Added to YB: 2025-08-11
Pitch date: 2025-08-08
CLW [neutral]
Clearwater Paper Corporation
-19.19%
current return
Author Info
Buggy Whip Bargains has their heads stuck in 10Ks and 10Qs of 'old world' businesses trading below tangible book value. Opinions expressed here are not recommendations or advice. Do your own research. Sign up for the newsletter.
Company Info
Clearwater Paper Corporation manufactures and supplies bleached paperboards in the United States and internationally.
Market Cap
$291.1M
Pitch Price
$22.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.92
P/E
-3.94
EV/Sales
0.39
Sector
Paper and Forest Products
Category
turnaround
The Deep Value Week 2025 - 31 - Clearwater Paper Corporation
CLW (update): Q2 2025 sales +14% YoY to $392M (Augusta mill acquisition), turning $42M loss to $4M profit ($0.22 EPS). Adj EBITDA +$49M to $40M on higher volumes (+12%), reduced costs, better utilization, despite 3% price decline. H1 net loss narrowed to $2M from $44M. Risks: oversupply, pricing pressure, environmental liabilities.
Read full article (1 min)