Clearwater Paper Gelecekteki Büyüme
Future kriter kontrolleri 0/6
Clearwater Paper kazanç ve gelirinin sırasıyla yıllık 105.7% ve 1.5% oranında artması tahmin edilirken, EPS'nin yıllık 105.8% oranında büyümesi bekleniyor.
Anahtar bilgiler
105.7%
Kazanç büyüme oranı
105.83%
EPS büyüme oranı
| Forestry kazanç büyümesi | 69.0% |
| Gelir büyüme oranı | 1.5% |
| Gelecekteki özkaynak getirisi | n/a |
| Analist kapsamı | Low |
| Son güncelleme | 11 Aug 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Seeking Alpha • 23m
Clearwater Paper: Pricing, Supply Tightening And Lower Net Debt Support The Recovery Case
Summary Q2 profitability remained weak, but industry utilization improved, and lower imports point to a healthier supply-demand balance. Two announced price increases could provide a meaningful EBITDA uplift as indexed contracts reset over the coming quarters. Cost savings, positive free cash flow and lower net debt strengthen the balance sheet despite continued operating pressure. Our blended valuation still leaves substantial upside, supporting the Buy rating after the recent share-price recovery. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 1,557 | N/A | 26 | 92 | 2 |
| 12/31/2027 | 1,553 | -8 | 11 | 81 | 4 |
| 12/31/2026 | 1,495 | -48 | -15 | 63 | 4 |
| 6/30/2026 | 1,521 | -85 | 57 | 109 | N/A |
| 3/31/2026 | 1,538 | -60 | -54 | 11 | N/A |
| 12/31/2025 | 1,555 | -53 | -76 | 12 | N/A |
| 9/30/2025 | 1,556 | -76 | -135 | -28 | N/A |
| 6/30/2025 | 1,550 | -33 | -181 | -46 | N/A |
| 3/31/2025 | 1,503 | -78 | -127 | 4 | N/A |
| 12/31/2024 | 1,384 | -74 | -55 | 61 | N/A |
| 9/30/2024 | 1,265 | -57 | 53 | 162 | N/A |
| 6/30/2024 | 1,151 | -31 | 158 | 234 | N/A |
| 3/31/2024 | 869 | 23 | 188 | 259 | N/A |
| 12/31/2023 | 1,136 | 49 | 117 | 191 | N/A |
| 9/30/2023 | 1,394 | 45 | 80 | 142 | N/A |
| 6/30/2023 | 1,654 | 51 | 13 | 68 | N/A |
| 3/31/2023 | 2,117 | 53 | 53 | 100 | N/A |
| 12/31/2022 | 1,195 | 53 | 117 | 150 | N/A |
| 9/30/2022 | 2,043 | 61 | 136 | 165 | N/A |
| 6/30/2022 | 1,955 | 43 | 137 | 168 | N/A |
| 3/31/2022 | 1,835 | -24 | 69 | 104 | N/A |
| 12/31/2021 | 1,773 | -28 | 58 | 96 | N/A |
| 9/30/2021 | 1,736 | -15 | 93 | 135 | N/A |
| 6/30/2021 | 1,742 | 4 | 132 | 175 | N/A |
| 3/31/2021 | 1,817 | 79 | 229 | 269 | N/A |
| 12/31/2020 | 1,869 | 77 | 207 | 247 | N/A |
| 9/30/2020 | 1,851 | 57 | 206 | 248 | N/A |
| 6/30/2020 | 1,839 | 24 | 112 | 161 | N/A |
| 3/31/2020 | 1,811 | 1 | N/A | 97 | N/A |
| 12/31/2019 | 1,762 | -6 | N/A | 56 | N/A |
| 9/30/2019 | 1,755 | -195 | N/A | 32 | N/A |
| 6/30/2019 | 1,736 | -150 | N/A | 73 | N/A |
| 3/31/2019 | 1,716 | -143 | N/A | 109 | N/A |
| 12/31/2018 | 1,724 | -144 | N/A | 169 | N/A |
| 9/30/2018 | 1,732 | 125 | N/A | 148 | N/A |
| 6/30/2018 | 1,732 | 91 | N/A | 186 | N/A |
| 3/31/2018 | 1,730 | 92 | N/A | 164 | N/A |
| 12/31/2017 | 1,730 | 97 | N/A | 179 | N/A |
| 9/30/2017 | 1,719 | 26 | N/A | 186 | N/A |
| 6/30/2017 | 1,728 | 26 | N/A | 180 | N/A |
| 3/31/2017 | 1,735 | 39 | N/A | 169 | N/A |
| 12/31/2016 | 1,735 | 50 | N/A | 173 | N/A |
| 9/30/2016 | 1,741 | 52 | N/A | 191 | N/A |
| 6/30/2016 | 1,748 | 74 | N/A | 168 | N/A |
| 3/31/2016 | 1,756 | 69 | N/A | 181 | N/A |
| 12/31/2015 | 1,752 | 56 | N/A | 160 | N/A |
| 9/30/2015 | 1,793 | 17 | N/A | 145 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: CLW önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: CLW önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: CLW önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: CLW şirketinin gelirinin (yıllık 1.5% ) US pazarından (yıllık 13.5% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: CLW şirketinin gelirinin (yıllık 1.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: CLW 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 10:11 |
| Gün Sonu Hisse Fiyatı | 2026/09/10 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Clearwater Paper Corporation 9 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Mark Wilde | BMO Capital Markets Equity Research |
| George Staphos | BofA Global Research |
| Steven Chercover | D.A. Davidson & Co. |