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U.S. Paper and Forestry Products Industry Analysis
UpdatedJan 20, 2025
DataAggregated Company Financials
Companies11
- 7D6.9%
- 3M5.2%
- 1Y52.9%
- YTD6.1%
In the last week, the Paper and Forestry Products industry is up 6.9%, with Louisiana-Pacific up 9.3%. In the last 12 months, the industry was up 53%. Earnings are forecast to grow by 4.7% 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 |
|---|---|---|---|---|---|---|
| Mon, 20 Jan 2025 | US$12.9b | US$13.2b | US$500.0m | 24.9x | 25.8x | 1x |
| Wed, 18 Dec 2024 | US$13.2b | US$13.2b | US$500.0m | 25.1x | 26.3x | 1x |
| Fri, 15 Nov 2024 | US$12.7b | US$13.2b | US$499.2m | 23.9x | 25.5x | 1x |
| Sun, 13 Oct 2024 | US$11.9b | US$12.1b | US$433.2m | 14.7x | 27.4x | 1x |
| Tue, 10 Sep 2024 | US$10.6b | US$12.1b | US$433.2m | 13.1x | 24.6x | 0.9x |
| Thu, 08 Aug 2024 | US$10.9b | US$12.0b | US$167.5m | 14x | 64.8x | 0.9x |
| Sat, 06 Jul 2024 | US$10.2b | US$11.9b | US$223.0m | 13.7x | 45.9x | 0.9x |
| Mon, 03 Jun 2024 | US$11.1b | US$11.9b | US$223.0m | 14.7x | 50x | 0.9x |
| Wed, 01 May 2024 | US$9.4b | US$11.8b | US$190.1m | 10.2x | 49.7x | 0.8x |
| Fri, 29 Mar 2024 | US$10.3b | US$11.9b | US$208.6m | 22.1x | 49.5x | 0.9x |
| Sun, 25 Feb 2024 | US$9.0b | US$11.9b | US$200.7m | 19x | 44.8x | 0.8x |
| Tue, 23 Jan 2024 | US$10.5b | US$17.0b | US$626.2m | 6.9x | 16.8x | 0.6x |
| Thu, 21 Dec 2023 | US$10.9b | US$17.0b | US$631.0m | 7.3x | 17.2x | 0.6x |
| Sat, 18 Nov 2023 | US$10.1b | US$17.0b | US$631.0m | 7x | 16x | 0.6x |
| Mon, 16 Oct 2023 | US$9.3b | US$17.3b | US$740.2m | 8.9x | 12.5x | 0.5x |
| Wed, 13 Sep 2023 | US$9.5b | US$17.3b | US$735.4m | 6.8x | 12.9x | 0.5x |
| Fri, 11 Aug 2023 | US$9.7b | US$17.3b | US$736.4m | 6.7x | 13.2x | 0.6x |
| Sun, 09 Jul 2023 | US$10.5b | US$17.9b | US$1.3b | 4.6x | 7.9x | 0.6x |
| Tue, 06 Jun 2023 | US$9.6b | US$17.9b | US$1.3b | 4.6x | 7.3x | 0.5x |
| Thu, 04 May 2023 | US$9.9b | US$17.8b | US$1.3b | 5.5x | 7.6x | 0.6x |
| Sat, 01 Apr 2023 | US$9.4b | US$18.3b | US$1.7b | 4.4x | 5.5x | 0.5x |
| Mon, 27 Feb 2023 | US$9.9b | US$18.4b | US$1.7b | 4.7x | 5.8x | 0.5x |
| Wed, 25 Jan 2023 | US$10.4b | US$19.5b | US$2.1b | 4x | 4.9x | 0.5x |
| Fri, 23 Dec 2022 | US$10.2b | US$19.5b | US$2.1b | 3.8x | 4.8x | 0.5x |
| Sun, 20 Nov 2022 | US$10.5b | US$19.5b | US$2.1b | 3.9x | 5x | 0.5x |
| Tue, 18 Oct 2022 | US$9.6b | US$19.1b | US$2.3b | 3.5x | 4.2x | 0.5x |
| Thu, 15 Sep 2022 | US$9.5b | US$19.1b | US$2.3b | 3.4x | 4.1x | 0.5x |
| Sat, 13 Aug 2022 | US$10.7b | US$19.1b | US$2.3b | 3.8x | 4.7x | 0.6x |
| Mon, 11 Jul 2022 | US$9.9b | US$18.6b | US$2.4b | 3.7x | 4.2x | 0.5x |
| Wed, 08 Jun 2022 | US$12.3b | US$18.6b | US$2.4b | 4.2x | 5.2x | 0.7x |
| Fri, 06 May 2022 | US$13.0b | US$19.8b | US$2.3b | 5.7x | 5.6x | 0.7x |
| Sun, 03 Apr 2022 | US$12.2b | US$20.3b | US$2.2b | 5x | 5.5x | 0.6x |
| Tue, 01 Mar 2022 | US$15.9b | US$24.3b | US$2.2b | 4.8x | 7.2x | 0.7x |
| Thu, 27 Jan 2022 | US$15.3b | US$23.5b | US$2.3b | 3.9x | 6.7x | 0.6x |
Price to Earnings Ratio
6.7x
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 25.8x which is higher than its 3-year average PE of 17.3x.
- The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
- The earnings for companies in the Forestry industry have declined 40% per year over the last three years,
- Revenues have also declined 17% 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 | 3.25% | |
| Materials | 5.65% | |
| Paper and Forestry Products | 6.89% | |
| Forestry Products | 9.36% | |
| Paper Products | 2.95% | |
Industry PE
- Investors are most optimistic about the Paper Products industry even though it's trading below its 3-year average PE ratio of 83.5x.
- Analysts are expecting annual earnings growth of 5.7%, which is higher than its past year's earnings decline of 64.2% 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 16.8x.
Forecasted Growth
- Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 5.7% over the next 5 years.
- This is better than its past earnings decline of 64% per year.
- In contrast, the Forestry Products industry is expected to see its earnings grow by 4.2% per year 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 | |
|---|---|---|---|---|---|
| LPX Louisiana-Pacific | US$114.91 | 8.7% +US$646.9m | 68.5% | PE19.4x | |
| CLW Clearwater Paper | US$30.24 | 4.7% +US$22.4m | -11.4% | PE250.5x | |
| SLVM Sylvamo | US$78.15 | 0.4% +US$13.5m | 61.2% | PE11.9x | |
| MERC Mercer International | US$6.45 | 0.8% +US$3.3m | -25.6% | PS0.2x | |
| NWGL Nature Wood Group | US$1.30 | 8.8% +US$1.7m | -85.1% | PS1x |
