Clearwater Paper Corporation

NYSE:CLW 株式レポート

時価総額：US$321.3m

Clearwater Paper 将来の成長

Future 基準チェック /06

Clearwater Paperは、105.7%と1.5%でそれぞれ年率105.7%で利益と収益が成長すると予測される一方、EPSはgrowで105.8%年率。

主要情報

105.7%

収益成長率

105.83%

EPS成長率

Forestry 収益成長69.0%
収益成長率1.5%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日11 Aug 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • 25m

Clearwater Paper: Pricing, Supply Tightening And Lower Net Debt Support The Recovery Case

Summary Q2 profitability remained weak, but industry utilization improved, and lower imports point to a healthier supply-demand balance. Two announced price increases could provide a meaningful EBITDA uplift as indexed contracts reset over the coming quarters. Cost savings, positive free cash flow and lower net debt strengthen the balance sheet despite continued operating pressure. Our blended valuation still leaves substantial upside, supporting the Buy rating after the recent share-price recovery. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 29

CLW: Future Returns Will Balance Recycling Push And Governance Rule Changes

Analysts have raised their fair value target for Clearwater Paper from $16.75 to $20.75, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels as the key drivers of this shift. What’s in the News for Clearwater Paper Clearwater Paper reported that from April 1, 2026 to June 30, 2026, it repurchased 0 shares for US$0 under its existing buyback, while completing the previously announced program with a total of 721,821 shares repurchased for US$20.53 million since November 4, 2024.
新しいナラティブ • Jul 03

Tight Industry Supply And Cost Pressures Will Shape A Cautious Long-Term Outlook

Catalysts About Clearwater Paper Clearwater Paper produces bleached paperboard products used in folding cartons, foodservice packaging and related applications across North America. What are the underlying business or industry changes driving this perspective?
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...
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...

業績と収益の成長予測

NYSE:CLW - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,557N/A26922
12/31/20271,553-811814
12/31/20261,495-48-15634
6/30/20261,521-8557109N/A
3/31/20261,538-60-5411N/A
12/31/20251,555-53-7612N/A
9/30/20251,556-76-135-28N/A
6/30/20251,550-33-181-46N/A
3/31/20251,503-78-1274N/A
12/31/20241,384-74-5561N/A
9/30/20241,265-5753162N/A
6/30/20241,151-31158234N/A
3/31/202486923188259N/A
12/31/20231,13649117191N/A
9/30/20231,3944580142N/A
6/30/20231,654511368N/A
3/31/20232,1175353100N/A
12/31/20221,19553117150N/A
9/30/20222,04361136165N/A
6/30/20221,95543137168N/A
3/31/20221,835-2469104N/A
12/31/20211,773-285896N/A
9/30/20211,736-1593135N/A
6/30/20211,7424132175N/A
3/31/20211,81779229269N/A
12/31/20201,86977207247N/A
9/30/20201,85157206248N/A
6/30/20201,83924112161N/A
3/31/20201,8111N/A97N/A
12/31/20191,762-6N/A56N/A
9/30/20191,755-195N/A32N/A
6/30/20191,736-150N/A73N/A
3/31/20191,716-143N/A109N/A
12/31/20181,724-144N/A169N/A
9/30/20181,732125N/A148N/A
6/30/20181,73291N/A186N/A
3/31/20181,73092N/A164N/A
12/31/20171,73097N/A179N/A
9/30/20171,71926N/A186N/A
6/30/20171,72826N/A180N/A
3/31/20171,73539N/A169N/A
12/31/20161,73550N/A173N/A
9/30/20161,74152N/A191N/A
6/30/20161,74874N/A168N/A
3/31/20161,75669N/A181N/A
12/31/20151,75256N/A160N/A
9/30/20151,79317N/A145N/A

アナリストによる今後の成長予測

収入対貯蓄率: CLW今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: CLW今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: CLW今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: CLWの収益 ( 1.5% ) US市場 ( 13.5% ) よりも低い成長が予測されています。

高い収益成長: CLWの収益 ( 1.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CLWの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/10 10:13
終値2026/09/10 00:00
収益2026/06/30
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

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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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 Research
George StaphosBofA Global Research
Steven ChercoverD.A. Davidson & Co.