Clearwater Paper Corporation produces and sells private label tissue and bleached paperboard products in the United States and internationally. More Details
Undervalued with proven track record.
Share Price & News
How has Clearwater Paper's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: CLW is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: CLW's weekly volatility (5%) has been stable over the past year.
7 Day Return
1 Year Return
Return vs Industry: CLW underperformed the US Forestry industry which returned 76.5% over the past year.
Return vs Market: CLW underperformed the US Market which returned 38.2% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Clearwater Paper's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall StClearwater Paper (NYSE:CLW) Share Prices Have Dropped 54% In The Last Five Years
1 month ago | Simply Wall StWe Think Clearwater Paper (NYSE:CLW) Is Taking Some Risk With Its Debt
4 months ago | Simply Wall StAre Clearwater Paper's (NYSE:CLW) Statutory Earnings A Good Reflection Of Its Earnings Potential?
Is Clearwater Paper undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: CLW ($28.68) is trading below our estimate of fair value ($58.81)
Significantly Below Fair Value: CLW is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: CLW is good value based on its PE Ratio (6x) compared to the US Forestry industry average (12.8x).
PE vs Market: CLW is good value based on its PE Ratio (6x) compared to the US market (18.9x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate CLW's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: CLW is good value based on its PB Ratio (0.9x) compared to the US Forestry industry average (1.2x).
How is Clearwater Paper forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
Forecasted annual revenue growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: Insufficient data to determine if CLW's forecast earnings growth is above the savings rate (2%).
Earnings vs Market: Insufficient data to determine if CLW's earnings are forecast to grow faster than the US market
High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: CLW's revenue (1.1% per year) is forecast to grow slower than the US market (9.5% per year).
High Growth Revenue: CLW's revenue (1.1% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if CLW's Return on Equity is forecast to be high in 3 years time
How has Clearwater Paper performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: CLW has high quality earnings.
Growing Profit Margin: CLW's current net profit margins (4.3%) are higher than last year (0.05%).
Past Earnings Growth Analysis
Earnings Trend: CLW's earnings have declined by 18.4% per year over the past 5 years.
Accelerating Growth: CLW's earnings growth over the past year (8666.7%) exceeds its 5-year average (-18.4% per year).
Earnings vs Industry: CLW earnings growth over the past year (8666.7%) exceeded the Forestry industry 323.1%.
Return on Equity
High ROE: CLW's Return on Equity (14.7%) is considered low.
How is Clearwater Paper's financial position?
Financial Position Analysis
Short Term Liabilities: CLW's short term assets ($500.4M) exceed its short term liabilities ($235.3M).
Long Term Liabilities: CLW's short term assets ($500.4M) do not cover its long term liabilities ($1.0B).
Debt to Equity History and Analysis
Debt Level: CLW's debt to equity ratio (133.6%) is considered high.
Reducing Debt: CLW's debt to equity ratio has increased from 122.9% to 133.6% over the past 5 years.
Debt Coverage: CLW's debt is well covered by operating cash flow (37.6%).
Interest Coverage: CLW's interest payments on its debt are well covered by EBIT (3.7x coverage).
What is Clearwater Paper current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate CLW's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate CLW's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if CLW's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if CLW's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of CLW's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Arsen Kitch (38 yo)
Mr. Arsen S. Kitch has been President, Chief Executive Officer and Director of Clearwater Paper Corporation since April 1, 2020. He was Senior Vice President at Clearwater Paper Corporation since May 2018 ...
CEO Compensation Analysis
Compensation vs Market: Arsen's total compensation ($USD4.01M) is above average for companies of similar size in the US market ($USD1.68M).
Compensation vs Earnings: Arsen's compensation has increased by more than 20% in the past year.
Experienced Management: CLW's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.
Experienced Board: CLW's board of directors are not considered experienced ( 2.1 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Clearwater Paper Corporation's company bio, employee growth, exchange listings and data sources
- Name: Clearwater Paper Corporation
- Ticker: CLW
- Exchange: NYSE
- Founded: 2005
- Industry: Paper Products
- Sector: Materials
- Market Cap: US$478.514m
- Shares outstanding: 16.68m
- Website: https://www.clearwaterpaper.com
Number of Employees
- Clearwater Paper Corporation
- 601 West Riverside Avenue
- Suite 1100
- United States
Clearwater Paper Corporation produces and sells private label tissue and bleached paperboard products in the United States and internationally. The company operates through two segments, Consumer Products,...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/06/21 00:52|
|End of Day Share Price||2021/06/18 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.