Why Investors Shouldn't Be Surprised By Clearwater Paper Corporation's (NYSE:CLW) P/S
Jan 09
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U.S. Paper and Forestry Products Industry Analysis
UpdatedJan 16, 2026
DataAggregated Company Financials
Companies14
- 7D9.8%
- 3M10.5%
- 1Y-24.2%
- YTD13.3%
Over the last 7 days, the Paper and Forestry Products industry has risen 14%, driven by gains from Louisiana-Pacific of 16%. In the same time, CL Workshop Group was down 5.6%. In contrast, the industry has lost 25% in the last 12 months. Looking forward, earnings are forecast to grow by 29% 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 |
|---|---|---|---|---|---|---|
| Fri, 16 Jan 2026 | US$9.5b | US$13.0b | -US$31,603,514.00 | 20.8x | -301.6x | 0.7x |
| Sun, 14 Dec 2025 | US$9.0b | US$13.0b | -US$30,959,252.00 | 19.5x | -290.3x | 0.7x |
| Tue, 11 Nov 2025 | US$7.9b | US$12.7b | -US$170,460,872.00 | 24.8x | -46.5x | 0.6x |
| Thu, 09 Oct 2025 | US$8.9b | US$13.0b | US$55.9m | 21.1x | 160.1x | 0.7x |
| Sat, 06 Sep 2025 | US$9.6b | US$13.0b | US$55.9m | 23.1x | 171.2x | 0.7x |
| Mon, 04 Aug 2025 | US$9.1b | US$12.9b | US$267.7m | 11x | 34.2x | 0.7x |
| Wed, 02 Jul 2025 | US$9.3b | US$12.9b | US$241.1m | 11x | 38.7x | 0.7x |
| Fri, 30 May 2025 | US$9.6b | US$12.9b | US$241.1m | 11.7x | 39.9x | 0.7x |
| Sun, 27 Apr 2025 | US$9.7b | US$12.6b | US$335.8m | 11.2x | 28.8x | 0.8x |
| Tue, 25 Mar 2025 | US$10.6b | US$12.6b | US$335.9m | 12.3x | 31.6x | 0.8x |
| Thu, 20 Feb 2025 | US$12.5b | US$12.6b | US$118.8m | 14.4x | 105.5x | 1x |
| Sat, 18 Jan 2025 | US$13.0b | US$13.2b | US$500.0m | 24.9x | 25.9x | 1x |
| Mon, 16 Dec 2024 | US$13.1b | US$13.2b | US$500.0m | 25.5x | 26.1x | 1x |
| Wed, 13 Nov 2024 | US$13.4b | US$13.1b | US$462.2m | 25.4x | 29x | 1x |
| Fri, 11 Oct 2024 | US$11.9b | US$12.1b | US$433.2m | 14.4x | 27.4x | 1x |
| Sun, 08 Sep 2024 | US$10.5b | US$12.1b | US$433.2m | 13.1x | 24.3x | 0.9x |
| Tue, 06 Aug 2024 | US$11.1b | US$11.9b | US$223.0m | 13.6x | 49.6x | 0.9x |
| Thu, 04 Jul 2024 | US$10.2b | US$11.9b | US$223.0m | 14.3x | 45.9x | 0.9x |
| Sat, 01 Jun 2024 | US$11.0b | US$11.9b | US$223.0m | 14.7x | 49.5x | 0.9x |
| Mon, 29 Apr 2024 | US$9.5b | US$11.9b | US$208.6m | 20.3x | 45.5x | 0.8x |
| Wed, 27 Mar 2024 | US$10.1b | US$11.9b | US$200.7m | 21.7x | 50.6x | 0.9x |
| Fri, 23 Feb 2024 | US$8.7b | US$11.9b | US$175.2m | 18.8x | 49.4x | 0.7x |
| Sun, 21 Jan 2024 | US$10.4b | US$17.0b | US$626.2m | 6.8x | 16.6x | 0.6x |
| Tue, 19 Dec 2023 | US$10.4b | US$17.0b | US$631.0m | 7.1x | 16.5x | 0.6x |
| Thu, 16 Nov 2023 | US$10.1b | US$17.0b | US$631.0m | 7.2x | 16.1x | 0.6x |
| Sat, 14 Oct 2023 | US$9.3b | US$17.3b | US$740.2m | 8.9x | 12.5x | 0.5x |
| Mon, 11 Sep 2023 | US$9.5b | US$17.3b | US$735.4m | 6.8x | 12.9x | 0.6x |
| Wed, 09 Aug 2023 | US$10.1b | US$17.3b | US$771.4m | 7.1x | 13.1x | 0.6x |
| Fri, 07 Jul 2023 | US$10.3b | US$17.9b | US$1.3b | 4.4x | 7.7x | 0.6x |
| Sun, 04 Jun 2023 | US$9.6b | US$17.9b | US$1.3b | 4.7x | 7.3x | 0.5x |
| Tue, 02 May 2023 | US$9.9b | US$18.3b | US$1.7b | 4.8x | 5.8x | 0.5x |
| Thu, 30 Mar 2023 | US$9.5b | US$18.3b | US$1.7b | 4.4x | 5.6x | 0.5x |
| Sat, 25 Feb 2023 | US$9.9b | US$18.4b | US$1.7b | 4.7x | 5.8x | 0.5x |
| Mon, 23 Jan 2023 | US$10.3b | US$19.5b | US$2.1b | 4x | 4.9x | 0.5x |
Price to Earnings Ratio
4.9x
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 0.73x.
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 Market | 0.31% | |
| Materials | 4.64% | |
| Paper and Forestry Products | 9.75% | |
| Forestry Products | 10.92% | |
| Paper Products | 7.41% | |
Industry PE
- Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 22.3x.
- Analysts are expecting annual earnings growth of 25.6%, 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 36% 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 26% 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$93.71 | 10.9% +US$642.8m | -18.9% | PE30.2x | |
| SLVM Sylvamo | US$52.27 | 8.2% +US$155.4m | -34.1% | PE11.5x | |
| MERC Mercer International | US$2.74 | 13.2% +US$21.4m | -57.1% | PS0.1x | |
| MAGN Magnera | US$15.09 | 3.8% +US$19.6m | -15.7% | PS0.2x | |
| CLW Clearwater Paper | US$20.54 | 6.1% +US$19.1m | -31.0% | PS0.2x |