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U.S. Paper and Forestry Products Industry Analysis

UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies14
  • 7D12.0%
  • 3M24.6%
  • 1Y-23.8%
  • YTD13.8%

In the last week, the Paper and Forestry Products industry is up 12%, with Louisiana-Pacific up 14%. In the same time, Mercer International was down 13%. In the past year, the industry is down 24%. Looking forward, earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

Has the U.S. Paper and Forestry Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026US$9.7bUS$13.1b-US$5,603,514.0021.2x-1738.3x0.7x
Wed, 07 Jan 2026US$8.7bUS$13.0b-US$31,603,514.0018.9x-275.9x0.7x
Fri, 05 Dec 2025US$8.6bUS$13.0b-US$30,959,252.0018.5x-277.5x0.7x
Sun, 02 Nov 2025US$8.5bUS$13.0bUS$12.8m20.4x665.2x0.7x
Tue, 30 Sep 2025US$8.6bUS$13.0bUS$55.9m19.9x153.7x0.7x
Thu, 28 Aug 2025US$9.5bUS$13.0bUS$55.9m22.5x170.8x0.7x
Sat, 26 Jul 2025US$9.4bUS$12.9bUS$241.1m11.3x39x0.7x
Mon, 23 Jun 2025US$9.2bUS$12.9bUS$241.1m11x38.2x0.7x
Wed, 21 May 2025US$10.1bUS$12.9bUS$241.1m12.1x42x0.8x
Fri, 18 Apr 2025US$9.6bUS$12.6bUS$335.8m11.1x28.4x0.8x
Sun, 16 Mar 2025US$10.5bUS$12.6bUS$335.9m12x31.4x0.8x
Tue, 11 Feb 2025US$12.9bUS$13.4bUS$273.0m19.3x47.4x1x
Thu, 09 Jan 2025US$12.3bUS$13.2bUS$500.0m24.7x24.5x0.9x
Sat, 07 Dec 2024US$13.7bUS$13.2bUS$500.0m26.8x27.3x1x
Mon, 04 Nov 2024US$11.5bUS$12.2bUS$441.3m15x26.1x0.9x
Wed, 02 Oct 2024US$12.1bUS$12.1bUS$433.2m14.6x28x1x
Fri, 30 Aug 2024US$11.0bUS$12.1bUS$433.2m13.8x25.4x0.9x
Sun, 28 Jul 2024US$11.7bUS$11.9bUS$223.0m15.6x52.4x1x
Tue, 25 Jun 2024US$10.4bUS$11.9bUS$223.0m14x46.7x0.9x
Thu, 23 May 2024US$11.2bUS$11.9bUS$223.0m14.5x50.3x0.9x
Sat, 20 Apr 2024US$9.2bUS$11.9bUS$208.6m19.3x44x0.8x
Mon, 18 Mar 2024US$9.6bUS$11.9bUS$200.7m20.5x47.8x0.8x
Wed, 14 Feb 2024US$8.2bUS$12.1bUS$228.9m26x35.8x0.7x
Fri, 12 Jan 2024US$10.6bUS$17.0bUS$626.2m6.9x16.9x0.6x
Sun, 10 Dec 2023US$10.4bUS$17.0bUS$631.0m7.4x16.4x0.6x
Tue, 07 Nov 2023US$9.9bUS$17.1bUS$682.1m7.1x14.5x0.6x
Thu, 05 Oct 2023US$9.4bUS$17.3bUS$740.2m8.9x12.6x0.5x
Sat, 02 Sep 2023US$10.0bUS$17.3bUS$735.4m7.2x13.6x0.6x
Mon, 31 Jul 2023US$11.0bUS$17.9bUS$1.3b5.4x8.3x0.6x
Wed, 28 Jun 2023US$10.2bUS$17.9bUS$1.3b4.5x7.7x0.6x
Fri, 26 May 2023US$9.5bUS$17.9bUS$1.3b4.7x7.2x0.5x
Sun, 23 Apr 2023US$9.9bUS$18.3bUS$1.7b5x5.8x0.5x
Tue, 21 Mar 2023US$9.5bUS$18.4bUS$1.7b4.5x5.5x0.5x
Thu, 16 Feb 2023US$10.6bUS$19.0bUS$2.0b4.2x5.2x0.6x
Price to Earnings Ratio

5.2x


Total Market Cap: US$10.6bTotal Earnings: US$2.0bTotal Revenue: US$19.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average 14.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Forestry industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
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 12% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.S. Materials industry?

US Market-0.071%
Materials4.13%
Paper and Forestry Products12.03%
Forestry Products15.60%
Paper Products4.54%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 22.9x.
    • Analysts are expecting annual earnings growth of 25.9%, which is higher than its past year's earnings decline of 48.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 37% 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 26% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LPX Louisiana-PacificUS$96.9714.4%
+US$850.3m		-15.3%PE31.3x
SLVM SylvamoUS$50.744.6%
+US$87.9m		-33.7%PE11.1x
MAGN MagneraUS$14.8611.1%
+US$53.4m		-27.7%PS0.2x
CLW Clearwater PaperUS$17.792.5%
+US$6.9m		-42.4%PS0.2x

Latest News

LPX
US$96.97
Louisiana-Pacific
7D
14.4%
1Y
-15.3%

LPX: Siding Strength Will Be Constrained By Housing And 2027 Capacity Risk

Narrative Update The analyst price target for Louisiana Pacific has moved higher by about $1.46, as analysts factor in slightly stronger long term revenue growth, profit margins, and a modestly higher future P/E multiple supported by recent research citing siding strength and constructive views from Oppenheimer, Barclays, and others. Analyst Commentary Recent Street research on Louisiana Pacific has mixed tones.
CLW
US$17.79
Clearwater Paper
7D
2.5%
1Y
-42.4%
MAGN
US$14.86
Magnera
7D
11.1%
1Y
-27.7%
NWGL
US$1.25
CL Workshop Group
7D
-13.2%
1Y
-16.7%
MERC
US$1.69
Mercer International
7D
-12.9%
1Y
-74.4%

Is Mercer International (NASDAQ:MERC) A Risky Investment?

Feb 03
Is Mercer International (NASDAQ:MERC) A Risky Investment?
SLVM
US$50.74
Sylvamo
7D
4.6%
1Y
-33.7%

SLVM: Fair Value Outlook Weighs Leadership Transition And Moderating Earnings Multiple

Analysts have nudged their Sylvamo outlook slightly lower, with the consensus price target trimming to about US$57 from US$59. This reflects updated assumptions around discount rates, revenue trends and profit margins.
ITP
US$0.20
IT Tech Packaging
7D
-5.9%
1Y
-36.6%