CLW PE Ratio & Valuation, Is CLW Overvalued
Clearwater Paper Corp (CLW) is currently considered undervalued, with a fair price estimated between $28.18 and $36.23, significantly higher than its current price of $14.86. This assessment is based on its forward PS ratio of 0.16 compared to its five-year average of 39.09. Despite a P/S ratio that is above the industry average, its strong revenue growth suggests that the current valuation might not be sustainable.
Director at Clearwater Paper (NYSE: CLW) awarded phantom stock units as deferred pay
Clearwater Paper director Jeanne M. Hillman was granted 1,676.934 phantom stock units as deferred compensation on April 1, 2026, at a reference price of $14.61 per unit. These units, which are tied to the company's common stock value, are part of the Deferred Compensation Plan for Directors and represent deferred quarterly retainer and meeting fees. Hillman now holds a total of 11,623.676 phantom stock units, which will be converted to cash and paid out on elected dates.
Clearwater Paper (CLW) Launches Velora for Enhanced Packaging Solutions
Clearwater Paper Corporation (CLW) has introduced Velora, a new lightweight folding carton paperboard designed to offer consistent performance and greater yield for everyday packaging. While this product aims to enhance their offerings and provide a domestic alternative, the company faces financial challenges, including declining margins and profitability issues, despite some revenue growth. Investors are advised to be cautiously optimistic, as valuation metrics suggest potential undervaluation but financial health grades highlight several risks.
Clearwater Paper Launches Velora™ Lightweight Paperboard for Everyday Packaging
Clearwater Paper Corporation has introduced Velora™, a new lightweight folding carton paperboard designed for everyday packaging. Velora offers high yield, dependable performance, and strong value, targeting converters and brand owners seeking reliable packaging without moving to premium SBS grades. The product supports material reduction, helps manage sustainability commitments, and is made in the USA.
New lightweight paperboard targets lower-cost food packaging
Clearwater Paper Corporation (NYSE: CLW) has introduced Velora™, a new lightweight folding carton paperboard designed for everyday packaging. This product offers dependable performance, higher yield, and strong value for converters and brand owners, especially for food service and folding carton applications, acting as a domestic alternative to premium SBS grades. Velora's design focuses on cost-efficiency, sustainability through material reduction, and adherence to key food-contact and environmental standards.
Clearwater Paper Corporation (NYSE:CLW) Receives Average Recommendation of "Hold" from Brokerages
Clearwater Paper Corporation (NYSE:CLW) has received an average "Hold" recommendation from five brokerages, with an average one-year target price of $22.25. While analysts are divided with one sell, one hold, and three buy ratings, several have recently trimmed their price targets for the stock. Despite beating Q4 earnings estimates, the company reported negative net margin and return on equity, and its shares opened at $14.29, near its 52-week low.
Vanguard disaggregates holdings; reports 0% in Clearwater Paper (NYSE: CLW)
The Vanguard Group has filed an amended Schedule 13G/A, reporting 0% beneficial ownership in Clearwater Paper Corp (NYSE: CLW). This change is due to an internal realignment, where certain Vanguard subsidiaries will now report their beneficial ownership separately in accordance with SEC Release No. 34-39538. This is an administrative disclosure regarding reporting structure, not an economic sale of shares by Vanguard.
Clearwater Paper Corp. Stock Plummets to New 52-Week Low at $12.44
Clearwater Paper Corp. (NYSE: CLW) has reached a new 52-week low of $12.44, marking a significant 75.49% decline over the past year. The company has reported negative results for five consecutive quarters and declining net sales over the last five years. Despite a market capitalization of USD 213 million, the stock shows low valuation with a price-to-book ratio of 0.26 and no dividend yield.
Clearwater Paper Corp. Hits New 52-Week Low at $12.79
Clearwater Paper Corp. has reached a new 52-week low of $12.79, marking a significant 74.59% drop in its stock price over the past year. The company, with a market capitalization of $213 million, reported a negative net profit for the first nine months and low operating cash flow, indicating financial strain and challenges ahead. Its financial metrics, including a price-to-book ratio of 0.26 and a debt-to-equity ratio of 0.39, suggest a challenging environment and raise concerns about long-term growth.
