Narrative Update • May 27

Over the last 7 days, the Paper Products industry has risen 6.1%, driven by gains from Sylvamo of 4.6%. However, the industry is down 28% over the past year. 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 |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | US$2.1b | US$8.2b | -US$78,848,723.00 | 15.2x | -27.1x | 0.3x |
| Sat, 25 Apr 2026 | US$2.2b | US$8.3b | -US$64,948,723.00 | 12.4x | -34.6x | 0.3x |
| Mon, 23 Mar 2026 | US$2.0b | US$8.3b | -US$64,948,723.00 | 11.1x | -30.9x | 0.2x |
| Wed, 18 Feb 2026 | US$2.8b | US$8.3b | -US$87,748,723.00 | 14.1x | -32x | 0.3x |
| Fri, 16 Jan 2026 | US$3.1b | US$10.2b | -US$238,230,723.00 | 11.5x | -13x | 0.3x |
| Sun, 14 Dec 2025 | US$2.9b | US$10.2b | -US$238,230,723.00 | 11x | -12.3x | 0.3x |
| Tue, 11 Nov 2025 | US$2.4b | US$9.9b | -US$377,756,422.00 | 9.4x | -6.4x | 0.2x |
| Thu, 09 Oct 2025 | US$2.7b | US$10.0b | -US$233,436,422.00 | 8x | -11.4x | 0.3x |
| Sat, 06 Sep 2025 | US$2.8b | US$10.0b | -US$233,436,422.00 | 8.4x | -12x | 0.3x |
| Mon, 04 Aug 2025 | US$2.8b | US$9.9b | -US$126,562,343.00 | 6.4x | -22.4x | 0.3x |
| Wed, 02 Jul 2025 | US$3.2b | US$9.9b | -US$153,177,343.00 | 7.1x | -20.9x | 0.3x |
| Fri, 30 May 2025 | US$3.4b | US$9.9b | -US$153,177,343.00 | 7.9x | -21.9x | 0.3x |
| Sun, 27 Apr 2025 | US$3.6b | US$9.6b | -US$72,984,094.00 | 8x | -49.8x | 0.4x |
| Tue, 25 Mar 2025 | US$4.1b | US$9.6b | -US$72,923,238.00 | 8.9x | -56.8x | 0.4x |
| Thu, 20 Feb 2025 | US$4.6b | US$9.6b | -US$287,046,238.00 | 9.8x | -16.1x | 0.5x |
| Sat, 18 Jan 2025 | US$4.8b | US$10.3b | US$94.2m | 30.4x | 51.1x | 0.5x |
| Mon, 16 Dec 2024 | US$5.1b | US$10.3b | US$94.2m | 32x | 54.3x | 0.5x |
| Wed, 13 Nov 2024 | US$5.5b | US$10.2b | US$57.2m | 31.8x | 95.9x | 0.5x |
| Fri, 11 Oct 2024 | US$4.4b | US$9.2b | US$1.1m | 12.2x | 3888.5x | 0.5x |
| Sun, 08 Sep 2024 | US$4.0b | US$9.2b | US$1.1m | 12.1x | 3587.7x | 0.4x |
| Tue, 06 Aug 2024 | US$4.2b | US$9.2b | -US$30,111,406.00 | 10.9x | -140.7x | 0.5x |
| Thu, 04 Jul 2024 | US$4.3b | US$9.2b | -US$30,111,406.00 | 11x | -141.2x | 0.5x |
| Sat, 01 Jun 2024 | US$4.5b | US$9.2b | -US$30,111,406.00 | 11.8x | -149x | 0.5x |
| Mon, 29 Apr 2024 | US$4.0b | US$9.3b | US$30.6m | 8.3x | 131.5x | 0.4x |
| Wed, 27 Mar 2024 | US$3.9b | US$9.3b | US$22.7m | 8.2x | 173.4x | 0.4x |
| Fri, 23 Feb 2024 | US$3.5b | US$9.3b | -US$2,831,889.00 | 7.5x | -1243.7x | 0.4x |
| Sun, 21 Jan 2024 | US$5.4b | US$14.3b | US$517.2m | 6.7x | 10.4x | 0.4x |
| Tue, 19 Dec 2023 | US$5.4b | US$14.3b | US$517.2m | 6.9x | 10.5x | 0.4x |
| Thu, 16 Nov 2023 | US$5.5b | US$14.3b | US$517.2m | 6.9x | 10.7x | 0.4x |
| Sat, 14 Oct 2023 | US$5.3b | US$14.5b | US$615.4m | 5.3x | 8.6x | 0.4x |
| Mon, 11 Sep 2023 | US$5.2b | US$14.5b | US$615.4m | 5x | 8.4x | 0.4x |
| Wed, 09 Aug 2023 | US$5.5b | US$14.5b | US$651.4m | 5.4x | 8.5x | 0.4x |
| Fri, 07 Jul 2023 | US$5.1b | US$14.6b | US$840.2m | 4.4x | 6.1x | 0.4x |
| Sun, 04 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 | 1.27% | |
| Materials | 3.14% | |
| Paper and Forestry Products | 6.97% | |
| Paper Products | 6.06% | |
| Forestry Products | 7.34% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SLVM Sylvamo | US$39.08 | 4.6% +US$68.7m | -28.2% | PE15.2x | |
| CLW Clearwater Paper | US$15.66 | 15.2% +US$33.4m | -47.5% | PS0.2x | |
| MAGN Magnera | US$11.16 | 6.8% +US$25.4m | -3.5% | PS0.1x | |
| ITP IT Tech Packaging | US$0.20 | 0.3% +US$9.3k | 4.4% | PS0.04x |