Narrative Update • Jun 24
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- 7D4.3%
- 3M12.7%
- 1Y-11.3%
- YTD-4.9%
In the last week, the Paper and Forestry Products industry is up 3.6%, with Louisiana-Pacific up 6.2%. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 53% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | US$8.0b | US$10.7b | -US$3,265,458.00 | 42.8x | -2448.2x | 0.7x |
| Mon, 25 May 2026 | US$7.1b | US$10.7b | -US$3,265,458.00 | 37.5x | -2163.5x | 0.7x |
| Wed, 22 Apr 2026 | US$7.5b | US$11.0b | US$71.7m | 23.3x | 105.2x | 0.7x |
| Fri, 20 Mar 2026 | US$7.5b | US$11.0b | US$71.7m | 23.1x | 104x | 0.7x |
| Sun, 15 Feb 2026 | US$9.4b | US$11.1b | US$118.9m | 22.8x | 78.9x | 0.8x |
| Tue, 13 Jan 2026 | US$9.5b | US$13.0b | -US$31,603,514.00 | 20.3x | -299.1x | 0.7x |
| Thu, 11 Dec 2025 | US$9.0b | US$13.0b | -US$30,959,252.00 | 19.5x | -291x | 0.7x |
| Sat, 08 Nov 2025 | US$7.9b | US$12.9b | -US$132,460,872.00 | 25.3x | -59.5x | 0.6x |
| Mon, 06 Oct 2025 | US$9.1b | US$13.0b | US$55.9m | 21.1x | 162.4x | 0.7x |
| Wed, 03 Sep 2025 | US$9.5b | US$13.0b | US$55.9m | 21.8x | 170.6x | 0.7x |
| Fri, 01 Aug 2025 | US$9.4b | US$12.9b | US$286.2m | 11.1x | 32.7x | 0.7x |
| Sun, 29 Jun 2025 | US$9.3b | US$12.9b | US$241.1m | 11.2x | 38.7x | 0.7x |
| Tue, 27 May 2025 | US$9.8b | US$12.9b | US$241.1m | 11.9x | 40.7x | 0.8x |
| Thu, 24 Apr 2025 | US$9.5b | US$12.6b | US$335.8m | 11x | 28.3x | 0.8x |
| Sat, 22 Mar 2025 | US$10.7b | US$12.6b | US$335.9m | 12.1x | 31.9x | 0.8x |
| Mon, 17 Feb 2025 | US$12.5b | US$12.6b | US$118.8m | 14.3x | 105.5x | 1x |
| Wed, 15 Jan 2025 | US$12.5b | US$13.2b | US$500.0m | 24.3x | 24.9x | 0.9x |
| Fri, 13 Dec 2024 | US$13.5b | US$13.2b | US$500.0m | 25.9x | 27x | 1x |
| Sun, 10 Nov 2024 | US$13.4b | US$13.1b | US$462.2m | 25.6x | 28.9x | 1x |
| Tue, 08 Oct 2024 | US$11.9b | US$12.1b | US$433.2m | 14.5x | 27.4x | 1x |
| Thu, 05 Sep 2024 | US$10.8b | US$12.1b | US$433.2m | 13.2x | 24.9x | 0.9x |
| Sat, 03 Aug 2024 | US$11.4b | US$11.9b | US$223.0m | 14.3x | 51x | 1x |
| Mon, 01 Jul 2024 | US$10.2b | US$11.9b | US$223.0m | 14.2x | 45.7x | 0.9x |
| Wed, 29 May 2024 | US$11.1b | US$11.9b | US$223.0m | 14.7x | 49.7x | 0.9x |
| Fri, 26 Apr 2024 | US$9.7b | US$11.9b | US$208.6m | 20.2x | 46.3x | 0.8x |
| Sun, 24 Mar 2024 | US$10.1b | US$11.9b | US$200.7m | 21.7x | 50.4x | 0.9x |
| Tue, 20 Feb 2024 | US$8.7b | US$12.0b | US$151.7m | 18.5x | 57.5x | 0.7x |
| Thu, 18 Jan 2024 | US$10.4b | US$17.0b | US$626.2m | 6.7x | 16.6x | 0.6x |
| Sat, 16 Dec 2023 | US$10.4b | US$17.0b | US$631.0m | 7x | 16.5x | 0.6x |
| Mon, 13 Nov 2023 | US$9.8b | US$17.0b | US$631.0m | 6.9x | 15.6x | 0.6x |
| Wed, 11 Oct 2023 | US$9.3b | US$17.3b | US$740.2m | 9x | 12.6x | 0.5x |
| Fri, 08 Sep 2023 | US$9.5b | US$17.3b | US$735.4m | 6.8x | 12.9x | 0.6x |
| Sun, 06 Aug 2023 | US$10.3b | US$17.3b | US$771.4m | 7.1x | 13.4x | 0.6x |
| Tue, 04 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 | -2.65% | |
| Materials | -2.23% | |
| Paper and Forestry Products | 4.34% | |
| Forestry Products | 6.21% | |
| Paper Products | -0.039% | |
Industry PE
- Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 28.3x.
- 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$82.38 | 6.2% +US$336.7m | -6.1% | PE70.2x | |
| MAGN Magnera | US$12.52 | 2.7% +US$11.8m | -0.7% | PS0.1x | |
| CLW Clearwater Paper | US$16.80 | 0.06% +US$161.3k | -39.8% | PS0.2x | |
| NWGL CL Workshop Group | US$0.26 | 3.7% +US$152.3k | -74.9% | PS0.3x |