Clearwater Paper (NYSE: CLW) CFO uses stock to satisfy tax withholding
Clearwater Paper Corp's Senior Vice President and CFO, Sherri Baker, engaged in routine tax withholding transactions related to vested stock awards on March 15, 2026. A total of 1,093 shares of common stock, valued at $13.11 per share, were withheld by the company to cover tax obligations arising from vested restricted stock units. This was an administrative act to satisfy tax requirements and not an open-market sale, leaving Baker with 45,481 direct shares of Clearwater Paper common stock.
[Form 4] Clearwater Paper Corp Insider Trading Activity
This article reports on insider trading activity at Clearwater Paper Corp (CLW), specifically a Form 4 filing by Senior Vice President Sean M. Krajnik. The filing indicates routine share dispositions on March 15, 2026, where 1,350 shares of common stock were withheld to cover tax obligations on vested restricted stock units. These transactions were not open-market sales but company-withheld shares, leaving Krajnik directly holding 24,873 shares.
Clearwater Paper Corp. Hits New 52-Week Low at $14.36
Clearwater Paper Corp. has reached a new 52-week low of $14.36, marking a 71.65% drop over the past year. The company has faced significant financial difficulties, including five consecutive quarters of negative results, declining net sales, and a substantial decrease in net profit. With a market capitalization of $247 million, its financial metrics reflect the ongoing struggles in the market.
Clearwater Paper (CLW) SVP Rome has 648 shares withheld for RSU tax obligations
Clearwater Paper Corp SVP Marc D. Rome had 648 shares withheld by the company to satisfy tax withholding requirements related to the vesting of his 2024 and 2025 restricted stock unit grants on March 15, 2026. This transaction is categorized as a tax-withholding disposition (Form F), not an open-market sale. Following these withholdings, Rome directly holds 19,100 shares of Clearwater Paper common stock.
Clearwater Paper (NYSE: CLW) SVP RSU vesting leads to tax share withholding
Clearwater Paper Corp Senior Vice President Mathew D. Passarello had 390 shares of common stock withheld by the company on March 15, 2026, to cover taxes on vested restricted stock units. The shares were valued at $13.11 each, a routine tax-withholding transaction that leaves him with 26,393 directly held shares. This action is a standard administrative step for equity compensation and does not indicate a discretionary sale or a change in the executive's investment outlook.
Clearwater Paper (NYSE: CLW) VP logs RSU-related tax withholding, keeps over 20K shares
Clearwater Paper Corp's VP and Controller, Rebecca Anne Barckley, reported routine tax-related share dispositions due to restricted stock unit vesting. On March 15, 2026, 423 shares were withheld by the company at $13.11 each to cover tax obligations from RSU grants vesting that day. Following these transactions, Barckley directly owns 20,223 shares, indicating these were tax-withholding dispositions and not open-market sales.
Invenomic Capital Management LP Invests $3.12 Million in Clearwater Paper Corporation $CLW
Invenomic Capital Management LP has invested $3.12 million in Clearwater Paper Corporation, acquiring 150,332 shares in Q3, bringing its total stake to approximately 0.94%. The company reported Q3 EPS of ($0.42) and revenue of $386.4 million, exceeding estimates despite remaining unprofitable with a negative net margin. Analysts currently have a "Hold" rating on the stock with an average price target of $22.25.
Clearwater Paper Corp. Hits New 52-Week Low at $12.84
Clearwater Paper Corp. has reached a new 52-week low of $12.84, marking a significant 74.17% stock price decline over the past year. The company is experiencing financial difficulties, including negative operating cash flow and a substantial decrease in net profit, indicating ongoing underperformance despite a low price-to-book ratio that might suggest undervaluation. Its market capitalization stands at $247 million, with consistent underperformance compared to the S&P 500.
