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U.S. Paper and Forestry Products Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies13
  • 7D-7.0%
  • 3M-8.9%
  • 1Y-21.6%
  • YTD-7.4%

Over the last 7 days, the Paper and Forestry Products industry has dropped 7.0%, driven by declines from every company within the industry. Overall the industry is down 22% in 12 months. As for the next few years, earnings are expected to grow by 36% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026US$7.9bUS$11.0bUS$71.7m25x109.7x0.7x
Thu, 05 Feb 2026US$9.0bUS$13.0b-US$31,603,514.0020.7x-285.7x0.7x
Sat, 03 Jan 2026US$8.5bUS$13.0b-US$31,603,514.0018.4x-269.1x0.7x
Mon, 01 Dec 2025US$8.5bUS$13.0b-US$30,959,252.0018.4x-275.5x0.7x
Wed, 29 Oct 2025US$9.1bUS$13.0bUS$55.9m21.4x162.3x0.7x
Fri, 26 Sep 2025US$8.5bUS$13.0bUS$55.9m19.5x151.7x0.7x
Sun, 24 Aug 2025US$9.8bUS$13.0bUS$55.8m15.8x175.7x0.8x
Tue, 22 Jul 2025US$9.2bUS$12.9bUS$241.1m10.8x38.3x0.7x
Thu, 19 Jun 2025US$9.2bUS$12.9bUS$241.1m11x38.3x0.7x
Sat, 17 May 2025US$10.0bUS$12.9bUS$241.1m12.2x41.6x0.8x
Mon, 14 Apr 2025US$9.8bUS$12.6bUS$335.9m11.2x29.1x0.8x
Wed, 12 Mar 2025US$10.4bUS$12.6bUS$335.9m11.9x31x0.8x
Fri, 07 Feb 2025US$13.2bUS$13.4bUS$273.0m19.8x48.3x1x
Sun, 05 Jan 2025US$12.4bUS$13.2bUS$500.0m24.8x24.8x0.9x
Tue, 03 Dec 2024US$13.7bUS$13.2bUS$500.0m26.8x27.4x1x
Thu, 31 Oct 2024US$11.4bUS$12.1bUS$433.2m15x26.3x0.9x
Sat, 28 Sep 2024US$11.9bUS$12.1bUS$433.2m14.9x27.5x1x
Mon, 26 Aug 2024US$11.2bUS$12.1bUS$433.2m13.9x25.8x0.9x
Wed, 24 Jul 2024US$11.1bUS$11.9bUS$223.0m15.1x49.9x0.9x
Fri, 21 Jun 2024US$10.8bUS$11.9bUS$223.0m14.2x48.3x0.9x
Sun, 19 May 2024US$11.0bUS$11.9bUS$223.0m14.5x49.5x0.9x
Tue, 16 Apr 2024US$9.6bUS$11.9bUS$208.6m20x46x0.8x
Thu, 14 Mar 2024US$9.7bUS$11.9bUS$200.7m20.9x48.4x0.8x
Sat, 10 Feb 2024US$8.3bUS$12.1bUS$228.9m26.3x36.3x0.7x
Mon, 08 Jan 2024US$10.6bUS$17.0bUS$626.2m7.1x16.9x0.6x
Wed, 06 Dec 2023US$10.5bUS$17.0bUS$631.0m7.3x16.6x0.6x
Fri, 03 Nov 2023US$9.4bUS$17.1bUS$774.8m7x12.1x0.5x
Sun, 01 Oct 2023US$9.5bUS$17.3bUS$740.2m8.9x12.8x0.5x
Tue, 29 Aug 2023US$9.6bUS$17.3bUS$735.4m7x13x0.6x
Thu, 27 Jul 2023US$11.0bUS$17.9bUS$1.3b5.3x8.3x0.6x
Sat, 24 Jun 2023US$10.0bUS$17.9bUS$1.3b4.6x7.5x0.6x
Mon, 22 May 2023US$9.7bUS$17.9bUS$1.3b4.8x7.3x0.5x
Wed, 19 Apr 2023US$9.9bUS$18.3bUS$1.7b4.8x5.8x0.5x
Fri, 17 Mar 2023US$9.5bUS$18.4bUS$1.7b4.5x5.5x0.5x
Price to Earnings Ratio

5.5x


Total Market Cap: US$9.5bTotal Earnings: US$1.7bTotal Revenue: US$18.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average 8.7x202420252026
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 110x which is higher than its 3-year average PE of 8.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
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-1.50%
Materials-7.66%
Paper and Forestry Products-7.00%
Paper Products-6.93%
Forestry Products-7.03%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 23.8x.
    • 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 44% 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
No data available

Latest News

LPX
US$77.66
Louisiana-Pacific
7D
-7.1%
1Y
-13.2%

LPX: Siding Share Gains And 2027 Capacity Expansion Will Drive Upside

Narrative Update on Louisiana-Pacific The analyst price target for Louisiana-Pacific has been adjusted modestly lower from $117 to $115 as analysts factor in a weaker near term siding margin outlook, reflected in reduced profit margin assumptions and a higher future P/E, while still citing expectations for solid growth once temporary destocking effects ease. Analyst Commentary Recent research commentary on Louisiana-Pacific points to a mixed but generally constructive tone, with price targets reset in light of near term siding and housing headwinds while still reflecting expectations for execution on margins and growth initiatives over time.
CLW
US$14.54
Clearwater Paper
7D
-3.3%
1Y
-38.8%
SLVM
US$42.99
Sylvamo
7D
-7.0%
1Y
-34.1%

SLVM: Updated Outlook Will Highlight Leadership Transition And Reassessed Earnings Multiple

Analysts have trimmed their price target on Sylvamo to $57 from $59. This reflects updated views on revenue trends, profit margins and forward P/E assumptions, while still indicating potential upside from the current fundamental profile.
MERC
US$1.65
Mercer International
7D
-7.8%
1Y
-74.0%
MAGN
US$11.54
Magnera
7D
-8.5%
1Y
-40.1%
NWGL
US$1.24
CL Workshop Group
7D
-4.6%
1Y
-26.6%
ITP
US$0.18
IT Tech Packaging
7D
-5.1%
1Y
-46.7%