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U.S. Paper Products Industry Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies7
  • 7D5.6%
  • 3M-20.2%
  • 1Y-41.2%
  • YTDn/a

Over the last 7 days, the Paper Products industry has risen 5.6%, driven by gains from Sylvamo of 7.3%. In contrast, the industry has lost 41% in the last 12 months. Looking forward, earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Apr 2026US$2.1bUS$8.3b-US$64,948,723.0012.4x-32.9x0.3x
Fri, 27 Feb 2026US$2.5bUS$8.3b-US$64,948,723.0013.9x-38.7x0.3x
Sun, 25 Jan 2026US$3.0bUS$10.2b-US$238,230,723.0011.2x-12.5x0.3x
Tue, 23 Dec 2025US$2.9bUS$10.2b-US$238,230,723.0010.7x-12.3x0.3x
Thu, 20 Nov 2025US$2.5bUS$9.9b-US$377,230,723.009.8x-6.5x0.2x
Sat, 18 Oct 2025US$2.5bUS$10.0b-US$233,436,422.007.8x-10.7x0.2x
Mon, 15 Sep 2025US$2.7bUS$10.0b-US$233,436,422.008x-11.5x0.3x
Wed, 13 Aug 2025US$2.7bUS$10.1b-US$231,562,343.008.2x-11.6x0.3x
Fri, 11 Jul 2025US$3.3bUS$9.9b-US$153,177,343.007.5x-21.7x0.3x
Sun, 08 Jun 2025US$3.4bUS$9.9b-US$153,177,343.007.7x-22.1x0.3x
Tue, 06 May 2025US$3.7bUS$9.7b-US$82,420,094.008x-44.7x0.4x
Thu, 03 Apr 2025US$4.2bUS$9.6b-US$72,923,238.009.2x-57.4x0.4x
Sat, 01 Mar 2025US$4.5bUS$9.6b-US$72,923,238.009.5x-62.2x0.5x
Mon, 27 Jan 2025US$4.9bUS$10.3bUS$94.2m30.1x52.4x0.5x
Wed, 25 Dec 2024US$5.0bUS$10.3bUS$94.2m31.5x53.4x0.5x
Fri, 22 Nov 2024US$5.1bUS$10.3bUS$94.2m32.2x54.1x0.5x
Sun, 20 Oct 2024US$4.5bUS$9.2bUS$1.1m12.8x4053.4x0.5x
Tue, 17 Sep 2024US$4.2bUS$9.2bUS$1.1m12.3x3722.4x0.5x
Thu, 15 Aug 2024US$4.1bUS$9.2bUS$1.1m12.3x3679x0.4x
Sat, 13 Jul 2024US$4.2bUS$9.2b-US$30,111,406.0010.8x-139.2x0.5x
Mon, 10 Jun 2024US$4.4bUS$9.2b-US$30,111,406.0011.4x-146.1x0.5x
Wed, 08 May 2024US$4.3bUS$9.2bUS$24.0m9.3x179.9x0.5x
Fri, 05 Apr 2024US$4.0bUS$9.3bUS$30.6m8.2x131.8x0.4x
Sun, 03 Mar 2024US$3.9bUS$9.3bUS$22.7m8x173.6x0.4x
Tue, 30 Jan 2024US$5.5bUS$14.3bUS$517.2m6.5x10.7x0.4x
Thu, 28 Dec 2023US$5.6bUS$14.3bUS$517.2m7.1x10.9x0.4x
Sat, 25 Nov 2023US$5.5bUS$14.3bUS$517.2m6.8x10.7x0.4x
Mon, 23 Oct 2023US$5.3bUS$14.5bUS$615.4m5.2x8.6x0.4x
Wed, 20 Sep 2023US$5.3bUS$14.5bUS$615.4m5.2x8.6x0.4x
Fri, 18 Aug 2023US$5.0bUS$14.5bUS$615.4m4.7x8.2x0.3x
Sun, 16 Jul 2023US$5.3bUS$14.6bUS$840.2m4.8x6.4x0.4x
Tue, 13 Jun 2023US$5.4bUS$14.6bUS$840.2m4.8x6.4x0.4x
Thu, 11 May 2023US$5.3bUS$14.6bUS$840.5m4.8x6.4x0.4x
Sat, 08 Apr 2023US$5.4bUS$14.5bUS$815.7m4.8x6.6x0.4x
Price to Earnings Ratio

6.6x


Total Market Cap: US$5.4bTotal Earnings: US$815.7mTotal Revenue: US$14.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper Products Industry Price to Earnings3Y Average 72x202420252026
Current Industry PE
  • Investors are pessimistic on the American Paper Products industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.38x.
Past Earnings Growth
  • Total earnings for the Paper Products industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 17% per year, which is driving profits down.

Industry Comparison

How does U.S. Paper Products compare with similar industries?

US Market-3.50%
Materials2.63%
Paper and Forestry Products-2.70%
Paper Products5.64%
Forestry Products-5.86%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
SLVM SylvamoUS$42.247.8%
+US$120.9m		-37.4%PE12.6x
MAGN MagneraUS$9.515.2%
+US$16.8m		-47.7%PS0.1x
MERC Mercer InternationalUS$1.429.2%
+US$8.0m		-76.2%PS0.05x
CLW Clearwater PaperUS$14.380.9%
+US$2.1m		-42.4%PS0.1x
ITP IT Tech PackagingUS$0.181.4%
+US$44.1k		-33.2%PS0.04x

Latest News

SLVM
US$42.24
Sylvamo
7D
7.8%
1Y
-37.4%

SLVM: Higher Future P/E Assumptions Will Support Stronger Shareholder Returns

Analysts have maintained a Buy stance on Sylvamo and trimmed their price target by $2 to $57, citing updated views on revenue growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Bullish analysts see the recent price target adjustment to US$57 as a reflection of updated assumptions on revenue and margins rather than a shift in overall conviction.
CLW
US$14.38
Clearwater Paper
7D
0.9%
1Y
-42.4%
MAGN
US$9.51
Magnera
7D
5.2%
1Y
-47.7%

Slow Adoption Of Higher Value Materials Will Pressure Margins Before Long Term Benefits Arrive

Catalysts About Magnera Magnera supplies specialty nonwoven materials for personal care, healthcare, wipes, infrastructure and home, food and beverage end markets. What are the underlying business or industry changes driving this perspective?
MERC
US$1.42
Mercer International
7D
9.2%
1Y
-76.2%
ITP
US$0.18
IT Tech Packaging
7D
1.4%
1Y
-33.2%