Added to YB: 2025-09-12
Pitch date: 2025-09-10
CLW [bullish]
Clearwater Paper Corporation
-28.91%
current return
Author Info
No bio for this author
Company Info
Clearwater Paper Corporation manufactures and supplies bleached paperboards, and consumer and parent roll tissues in the United States and internationally.
Market Cap
$431.3M
Pitch Price
$21.10
Price Target
80.00 (+433%)
Dividend
N/A
EV/EBITDA
7.63
P/E
221.31
EV/Sales
0.70
Sector
Paper and Forest Products
Category
value
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.
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