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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%

In the last week, the Paper and Forestry Products industry is up 11%, with Louisiana-Pacific up 13%. In the same time, CL Workshop Group was down 6.7%. In contrast, the industry has lost 20% 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 12 Jan 2026US$9.5bUS$13.0b-US$31,603,514.0020.4x-299.1x0.7x
Wed, 10 Dec 2025US$8.7bUS$13.0b-US$30,959,252.0018.8x-279.6x0.7x
Fri, 07 Nov 2025US$7.9bUS$12.9b-US$69,240,872.0024.9x-113.4x0.6x
Sun, 05 Oct 2025US$9.1bUS$13.0bUS$55.9m21.1x162.4x0.7x
Tue, 02 Sep 2025US$9.5bUS$13.0bUS$55.9m22.2x170.6x0.7x
Thu, 31 Jul 2025US$9.5bUS$12.9bUS$286.2m11.2x33.1x0.7x
Sat, 28 Jun 2025US$9.3bUS$12.9bUS$241.1m11.2x38.7x0.7x
Mon, 26 May 2025US$9.8bUS$12.9bUS$241.1m11.9x40.7x0.8x
Wed, 23 Apr 2025US$9.3bUS$12.6bUS$335.8m11x27.7x0.7x
Fri, 21 Mar 2025US$10.8bUS$12.6bUS$335.9m12.2x32.2x0.9x
Sun, 16 Feb 2025US$12.5bUS$12.6bUS$118.8m14.3x105.5x1x
Tue, 14 Jan 2025US$12.0bUS$13.2bUS$500.0m24.1x24.1x0.9x
Thu, 12 Dec 2024US$13.5bUS$13.2bUS$500.0m26.5x26.9x1x
Sat, 09 Nov 2024US$13.1bUS$13.1bUS$462.2m25.6x28.3x1x
Mon, 07 Oct 2024US$11.9bUS$12.1bUS$433.2m14.6x27.4x1x
Wed, 04 Sep 2024US$11.1bUS$12.1bUS$433.2m13.4x25.7x0.9x
Fri, 02 Aug 2024US$11.6bUS$11.9bUS$223.0m14.9x51.9x1x
Sun, 30 Jun 2024US$10.2bUS$11.9bUS$223.0m14.2x45.7x0.9x
Tue, 28 May 2024US$11.1bUS$11.9bUS$223.0m14.9x49.7x0.9x
Thu, 25 Apr 2024US$9.6bUS$11.9bUS$208.6m20.4x45.9x0.8x
Sat, 23 Mar 2024US$10.1bUS$11.9bUS$200.7m21.7x50.4x0.9x
Mon, 19 Feb 2024US$8.7bUS$12.0bUS$151.7m18.5x57.5x0.7x
Wed, 17 Jan 2024US$10.6bUS$17.0bUS$626.2m6.6x16.9x0.6x
Fri, 15 Dec 2023US$10.4bUS$17.0bUS$631.0m7.1x16.5x0.6x
Sun, 12 Nov 2023US$9.8bUS$17.0bUS$631.0m6.9x15.5x0.6x
Tue, 10 Oct 2023US$9.1bUS$17.3bUS$740.2m9.1x12.3x0.5x
Thu, 07 Sep 2023US$9.6bUS$17.3bUS$735.4m6.8x13.1x0.6x
Sat, 05 Aug 2023US$10.3bUS$17.3bUS$771.4m7.1x13.4x0.6x
Mon, 03 Jul 2023US$10.6bUS$17.9bUS$1.3b4.6x8x0.6x
Wed, 31 May 2023US$9.5bUS$17.9bUS$1.3b4.7x7.2x0.5x
Fri, 28 Apr 2023US$9.8bUS$18.3bUS$1.7b4.7x5.7x0.5x
Sun, 26 Mar 2023US$9.4bUS$18.3bUS$1.7b4.5x5.5x0.5x
Tue, 21 Feb 2023US$10.4bUS$19.1bUS$2.0b4.1x5.2x0.5x
Thu, 19 Jan 2023US$10.3bUS$19.5bUS$2.1b4x4.9x0.5x
Price to Earnings Ratio

4.9x


Total Market Cap: US$10.3bTotal 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 26x202420252026
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$92.0512.6%
+US$718.7m		-12.4%PE29.7x
SLVM SylvamoUS$50.545.8%
+US$108.8m		-32.9%PE11.1x
CLW Clearwater PaperUS$20.3114.7%
+US$41.9m		-29.6%PS0.2x
MERC Mercer InternationalUS$2.5530.1%
+US$39.5m		-59.7%PS0.09x
MAGN MagneraUS$14.682.9%
+US$14.6m		-20.2%PS0.2x

Latest News

LPX
US$92.05
Louisiana-Pacific
7D
12.6%
1Y
-12.4%

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
2.9%
1Y
-20.2%
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
SLVM
US$50.54
Sylvamo
7D
5.8%
1Y
-32.9%

SLVM: Lower Risk And Stronger Margins Will Support Shareholder Returns

Analysts have raised their price target on Sylvamo from 68 dollars to 75 dollars, citing a lower perceived risk profile and stronger expected profitability, even as they temper revenue growth assumptions. What's in the News COO John Sims has been appointed to Sylvamo's board of directors effective January 1, 2026, coinciding with the start of his tenure as CEO.
NWGL
US$1.26
CL Workshop Group
7D
-6.7%
1Y
13.2%
ITP
US$0.24
IT Tech Packaging
7D
0.1%
1Y
-49.9%
MERC
US$2.55
Mercer International
7D
19.2%
1Y
-60.2%