Clearwater Paper (CLW) Aandelenoverzicht
Clearwater Paper Corporation produceert en levert verpakkingsproducten van massief gebleekt sulfaat (SBS) karton in de Verenigde Staten en daarbuiten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor CLW uit onze risicocontroles.
CLW Community Fair Values
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Analyst Price Targets
Clearwater Paper Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$20.63 |
| 52 Week Hoogtepunt | US$23.59 |
| 52 Week Laag | US$11.73 |
| Bèta | 0.22 |
| 1 maand verandering | 29.10% |
| 3 maanden verandering | 52.93% |
| 1 Jaar Verandering | -6.10% |
| 3 jaar verandering | -43.60% |
| 5 jaar verandering | -33.24% |
| Verandering sinds IPO | 83.38% |
Recent nieuws en updates
Recent updates
Narratiefupdate • Jul 29
CLW: Future Returns Will Balance Recycling Push And Governance Rule Changes
Analysts have raised their fair value target for Clearwater Paper from $16.75 to $20.75, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels as the key drivers of this shift. What’s in the News for Clearwater Paper Clearwater Paper reported that from April 1, 2026 to June 30, 2026, it repurchased 0 shares for US$0 under its existing buyback, while completing the previously announced program with a total of 721,821 shares repurchased for US$20.53 million since November 4, 2024.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 AlphaNieuw narratief • Jul 03
Tight Industry Supply And Cost Pressures Will Shape A Cautious Long-Term Outlook
Catalysts About Clearwater Paper Clearwater Paper produces bleached paperboard products used in folding cartons, foodservice packaging and related applications across North America. What are the underlying business or industry changes driving this perspective?Analyse-artikel • Jan 09
Why Investors Shouldn't Be Surprised By Clearwater Paper Corporation's (NYSE:CLW) P/S
It's not a stretch to say that Clearwater Paper Corporation's ( NYSE:CLW ) price-to-sales (or "P/S") ratio of 0.2x...Analyse-artikel • Nov 21
Is Clearwater Paper (NYSE:CLW) Using Debt Sensibly?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyse-artikel • Aug 16
With A 26% Price Drop For Clearwater Paper Corporation (NYSE:CLW) You'll Still Get What You Pay For
NYSE:CLW 1 Year Share Price vs Fair Value Explore Clearwater Paper's Fair Values from the Community and select yours...Analyse-artikel • May 01
Clearwater Paper Corporation's (NYSE:CLW) Popularity With Investors Is Clear
It's not a stretch to say that Clearwater Paper Corporation's ( NYSE:CLW ) price-to-sales (or "P/S") ratio of 0.3x...Analyse-artikel • Feb 15
Does Clearwater Paper (NYSE:CLW) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Feb 14
A Strong Quarter For Clearwater Paper, But I'm Not Convinced
Summary Clearwater Paper Corporation has shown strong Q4 performance, beating Wall Street forecasts with significant EPS and revenue growth amidst a strategic overhaul. Despite high debt and declining EBITDA, Clearwater's cost-cutting measures and focus on paperboard manufacturing position it for potential long-term growth. Market conditions are stabilizing, with projected demand increases and a strategic divestment of the tissue business improving Clearwater's financial flexibility. However, risks include high debt, earnings misses, and macroeconomic uncertainties, leading to a cautious “Hold” rating for CLW stock. Read the full article on Seeking AlphaAnalyse-artikel • Aug 21
Positive Sentiment Still Eludes Clearwater Paper Corporation (NYSE:CLW) Following 35% Share Price Slump
Clearwater Paper Corporation ( NYSE:CLW ) shareholders that were waiting for something to happen have been dealt a blow...Seeking Alpha • Aug 11
Clearwater Paper: Not All Is Clear
Summary Clearwater Paper underwent a major transformation with a substantial acquisition and divestment. The company experienced a dramatic shortfall in second-quarter results, leading to a significant drop in share value. Uncertainty and debt overhang remain until the pending sale of the tissue business closes, impacting the company's financial performance and future prospects. Read the full article on Seeking AlphaSeeking Alpha • Jul 23
Clearwater Paper: An Impressive Transformation At A Solid Price
Summary Clearwater Paper Corporation has focused on its paperboard business earlier this year after it doubled down on these activities earlier this year. The company announced a >$1 billion deal to sell its tissue business to Sofidel, reducing net debt to around $300 million. Pro forma P&L suggests potential for upside in shares, with earnings power looking solid and leverage being modest. Read the full article on Seeking AlphaSeeking Alpha • May 24
Clearwater Paper: Margin Improvement And Growing Preference For Sustainable Packaging
Summary CLW is a major manufacturer of bleached paperboard and at-home tissue products. The firm has experienced volatile revenue growth over the past few years, but has consistently expanded its profitability margins. It is well-positioned for long-term growth due to the growing preference for recycled-based packaging. The acquisition of Augusta will add significant scale and growth capacity to CLW. Additionally, it is expected to bring in adjusted EBITDA of $140-$150 million by 2026. Read the full article on Seeking AlphaAnalyse-artikel • May 22
Clearwater Paper Corporation (NYSE:CLW) Held Back By Insufficient Growth Even After Shares Climb 29%
The Clearwater Paper Corporation ( NYSE:CLW ) share price has done very well over the last month, posting an excellent...Analyse-artikel • May 01
These 4 Measures Indicate That Clearwater Paper (NYSE:CLW) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 08
