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U.S. Paper and Forestry Products Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies10
  • 7D-4.6%
  • 3M-1.2%
  • 1Y-23.6%
  • YTD-18.4%

Over the last 7 days, the Paper and Forestry Products industry has dropped 4.6%, driven by a pullback from Sylvamo of 5.2%. Overall the industry is down 24% in 12 months. As for the next few years, earnings are expected to grow by 56% 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
Sat, 25 Jul 2026US$2.3bUS$8.2b-US$85,265,458.0014.6x-26.7x0.3x
Mon, 22 Jun 2026US$7.7bUS$10.7b-US$3,265,458.0040.8x-2362.5x0.7x
Wed, 20 May 2026US$7.0bUS$10.7b-US$3,265,458.0035.5x-2148.6x0.7x
Fri, 17 Apr 2026US$7.5bUS$11.0bUS$71.7m23.7x104.4x0.7x
Sun, 15 Mar 2026US$7.6bUS$11.0bUS$71.7m24.3x105.8x0.7x
Tue, 10 Feb 2026US$9.7bUS$13.1b-US$5,603,514.0021.5x-1738.3x0.7x
Thu, 08 Jan 2026US$8.8bUS$13.0b-US$31,603,514.0017.9x-279.3x0.7x
Sat, 06 Dec 2025US$8.5bUS$13.0b-US$30,959,252.0018.9x-276x0.7x
Mon, 03 Nov 2025US$8.5bUS$13.0bUS$12.8m20.4x665.2x0.7x
Wed, 01 Oct 2025US$8.6bUS$13.0bUS$55.9m20.8x154.7x0.7x
Fri, 29 Aug 2025US$9.6bUS$13.0bUS$55.9m22.4x171.2x0.7x
Sun, 27 Jul 2025US$9.5bUS$12.9bUS$241.1m11.3x39.6x0.7x
Tue, 24 Jun 2025US$9.3bUS$12.9bUS$241.1m11.2x38.6x0.7x
Thu, 22 May 2025US$10.0bUS$12.9bUS$241.1m11.9x41.5x0.8x
Sat, 19 Apr 2025US$9.6bUS$12.6bUS$335.8m11.1x28.6x0.8x
Mon, 17 Mar 2025US$10.5bUS$12.6bUS$335.9m12x31.4x0.8x
Wed, 12 Feb 2025US$12.9bUS$13.4bUS$273.0m19.2x47.2x1x
Fri, 10 Jan 2025US$12.3bUS$13.2bUS$500.0m24.7x24.5x0.9x
Sun, 08 Dec 2024US$13.8bUS$13.2bUS$500.0m26.8x27.5x1x
Tue, 05 Nov 2024US$11.5bUS$12.2bUS$441.3m15x26.1x0.9x
Thu, 03 Oct 2024US$12.1bUS$12.1bUS$433.2m14.6x28x1x
Sat, 31 Aug 2024US$11.1bUS$12.1bUS$433.2m13.9x25.7x0.9x
Mon, 29 Jul 2024US$11.7bUS$11.9bUS$223.0m15.6x52.4x1x
Wed, 26 Jun 2024US$10.4bUS$11.9bUS$223.0m14.1x46.8x0.9x
Fri, 24 May 2024US$10.9bUS$11.9bUS$223.0m14.4x49x0.9x
Sun, 21 Apr 2024US$9.3bUS$11.9bUS$208.6m19.4x44.4x0.8x
Tue, 19 Mar 2024US$9.5bUS$11.9bUS$200.7m20.4x47.3x0.8x
Thu, 15 Feb 2024US$8.2bUS$12.1bUS$228.9m26.5x35.8x0.7x
Sat, 13 Jan 2024US$10.6bUS$17.0bUS$626.2m6.8x16.9x0.6x
Mon, 11 Dec 2023US$10.4bUS$17.0bUS$631.0m7.4x16.4x0.6x
Wed, 08 Nov 2023US$9.9bUS$17.1bUS$682.1m7.1x14.5x0.6x
Fri, 06 Oct 2023US$9.2bUS$17.3bUS$740.2m9x12.5x0.5x
Sun, 03 Sep 2023US$10.0bUS$17.3bUS$735.4m7.2x13.6x0.6x
Tue, 01 Aug 2023US$11.1bUS$17.9bUS$1.3b5.5x8.4x0.6x
Price to Earnings Ratio

8.4x


Total Market Cap: US$11.1bTotal Earnings: US$1.3bTotal Revenue: US$17.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average -113x202420252026
Current Industry PE
  • Investors are pessimistic on the American Forestry industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
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 23% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.S. Materials industry?

US Market-1.98%
Materials0.066%
Paper and Forestry Products-4.57%
Forestry Products2.40%
Paper Products-4.59%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 56% over the next 5 years.
    • This is better than its past earnings decline of 64% per year.
    • In contrast, the Paper Products industry is expected to see its earnings grow by 56% 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
    		CLW Clearwater PaperUS$16.825.3%
    +US$13.5m    		-45.5%PS0.2x
    		MAGN MagneraUS$13.710.7%
    +US$3.6m    		2.0%PS0.2x
    		MERC Mercer InternationalUS$0.672.2%
    +US$949.6k    		-83.1%PS0.02x

    Latest News

    CLW
    US$16.82
    Clearwater Paper
    7D
    5.3%
    1Y
    -45.5%
    SLVM
    US$38.27
    Sylvamo
    7D
    -0.2%
    1Y
    -22.8%
    Narrative Update • Jul 22

    SLVM: Future Returns Will Hinge On Discount Rate And Sector Repricing

    Analysts have trimmed their price targets on Sylvamo, with the updated internal fair value estimate moving from $49 to $45 as they factor in softer revenue expectations, a lower assumed future P/E multiple, and mixed industry signals around costs and demand in paper and packaging markets. Analyst Commentary Recent Street commentary around Sylvamo reflects a more cautious tone, with several bearish analysts revisiting their assumptions on earnings power, cost pressures, and sector demand as they head into upcoming quarterly updates.
    MAGN
    US$13.71
    Magnera
    7D
    0.7%
    1Y
    2.0%
    MERC
    US$0.67
    Mercer International
    7D
    2.2%
    1Y
    -83.1%
    NWGL
    US$0.27
    CL Workshop Group
    7D
    -2.9%
    1Y
    -74.2%
    ITP
    US$0.17
    IT Tech Packaging
    7D
    -8.9%
    1Y
    -19.6%