Narrative Update • Jun 24
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- 7D3.6%
- 3M11.9%
- 1Y-12.1%
- YTD-5.6%
In the last week, the Paper and Forestry Products industry is up 3.6%, with Louisiana-Pacific up 5.2%. Meanwhile, Mercer International actually underperformed within the industry, shrinking 18% in the last week. However, the industry is down 12% over the past year. Earnings are forecast to grow by 53% annually.
Industry Valuation and Performance
Has the U.S. Paper and Forestry Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | US$7.9b | US$10.7b | -US$3,265,458.00 | 42.4x | -2413.6x | 0.7x |
| Sun, 24 May 2026 | US$7.1b | US$10.7b | -US$3,265,458.00 | 37.5x | -2163.5x | 0.7x |
| Tue, 21 Apr 2026 | US$7.8b | US$11.0b | US$71.7m | 24.2x | 108.3x | 0.7x |
| Thu, 19 Mar 2026 | US$7.7b | US$11.0b | US$71.7m | 23.9x | 107x | 0.7x |
| Sat, 14 Feb 2026 | US$9.6b | US$13.0b | -US$53,603,514.00 | 22.8x | -179.6x | 0.7x |
| Mon, 12 Jan 2026 | US$9.5b | US$13.0b | -US$31,603,514.00 | 20.4x | -299.1x | 0.7x |
| Wed, 10 Dec 2025 | US$8.7b | US$13.0b | -US$30,959,252.00 | 18.8x | -279.6x | 0.7x |
| Fri, 07 Nov 2025 | US$7.9b | US$12.9b | -US$69,240,872.00 | 24.9x | -113.4x | 0.6x |
| Sun, 05 Oct 2025 | US$9.1b | US$13.0b | US$55.9m | 21.1x | 162.4x | 0.7x |
| Tue, 02 Sep 2025 | US$9.5b | US$13.0b | US$55.9m | 22.2x | 170.6x | 0.7x |
| Thu, 31 Jul 2025 | US$9.5b | US$12.9b | US$286.2m | 11.2x | 33.1x | 0.7x |
| Sat, 28 Jun 2025 | US$9.3b | US$12.9b | US$241.1m | 11.2x | 38.7x | 0.7x |
| Mon, 26 May 2025 | US$9.8b | US$12.9b | US$241.1m | 11.9x | 40.7x | 0.8x |
| Wed, 23 Apr 2025 | US$9.3b | US$12.6b | US$335.8m | 11x | 27.7x | 0.7x |
| Fri, 21 Mar 2025 | US$10.8b | US$12.6b | US$335.9m | 12.2x | 32.2x | 0.9x |
| Sun, 16 Feb 2025 | US$12.5b | US$12.6b | US$118.8m | 14.3x | 105.5x | 1x |
| Tue, 14 Jan 2025 | US$12.0b | US$13.2b | US$500.0m | 24.1x | 24.1x | 0.9x |
| Thu, 12 Dec 2024 | US$13.5b | US$13.2b | US$500.0m | 26.5x | 26.9x | 1x |
| Sat, 09 Nov 2024 | US$13.1b | US$13.1b | US$462.2m | 25.6x | 28.3x | 1x |
| Mon, 07 Oct 2024 | US$11.9b | US$12.1b | US$433.2m | 14.6x | 27.4x | 1x |
| Wed, 04 Sep 2024 | US$11.1b | US$12.1b | US$433.2m | 13.4x | 25.7x | 0.9x |
| Fri, 02 Aug 2024 | US$11.6b | US$11.9b | US$223.0m | 14.9x | 51.9x | 1x |
| Sun, 30 Jun 2024 | US$10.2b | US$11.9b | US$223.0m | 14.2x | 45.7x | 0.9x |
| Tue, 28 May 2024 | US$11.1b | US$11.9b | US$223.0m | 14.9x | 49.7x | 0.9x |
| Thu, 25 Apr 2024 | US$9.6b | US$11.9b | US$208.6m | 20.4x | 45.9x | 0.8x |
| Sat, 23 Mar 2024 | US$10.1b | US$11.9b | US$200.7m | 21.7x | 50.4x | 0.9x |
| Mon, 19 Feb 2024 | US$8.7b | US$12.0b | US$151.7m | 18.5x | 57.5x | 0.7x |
| Wed, 17 Jan 2024 | US$10.6b | US$17.0b | US$626.2m | 6.6x | 16.9x | 0.6x |
| Fri, 15 Dec 2023 | US$10.4b | US$17.0b | US$631.0m | 7.1x | 16.5x | 0.6x |
| Sun, 12 Nov 2023 | US$9.8b | US$17.0b | US$631.0m | 6.9x | 15.5x | 0.6x |
| Tue, 10 Oct 2023 | US$9.1b | US$17.3b | US$740.2m | 9.1x | 12.3x | 0.5x |
| Thu, 07 Sep 2023 | US$9.6b | US$17.3b | US$735.4m | 6.8x | 13.1x | 0.6x |
| Sat, 05 Aug 2023 | US$10.3b | US$17.3b | US$771.4m | 7.1x | 13.4x | 0.6x |
| Mon, 03 Jul 2023 | US$10.6b | US$17.9b | US$1.3b | 4.6x | 8x | 0.6x |
Price to Earnings Ratio
8x
Current Industry PE
- Investors are relatively neutral on the American Forestry industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
- Total earnings for the Forestry industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 16% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the U.S. Materials industry?
| US Market | -2.68% | |
| Materials | -1.84% | |
| Paper and Forestry Products | 3.59% | |
| Forestry Products | 5.20% | |
| Paper Products | -0.11% | |
Industry PE
- Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 28.2x.
- Analysts are expecting annual earnings growth of 52.6%, which is higher than its past year's earnings decline of 79.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 54% over the next 5 years.
- This is better than its past earnings decline of 64% per year.
- In contrast, the Forestry Products industry is expected to see its earnings grow by 53% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LPX Louisiana-Pacific | US$81.60 | 5.2% +US$282.3m | -7.1% | PE69.5x | |
| MAGN Magnera | US$12.42 | 1.9% +US$8.2m | -2.1% | PS0.1x |