Strategic Shift | Clearwater Paper completes two major transactions, signaling a transformative phase in its business strategy and market positioning |
Financial Challenges | Q2 2024 Adjusted EBITDA falls short of expectations, prompting analysts to reassess projections amid ongoing transformation efforts |
Market Outlook | Analysts maintain "Sector Perform" rating with a raised price target of $48.00, balancing transformation potential against near-term industry headwinds |
Industry Dynamics | Explore Clearwater's navigation of the volatile SBS market and its impact on the company's revenue streams and long-term growth prospects |
Clearwater Paper Corporation manufactures and supplies bleached paperboards, and consumer and parent roll tissues in the United States and internationally. It operates through Pulp and Paperboard, and Consumer Products segments. The Pulp and Paperboard segment manufactures and markets bleached paperboard; Solid Bleached Sulfate paperboard that is used to produce folding cartons, liquid packaging, cups and plates, blister and carded packaging, and top sheet and commercial printing items; and hardwood and softwood pulp, as well as offers services that include custom sheeting, slitting, and cutting. It sells its products to carton converters, folding carton converters, merchants, and commercial printers. The Consumer Products segment provides a line of at-home tissue products, including bath tissues, paper towels, facial tissues, and napkins; recycled fiber value grade products; and away-from-home tissues. This segment sells its products to retailers, including grocery, club, mass merchants, and discount stores. The company was incorporated in 2005 and is based in Spokane, Washington.
Metrics to compare | CLW | Sector Sector - Average of metrics from a broad group of related Basic Materials sector companies | Relationship RelationshipCLWPeersSector | |
---|---|---|---|---|
P/E Ratio | 9.6x | −2.7x | −0.1x | |
PEG Ratio | −0.29 | 0.01 | 0.00 | |
Price/Book | 0.7x | 0.6x | 1.6x | |
Price / LTM Sales | 0.2x | 0.3x | 1.3x | |
Upside (Analyst Target) | 46.9% | 29.9% | 27.1% | |
Fair Value Upside | Unlock | 8.6% | 1.1% | Unlock |