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U.S. Paper and Forestry Products Industry Analysis

UpdatedJul 06, 2026
DataAggregated Company Financials
Companies11
  • 7D-3.2%
  • 3M6.7%
  • 1Y-18.0%
  • YTD-7.9%

Over the last 7 days, the Paper and Forestry Products industry has dropped 3.2%, driven by Louisiana-Pacific declining 3.7%. On the other hand Mercer International is actually up 15%. However, the industry is down 18% over the past year. 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
Mon, 06 Jul 2026US$7.8bUS$10.7b-US$3,265,458.0041.3x-2386.4x0.7x
Wed, 03 Jun 2026US$7.5bUS$10.7b-US$3,265,458.0039x-2286.3x0.7x
Fri, 01 May 2026US$7.3bUS$11.0bUS$67.7m23.7x108.4x0.7x
Sun, 29 Mar 2026US$7.2bUS$11.0bUS$71.7m23.1x99.8x0.6x
Tue, 24 Feb 2026US$8.4bUS$11.0bUS$71.7m26.4x117.1x0.8x
Thu, 22 Jan 2026US$9.4bUS$13.0b-US$31,603,514.0020.5x-296.5x0.7x
Sat, 20 Dec 2025US$8.9bUS$13.0b-US$30,959,252.0018.5x-288.7x0.7x
Mon, 17 Nov 2025US$7.8bUS$12.7b-US$169,935,173.0024.3x-45.7x0.6x
Wed, 15 Oct 2025US$8.8bUS$13.0bUS$55.9m21.7x158.4x0.7x
Fri, 12 Sep 2025US$9.4bUS$13.0bUS$55.9m22.8x167.8x0.7x
Sun, 10 Aug 2025US$9.0bUS$13.0bUS$57.7m14.4x156.1x0.7x
Tue, 08 Jul 2025US$9.8bUS$12.9bUS$241.1m11.4x40.6x0.8x
Thu, 05 Jun 2025US$9.7bUS$12.9bUS$241.1m11.7x40.2x0.8x
Sat, 03 May 2025US$9.7bUS$12.7bUS$326.4m11.3x29.7x0.8x
Mon, 31 Mar 2025US$10.6bUS$12.6bUS$335.9m12.1x31.5x0.8x
Wed, 26 Feb 2025US$11.3bUS$12.6bUS$335.9m13x33.8x0.9x
Fri, 24 Jan 2025US$13.1bUS$13.2bUS$500.0m24.2x26.2x1x
Sun, 22 Dec 2024US$12.2bUS$13.2bUS$500.0m23.8x24.5x0.9x
Tue, 19 Nov 2024US$12.8bUS$13.2bUS$499.2m25.2x25.7x1x
Thu, 17 Oct 2024US$11.9bUS$12.1bUS$433.2m15.2x27.4x1x
Sat, 14 Sep 2024US$10.8bUS$12.1bUS$433.2m13.5x24.9x0.9x
Mon, 12 Aug 2024US$10.9bUS$12.1bUS$432.0m13.3x25.3x0.9x
Wed, 10 Jul 2024US$10.0bUS$11.9bUS$223.0m13.7x44.8x0.8x
Fri, 07 Jun 2024US$11.1bUS$11.9bUS$223.0m14.7x49.7x0.9x
Sun, 05 May 2024US$9.7bUS$11.8bUS$190.1m10.6x50.8x0.8x
Tue, 02 Apr 2024US$10.3bUS$11.9bUS$208.6m21.9x49.6x0.9x
Thu, 29 Feb 2024US$9.3bUS$11.9bUS$200.7m19.9x46.1x0.8x
Sat, 27 Jan 2024US$10.4bUS$17.0bUS$626.2m7.1x16.6x0.6x
Mon, 25 Dec 2023US$10.9bUS$17.0bUS$626.2m7.2x17.4x0.6x
Wed, 22 Nov 2023US$10.1bUS$17.0bUS$631.0m7x16x0.6x
Fri, 20 Oct 2023US$9.4bUS$17.3bUS$740.2m8.9x12.7x0.5x
Sun, 17 Sep 2023US$9.7bUS$17.3bUS$740.2m8.6x13.1x0.6x
Tue, 15 Aug 2023US$9.7bUS$17.3bUS$735.4m6.7x13.3x0.6x
Thu, 13 Jul 2023US$11.1bUS$17.9bUS$1.3b5.1x8.4x0.6x
Price to Earnings Ratio

8.4x


Total Market Cap: US$11.1bTotal 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 -103.9x202420252026
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 Market1.63%
Materials0.26%
Paper and Forestry Products-3.20%
Paper Products-1.92%
Forestry Products-3.72%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 28.8x.
    • 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 55% 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
MERC Mercer InternationalUS$0.7815.1%
+US$6.9m		-79.0%PS0.03x
MAGN MagneraUS$12.580.5%
+US$2.1m		-4.6%PS0.1x
NWGL CL Workshop GroupUS$0.289.7%
+US$413.8k		-72.4%PS0.3x

Latest News

CLW
US$15.92
Clearwater Paper
7D
-5.2%
1Y
-47.2%
Seeking Alpha • Jul 04

Clearwater Paper: Asset Value Provides Downside Protection Despite Near-Term Earnings Headwinds

Summary Applying conservative recovery assumptions to the Q1 2026 balance sheet results in an adjusted equity liquidation value of $376 million, implying meaningful downside protection. Q1 EBITDA came in slightly above expectations despite weather disruptions. Lower industry supply, declining FBB imports, announced price increases, and improving utilization rates should gradually support margins. Augusta integration, uncertain insurance claims related to the acquisition, commodity cost inflation, and the absence of full-year EBITDA guidance continue to limit visibility. Nevertheless, we believe the current valuation more than compensates investors for these risks. Read the full article on Seeking Alpha
MERC
US$0.78
Mercer International
7D
15.1%
1Y
-79.0%
SLVM
US$38.54
Sylvamo
7D
-2.0%
1Y
-27.3%
LPX
US$79.31
Louisiana-Pacific
7D
-3.7%
1Y
-13.6%
NWGL
US$0.28
CL Workshop Group
7D
9.7%
1Y
-72.4%
MAGN
US$12.58
Magnera
7D
0.5%
1Y
-4.6%
ITP
US$0.19
IT Tech Packaging
7D
-0.7%
1Y
-1.3%