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U.S. Paper and Forestry Products Industry Analysis

UpdatedFeb 23, 2026
DataAggregated Company Financials
Companies13
  • 7D-10.7%
  • 3M4.8%
  • 1Y-22.5%
  • YTD-0.6%

Over the last 7 days, the Paper and Forestry Products industry has dropped 11%, driven by Louisiana-Pacific declining 13%. In contrast, Mercer International has gained 16%. The industry has fallen 23% in the last year. As for the next few years, earnings are expected to grow by 38% 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, 24 Feb 2026US$8.4bUS$11.0bUS$71.7m26.7x117.1x0.8x
Thu, 22 Jan 2026US$9.4bUS$13.0b-US$31,603,514.0020.5x-296.5x0.7x
Sat, 20 Dec 2025US$8.9bUS$13.0b-US$30,959,252.0018.5x-288.7x0.7x
Mon, 17 Nov 2025US$7.8bUS$12.7b-US$169,935,173.0024.3x-45.7x0.6x
Wed, 15 Oct 2025US$8.8bUS$13.0bUS$55.9m21.7x158.4x0.7x
Fri, 12 Sep 2025US$9.4bUS$13.0bUS$55.9m22.8x167.8x0.7x
Sun, 10 Aug 2025US$9.0bUS$13.0bUS$57.7m14.4x156.1x0.7x
Tue, 08 Jul 2025US$9.8bUS$12.9bUS$241.1m11.4x40.6x0.8x
Thu, 05 Jun 2025US$9.7bUS$12.9bUS$241.1m11.7x40.2x0.8x
Sat, 03 May 2025US$9.7bUS$12.7bUS$326.4m11.3x29.7x0.8x
Mon, 31 Mar 2025US$10.6bUS$12.6bUS$335.9m12.1x31.5x0.8x
Wed, 26 Feb 2025US$11.3bUS$12.6bUS$335.9m13x33.8x0.9x
Fri, 24 Jan 2025US$13.1bUS$13.2bUS$500.0m24.2x26.2x1x
Sun, 22 Dec 2024US$12.2bUS$13.2bUS$500.0m23.8x24.5x0.9x
Tue, 19 Nov 2024US$12.8bUS$13.2bUS$499.2m25.2x25.7x1x
Thu, 17 Oct 2024US$11.9bUS$12.1bUS$433.2m15.2x27.4x1x
Sat, 14 Sep 2024US$10.8bUS$12.1bUS$433.2m13.5x24.9x0.9x
Mon, 12 Aug 2024US$10.9bUS$12.1bUS$432.0m13.3x25.3x0.9x
Wed, 10 Jul 2024US$10.0bUS$11.9bUS$223.0m13.7x44.8x0.8x
Fri, 07 Jun 2024US$11.1bUS$11.9bUS$223.0m14.7x49.7x0.9x
Sun, 05 May 2024US$9.7bUS$11.8bUS$190.1m10.6x50.8x0.8x
Tue, 02 Apr 2024US$10.3bUS$11.9bUS$208.6m21.9x49.6x0.9x
Thu, 29 Feb 2024US$9.3bUS$11.9bUS$200.7m19.9x46.1x0.8x
Sat, 27 Jan 2024US$10.4bUS$17.0bUS$626.2m7.1x16.6x0.6x
Mon, 25 Dec 2023US$10.9bUS$17.0bUS$626.2m7.2x17.4x0.6x
Wed, 22 Nov 2023US$10.1bUS$17.0bUS$631.0m7x16x0.6x
Fri, 20 Oct 2023US$9.4bUS$17.3bUS$740.2m8.9x12.7x0.5x
Sun, 17 Sep 2023US$9.7bUS$17.3bUS$740.2m8.6x13.1x0.6x
Tue, 15 Aug 2023US$9.7bUS$17.3bUS$735.4m6.7x13.3x0.6x
Thu, 13 Jul 2023US$11.1bUS$17.9bUS$1.3b5.1x8.4x0.6x
Sat, 10 Jun 2023US$10.0bUS$17.9bUS$1.3b4.9x7.5x0.6x
Mon, 08 May 2023US$9.9bUS$17.7bUS$1.3b5.7x7.7x0.6x
Wed, 05 Apr 2023US$9.2bUS$18.3bUS$1.7b4.3x5.4x0.5x
Fri, 03 Mar 2023US$10.2bUS$18.4bUS$1.7b4.9x5.9x0.6x
Price to Earnings Ratio

5.9x


Total Market Cap: US$10.2bTotal Earnings: US$1.7bTotal Revenue: US$18.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average 7.2x202420252026
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 117x which is higher than its 3-year average PE of 7.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Forestry industry have declined 65% per year over the last three years,
  • Revenues have also declined 16% 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 Market1.04%
Materials0.30%
Paper and Forestry Products-10.71%
Paper Products-5.15%
Forestry Products-13.09%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 23.3x.
    • Analysts are expecting annual earnings growth of 34.5%, which is higher than its past year's earnings decline of 65.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 45% over the next 5 years.
  • This is better than its past earnings decline of 56% per year.
  • In contrast, the Forestry Products industry is expected to see its earnings grow by 35% 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
MERC Mercer InternationalUS$1.9710.7%
+US$12.7m		-75.1%PS0.07x
NWGL CL Workshop GroupUS$1.312.3%
+US$496.6k		-4.4%PS1.1x

Latest News

LPX
US$81.40
Louisiana-Pacific
7D
-13.1%
1Y
-16.7%

LPX: Siding Share Gains And 2027 Capacity Expansion Will Support Upside

Narrative Update on Louisiana-Pacific The analyst price target for Louisiana-Pacific has shifted to $117 from $131.29 as analysts incorporate updated assumptions for slightly lower profit margins and a reduced future P/E multiple. The target still reflects Street research that highlights supportive views on siding performance and continued, although recalibrated, optimism around the company.
CLW
US$14.39
Clearwater Paper
7D
-18.2%
1Y
-49.3%
MERC
US$1.97
Mercer International
7D
10.7%
1Y
-75.1%
SLVM
US$46.54
Sylvamo
7D
-9.4%
1Y
-31.7%

SLVM: New Leadership And Solid Execution Will Support Future Shareholder Returns

Analysts have slightly reduced their price target on Sylvamo to $57 from $59, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples in their models. Analyst Commentary Despite the slightly lower price target, bullish analysts continue to frame Sylvamo as a constructive story, pointing to valuation support and solid execution as key reasons for their positive stance.
MAGN
US$13.12
Magnera
7D
-5.1%
1Y
-37.5%
NWGL
US$1.31
CL Workshop Group
7D
2.3%
1Y
-4.4%
ITP
US$0.19
IT Tech Packaging
7D
-6.3%
1Y
-56.2%