Clearwater Paper Corporation produces and sells private label tissue and bleached paperboard products in the United States and internationally. More Details
Good value with questionable 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 +/- 9% a week.
Volatility Over Time: CLW's weekly volatility (9%) has been stable over the past year.
7 Day Return
1 Year Return
Return vs Industry: CLW exceeded the US Forestry industry which returned -5% over the past year.
Return vs Market: CLW exceeded the US Market which returned 19.7% 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
4 days ago | Simply Wall StThese 4 Measures Indicate That Clearwater Paper (NYSE:CLW) Is Using Debt Extensively
4 weeks ago | Simply Wall StUpdate: Clearwater Paper (NYSE:CLW) Stock Gained 100% In The Last Year
1 month ago | Simply Wall StClearwater Paper Corporation (NYSE:CLW) Has A ROE Of 5.1%
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 ($35.61) is trading below our estimate of fair value ($134.35)
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 (10.4x) compared to the US Forestry industry average (11.5x).
PE vs Market: CLW is good value based on its PE Ratio (10.4x) compared to the US market (19.7x).
Price to Earnings Growth Ratio
PEG Ratio: CLW's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: CLW's PB Ratio (1.2x) is in line with the US Forestry industry average.
How is Clearwater Paper forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CLW's earnings are forecast to decline over the next 3 years (-45.3% per year).
Earnings vs Market: CLW's earnings are forecast to decline over the next 3 years (-45.3% per year).
High Growth Earnings: CLW's earnings are forecast to decline over the next 3 years.
Revenue vs Market: CLW's revenue (1.2% per year) is forecast to grow slower than the US market (10.2% per year).
High Growth Revenue: CLW's revenue (1.2% 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 became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: CLW's earnings have declined by 32.1% per year over the past 5 years.
Accelerating Growth: CLW has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: CLW has become profitable in the last year, making it difficult to compare its past year earnings growth to the Forestry industry (29.7%).
Return on Equity
High ROE: CLW's Return on Equity (11.4%) is considered low.
How is Clearwater Paper's financial position?
Financial Position Analysis
Short Term Liabilities: CLW's short term assets ($492.0M) exceed its short term liabilities ($239.6M).
Long Term Liabilities: CLW's short term assets ($492.0M) do not cover its long term liabilities ($1.1B).
Debt to Equity History and Analysis
Debt Level: CLW's debt to equity ratio (154.4%) is considered high.
Reducing Debt: CLW's debt to equity ratio has increased from 124.9% to 154.4% over the past 5 years.
Debt Coverage: CLW's debt is well covered by operating cash flow (32.4%).
Interest Coverage: CLW's interest payments on its debt are not well covered by EBIT (2.7x coverage).
What is Clearwater Paper current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate CLW's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate CLW's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if CLW's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if CLW's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of CLW's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Arsen Kitch (38 yo)
Mr. Arsen S. Kitch has been President, Chief Executive Officer and Director of Clearwater Paper Corporation since April 1, 2020. He was Senior Vice President and General Manager of Consumer Products at Cle...
CEO Compensation Analysis
Compensation vs Market: Arsen's total compensation ($USD923.19K) is below average for companies of similar size in the US market ($USD1.79M).
Compensation vs Earnings: Arsen's compensation has been consistent with company performance over the past year.
|CEO, President & Director||0.58yr||US$923.19k||0.032% |
|Senior VP||11.92yrs||US$1.22m||0.27% |
|Senior Vice President of Human Resources||5.75yrs||US$931.13k||0.035% |
|Senior VP & CFO||0.58yr||no data||no data|
|VP, Corporate Controller & Chief Accounting Officer||0.83yr||no data||0.0060% |
|Vice President of Investor Relations||no data||no data||no data|
|Senior Director of Corporate Communications||no data||no data||no data|
|Senior VP and GM of Pulp & Paperboard Division||2.08yrs||no data||0.0099% |
|Senior VP & GM of Consumer Products||0.42yr||no data||0.032% |
Experienced Management: CLW's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.
|CEO, President & Director||0.58yr||US$923.19k||0.032% |
|Independent Director||11.92yrs||US$213.18k||0.0060% |
|Independent Director||7.83yrs||US$214.68k||no data|
|Independent Director||4.58yrs||US$177.18k||no data|
|Independent Director||1.5yrs||US$148.94k||no data|
|Chairman of the Board & Lead independent director||2.17yrs||US$290.68k||no data|
|Independent Director||1.5yrs||US$154.89k||no data|
|Director||0.50yr||no data||no data|
Experienced Board: CLW's board of directors are not considered experienced ( 2.2 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: CLW insiders have only sold shares 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
- Industry: Paper Products
- Sector: Materials
- Market Cap: US$590.173m
- Shares outstanding: 16.57m
- Website: https://www.clearwaterpaper.com
Number of Employees
- Clearwater Paper Corporation
- 601 West Riverside Avenue
- Suite 1100
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|CLW||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Dec 2008|
|5WC||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Dec 2008|
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||2020/11/27 00:32|
|End of Day Share Price||2020/11/25 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.