Header cover image

U.S. Paper and Forestry Products Industry Analysis

UpdatedNov 20, 2024
DataAggregated Company Financials
Companies12
  • 7D-1.7%
  • 3M14.2%
  • 1Y60.8%
  • YTD42.1%

The Paper and Forestry Products industry is down 1.7% over the last week with Mercer International the worst performer, down 3.4%. On the other hand Sylvamo is actually up 6.6%. In the past year, the industry has gained 61%. Earnings are forecast to grow by 3.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 20 Nov 2024US$13.1bUS$13.2bUS$499.2m24.6x26.3x1x
Fri, 18 Oct 2024US$11.9bUS$12.1bUS$433.2m15.3x27.6x1x
Sun, 15 Sep 2024US$11.1bUS$12.1bUS$433.2m13.5x25.6x0.9x
Tue, 13 Aug 2024US$10.9bUS$12.1bUS$432.0m13.2x25.3x0.9x
Thu, 11 Jul 2024US$9.9bUS$11.9bUS$223.0m13.6x44.4x0.8x
Sat, 08 Jun 2024US$11.2bUS$11.9bUS$223.0m14.5x50.2x0.9x
Mon, 06 May 2024US$9.7bUS$11.8bUS$190.1m10.6x50.8x0.8x
Wed, 03 Apr 2024US$10.3bUS$11.9bUS$208.6m21.6x49.3x0.9x
Fri, 01 Mar 2024US$9.4bUS$11.9bUS$200.7m19.9x47x0.8x
Sun, 28 Jan 2024US$10.4bUS$17.0bUS$626.2m7.1x16.6x0.6x
Tue, 26 Dec 2023US$10.9bUS$17.0bUS$626.2m7.2x17.4x0.6x
Thu, 23 Nov 2023US$10.1bUS$17.0bUS$631.0m7x16x0.6x
Sat, 21 Oct 2023US$9.3bUS$17.3bUS$740.2m8.9x12.6x0.5x
Mon, 18 Sep 2023US$9.7bUS$17.3bUS$740.2m8.6x13.1x0.6x
Wed, 16 Aug 2023US$9.6bUS$17.3bUS$735.4m6.7x13x0.6x
Fri, 14 Jul 2023US$11.0bUS$17.9bUS$1.3b4.9x8.3x0.6x
Sun, 11 Jun 2023US$10.0bUS$17.9bUS$1.3b4.9x7.5x0.6x
Tue, 09 May 2023US$10.0bUS$17.7bUS$1.3b5.8x7.8x0.6x
Thu, 06 Apr 2023US$9.2bUS$18.3bUS$1.7b4.3x5.4x0.5x
Sat, 04 Mar 2023US$10.2bUS$18.4bUS$1.7b4.9x5.9x0.6x
Mon, 30 Jan 2023US$10.7bUS$19.5bUS$2.1b4.2x5.1x0.5x
Wed, 28 Dec 2022US$10.2bUS$19.5bUS$2.1b3.8x4.8x0.5x
Fri, 25 Nov 2022US$10.8bUS$19.5bUS$2.1b4x5.1x0.6x
Sun, 23 Oct 2022US$10.0bUS$19.1bUS$2.3b3.4x4.4x0.5x
Tue, 20 Sep 2022US$9.6bUS$19.1bUS$2.3b3.4x4.2x0.5x
Thu, 18 Aug 2022US$10.5bUS$19.1bUS$2.3b3.7x4.6x0.6x
Sat, 16 Jul 2022US$9.9bUS$18.6bUS$2.4b3.6x4.2x0.5x
Mon, 13 Jun 2022US$11.1bUS$18.6bUS$2.4b3.8x4.7x0.6x
Wed, 11 May 2022US$11.4bUS$18.4bUS$2.4b4.5x4.8x0.6x
Fri, 08 Apr 2022US$11.6bUS$20.3bUS$2.2b7.5x5.3x0.6x
Sun, 06 Mar 2022US$15.4bUS$24.3bUS$2.3b4.8x6.7x0.6x
Tue, 01 Feb 2022US$15.7bUS$23.5bUS$2.3b4.1x6.9x0.7x
Thu, 30 Dec 2021US$17.0bUS$23.5bUS$2.3b9.2x7.5x0.7x
Sat, 27 Nov 2021US$16.0bUS$23.5bUS$2.3b8.8x7x0.7x
Price to Earnings Ratio

7x


Total Market Cap: US$16.0bTotal Earnings: US$2.3bTotal Revenue: US$23.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average 16.3x202220232024
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 26.3x which is higher than its 3-year average PE of 16.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
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-1.19%
Materials-0.58%
Paper and Forestry Products-1.74%
Forestry Products-1.00%
Paper Products-2.92%
Industry PE
  • Investors are most optimistic about the Paper Products industry even though it's trading below its 3-year average PE ratio of 81.2x.
    • Analysts are expecting annual earnings growth of 4.7%, 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 16.0x.
Forecasted Growth
  • Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 4.7% 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 3.4% 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
SLVM SylvamoUS$86.706.6%
+US$218.6m
80.0%PE13.2x
CLW Clearwater PaperUS$26.031.0%
+US$4.5m
-27.2%PE215.6x
MAGN MagneraUS$18.450.3%
+US$1.8m
n/aPE31x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

ITP

US$0.23

IT Tech Packaging

7D

-6.9%

1Y

-17.9%

SLVM

US$86.70

Sylvamo

7D

6.6%

1Y

80.0%

NWGL

US$1.47

Nature Wood Group

7D

-2.6%

1Y

-87.1%

LPX

US$111.39

Louisiana-Pacific

7D

-0.05%

1Y

81.9%

CLW

US$26.03

Clearwater Paper

7D

1.0%

1Y

-27.2%