Added to YB: 2026-04-13
Pitch date: 2026-04-09
CLW [neutral]
Clearwater Paper Corporation
-3.38%
current return
Author Info
No bio for this author
Company Info
Clearwater Paper Corporation manufactures and supplies solid bleached sulfate (SBS) paperboard packaging products in the United States and internationally.
Market Cap
$239.8M
Pitch Price
$15.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.80
P/E
-4.56
EV/Sales
0.39
Sector
Paper and Forest Products
Category
turnaround
The North American Deep Value Week – 2026/13 | Clearwater Paper – CEO highlights transformation, cost savings and positioning for cycle recovery
CLW (update): Transformed into focused paperboard co via Augusta acquisition & tissue exit. Cut 25%+ salaried roles, SG&A to 6.5% (from 8.4%), delivered $50M+ savings & >10% fixed cost reduction. FY25 rev $1.6B (+12% YoY), adj EBITDA $107.2M (+$71.2M YoY) despite net loss $18.6M. Industry mid-80% utilization pressuring margins. Mgmt sees downcycle as temporary; positioned for margin/FCF expansion on recovery with stronger balance sheet & cost base.
Read full article (2 min)