Added to YB: 2026-05-13
Pitch date: 2026-05-05
CLW [neutral]
Clearwater Paper Corporation
-3.87%
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
$220.4M
Pitch Price
$13.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.97
P/E
-3.67
EV/Sales
0.36
Sector
Paper and Forest Products
Category
turnaround
The Deep Value Week – 2026/18 | Clearwater Paper – Q1 2026 Results Weighed Down by Pricing and Weather Disruption
CLW (earnings): Q1 rev $360M vs $378M prior yr; vol +5% offset by pricing -7% & weather disruption. Net loss $13M ($0.80/sh), adj EBITDA plunged to $2M from $30M on pricing/weather. Cypress Bend restructuring to save $8-12M/yr. Q2 guide: $0-10M EBITDA loss on maintenance outage & input cost spike. Long-term recovery thesis on demand growth, lower imports, supply adjustments.
Read full article (1 min)