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U.S. Paper and Forestry Products Industry Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies13
  • 7D10.5%
  • 3M7.3%
  • 1Y-20.3%
  • YTD10.8%

Over the last 7 days, the Paper and Forestry Products industry has risen 11%, driven by gains from Louisiana-Pacific of 9.7%. Meanwhile, CL Workshop Group actually underperformed within the industry, shrinking 7.4% in the last week. However, the industry is down 20% over the past year. As for the next few years, earnings are expected to grow by 29% 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, 13 Jan 2026US$9.5bUS$13.0b-US$31,603,514.0020.4x-299.1x0.7x
Thu, 11 Dec 2025US$9.0bUS$13.0b-US$30,959,252.0019.5x-291x0.7x
Sat, 08 Nov 2025US$7.9bUS$12.9b-US$132,460,872.0025.3x-59.5x0.6x
Mon, 06 Oct 2025US$9.1bUS$13.0bUS$55.9m21.1x162.4x0.7x
Wed, 03 Sep 2025US$9.5bUS$13.0bUS$55.9m21.8x170.6x0.7x
Fri, 01 Aug 2025US$9.4bUS$12.9bUS$286.2m11.1x32.7x0.7x
Sun, 29 Jun 2025US$9.3bUS$12.9bUS$241.1m11.2x38.7x0.7x
Tue, 27 May 2025US$9.8bUS$12.9bUS$241.1m11.9x40.7x0.8x
Thu, 24 Apr 2025US$9.5bUS$12.6bUS$335.8m11x28.3x0.8x
Sat, 22 Mar 2025US$10.7bUS$12.6bUS$335.9m12.1x31.9x0.8x
Mon, 17 Feb 2025US$12.5bUS$12.6bUS$118.8m14.3x105.5x1x
Wed, 15 Jan 2025US$12.5bUS$13.2bUS$500.0m24.3x24.9x0.9x
Fri, 13 Dec 2024US$13.5bUS$13.2bUS$500.0m25.9x27x1x
Sun, 10 Nov 2024US$13.4bUS$13.1bUS$462.2m25.6x28.9x1x
Tue, 08 Oct 2024US$11.9bUS$12.1bUS$433.2m14.5x27.4x1x
Thu, 05 Sep 2024US$10.8bUS$12.1bUS$433.2m13.2x24.9x0.9x
Sat, 03 Aug 2024US$11.4bUS$11.9bUS$223.0m14.3x51x1x
Mon, 01 Jul 2024US$10.2bUS$11.9bUS$223.0m14.2x45.7x0.9x
Wed, 29 May 2024US$11.1bUS$11.9bUS$223.0m14.7x49.7x0.9x
Fri, 26 Apr 2024US$9.7bUS$11.9bUS$208.6m20.2x46.3x0.8x
Sun, 24 Mar 2024US$10.1bUS$11.9bUS$200.7m21.7x50.4x0.9x
Tue, 20 Feb 2024US$8.7bUS$12.0bUS$151.7m18.5x57.5x0.7x
Thu, 18 Jan 2024US$10.4bUS$17.0bUS$626.2m6.7x16.6x0.6x
Sat, 16 Dec 2023US$10.4bUS$17.0bUS$631.0m7x16.5x0.6x
Mon, 13 Nov 2023US$9.8bUS$17.0bUS$631.0m6.9x15.6x0.6x
Wed, 11 Oct 2023US$9.3bUS$17.3bUS$740.2m9x12.6x0.5x
Fri, 08 Sep 2023US$9.5bUS$17.3bUS$735.4m6.8x12.9x0.6x
Sun, 06 Aug 2023US$10.3bUS$17.3bUS$771.4m7.1x13.4x0.6x
Tue, 04 Jul 2023US$10.6bUS$17.9bUS$1.3b4.6x8x0.6x
Thu, 01 Jun 2023US$9.4bUS$17.9bUS$1.3b4.5x7.1x0.5x
Sat, 29 Apr 2023US$9.9bUS$18.3bUS$1.7b4.8x5.8x0.5x
Mon, 27 Mar 2023US$9.4bUS$18.3bUS$1.7b4.5x5.5x0.5x
Wed, 22 Feb 2023US$9.7bUS$18.4bUS$1.7b4.6x5.6x0.5x
Fri, 20 Jan 2023US$10.2bUS$19.5bUS$2.1b3.9x4.8x0.5x
Price to Earnings Ratio

4.8x


Total Market Cap: US$10.2bTotal 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 25.7x202420252026
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 Market1.24%
Materials5.07%
Paper and Forestry Products10.53%
Forestry Products12.54%
Paper Products6.46%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 22.2x.
    • 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 37% 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?

CompanyLast Price7D1YValuation
LPX Louisiana-PacificUS$92.059.7%
+US$568.3m		-12.9%PE29.7x
SLVM SylvamoUS$50.545.4%
+US$102.9m		-35.1%PE11.1x
CLW Clearwater PaperUS$20.3110.9%
+US$32.1m		-29.7%PS0.2x
MERC Mercer InternationalUS$2.5519.2%
+US$27.4m		-60.2%PS0.09x
MAGN MagneraUS$14.680.8%
+US$4.3m		-19.0%PS0.2x

Latest News

SLVM
US$50.54
Sylvamo
7D
5.4%
1Y
-35.1%
LPX
US$92.05
Louisiana-Pacific
7D
9.7%
1Y
-12.9%

LPX: Siding Share Gains And Premium P/E Multiple Will Support Upside

Analysts have slightly lifted their fair value estimate for Louisiana Pacific to about $131 from about $131, reflecting mixed price target moves on the stock, expectations for more moderate revenue growth and margins, and a higher assumed future P/E of roughly 28x supported by recent Buy rated coverage and updated targets around $94 to $112. Analyst Commentary Recent research coverage has leaned constructive on Louisiana Pacific, with several bullish analysts updating price targets and reiterating positive views on the company’s positioning and execution.
MAGN
US$14.68
Magnera
7D
0.8%
1Y
-19.0%
CLW
US$20.31
Clearwater Paper
7D
10.9%
1Y
-29.7%

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
NWGL
US$1.26
CL Workshop Group
7D
-7.4%
1Y
5.9%
ITP
US$0.24
IT Tech Packaging
7D
-3.2%
1Y
-42.6%
MERC
US$2.55
Mercer International
7D
19.2%
1Y
-60.2%