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Upturn AI SWOT - About
CLW 
Clearwater Paper Corporation (CLW)
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Upturn Advisory Summary
09/16/2025: 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.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $36
1 Year Target Price $36
| 0 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -30.42% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 344.14M USD | Price to earnings Ratio - | 1Y Target Price 36 |
Price to earnings Ratio - | 1Y Target Price 36 | ||
Volume (30-day avg) 1 | Beta 0.12 | 52 Weeks Range 20.84 - 33.56 | Updated Date 09/16/2025 |
52 Weeks Range 20.84 - 33.56 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.93 |
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 12.98% | Operating Margin (TTM) 3.65% |
Management Effectiveness
Return on Assets (TTM) 0.01% | Return on Equity (TTM) -4.37% |
Valuation
Trailing PE - | Forward PE 11.36 | Enterprise Value 638345557 | Price to Sales(TTM) 0.22 |
Enterprise Value 638345557 | Price to Sales(TTM) 0.22 | ||
Enterprise Value to Revenue 0.41 | Enterprise Value to EBITDA 15.45 | Shares Outstanding 16104100 | Shares Floating 15599440 |
Shares Outstanding 16104100 | Shares Floating 15599440 | ||
Percent Insiders 3.28 | Percent Institutions 87.42 |
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 focuses on manufacturing quality consumer tissue, away-from-home tissue, and bleached paperboard products.
Core Business Areas
- Consumer Products: This segment manufactures and sells private label tissue products, including bath tissue, paper towels, and facial tissue to retailers.
- Pulp and Paperboard: This segment produces bleached paperboard used in packaging applications and also includes pulp production for internal use and external sales.
Leadership and Structure
Arsen Kitch is the current President and CEO. The company operates with a traditional corporate structure, including a Board of Directors and executive leadership team overseeing various functional departments.
Top Products and Market Share
Key Offerings
- Private Label Tissue: Clearwater Paper is a major supplier of private label tissue products to large retailers in North America. Estimated to be top 3 in market share. Competitors include Kruger Products, Resolute Forest Products, and Georgia-Pacific.
- Bleached Paperboard: Clearwater Paperboard is used in folding carton packaging for food, beverage, and consumer products. Market share details vary, with competition from WestRock, Graphic Packaging, and International Paper.
Market Dynamics
Industry Overview
The paper and pulp industry is cyclical and sensitive to economic conditions. Demand for tissue products is relatively stable, while demand for paperboard fluctuates with packaging needs.
Positioning
Clearwater Paper is a mid-sized player in the tissue and paperboard markets, focusing on operational efficiency and customer service. They aim for cost leadership and quality in specific product niches.
Total Addressable Market (TAM)
The TAM for tissue and paperboard is estimated to be in the tens of billions of dollars. Clearwater Paper is positioned to capture a small percentage of this TAM through its private label strategy and focus on specific paperboard applications.
Upturn SWOT Analysis
Strengths
- Strong relationships with major retailers
- Efficient manufacturing operations
- Vertically integrated pulp production
- Established brand reputation for quality
Weaknesses
- Concentration of sales with a few large customers
- Exposure to pulp and paper commodity price fluctuations
- High debt levels
- Limited geographic diversification
Opportunities
- Expanding into new tissue product categories
- Acquiring smaller competitors
- Increasing paperboard production capacity
- Developing sustainable packaging solutions
Threats
- Rising pulpwood and energy costs
- Increased competition from lower-cost producers
- Changes in consumer preferences for tissue products
- Economic downturn affecting packaging demand
Competitors and Market Share
Key Competitors
- G-P (private)
- WRK
- IP
Competitive Landscape
Clearwater Paper's advantages include strong customer relationships and efficient operations. Disadvantages include reliance on a few major customers and commodity price exposure.
Major Acquisitions
Northwood Pulp Mill
- Year: 2010
- Acquisition Price (USD millions): 80
- Strategic Rationale: Expanded Clearwater Paper's pulp production capacity and vertical integration.
Growth Trajectory and Initiatives
Historical Growth: Clearwater Paper's historical growth has been modest, influenced by industry cycles and market competition.
Future Projections: Analysts project slow to moderate revenue growth, driven by demand in private label consumer tissue and pulp. Profitability is projected to improve through operational efficiencies.
Recent Initiatives: Recent initiatives include optimizing manufacturing processes, expanding relationships with key customers, and investing in new product development.
Summary
Clearwater Paper operates in a cyclical industry with a focus on private label tissue and paperboard. The company demonstrates strengths in operational efficiency and customer relationships but faces challenges related to commodity prices and debt. Strategic initiatives aim to drive revenue growth, though profitability remains subject to economic fluctuations. Growth trajectory will depend on factors such as managing its debt, economic down turn and the ability to keep up with competitors and market trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Clearwater Paper Corporation Investor Relations
- Company 10K Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available information and estimates and is not financial advice. Market conditions and company performance are subject to change.
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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