Sylvamo (NYSE:SLVM) Has A Pretty Healthy Balance Sheet
Apr 18
U.S. Paper and Forestry Products Industry Analysis
UpdatedApr 24, 2024
DataAggregated Company Financials
Companies11
- 7D3.8%
- 3M16.7%
- 1Y25.4%
- YTD11.8%
Over the last 7 days, the Paper and Forestry Products industry has risen 3.8%, driven by gains from every company within the industry. In the last 12 months, the industry was up 25%. Looking forward, earnings are forecast to grow by 10% annually.
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 |
|---|---|---|---|---|---|---|
| Thu, 25 Apr 2024 | US$9.6b | US$11.9b | US$208.6m | 20.1x | 45.9x | 0.8x |
| Sat, 23 Mar 2024 | US$10.1b | US$11.9b | US$200.7m | 21.7x | 50.4x | 0.9x |
| Mon, 19 Feb 2024 | US$8.7b | US$12.0b | US$151.7m | 18.5x | 57.5x | 0.7x |
| Wed, 17 Jan 2024 | US$10.6b | US$17.0b | US$626.2m | 6.6x | 16.9x | 0.6x |
| Fri, 15 Dec 2023 | US$10.4b | US$17.0b | US$631.0m | 7.1x | 16.5x | 0.6x |
| Sun, 12 Nov 2023 | US$9.8b | US$17.0b | US$631.0m | 6.9x | 15.5x | 0.6x |
| Tue, 10 Oct 2023 | US$9.1b | US$17.3b | US$740.2m | 9.1x | 12.3x | 0.5x |
| Thu, 07 Sep 2023 | US$9.6b | US$17.3b | US$735.4m | 6.8x | 13.1x | 0.6x |
| Sat, 05 Aug 2023 | US$10.3b | US$17.3b | US$771.4m | 7.1x | 13.4x | 0.6x |
| Mon, 03 Jul 2023 | US$10.6b | US$17.9b | US$1.3b | 4.6x | 8x | 0.6x |
| Wed, 31 May 2023 | US$9.5b | US$17.9b | US$1.3b | 4.7x | 7.2x | 0.5x |
| Fri, 28 Apr 2023 | US$9.8b | US$18.3b | US$1.7b | 4.7x | 5.7x | 0.5x |
| Sun, 26 Mar 2023 | US$9.4b | US$18.3b | US$1.7b | 4.5x | 5.5x | 0.5x |
| Tue, 21 Feb 2023 | US$10.4b | US$19.1b | US$2.0b | 4.1x | 5.2x | 0.5x |
| Thu, 19 Jan 2023 | US$10.3b | US$19.5b | US$2.1b | 4x | 4.9x | 0.5x |
| Sat, 17 Dec 2022 | US$10.3b | US$19.5b | US$2.1b | 3.9x | 4.9x | 0.5x |
| Mon, 14 Nov 2022 | US$10.2b | US$19.5b | US$2.1b | 3.8x | 4.8x | 0.5x |
| Wed, 12 Oct 2022 | US$9.7b | US$19.1b | US$2.3b | 3.4x | 4.2x | 0.5x |
| Fri, 09 Sep 2022 | US$9.5b | US$19.1b | US$2.3b | 3.4x | 4.1x | 0.5x |
| Sun, 07 Aug 2022 | US$10.8b | US$18.9b | US$2.5b | 3.8x | 4.4x | 0.6x |
| Tue, 05 Jul 2022 | US$9.4b | US$18.6b | US$2.4b | 3.5x | 4x | 0.5x |
| Thu, 02 Jun 2022 | US$11.6b | US$18.6b | US$2.4b | 3.8x | 4.9x | 0.6x |
| Sat, 30 Apr 2022 | US$13.0b | US$20.5b | US$2.3b | 7.5x | 5.6x | 0.6x |
| Mon, 28 Mar 2022 | US$15.5b | US$24.3b | US$2.3b | 5.2x | 6.7x | 0.6x |
| Wed, 23 Feb 2022 | US$15.8b | US$24.0b | US$2.2b | 4.8x | 7.1x | 0.7x |
| Fri, 21 Jan 2022 | US$15.8b | US$23.5b | US$2.3b | 4.2x | 7x | 0.7x |
| Sun, 19 Dec 2021 | US$16.3b | US$23.5b | US$2.3b | 9x | 7.2x | 0.7x |
| Tue, 16 Nov 2021 | US$15.9b | US$23.5b | US$2.3b | 8.6x | 7x | 0.7x |
| Thu, 14 Oct 2021 | US$16.3b | US$22.3b | US$1.7b | 18.3x | 9.4x | 0.7x |
| Sat, 11 Sep 2021 | US$14.4b | US$21.2b | US$2.0b | 17.9x | 7.2x | 0.7x |
| Mon, 09 Aug 2021 | US$13.8b | US$21.2b | US$2.0b | 18.6x | 6.9x | 0.7x |
| Sun, 02 May 2021 | US$15.4b | US$19.3b | US$1.2b | 11x | 12.6x | 0.8x |
Price to Earnings Ratio
12.6x
Current Industry PE
- Investors are optimistic on the American Forestry industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 45.9x which is higher than its 3-year average PE of 10.9x.
- The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
- The earnings for companies in the Forestry industry have declined 45% per year over the last three years,
- Revenues have also declined 15% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Materials industry?
| US Market | 1.23% | |
| Materials | -0.74% | |
| Paper and Forestry Products | 3.75% | |
| Paper Products | 7.22% | |
| Forestry Products | 1.41% | |
Industry PE
- Investors are most optimistic about the Paper Products industry which is trading above its 3-year average PE ratio of 13.5x.
- Analysts are expecting annual earnings decline of 1.2%, which is lower than the prior year's growth of 54.7% per year.
- Investors are most pessimistic about the Forestry Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.7x.
Forecasted Growth
- Analysts are most optimistic on the Forestry Products industry, expecting annual earnings growth of 16% over the next 5 years.
- This is better than its past earnings decline of 90% per year.
- In contrast, the Paper Products industry is expected to see its earnings growth to stay flat 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$62.73 | 9.9% +US$235.1m | 40.2% | PE10.3x | |
| LPX Louisiana-Pacific | US$75.19 | 3.4% +US$176.4m | 30.2% | PE30.5x | |
| MERC Mercer International | US$10.23 | 8.3% +US$55.2m | 10.0% | PS0.3x | |
| CLW Clearwater Paper | US$40.67 | 3.7% +US$24.0m | 14.8% | PE6.3x | |
| NWGL Nature Wood Group | US$15.59 | 2.6% +US$6.5m | n/a | PE30314.1x |