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CLW

Clearwater Paper Corporation

CLW

NYSE·Basic Materials·Paper, Lumber & Forest Products·Mkt cap $337.4M

$20.92

+1.06%

P/E

-6.58

Mkt Cap

$337.4M

52-Wk Range

$11.73–$23.59

52-Week Range

$11.73 - $23.59

P/E

-6.58

Fwd P/E

-6.17

Beta

0.22

Div Yield

0.00%

Avg Vol

206.9K

Shares Out

16.0M

Mkt Cap

$337.4M

Price action

Price chart

Down 5.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Integrated pulp and paperboard operations providing cost efficiency and supply chain control
  • Diversified product portfolio serving multiple end-markets and customer segments
  • Strong relationships with major retailers, distributors, and commercial converters
  • Established brand presence in consumer tissue category with recycled fiber offerings

Bear Case

1 risk

  • Low volatility (beta 0.2).

Growth

Stable outlook

Increasing demand for sustainable and eco-friendly packaging solutions

Value

Deep value opportunity - significant discount to Paper & Packaging peers

Momentum

Hot

+35.8% over 3m

Quality

Thin

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 27, 2026

Q3 26 RECAP

JUL 28, 2026

Reported EPS of -$1.75 vs -$1.49 consensus (-17.4% surprise). Revenue of $374.8M vs $374.8M expected (0.0%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-17.4%

Revenue trend · last 8Q

+44%

-24%

+14%

+1%

-0%

-5%

-4%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$393.3M

$387.1M

$378.2M

$391.8M

$399.0M

$386.4M

$360.3M

$374.8M

Margins · last 8Q

Gross

-2.8%

Operating

-6.4%

Profit

-5.7%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

Latest: TD Cowen · Jul 29, 2026

vs Industry

How CLW stacks vs Paper, Lumber & Forest Products

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.