Louisiana-Pacific's (NYSE:LPX) Soft Earnings Don't Show The Whole Picture
Nov 12
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U.S. Paper and Forestry Products Industry Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies14
- 7D-2.0%
- 3M-19.7%
- 1Y-38.7%
- YTD-35.1%
Last week, the Paper and Forestry Products industry hasn't moved much but Sylvamo is up 7.8% in that time. As for the longer term, the industry has declined 38% in the last year. As for the next few years, earnings are expected to grow by 30% per annum.
Industry Valuation and Performance
Has the U.S. Paper and Forestry Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Nov 2025 | US$8.0b | US$12.7b | -US$170,460,872.00 | 24.5x | -47.2x | 0.6x |
| Mon, 13 Oct 2025 | US$8.7b | US$13.0b | US$55.9m | 20.8x | 156x | 0.7x |
| Wed, 10 Sep 2025 | US$9.4b | US$13.0b | US$55.9m | 22.4x | 169x | 0.7x |
| Fri, 08 Aug 2025 | US$9.4b | US$13.1b | US$125.7m | 14.2x | 75x | 0.7x |
| Sun, 06 Jul 2025 | US$9.8b | US$12.9b | US$241.1m | 11.7x | 40.6x | 0.8x |
| Tue, 03 Jun 2025 | US$9.6b | US$12.9b | US$241.1m | 11.5x | 39.8x | 0.7x |
| Thu, 01 May 2025 | US$9.7b | US$12.7b | US$332.0m | 11.2x | 29.3x | 0.8x |
| Sat, 29 Mar 2025 | US$10.8b | US$12.6b | US$335.9m | 12.1x | 32.1x | 0.9x |
| Mon, 24 Feb 2025 | US$11.4b | US$12.6b | US$225.7m | 12.8x | 50.6x | 0.9x |
| Wed, 22 Jan 2025 | US$12.9b | US$13.2b | US$500.0m | 24.9x | 25.8x | 1x |
| Fri, 20 Dec 2024 | US$12.0b | US$13.2b | US$500.0m | 23.8x | 24.1x | 0.9x |
| Sun, 17 Nov 2024 | US$12.8b | US$13.2b | US$499.2m | 25x | 25.7x | 1x |
| Tue, 15 Oct 2024 | US$11.9b | US$12.1b | US$433.2m | 14.7x | 27.4x | 1x |
| Thu, 12 Sep 2024 | US$10.6b | US$12.1b | US$433.2m | 13x | 24.5x | 0.9x |
| Sat, 10 Aug 2024 | US$10.6b | US$12.1b | US$398.0m | 15.1x | 26.8x | 0.9x |
| Mon, 08 Jul 2024 | US$9.9b | US$11.9b | US$223.0m | 13.7x | 44.4x | 0.8x |
| Wed, 05 Jun 2024 | US$11.1b | US$11.9b | US$223.0m | 14.3x | 50x | 0.9x |
| Fri, 03 May 2024 | US$9.4b | US$11.8b | US$190.1m | 10.7x | 49.7x | 0.8x |
| Sun, 31 Mar 2024 | US$10.3b | US$11.9b | US$208.6m | 22.1x | 49.6x | 0.9x |
| Tue, 27 Feb 2024 | US$9.1b | US$11.9b | US$200.7m | 19.1x | 45.1x | 0.8x |
| Thu, 25 Jan 2024 | US$10.4b | US$17.0b | US$626.2m | 7x | 16.5x | 0.6x |
| Sat, 23 Dec 2023 | US$10.9b | US$17.0b | US$626.2m | 7.2x | 17.4x | 0.6x |
| Mon, 20 Nov 2023 | US$10.1b | US$17.0b | US$631.0m | 7x | 16x | 0.6x |
| Wed, 18 Oct 2023 | US$9.6b | US$17.3b | US$740.2m | 9.2x | 12.9x | 0.6x |
| Fri, 15 Sep 2023 | US$9.4b | US$17.3b | US$740.2m | 8.7x | 12.8x | 0.5x |
| Sun, 13 Aug 2023 | US$9.6b | US$17.3b | US$735.4m | 6.7x | 13.1x | 0.6x |
| Tue, 11 Jul 2023 | US$10.8b | US$17.9b | US$1.3b | 4.9x | 8.1x | 0.6x |
| Thu, 08 Jun 2023 | US$9.9b | US$17.9b | US$1.3b | 4.9x | 7.4x | 0.6x |
| Sat, 06 May 2023 | US$9.9b | US$17.7b | US$1.3b | 5.7x | 7.7x | 0.6x |
| Mon, 03 Apr 2023 | US$9.4b | US$18.3b | US$1.7b | 4.4x | 5.5x | 0.5x |
| Wed, 01 Mar 2023 | US$10.1b | US$18.4b | US$1.7b | 4.7x | 5.8x | 0.5x |
| Fri, 27 Jan 2023 | US$10.7b | US$19.5b | US$2.1b | 4.2x | 5.1x | 0.5x |
| Sun, 25 Dec 2022 | US$10.2b | US$19.5b | US$2.1b | 3.8x | 4.8x | 0.5x |
| Tue, 22 Nov 2022 | US$10.6b | US$19.5b | US$2.1b | 3.9x | 5x | 0.5x |
Price to Earnings Ratio
5x
Current Industry PE
- Investors are pessimistic on the American Forestry industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
- Total earnings for the Forestry industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 13% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the U.S. Materials industry?
| US Market | -0.42% | |
| Materials | 0.76% | |
| Paper and Forestry Products | -1.97% | |
| Paper Products | 2.36% | |
| Forestry Products | -3.94% | |
Industry PE
- Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 20.9x.
- Analysts are expecting annual earnings growth of 29.0%, which is lower than the prior year's growth of 219.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Forestry Products industry is expected to see its earnings grow by 29% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SLVM Sylvamo | US$44.85 | 4.1% +US$70.2m | -47.0% | PE9.8x | |
| CLW Clearwater Paper | US$18.27 | 1.1% +US$3.0m | -26.7% | PS0.2x |
