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

U.S. Paper and Forestry Products Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies14
  • 7D-5.9%
  • 3M5.5%
  • 1Y-32.1%
  • YTD4.3%

Over the last 7 days, the Paper and Forestry Products industry has dropped 5.9%, driven by Louisiana-Pacific declining 6.7%. Meanwhile, CL Workshop Group actually outperformed within the industry, gaining 8.5% in the last week. The industry has fallen 32% in the last year. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 Jan 2026US$9.1bUS$13.0b-US$31,603,514.0019.4x-286.6x0.7x
Sun, 28 Dec 2025US$8.7bUS$13.0b-US$30,959,252.0018.7x-281.1x0.7x
Tue, 25 Nov 2025US$8.0bUS$13.0b-US$35,656,173.0025x-225.7x0.6x
Thu, 23 Oct 2025US$9.0bUS$13.0bUS$55.9m21.1x161.8x0.7x
Sat, 20 Sep 2025US$9.2bUS$13.0bUS$55.9m20.6x164x0.7x
Mon, 18 Aug 2025US$9.7bUS$13.0bUS$55.8m15.6x174.1x0.8x
Wed, 16 Jul 2025US$9.6bUS$12.9bUS$241.1m11.1x39.9x0.7x
Fri, 13 Jun 2025US$9.6bUS$12.9bUS$241.1m11.6x39.8x0.7x
Sun, 11 May 2025US$9.7bUS$12.9bUS$240.9m11.6x40.2x0.8x
Tue, 08 Apr 2025US$9.7bUS$12.6bUS$335.9m10.8x28.9x0.8x
Thu, 06 Mar 2025US$11.0bUS$12.6bUS$335.9m12.6x32.7x0.9x
Sat, 01 Feb 2025US$13.3bUS$13.2bUS$500.0m25.6x26.6x1x
Mon, 30 Dec 2024US$12.1bUS$13.2bUS$500.0m24.1x24.3x0.9x
Wed, 27 Nov 2024US$14.0bUS$13.2bUS$499.2m26.5x28x1.1x
Fri, 25 Oct 2024US$11.5bUS$12.1bUS$433.2m15.3x26.5x0.9x
Sun, 22 Sep 2024US$12.0bUS$12.1bUS$433.2m15.3x27.8x1x
Tue, 20 Aug 2024US$10.8bUS$12.1bUS$433.2m13.5x25x0.9x
Thu, 18 Jul 2024US$10.9bUS$11.9bUS$223.0m14.8x48.8x0.9x
Sat, 15 Jun 2024US$11.2bUS$11.9bUS$223.0m14.3x50x0.9x
Mon, 13 May 2024US$10.6bUS$11.9bUS$223.0m13.4x47.4x0.9x
Wed, 10 Apr 2024US$9.9bUS$11.9bUS$208.6m21.2x47.4x0.8x
Fri, 08 Mar 2024US$9.6bUS$11.9bUS$200.7m20.4x47.9x0.8x
Sun, 04 Feb 2024US$10.2bUS$17.0bUS$626.2m6.7x16.3x0.6x
Tue, 02 Jan 2024US$10.8bUS$17.0bUS$626.2m7.1x17.3x0.6x
Thu, 30 Nov 2023US$10.1bUS$17.0bUS$631.0m7x16x0.6x
Sat, 28 Oct 2023US$9.1bUS$17.3bUS$740.2m8.5x12.2x0.5x
Mon, 25 Sep 2023US$9.4bUS$17.3bUS$740.2m8.8x12.7x0.5x
Wed, 23 Aug 2023US$9.5bUS$17.3bUS$735.4m6.9x12.9x0.5x
Fri, 21 Jul 2023US$10.8bUS$17.9bUS$1.3b5x8.2x0.6x
Sun, 18 Jun 2023US$10.0bUS$17.9bUS$1.3b5x7.5x0.6x
Tue, 16 May 2023US$9.9bUS$17.9bUS$1.3b4.8x7.5x0.6x
Thu, 13 Apr 2023US$9.6bUS$18.3bUS$1.7b4.6x5.6x0.5x
Sat, 11 Mar 2023US$9.7bUS$18.4bUS$1.7b4.5x5.7x0.5x
Mon, 06 Feb 2023US$11.2bUS$19.5bUS$2.1b4.4x5.3x0.6x
Price to Earnings Ratio

5.3x


Total Market Cap: US$11.2bTotal Earnings: US$2.1bTotal Revenue: US$19.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average 21x202420252026
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 13% per year, which is driving profits down.

Industry Trends

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

US Market0.25%
Materials1.56%
Paper and Forestry Products-5.95%
Paper Products-4.60%
Forestry Products-6.55%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 22.6x.
    • Analysts are expecting annual earnings growth of 25.2%, 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 35% 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 25% 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
NWGL CL Workshop GroupUS$1.348.5%
+US$1.7m		5.4%PS1.1x

Latest News

LPX
US$86.44
Louisiana-Pacific
7D
-6.7%
1Y
-26.8%
MERC
US$2.11
Mercer International
7D
-13.9%
1Y
-69.2%
SLVM
US$49.63
Sylvamo
7D
-3.4%
1Y
-38.9%

SLVM: Fair Value View Balances Leadership Transition And Earnings Multiple Risks

Analysts have nudged their fair value estimate for Sylvamo higher to US$53 from US$44, tying this move to updated views on the stock's risk profile, profit margins, and future P/E expectations. Street targets, such as the recent US$57 price target trim, still frame a constructive long term outlook.
NWGL
US$1.34
CL Workshop Group
7D
8.5%
1Y
5.4%
MAGN
US$13.25
Magnera
7D
-5.8%
1Y
-29.1%
CLW
US$17.18
Clearwater Paper
7D
-6.0%
1Y
-46.9%

Why Investors Shouldn't Be Surprised By Clearwater Paper Corporation's (NYSE:CLW) P/S

Jan 09
Why Investors Shouldn't Be Surprised By Clearwater Paper Corporation's (NYSE:CLW) P/S
ITP
US$0.22
IT Tech Packaging
7D
-4.2%
1Y
-39.1%