Clearwater Paper 경영진
경영진 기준 점검 2/4
Clearwater Paper CEO는 Arsen Kitch, Apr2020 에 임명되었습니다 의 임기는 6.42 년입니다. 총 연간 보상은 $5.20M, 19.2% 급여 및 80.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $5.37M 가치에 해당하는 회사 주식의 1.67% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.4 년과 6.9 년입니다.
핵심 정보
Arsen Kitch
최고경영자
US$5.2m
총 보수
| CEO 급여 비율 | 19.23% |
| CEO 재임 기간 | 6.4yrs |
| CEO 지분 보유율 | 1.7% |
| 경영진 평균 재임 기간 | 1.4yrs |
| 이사회 평균 재임 기간 | 6.9yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • 4h
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
내러티브 업데이트 • 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.새로운 내러티브 • 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?분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 AlphaSeeking 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 AlphaSeeking 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 Alpha분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$85m |
| Mar 31 2026 | n/a | n/a | -US$60m |
| Dec 31 2025 | US$5m | US$1m | -US$53m |
| Sep 30 2025 | n/a | n/a | -US$76m |
| Jun 30 2025 | n/a | n/a | -US$33m |
| Mar 31 2025 | n/a | n/a | -US$78m |
| Dec 31 2024 | US$6m | US$990k | -US$74m |
| Sep 30 2024 | n/a | n/a | -US$57m |
| Jun 30 2024 | n/a | n/a | -US$31m |
| Mar 31 2024 | n/a | n/a | US$23m |
| Dec 31 2023 | US$5m | US$940k | US$49m |
| Sep 30 2023 | n/a | n/a | US$45m |
| Jun 30 2023 | n/a | n/a | US$51m |
| Mar 31 2023 | n/a | n/a | US$53m |
| Dec 31 2022 | US$5m | US$888k | US$53m |
| Sep 30 2022 | n/a | n/a | US$61m |
| Jun 30 2022 | n/a | n/a | US$43m |
| Mar 31 2022 | n/a | n/a | -US$24m |
| Dec 31 2021 | US$4m | US$813k | -US$28m |
| Sep 30 2021 | n/a | n/a | -US$15m |
| Jun 30 2021 | n/a | n/a | US$4m |
| Mar 31 2021 | n/a | n/a | US$79m |
| Dec 31 2020 | US$4m | US$668k | US$77m |
| Sep 30 2020 | n/a | n/a | US$57m |
| Jun 30 2020 | n/a | n/a | US$24m |
| Mar 31 2020 | n/a | n/a | US$900k |
| Dec 31 2019 | US$923k | US$337k | -US$6m |
보상 대 시장: Arsen의 총 보수(USD5.20M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.41M)보다 높습니다.
보상과 수익: Arsen의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Arsen Kitch (44 yo)
6.4yrs
재임 기간
US$5,201,341
보수
Mr. Arsen S. Kitch has been President, Chief Executive Officer and Director of Clearwater Paper Corporation since April 1, 2020. He served as Vice President, Finance and Vice President Financial Planning a...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 6.4yrs | US$5.20m | 1.67% $ 5.4m | |
| Senior VP of Finance & CFO | 3.1yrs | US$1.46m | 0.12% $ 375.1k | |
| Senior Vice President of Supply Chain & Corporate Development | 1.7yrs | US$1.02m | 0.014% $ 44.7k | |
| Senior Vice President of Commercial | less than a year | US$1.28m | 0.38% $ 1.2m | |
| Vice President of Strategy & Corporate Finance | no data | 데이터 없음 | 데이터 없음 | |
| Investor Relations Officer | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP | 1.2yrs | 데이터 없음 | 0.016% $ 52.5k | |
| Senior Vice President of Human Resources & Corporate Affairs | less than a year | 데이터 없음 | 0.080% $ 257.3k | |
| Senior Vice President of Manufacturing | no data | 데이터 없음 | 0.051% $ 162.4k |
1.4yrs
평균 재임 기간
52yo
평균 나이
경험이 풍부한 관리: CLW의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.4 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 6.4yrs | US$5.20m | 1.67% $ 5.4m | |
| Independent Director | 10.4yrs | US$254.28k | 데이터 없음 | |
| Independent Director | 7.3yrs | US$233.54k | 데이터 없음 | |
| Independent Chairman of the Board & Lead Independent Director | 10.4yrs | US$348.40k | 데이터 없음 | |
| Independent Director | 3.9yrs | US$244.88k | 데이터 없음 | |
| Independent Director | 7.3yrs | US$261.04k | 데이터 없음 | |
| Independent Director | 5.3yrs | US$233.54k | 데이터 없음 | |
| Independent Director | 6.3yrs | US$241.04k | 0.019% $ 59.8k |
6.9yrs
평균 재임 기간
66yo
평균 나이
경험이 풍부한 이사회: CLW의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 12:45 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Clearwater Paper Corporation는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mark Wilde | BMO Capital Markets Equity Research |
| George Staphos | BofA Global Research |
| Steven Chercover | D.A. Davidson & Co. |