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U.S. Paper and Forestry Products Industry Analysis

UpdatedJun 14, 2026
DataAggregated Company Financials
Companies12
  • 7D7.2%
  • 3M0.8%
  • 1Y-16.2%
  • YTD-9.6%

The Paper and Forestry Products industry is up 7.2% in the last week, with Louisiana-Pacific up 6.3%. During this same period, the CL Workshop Group underperformed, falling 32%. In contrast, the industry has lost 16% in the last 12 months. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$7.7bUS$10.7b-US$3,265,458.0040.1x-2342.8x0.7x
Wed, 13 May 2026US$7.4bUS$10.7b-US$3,265,458.0038.3x-2261.1x0.7x
Fri, 10 Apr 2026US$7.5bUS$11.0bUS$71.7m24.5x105x0.7x
Sun, 08 Mar 2026US$7.9bUS$11.0bUS$71.7m25.1x109.7x0.7x
Tue, 03 Feb 2026US$8.7bUS$13.0b-US$31,603,514.0019x-274.9x0.7x
Thu, 01 Jan 2026US$8.6bUS$13.0b-US$31,603,514.0018.3x-272.9x0.7x
Sat, 29 Nov 2025US$8.5bUS$13.0b-US$30,935,173.0026.4x-274.6x0.7x
Mon, 27 Oct 2025US$9.1bUS$13.0bUS$55.9m21.7x162.3x0.7x
Wed, 24 Sep 2025US$8.8bUS$13.0bUS$55.9m20.1x157.1x0.7x
Fri, 22 Aug 2025US$9.2bUS$13.0bUS$55.8m14.7x165.5x0.7x
Sun, 20 Jul 2025US$9.2bUS$12.9bUS$241.1m11x38.3x0.7x
Tue, 17 Jun 2025US$9.4bUS$12.9bUS$241.1m11.3x39x0.7x
Thu, 15 May 2025US$10.1bUS$12.9bUS$241.1m12x42x0.8x
Sat, 12 Apr 2025US$9.7bUS$12.6bUS$335.9m11.2x28.8x0.8x
Mon, 10 Mar 2025US$10.8bUS$12.6bUS$335.9m12.2x32.1x0.9x
Wed, 05 Feb 2025US$13.1bUS$13.2bUS$500.0m26x26.2x1x
Fri, 03 Jan 2025US$12.1bUS$13.2bUS$500.0m23.9x24.2x0.9x
Sun, 01 Dec 2024US$13.7bUS$13.2bUS$500.0m27.2x27.4x1x
Tue, 29 Oct 2024US$11.6bUS$12.1bUS$433.2m15.1x26.7x1x
Thu, 26 Sep 2024US$12.0bUS$12.1bUS$433.2m14.9x27.8x1x
Sat, 24 Aug 2024US$10.8bUS$12.1bUS$433.2m13.9x24.8x0.9x
Mon, 22 Jul 2024US$10.8bUS$11.9bUS$223.0m14.8x48.4x0.9x
Wed, 19 Jun 2024US$10.8bUS$11.9bUS$223.0m14.5x48.3x0.9x
Fri, 17 May 2024US$11.2bUS$11.9bUS$223.0m14.5x50.1x0.9x
Sun, 14 Apr 2024US$9.7bUS$11.9bUS$208.6m20.4x46.7x0.8x
Tue, 12 Mar 2024US$9.8bUS$11.9bUS$200.7m20.6x48.6x0.8x
Thu, 08 Feb 2024US$7.9bUS$12.1bUS$228.9m25.4x34.5x0.7x
Sat, 06 Jan 2024US$10.5bUS$17.0bUS$626.2m7.1x16.7x0.6x
Mon, 04 Dec 2023US$10.4bUS$17.0bUS$631.0m7.4x16.5x0.6x
Wed, 01 Nov 2023US$9.1bUS$17.3bUS$756.2m6.7x12.1x0.5x
Fri, 29 Sep 2023US$9.5bUS$17.3bUS$740.2m8.9x12.9x0.5x
Sun, 27 Aug 2023US$9.6bUS$17.3bUS$735.4m7x13x0.6x
Tue, 25 Jul 2023US$10.9bUS$17.9bUS$1.3b5.2x8.2x0.6x
Thu, 22 Jun 2023US$10.2bUS$17.9bUS$1.3b4.8x7.6x0.6x
Price to Earnings Ratio

7.6x


Total Market Cap: US$10.2bTotal 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 -58.2x202420252026
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 Market0.87%
Materials3.62%
Paper and Forestry Products7.17%
Paper Products9.38%
Forestry Products6.19%
Industry PE
  • Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 27.5x.
    • 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$75.046.3%
+US$310.2m		-15.0%PE63.9x
SLVM SylvamoUS$41.617.7%
+US$118.0m		-18.0%PE16.2x
MAGN MagneraUS$12.6312.6%
+US$50.5m		-1.7%PS0.1x
CLW Clearwater PaperUS$17.6814.9%
+US$36.9m		-35.8%PS0.2x
MERC Mercer InternationalUS$0.906.9%
+US$3.9m		-75.2%PS0.03x

Latest News

NWGL
US$0.49
CL Workshop Group
7D
-32.3%
1Y
-68.7%
SLVM
US$41.61
Sylvamo
7D
7.7%
1Y
-18.0%
Narrative Update • Jun 10

SLVM: Higher Margin Outlook And Revised P E Framework Will Drive Returns

Sylvamo's consensus analyst price target has edged lower by a few dollars to reflect updated research that modestly adjusts growth, margin and P/E assumptions following recent target cuts and new coverage. Analyst Commentary Recent research has adjusted Sylvamo's price targets and assumptions, but the tone from bullish analysts still leans constructive on the company’s ability to execute against its current valuation framework.
LPX
US$75.04
Louisiana-Pacific
7D
6.3%
1Y
-15.0%
Narrative Update • Jun 05

LPX: Recent Pullback And Margin Discipline Are Expected To Support Upside

The analyst fair value estimate for Louisiana-Pacific has been reset from $115 to $107, as analysts factor in lower Street price targets, slightly higher discount assumptions, and updated views on margins and future P/E multiples. Analyst Commentary Recent Street research around Louisiana-Pacific has centered on a series of price target resets alongside a couple of fresh upgrades, which together paint a mixed but constructive backdrop for the stock.
MAGN
US$12.63
Magnera
7D
12.6%
1Y
-1.7%
ITP
US$0.20
IT Tech Packaging
7D
9.1%
1Y
-1.9%
MERC
US$0.90
Mercer International
7D
6.9%
1Y
-75.2%
CLW
US$17.68
Clearwater Paper
7D
14.9%
1Y
-35.8%