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U.S. Paper and Forestry Products Industry Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies21
  • 7D-0.8%
  • 3M2.2%
  • 1Y58.2%
  • YTD43.7%

Over the last 7 days, the Paper and Forestry Products industry has remained flat, although notably Neenah gained 3.3%. As for the the longer term, the industry is up 58% over the past 12 months.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Sun, 28 Nov 2021US$16.0bUS$23.5bUS$2.3b8.8x
Tue, 26 Oct 2021US$16.3bUS$22.3bUS$1.7b18.4x
Thu, 23 Sep 2021US$14.0bUS$19.1bUS$1.4b17.8x
Sat, 21 Aug 2021US$13.8bUS$21.2bUS$2.0b18.5x
Sat, 05 Jun 2021US$16.0bUS$19.3bUS$1.2b11.2x
Tue, 09 Mar 2021US$13.2bUS$18.9bUS$979.0m17.7x
Mon, 30 Nov 2020US$10.1bUS$18.3bUS$739.6m11.3x
Thu, 03 Sep 2020US$9.7bUS$18.7bUS$613.5m11.3x
Sun, 07 Jun 2020US$8.0bUS$19.9bUS$627.9m12.4x
Sat, 29 Feb 2020US$9.4bUS$20.6bUS$780.4m10.2x
Tue, 03 Dec 2019US$11.3bUS$22.1bUS$980.3m16x
Fri, 06 Sep 2019US$9.6bUS$22.6bUS$1.5b7.3x
Mon, 10 Jun 2019US$10.6bUS$23.0bUS$1.8b8.5x
Sun, 03 Mar 2019US$12.5bUS$22.2bUS$1.8b7.3x
Wed, 05 Dec 2018US$11.9bUS$23.0bUS$1.6b6.3x
PE Ratio

6.3x

Total Market Cap: US$11.9bTotal Earnings: US$1.6bTotal Revenue: US$23.0b0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 11.7x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Forestry industry have grown 13% per year over the last three years, while revenues have remained mostly flat. This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Paper and Forestry Products industry?

Forestry Products-0.70%
Paper Products-0.80%

Industry PE: Investors are most optimistic about the Forestry Products industry even though it's trading below its 3-year average PE ratio of 23.2x. However analysts are expecting annual earnings decline of 46%, which is lower than the prior year's growth of 438% per year. So the market might believe that analysts are underestimating future growth or they expect the Forestry Products industry's earnings to deteriorate the least compared to other industries. Meanwhile, investors are most pessimistic about the Paper Products industry, which is trading below its 3-year average of 12.5x.

Forecasted Growth: Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 31% over the next 5 years. This is better than it's past earnings growth rate of 3.9% per year. Meanwhile, the Forestry Products industry is expected to see its earnings decline by 46% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
NP Neenah3.3%+US$26.6m2.9%PS0.9x
MERC Mercer International3.4%+US$24.4m35.2%PE8.8x
UFS Domtar0.1%+US$3.0m79.4%PE31.4x
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Latest News

Nov 19

Schweitzer-Mauduit Stock: Promises Margin Improvement In 2022

I turned bullish on SWM in May but have been wrong so far. The operating margins are getting crushed by raw materials cost inflation. Management seems to be confident a recent round of price hikes in combination with softening raw materials prices will boost the margins in 2022. The free cash flow will be needed to reduce the net debt, which spiked after the acquisition of Scapa.

NP

US$49.71

Neenah

7D

3.3%

1Y

2.9%

VRS

US$21.90

Verso

7D

-6.9%

1Y

98.4%

UFS

US$55.48

Domtar

7D

0.1%

1Y

79.4%