Added to YB: 2025-09-12
Pitch date: 2025-09-10
CLW [bullish]
Clearwater Paper Corporation
-15.17%
current return
Author Info
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Company Info
Clearwater Paper Corporation manufactures and supplies bleached paperboards in the United States and internationally.
Market Cap
$291.1M
Pitch Price
$21.10
Price Target
80.00 (+347%)
Dividend
N/A
EV/EBITDA
5.92
P/E
-3.94
EV/Sales
0.39
Sector
Paper and Forest Products
Category
value
Show full summary:
Deep Value: Clearwater Paper (NYSE: CLW) — Buy the Mills, Not the Noise
CLW: Pure SBS paperboard play (1.4M tpy, 90%+ pulp integrated) trading ~$457/ton vs Augusta comp at $1,167/ton. Sold tissue for $1.06B, bought Augusta for $700M. Replacement cost math suggests $60-80/share vs current levels. Q2'25 GAAP back to black at $0.22 EPS. Risks: pricing/mix, sub-90% util.
Read full article (3 min)