Clearwater Paper: Bolt Moves
Summary Clearwater Paper Corporation is doubling its focus on paperboard and looking to exit the tissue business. The company is a top 5 manufacturer of paperboard and serves a range of end markets. Clearwater Paper recently announced a $700 million deal to acquire a bleached paperboard manufacturing facility, to double down on its activities in this market. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Clearwater Paper: Moving To The Sidelines
Summary Clearwater Paper's target price and rating have been lowered due to a lack of catalyst. We see the company between a rock and a hard place with limited growth optionality vs. CAPEX maintenance. Lower multiple due to smaller size and historical operational issues. We reset Clearwater's expectations with a neutral rating. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Clearwater Paper: Improved Balance Sheet But Headwinds In Paperboard
Summary Clearwater Paper reported higher year over year adjusted EBITDA and adjusted net income per diluted share for Q3 2023. The company's Pulp and Paperboard business will face headwinds, given RISI reported an $80 per ton decrease in folding carton prices in the third quarter. Given its debt repayment efforts in the past few years, Clearwater Paper has reached a leverage ratio where debt repayment is less urgent. Management has not indicated they plan on increasing capital returns substantially with the more flexible free cash flow, however. Although the company's free cash flow yield in terms of EV is relatively attractive in a low interest rate world, the yield isn't super attractive given the current higher interest rate environment. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Clearwater Paper: Set To Benefit From Industry Tailwinds
Summary Clearwater Paper Corporation has historically been an average to below average business with low and volatile returns on invested capital. The company's low returns on invested capital are due to the capital intensive and competitive nature of the packaging product and tissue product industries. However the current supply/demand dynamics in these industries are favorable for Clearwater and may lead to solid earnings growth over the next 12-18 months. I am initiating coverage with a $50 price target and a buy rating based on my estimate of 2024 EBITDA, and my estimate of Clearwater's future cash flows. Read the full article on Seeking AlphaAnalyse-artikel • Aug 03
Why Clearwater Paper Corporation (NYSE:CLW) Could Be Worth Watching
Clearwater Paper Corporation ( NYSE:CLW ), is not the largest company out there, but it received a lot of attention...Seeking Alpha • Jul 14
Clearwater Paper: Buy The Shares For Capital Gains, Bonds For 7% Yield
Summary Clearwater Paper will do very well this year as there is virtually no maintenance downtime planned. I expect a free cash flow of $6.50 per share based on a $250M EBITDA. Even if the EBITDA drops to $200M in 2024, the FCF/share should exceed $4. Clearwater doesn't pay a dividend. But its 2028 bonds are yielding 7% so an investor could consider a combination of both securities. Read the full article on Seeking AlphaAnalyse-artikel • Jun 09
Is Clearwater Paper (NYSE:CLW) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Rendement voor aandeelhouders
| CLW | US Forestry | US Markt | |
|---|---|---|---|
| 7D | -9.6% | -9.2% | 0.1% |
| 1Y | -6.1% | -14.6% | 18.9% |
Rendement versus industrie: CLW overtrof de US Forestry industrie, die het afgelopen jaar een rendement -14.6 % opleverde.
Rendement versus markt: CLW presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 18.9 % opleverde.
Prijsvolatiliteit
| CLW volatility | |
|---|---|
| CLW Average Weekly Movement | 9.4% |
| Forestry Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: CLW heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van CLW is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1926 | 1,900 | Arsen Kitch | www.clearwaterpaper.com |
Clearwater Paper Corporation produceert en levert verpakkingsproducten van massief gebleekt sulfaat (SBS) karton in de Verenigde Staten en daarbuiten. Het bedrijf biedt SBS-papier voor gebruik in vouwkartons, foodservice en commercieel drukwerk; vouwkarton, zoals blisterverpakkingen, kartonverpakkingen en top sheet-producten; food service-papier, inclusief vloeistofverpakkingen en beker- en bordencategorieën, evenals harde verpakkingen voor sap, melk en wijn; en het op maat vellen en snijden van kartonnen producten. Het bedrijf bedient verpakkingsverwerkers via verkoopmanagers.
Clearwater Paper Corporation Samenvatting
| CLW fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$345.46m |
| Inkomsten(TTM) | -US$85.00m |
| Inkomsten(TTM) | US$1.52b |
0.2x
P/S-verhouding-3.9x
Koers/WinstverhoudingIs CLW overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| CLW resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.52b |
| Kosten van inkomsten | US$1.50b |
| Brutowinst | US$15.70m |
| Overige uitgaven | US$100.70m |
| Inkomsten | -US$85.00m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -5.27 |
| Brutomarge | 1.03% |
| Nettowinstmarge | -5.59% |
| Schuld/Eigen Vermogen Verhouding | 44.4% |
Hoe presteerde CLW op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/17 04:51 |
| Aandelenkoers aan het einde van de dag | 2026/08/17 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Clearwater Paper Corporation wordt gevolgd door 9 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mark Wilde | BMO Capital Markets Equity Research |
| George Staphos | BofA Global Research |
| Steven Chercover | D.A. Davidson & Co. |