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U.S. Paper and Forestry Products Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies12
  • 7D7.4%
  • 3M-9.7%
  • 1Y-18.7%
  • YTD-10.3%

Over the last 7 days, the Paper and Forestry Products industry has risen 7.4%, driven by gains from Louisiana-Pacific of 8.3%. Meanwhile, Mercer International actually underperformed within the industry, shrinking 11% in the last week. In contrast, the industry has lost 19% in the last 12 months. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Jun 2026US$7.6bUS$10.7b-US$3,265,458.0040.2x-2324x0.7x
Thu, 30 Apr 2026US$7.7bUS$11.0bUS$67.7m23.8x113x0.7x
Sat, 28 Mar 2026US$7.3bUS$11.0bUS$71.7m23.1x101.2x0.7x
Mon, 23 Feb 2026US$8.4bUS$11.0bUS$71.7m26.7x117.1x0.8x
Wed, 21 Jan 2026US$9.6bUS$13.0b-US$31,603,514.0020.3x-302.5x0.7x
Fri, 19 Dec 2025US$8.9bUS$13.0b-US$30,959,252.0019.3x-287.2x0.7x
Sun, 16 Nov 2025US$7.8bUS$12.7b-US$169,935,173.0024.3x-45.7x0.6x
Tue, 14 Oct 2025US$8.7bUS$13.0bUS$55.9m21x156x0.7x
Thu, 11 Sep 2025US$9.4bUS$13.0bUS$55.9m22.3x169x0.7x
Sat, 09 Aug 2025US$9.4bUS$13.1bUS$125.7m13.5x75x0.7x
Mon, 07 Jul 2025US$9.8bUS$12.9bUS$241.1m11.7x40.6x0.8x
Wed, 04 Jun 2025US$9.5bUS$12.9bUS$241.1m11.7x39.5x0.7x
Fri, 02 May 2025US$9.7bUS$12.7bUS$332.0m11.2x29.3x0.8x
Sun, 30 Mar 2025US$10.6bUS$12.6bUS$335.9m12.1x31.5x0.8x
Tue, 25 Feb 2025US$11.4bUS$12.6bUS$225.7m12.7x50.5x0.9x
Thu, 23 Jan 2025US$13.2bUS$13.2bUS$500.0m24.6x26.5x1x
Sat, 21 Dec 2024US$12.0bUS$13.2bUS$500.0m23.8x23.9x0.9x
Mon, 18 Nov 2024US$12.8bUS$13.2bUS$499.2m25x25.7x1x
Wed, 16 Oct 2024US$11.8bUS$12.1bUS$433.2m15x27.3x1x
Fri, 13 Sep 2024US$10.6bUS$12.1bUS$433.2m13.2x24.5x0.9x
Sun, 11 Aug 2024US$10.9bUS$12.1bUS$432.0m13.3x25.3x0.9x
Tue, 09 Jul 2024US$9.9bUS$11.9bUS$223.0m13.8x44.4x0.8x
Thu, 06 Jun 2024US$11.0bUS$11.9bUS$223.0m14.6x49.1x0.9x
Sat, 04 May 2024US$9.6bUS$11.8bUS$190.1m10.6x50.6x0.8x
Mon, 01 Apr 2024US$10.3bUS$11.9bUS$208.6m22.1x49.6x0.9x
Wed, 28 Feb 2024US$9.1bUS$11.9bUS$200.7m19.5x45.1x0.8x
Fri, 26 Jan 2024US$10.3bUS$17.0bUS$626.2m7x16.5x0.6x
Sun, 24 Dec 2023US$10.9bUS$17.0bUS$626.2m7.2x17.4x0.6x
Tue, 21 Nov 2023US$10.1bUS$17.0bUS$631.0m7x16x0.6x
Thu, 19 Oct 2023US$9.5bUS$17.3bUS$740.2m9.1x12.9x0.5x
Sat, 16 Sep 2023US$9.4bUS$17.3bUS$740.2m8.7x12.8x0.5x
Mon, 14 Aug 2023US$9.6bUS$17.3bUS$735.4m6.7x13.1x0.6x
Wed, 12 Jul 2023US$10.8bUS$17.9bUS$1.3b5x8.1x0.6x
Fri, 09 Jun 2023US$10.0bUS$17.9bUS$1.3b4.9x7.5x0.6x
Price to Earnings Ratio

7.5x


Total Market Cap: US$10.0bTotal Earnings: US$1.3bTotal Revenue: US$17.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average -31.4x202420252026
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 Market1.58%
Materials2.67%
Paper and Forestry Products7.42%
Forestry Products8.28%
Paper Products5.40%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 26.8x.
    • 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 53% 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?

CompanyLast Price7D1YValuation
LPX Louisiana-PacificUS$74.535.7%
+US$280.9m		-16.5%PE63.5x
SLVM SylvamoUS$39.152.8%
+US$41.7m		-25.8%PE15.3x
CLW Clearwater PaperUS$16.6017.9%
+US$40.6m		-41.1%PS0.2x
MAGN MagneraUS$11.5610.5%
+US$39.4m		-5.0%PS0.1x

Latest News

SLVM
US$39.15
Sylvamo
7D
2.8%
1Y
-25.8%
Narrative Update • May 27

SLVM: Higher Margin Outlook And Execution On Plans Will Drive Returns

Analysts have reduced their average Sylvamo price targets by a few dollars, reflecting slightly lower P/E expectations even as they factor in updated views on revenue growth and margins. Analyst Commentary Recent Street research on Sylvamo points to a mixed but constructive stance, with some firms trimming price targets while another initiates coverage with a positive rating.
LPX
US$74.53
Louisiana-Pacific
7D
5.7%
1Y
-16.5%
Narrative Update • May 18

LPX: Siding Headwinds And New Products Will Support Future Repricing

Analysts have shifted their view on Louisiana Pacific, with the average price target moving from about $105.88 to $91.50. They cite updated assumptions for future P/E, profit margins, and revenue growth after a series of recent target cuts and a few rating upgrades across the Street.
ITP
US$0.19
IT Tech Packaging
7D
-3.0%
1Y
5.3%
MERC
US$0.92
Mercer International
7D
-11.6%
1Y
-74.6%
MAGN
US$11.56
Magnera
7D
10.5%
1Y
-5.0%
NWGL
US$0.77
CL Workshop Group
7D
-10.2%
1Y
-51.0%
CLW
US$16.60
Clearwater Paper
7D
17.9%
1Y
-41.1%