Narrative Update • May 27

The Paper Products industry is up 5.1% in the last week, with Sylvamo up 3.1%. In the same time, Mercer International was down 11%. In contrast, the industry has lost 28% in the last 12 months. Looking forward, earnings are forecast to grow by 53% annually.
Has the U.S. Paper Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 30 May 2026 | US$2.2b | US$8.2b | -US$78,848,723.00 | 15.3x | -28.4x | 0.3x |
| Mon, 27 Apr 2026 | US$2.3b | US$8.3b | -US$64,948,723.00 | 12.4x | -34.7x | 0.3x |
| Wed, 25 Mar 2026 | US$2.1b | US$8.3b | -US$64,948,723.00 | 11.7x | -31.9x | 0.3x |
| Fri, 20 Feb 2026 | US$2.7b | US$8.3b | -US$64,948,723.00 | 14.2x | -41x | 0.3x |
| Sun, 18 Jan 2026 | US$3.0b | US$10.2b | -US$238,230,723.00 | 11.2x | -12.7x | 0.3x |
| Tue, 16 Dec 2025 | US$2.9b | US$10.2b | -US$238,230,723.00 | 11.3x | -12.3x | 0.3x |
| Thu, 13 Nov 2025 | US$2.6b | US$9.9b | -US$377,756,422.00 | 10.3x | -6.8x | 0.3x |
| Sat, 11 Oct 2025 | US$2.6b | US$10.0b | -US$233,436,422.00 | 7.6x | -11x | 0.3x |
| Mon, 08 Sep 2025 | US$2.8b | US$10.0b | -US$233,436,422.00 | 8.4x | -12.1x | 0.3x |
| Wed, 06 Aug 2025 | US$2.9b | US$9.9b | -US$126,562,343.00 | 6.7x | -22.7x | 0.3x |
| Fri, 04 Jul 2025 | US$3.4b | US$9.9b | -US$153,177,343.00 | 7.5x | -22x | 0.3x |
| Sun, 01 Jun 2025 | US$3.3b | US$9.9b | -US$153,177,343.00 | 7.5x | -21.5x | 0.3x |
| Tue, 29 Apr 2025 | US$3.6b | US$9.6b | -US$72,984,094.00 | 8.1x | -49.8x | 0.4x |
| Thu, 27 Mar 2025 | US$4.3b | US$9.6b | -US$72,923,238.00 | 9x | -58.8x | 0.4x |
| Sat, 22 Feb 2025 | US$4.5b | US$9.6b | -US$183,123,238.00 | 9.2x | -24.6x | 0.5x |
| Mon, 20 Jan 2025 | US$4.8b | US$10.3b | US$94.2m | 30.4x | 50.8x | 0.5x |
| Wed, 18 Dec 2024 | US$5.1b | US$10.3b | US$94.2m | 31.6x | 54.6x | 0.5x |
| Fri, 15 Nov 2024 | US$4.8b | US$10.2b | US$94.2m | 28.9x | 51.5x | 0.5x |
| Sun, 13 Oct 2024 | US$4.5b | US$9.2b | US$1.1m | 12.4x | 3990.5x | 0.5x |
| Tue, 10 Sep 2024 | US$4.1b | US$9.2b | US$1.1m | 12.1x | 3623.4x | 0.4x |
| Thu, 08 Aug 2024 | US$4.1b | US$9.2b | -US$85,611,406.00 | 13.8x | -47.7x | 0.4x |
| Sat, 06 Jul 2024 | US$4.3b | US$9.2b | -US$30,111,406.00 | 10.6x | -141.2x | 0.5x |
| Mon, 03 Jun 2024 | US$4.5b | US$9.2b | -US$30,111,406.00 | 11.8x | -150.5x | 0.5x |
| Wed, 01 May 2024 | US$4.1b | US$9.2b | US$24.0m | 8.8x | 170.1x | 0.4x |
| Fri, 29 Mar 2024 | US$4.0b | US$9.3b | US$30.6m | 8.4x | 132.1x | 0.4x |
| Sun, 25 Feb 2024 | US$3.6b | US$9.3b | US$22.7m | 7.4x | 157.4x | 0.4x |
| Tue, 23 Jan 2024 | US$5.4b | US$14.3b | US$517.2m | 6.7x | 10.5x | 0.4x |
| Thu, 21 Dec 2023 | US$5.6b | US$14.3b | US$517.2m | 7.1x | 10.9x | 0.4x |
| Sat, 18 Nov 2023 | US$5.5b | US$14.3b | US$517.2m | 6.8x | 10.6x | 0.4x |
| Mon, 16 Oct 2023 | US$5.3b | US$14.5b | US$615.4m | 5.3x | 8.6x | 0.4x |
| Wed, 13 Sep 2023 | US$5.2b | US$14.5b | US$615.4m | 5.1x | 8.4x | 0.4x |
| Fri, 11 Aug 2023 | US$5.1b | US$14.5b | US$616.4m | 4.9x | 8.3x | 0.4x |
| Sun, 09 Jul 2023 | US$5.2b | US$14.6b | US$840.2m | 4.6x | 6.2x | 0.4x |
| Tue, 06 Jun 2023 | US$5.2b | US$14.6b | US$840.2m | 4.6x | 6.2x | 0.4x |
6.2x
How does U.S. Paper Products compare with similar industries?
| US Market | 1.47% | |
| Materials | 2.63% | |
| Paper and Forestry Products | 7.41% | |
| Paper Products | 5.39% | |
| Forestry Products | 8.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SLVM Sylvamo | US$39.27 | 3.1% +US$46.5m | -25.9% | PE15.3x | |
| CLW Clearwater Paper | US$16.30 | 15.8% +US$35.8m | -43.4% | PS0.2x | |
| MAGN Magnera | US$11.37 | 8.7% +US$32.6m | -5.4% | PS0.1x |