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U.S. Paper and Forestry Products Industry Analysis

UpdatedApr 22, 2024
DataAggregated Company Financials
Companies11
  • 7D-3.5%
  • 3M11.5%
  • 1Y17.4%
  • YTD8.1%

Over the last 7 days, the Paper and Forestry Products industry has dropped 3.5%, driven by declines in Glatfelter and Nature Wood Group of 3.8% and 1.1%, respectively. Meanwhile, Sylvamo actually outperformed within the industry, gaining 5.9% in the last week. Over the past 12 months, the industry was up 17%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Apr 2024US$9.3bUS$11.9bUS$208.6m19.4x44.4x0.8x
Thu, 21 Mar 2024US$9.7bUS$11.9bUS$200.7m21.3x48.3x0.8x
Sat, 17 Feb 2024US$8.8bUS$12.0bUS$151.7m18.5x58x0.7x
Mon, 15 Jan 2024US$10.6bUS$17.0bUS$626.2m6.8x16.9x0.6x
Wed, 13 Dec 2023US$10.1bUS$17.0bUS$631.0m7.2x16.1x0.6x
Fri, 10 Nov 2023US$9.8bUS$17.1bUS$682.1m7.1x14.3x0.6x
Sun, 08 Oct 2023US$9.1bUS$17.3bUS$740.2m9x12.3x0.5x
Tue, 05 Sep 2023US$10.0bUS$17.3bUS$735.4m7.2x13.6x0.6x
Thu, 03 Aug 2023US$10.5bUS$17.3bUS$975.2m5.5x10.8x0.6x
Sat, 01 Jul 2023US$10.6bUS$17.9bUS$1.3b4.6x8x0.6x
Mon, 29 May 2023US$9.5bUS$17.9bUS$1.3b4.7x7.1x0.5x
Wed, 26 Apr 2023US$9.9bUS$18.3bUS$1.7b4.9x5.8x0.5x
Fri, 24 Mar 2023US$9.4bUS$18.4bUS$1.7b4.4x5.5x0.5x
Sun, 19 Feb 2023US$10.4bUS$19.1bUS$2.0b4.1x5.2x0.5x
Tue, 17 Jan 2023US$10.4bUS$19.5bUS$2.1b4x5x0.5x
Thu, 15 Dec 2022US$10.8bUS$19.5bUS$2.1b4x5.1x0.6x
Sat, 12 Nov 2022US$10.2bUS$19.5bUS$2.1b3.8x4.8x0.5x
Mon, 10 Oct 2022US$9.6bUS$19.1bUS$2.3b3.4x4.2x0.5x
Wed, 07 Sep 2022US$9.8bUS$19.1bUS$2.3b3.6x4.3x0.5x
Fri, 05 Aug 2022US$10.8bUS$19.0bUS$2.5b3.8x4.4x0.6x
Sun, 03 Jul 2022US$9.4bUS$18.6bUS$2.4b3.5x4x0.5x
Tue, 31 May 2022US$11.8bUS$18.6bUS$2.4b3.9x5x0.6x
Thu, 28 Apr 2022US$12.7bUS$20.3bUS$2.2b7.6x5.7x0.6x
Sat, 26 Mar 2022US$15.5bUS$24.3bUS$2.3b5.2x6.7x0.6x
Mon, 21 Feb 2022US$16.1bUS$24.0bUS$2.2b5.1x7.2x0.7x
Wed, 19 Jan 2022US$16.4bUS$23.5bUS$2.3b4.3x7.2x0.7x
Fri, 17 Dec 2021US$16.3bUS$23.5bUS$2.3b8.9x7.2x0.7x
Sun, 14 Nov 2021US$15.9bUS$23.5bUS$2.3b8.6x7x0.7x
Tue, 12 Oct 2021US$16.0bUS$22.3bUS$1.7b18.2x9.3x0.7x
Thu, 09 Sep 2021US$14.4bUS$21.2bUS$2.0b18.5x7.2x0.7x
Sat, 07 Aug 2021US$13.9bUS$21.2bUS$2.0b18.6x7x0.7x
Fri, 30 Apr 2021US$15.4bUS$19.3bUS$1.2b11x12.6x0.8x
Price to Earnings Ratio

12.6x


Total Market Cap: US$15.4bTotal Earnings: US$1.2bTotal Revenue: US$19.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average 10.9x202220232024
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 44.4x 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-3.18%
Materials-1.38%
Paper and Forestry Products-3.49%
Paper Products-0.041%
Forestry Products-5.75%
Industry PE
  • Investors are most optimistic about the Paper Products industry which is trading above its 3-year average PE ratio of 13.4x.
    • 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?

CompanyLast Price7D1YValuation
SLVM SylvamoUS$60.645.9%
+US$140.1m
33.7%PE9.9x
MERC Mercer InternationalUS$9.654.6%
+US$31.1m
3.7%PS0.3x
LPX Louisiana-PacificUS$73.230.3%
+US$17.4m
22.1%PE29.7x
CLW Clearwater PaperUS$39.941.0%
+US$6.3m
12.2%PE6.1x
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Latest News

LPX

US$73.23

Louisiana-Pacific

7D

0.3%

1Y

22.1%

CLW

US$39.94

Clearwater Paper

7D

1.0%

1Y

12.2%

GLT

US$1.54

Glatfelter

7D

-3.8%

1Y

-64.1%

NWGL

US$14.74

Nature Wood Group

7D

-1.1%

1Y

n/a

ITP

US$0.23

IT Tech Packaging

7D

-0.5%

1Y

-50.7%