Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Paper and Forestry Products Industry Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies12
  • 7D3.2%
  • 3M-15.7%
  • 1Y-29.7%
  • YTD-15.3%

Over the last 7 days, the Paper and Forestry Products industry has risen 3.2%, driven by gains from Sylvamo of 8.1%. Meanwhile, Magnera actually underperformed within the industry, shrinking 5.1% in the last week. However, the industry is down 30% over the past year. Earnings are forecast to grow by 35% 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, 30 Mar 2026US$7.2bUS$11.0bUS$71.7m23.1x99.8x0.6x
Wed, 25 Feb 2026US$8.3bUS$11.0bUS$71.7m27.3x115.5x0.8x
Fri, 23 Jan 2026US$9.4bUS$13.0b-US$31,603,514.0020.6x-298.8x0.7x
Sun, 21 Dec 2025US$8.6bUS$13.0b-US$30,959,252.0018.5x-277.4x0.7x
Tue, 18 Nov 2025US$7.8bUS$12.7b-US$169,935,173.0024.1x-45.7x0.6x
Thu, 16 Oct 2025US$9.1bUS$13.0bUS$55.9m21.7x162.5x0.7x
Sat, 13 Sep 2025US$9.6bUS$13.0bUS$55.9m22.4x171.6x0.7x
Mon, 11 Aug 2025US$9.0bUS$13.0bUS$57.7m14.4x156.1x0.7x
Wed, 09 Jul 2025US$9.5bUS$12.9bUS$241.1m11.5x39.6x0.7x
Fri, 06 Jun 2025US$9.8bUS$12.9bUS$241.1m11.8x40.6x0.8x
Sun, 04 May 2025US$9.8bUS$12.7bUS$328.9m11.3x29.8x0.8x
Tue, 01 Apr 2025US$10.6bUS$12.6bUS$335.9m12.1x31.5x0.8x
Thu, 27 Feb 2025US$11.6bUS$12.6bUS$335.9m13x34.4x0.9x
Sat, 25 Jan 2025US$13.0bUS$13.2bUS$500.0m24.8x26.1x1x
Mon, 23 Dec 2024US$12.2bUS$13.2bUS$500.0m23.8x24.5x0.9x
Wed, 20 Nov 2024US$13.1bUS$13.2bUS$499.2m24.6x26.3x1x
Fri, 18 Oct 2024US$11.9bUS$12.1bUS$433.2m15.3x27.6x1x
Sun, 15 Sep 2024US$11.1bUS$12.1bUS$433.2m13.5x25.6x0.9x
Tue, 13 Aug 2024US$10.9bUS$12.1bUS$432.0m13.2x25.3x0.9x
Thu, 11 Jul 2024US$9.9bUS$11.9bUS$223.0m13.6x44.4x0.8x
Sat, 08 Jun 2024US$11.2bUS$11.9bUS$223.0m14.5x50.2x0.9x
Mon, 06 May 2024US$9.7bUS$11.8bUS$190.1m10.6x50.8x0.8x
Wed, 03 Apr 2024US$10.3bUS$11.9bUS$208.6m21.6x49.3x0.9x
Fri, 01 Mar 2024US$9.4bUS$11.9bUS$200.7m19.9x47x0.8x
Sun, 28 Jan 2024US$10.4bUS$17.0bUS$626.2m7.1x16.6x0.6x
Tue, 26 Dec 2023US$10.9bUS$17.0bUS$626.2m7.2x17.4x0.6x
Thu, 23 Nov 2023US$10.1bUS$17.0bUS$631.0m7x16x0.6x
Sat, 21 Oct 2023US$9.3bUS$17.3bUS$740.2m8.9x12.6x0.5x
Mon, 18 Sep 2023US$9.7bUS$17.3bUS$740.2m8.6x13.1x0.6x
Wed, 16 Aug 2023US$9.6bUS$17.3bUS$735.4m6.7x13x0.6x
Fri, 14 Jul 2023US$11.0bUS$17.9bUS$1.3b4.9x8.3x0.6x
Sun, 11 Jun 2023US$10.0bUS$17.9bUS$1.3b4.9x7.5x0.6x
Tue, 09 May 2023US$10.0bUS$17.7bUS$1.3b5.8x7.8x0.6x
Thu, 06 Apr 2023US$9.2bUS$18.3bUS$1.7b4.3x5.4x0.5x
Price to Earnings Ratio

5.4x


Total Market Cap: US$9.2bTotal Earnings: US$1.7bTotal Revenue: US$18.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average 10.4x202420252026
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 100x which is higher than its 3-year average PE of 10.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Forestry industry have declined 65% per year over the last three years,
  • Revenues have also declined 16% 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-1.89%
Materials5.04%
Paper and Forestry Products3.23%
Paper Products6.47%
Forestry Products1.90%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 24.4x.
    • Analysts are expecting annual earnings growth of 33.0%, which is higher than its past year's earnings decline of 65.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings decline of 56% per year.
  • In contrast, the Forestry Products industry is expected to see its earnings grow by 33% 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
SLVM SylvamoUS$40.133.9%
+US$58.9m		-40.2%PE12x
CLW Clearwater PaperUS$14.175.5%
+US$11.9m		-44.1%PS0.1x
MERC Mercer InternationalUS$1.343.1%
+US$2.7m		-78.2%PS0.05x

Latest News

LPX
US$71.29
Louisiana-Pacific
7D
-1.9%
1Y
-22.5%

LPX: Siding Share Gains And 2027 Capacity Are Expected To Drive Upside

Analysts have modestly adjusted price targets for Louisiana-Pacific, with recent revisions clustering between roughly $94 and $114 as they weigh temporary siding destocking against expectations for strong relative growth and solid margins over the rest of the year. Analyst Commentary Bullish analysts acknowledge the Q1 siding destock as a key issue for Louisiana-Pacific but generally frame it as a temporary headwind that sits against a more constructive full year view.
MAGN
US$8.89
Magnera
7D
-1.8%
1Y
-51.0%

Slow Adoption Of Higher Value Materials Will Pressure Margins Before Long Term Benefits Arrive

Catalysts About Magnera Magnera supplies specialty nonwoven materials for personal care, healthcare, wipes, infrastructure and home, food and beverage end markets. What are the underlying business or industry changes driving this perspective?
MERC
US$1.34
Mercer International
7D
3.1%
1Y
-78.2%
SLVM
US$40.13
Sylvamo
7D
3.9%
1Y
-40.2%

SLVM: Share Repurchases And New Leadership Will Support Future Upside

The analyst price target for Sylvamo has shifted from $61 to about $63.33. Analysts attribute the change to updated assumptions on revenue growth, profit margins, discount rate and future P/E, even as at least one recent Street target moved from $59 to $57.
CLW
US$14.17
Clearwater Paper
7D
5.5%
1Y
-44.1%
NWGL
US$0.63
CL Workshop Group
7D
-20.9%
1Y
-51.9%
ITP
US$0.18
IT Tech Packaging
7D
-1.6%
1Y
-34.8%