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Upturn AI SWOT - About
CLW 
Clearwater Paper Corporation (CLW)
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Upturn Advisory Summary
04/04/2025: CLW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -19.85% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 400.52M USD | Price to earnings Ratio - | 1Y Target Price 37 |
Price to earnings Ratio - | 1Y Target Price 37 | ||
Volume (30-day avg) 275194 | Beta 0.23 | 52 Weeks Range 22.58 - 57.13 | Updated Date 04/6/2025 |
52 Weeks Range 22.58 - 57.13 | Updated Date 04/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.19% | Operating Margin (TTM) -3.1% |
Management Effectiveness
Return on Assets (TTM) -1.46% | Return on Equity (TTM) -9.72% |
Valuation
Trailing PE - | Forward PE 20.28 | Enterprise Value 614219141 | Price to Sales(TTM) 0.29 |
Enterprise Value 614219141 | Price to Sales(TTM) 0.29 | ||
Enterprise Value to Revenue 0.44 | Enterprise Value to EBITDA 7.96 | Shares Outstanding 16195700 | Shares Floating 15671305 |
Shares Outstanding 16195700 | Shares Floating 15671305 | ||
Percent Insiders 3.21 | Percent Institutions 93 |
Analyst Ratings
Rating 4 | Target Price 37 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Clearwater Paper Corporation
Company Overview
History and Background
Clearwater Paper Corporation was founded in 2008 as a spin-off from Potlatch Corporation. It is a manufacturer of pulp and paperboard products.
Core Business Areas
- Pulp and Paperboard: Manufactures bleached paperboard for packaging applications, including folding cartons and cups.
- Consumer Products: Produces private label tissue products, including bath tissue, paper towels, and napkins.
Leadership and Structure
Arsen Kessenikh serves as the President and CEO. The company is structured with distinct operational segments for pulp and paperboard, and consumer products, reporting to the CEO.
Top Products and Market Share
Key Offerings
- Market Share (%): 12.5
- Paperboard: Bleached paperboard used in food packaging, beverage carriers, and other consumer products. Market share is estimated at 10-15% in North America. Competitors include WestRock and Graphic Packaging Holding Company. Revenue information not publicly available on a product level.
- Market Share (%): 6.5
- Private Label Tissue: Bath tissue, paper towels, and napkins sold under retailers' private labels. Market share fluctuates but is estimated around 5-8% nationally. Competitors include Kruger Products and Georgia-Pacific. Revenue information not publicly available on a product level.
Market Dynamics
Industry Overview
The pulp and paper industry is cyclical and sensitive to economic conditions and raw material costs. The consumer tissue market is competitive and driven by pricing and product innovation.
Positioning
Clearwater Paper is a mid-sized player in both the paperboard and private label tissue markets. Its competitive advantage lies in its operational efficiency and focus on specific product niches.
Total Addressable Market (TAM)
The TAM for paperboard and consumer tissue in North America is estimated at over $60 billion. Clearwater Paper is positioned to capture a portion of this market through its focused product strategy.
Upturn SWOT Analysis
Strengths
- Strong customer relationships
- Efficient manufacturing operations
- Diversified product portfolio
- Focus on sustainability
Weaknesses
- High debt levels
- Exposure to commodity price fluctuations
- Smaller scale compared to major competitors
- Reliance on a few large customers
Opportunities
- Growing demand for sustainable packaging
- Expanding private label market
- Strategic acquisitions
- New product development
Threats
- Increased competition
- Rising raw material costs
- Economic downturn
- Changing consumer preferences
Competitors and Market Share
Key Competitors
- WEST (WestRock)
- IP (International Paper)
- GPD (Graphic Packaging Holding Company)
- KRU.TO (Kruger Products)
Competitive Landscape
Clearwater Paper is a smaller player compared to WestRock and International Paper. It focuses on specific niches and operational efficiency to compete.
Major Acquisitions
Manchester Industries
- Year: 2010
- Acquisition Price (USD millions): 83.7
- Strategic Rationale: Expands paperboard converting capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been moderate, driven by organic growth and strategic investments.
Future Projections: Future growth depends on the company's ability to capitalize on market opportunities and improve profitability. Analyst estimates vary.
Recent Initiatives: Focus on operational efficiency, strategic investments in key facilities, and sustainable product development.
Summary
Clearwater Paper is a mid-sized company in a cyclical industry, leveraging specific niches and operational efficiency. While its customer relationships and focus on sustainability are strengths, it faces challenges from debt, commodity price fluctuations, and competition. Successfully navigating these challenges and capitalizing on opportunities in sustainable packaging and private labels will be crucial for future growth.
Similar Companies
IP
International Paper
IP
International Paper
WEST
Westrock Coffee Company
WEST
Westrock Coffee Company
Sources and Disclaimers
Data Sources:
- Clearwater Paper Corporation Investor Relations
- SEC Filings
- Industry Reports
Disclaimers:
The information provided is for general informational purposes only and should not be construed as investment advice. Market data and analysis are subject to change. Please consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Clearwater Paper Corporation
Exchange NYSE | Headquaters Spokane, WA, United States | ||
IPO Launch date 2008-12-05 | CEO, President & Director Mr. Arsen S. Kitch | ||
Sector Basic Materials | Industry Paper & Paper Products | Full time employees 2200 | Website https://www.clearwaterpaper.com |
Full time employees 2200 | Website https://www.clearwaterpaper.com | ||
Clearwater Paper Corporation manufactures and supplies bleached paperboards in the United States and internationally. The company offers solid bleached sulfate paperboard that is used to produce blister and carded packaging, top sheet, liquid packaging, cups and plates, and commercial printing items. It also provides custom services, including custom sheeting, slitting, and cutting of paperboard products. The company sells its products to folding carton converters, merchants, and commercial printers. Clearwater Paper Corporation was incorporated in 2005 and is based in Spokane, Washington.
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