Clearwater Paper Corporation

NYSE:CLW 주식 리포트

시가총액: US$227.0m

Clearwater Paper 경영진

경영진 기준 점검 2/4

Clearwater Paper CEO는 Arsen Kitch, Apr2020 에 임명되었습니다 의 임기는 6.08 년입니다. 총 연간 보상은 $5.20M, 19.2% 급여 및 80.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.79M 가치에 해당하는 회사 주식의 1.67% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.1 년과 6.5 년입니다.

핵심 정보

Arsen Kitch

최고경영자

US$5.2m

총 보수

CEO 급여 비율19.23%
CEO 재임 기간6.1yrs
CEO 지분 보유율1.7%
경영진 평균 재임 기간1.1yrs
이사회 평균 재임 기간6.5yrs

최근 경영진 업데이트

Recent updates

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...
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
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 Alpha
분석 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 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
분석 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 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
분석 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 Alpha
분석 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...
분석 기사 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
분석 기사 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...

CEO 보수 분석

Arsen Kitch의 보수는 Clearwater Paper의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$60m

Dec 31 2025US$5mUS$1m

-US$53m

Sep 30 2025n/an/a

-US$76m

Jun 30 2025n/an/a

-US$33m

Mar 31 2025n/an/a

-US$78m

Dec 31 2024US$6mUS$990k

-US$74m

Sep 30 2024n/an/a

-US$57m

Jun 30 2024n/an/a

-US$31m

Mar 31 2024n/an/a

US$23m

Dec 31 2023US$5mUS$940k

US$49m

Sep 30 2023n/an/a

US$45m

Jun 30 2023n/an/a

US$51m

Mar 31 2023n/an/a

US$53m

Dec 31 2022US$5mUS$888k

US$53m

Sep 30 2022n/an/a

US$61m

Jun 30 2022n/an/a

US$43m

Mar 31 2022n/an/a

-US$24m

Dec 31 2021US$4mUS$813k

-US$28m

Sep 30 2021n/an/a

-US$15m

Jun 30 2021n/an/a

US$4m

Mar 31 2021n/an/a

US$79m

Dec 31 2020US$4mUS$668k

US$77m

Sep 30 2020n/an/a

US$57m

Jun 30 2020n/an/a

US$24m

Mar 31 2020n/an/a

US$900k

Dec 31 2019US$923kUS$337k

-US$6m

보상 대 시장: Arsen의 총 보수(USD5.20M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.66M)보다 높습니다.

보상과 수익: Arsen의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Arsen Kitch (43 yo)

6.1yrs
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

이름직위재임 기간보수지분
Arsen Kitch
CEO, President & Director6.1yrsUS$5.20m1.67%
$ 3.8m
Sherri Baker
Senior VP of Finance & CFO2.8yrsUS$1.46m0.030%
$ 68.7k
Matthew Passarello
Senior Vice President of Supply Chain & Corporate Development1.3yrsUS$1.02m0.011%
$ 24.0k
Steven Bowden
Senior Vice President of Commercialless than a yearUS$1.28m0.38%
$ 860.3k
Cheri Ellison
Vice President of Strategy & Corporate Financeno data데이터 없음데이터 없음
Sloan Bohlen
Investor Relations Officerno data데이터 없음데이터 없음
Marc Rome
Senior VPless than a year데이터 없음0.013%
$ 29.5k
Virginia Aulin
Senior Vice President of Human Resources & Corporate Affairsless than a year데이터 없음0.080%
$ 181.9k
Sean Krajnik
Senior Vice President of Manufacturingno data데이터 없음0.051%
$ 114.8k
1.1yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: CLW의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Arsen Kitch
CEO, President & Director6.1yrsUS$5.20m1.67%
$ 3.8m
John O'Donnell
Independent Director10.1yrsUS$254.28k데이터 없음
John Laymon
Independent Director7yrsUS$233.54k데이터 없음
Alexander Toeldte
Independent Chairman of the Board & Lead Independent Director10.1yrsUS$348.40k데이터 없음
Jeanne Hillman
Independent Director3.6yrsUS$244.88k데이터 없음
John Corkrean
Independent Director7yrsUS$261.04k데이터 없음
Christine Vickers Tucker
Independent Director5yrsUS$233.54k데이터 없음
Ann Nelson
Independent Director6yrsUS$241.04k0.019%
$ 42.2k
6.5yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: CLW의 이사회경험이 있음으로 간주됩니다(평균 재임 6.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 22:24
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Clearwater Paper Corporation는 9명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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