硫酸塩漂白(SBS)板紙パッケージング製品を製造・供給している。 詳細

CLW ファンダメンタル分析
スノーフレーク・スコア
評価3/6
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

CLW Community Fair Values

Create Narrative

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

Clearwater Paper Corporation 競合他社

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$13.72
52週高値US$30.96
52週安値US$11.73
ベータ0.21
1ヶ月の変化-11.71%
3ヶ月変化-22.00%
1年変化-52.80%
3年間の変化-57.95%
5年間の変化-53.54%
IPOからの変化21.96%

最新ニュース

Recent updates

分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...

株主還元

CLWUS ForestryUS 市場
7D0.4%-4.9%1.1%
1Y-52.8%-25.1%26.7%

業界別リターン: CLW過去 1 年間で-25.1 % の収益を上げたUS Forestry業界を下回りました。

リターン対市場: CLWは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。

価格変動

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

安定した株価: CLW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: CLWの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

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(Clearwater Paper Corporation)社は、米国内外で硫酸塩漂白(SBS)板紙パッケージング製品を製造・供給している。同社は、紙器、食品、商業印刷用のSBS板紙、ブリスター、カード包装、トップシート製品などの紙器用板紙、液体包装、カップや皿のカテゴリー、ジュース、ミルク、ワインなどの硬質容器などの食品用板紙、板紙製品のカスタムシートやスリット加工を提供している。セールスマネージャーを通じてパッケージング・コンバーターにサービスを提供している。同社は1926年に設立され、ワシントン州スポケーンに本社を置いている。

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。
CLW 基礎統計学
時価総額US$217.85m
収益(TTM)-US$59.90m
売上高(TTM)US$1.54b
0.1x
P/Sレシオ
-3.7x
PER(株価収益率

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
CLW 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%

CLW の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/14 15:07
終値2026/05/14 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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 3 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 Research
Roger SpitzBofA Global Research
Steven ChercoverD.A. Davidson & Co.