Added to YB: 2026-01-30
Pitch date: 2026-01-28
CLW [neutral]
Clearwater Paper Corporation
-12.63%
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
$278.1M
Pitch Price
$17.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.80
P/E
-3.76
EV/Sales
0.38
Sector
Paper and Forest Products
Category
value
CLW: A Pure-Play Paperboard Company at a Fraction of Book Value
CLW (quick overview): Trades 0.36x book, pure paperboard play after $850M debt paydown from asset sales. $100M buyback authorized, mgmt bought mid-high $20s but stopped at current high teens. 2028 debt maturity faces rate spike risk. Attractive acquisition target but hesitant on leverage + cyclicality + no insider ownership.
Read full article (1 min)