Clearwater Paper Corporation (NYSE:CLW) Short Interest Update
Clearwater Paper Corporation (NYSE:CLW) saw a significant increase in short interest during February, with shares shorted jumping 33.2% to 727,885. This represents 4.7% of shares outstanding and a short-interest ratio of 2.0 days. Despite beating earnings estimates for the quarter, the company remains unprofitable and its stock traded near its 12-month low, with analysts offering a consensus "Hold" rating and a price target of $22.25.
Clearwater Paper Corporation (NYSE:CLW) Sees Significant Decrease in Short Interest
Clearwater Paper Corporation (NYSE:CLW) experienced a significant 17.9% decrease in short interest by February 13th, totaling 546,309 shares, representing about 3.5% of its shares sold short. The company's stock traded down to $14.65 despite beating Q4 earnings estimates, still showing a negative P/E ratio and net margin. Institutional ownership is high at almost 90%, while analysts maintain a consensus "Hold" rating with a target price of $22.25, following recent price target cuts.
Clearwater Paper (CLW) VP receives 4,338-share RSU equity grant
Clearwater Paper Corp's VP and Controller, Rebecca Anne Barckley, was granted 4,338 restricted stock units (RSUs) at no cash cost, increasing her directly held common stock to 20,646 shares. These RSUs will vest in three stages on March 15 of 2027, 2028, and 2029, contingent on continued employment. Dividend equivalents on these RSUs will be converted into additional RSUs, which can also be settled for common stock.
Clearwater Paper (CLW) awards 10,422 RSUs to senior VP
Clearwater Paper Corp (CLW) senior vice president Mathew D. Passarello was granted 10,422 Restricted Stock Units (RSUs) as an equity award. These RSUs will vest in three installments on March 15, 2027, 2028, and 2029, contingent on continued employment, and dividend equivalents will be credited as additional RSUs during this period. Post-award, Passarello's total directly owned common stock and RSU-related holdings amount to 26,783 shares.
Clearwater Paper (CLW) SVP awarded 11,422 RSUs vesting through 2029
Clearwater Paper Corp's SVP and General Counsel, Marc D. Rome, was granted 11,422 restricted stock units (RSUs) on February 26, 2026. These RSUs will vest in stages: 33% on March 15, 2027, 33% on March 15, 2028, and 34% on March 15, 2029, conditional on his continued employment. The award increases his direct holdings to 19,748 common shares and includes dividend equivalents converted into additional RSUs during the vesting period.
[Form 4] Clearwater Paper Corp Insider Trading Activity
Sean M. Krajnik, Senior Vice President of Clearwater Paper Corp (CLW), was granted 10,708 restricted stock units (RSUs) on February 26, 2026. These RSUs will vest in three increments on March 15, 2027, 2028, and 2029, contingent on continued employment. The transaction is reported as a neutral filing impact and sentiment by Rhea-AI Filing Summary.
[Form 4] Clearwater Paper Corp Insider Trading Activity
Clearwater Paper Corp's Senior Vice President, Virginia L. Aulin, reported the acquisition of 9,994 restricted stock units (RSUs) on February 26, 2026, as detailed in a recent Form 4 SEC filing. These RSUs, which settle into common shares on a one-for-one basis, will vest in increments over March 15, 2027, 2028, and 2029, contingent on Aulin's continued employment. Following this award, Aulin directly holds 13,300 common shares, with dividend equivalents to be credited as additional RSUs during the vesting period.
Clearwater Paper Q4 2025 Earnings Call Insights
Clearwater Paper reported a 12% year-over-year increase in net sales for 2025 but faces pricing and margin pressures and expects a breakeven adjusted EBITDA for Q1 2026 due to operational disruptions and costs from severe weather. The company achieved significant cost control, reducing SG&A expenses, and plans to launch a new product line, Valora, and complete a $60 million investment at Cypress Bend to capture market demand. Truist analyst Michael Roxland lowered the firm's price target on Clearwater Paper to $16 from $21 and maintains a Hold rating, citing market and price weakness impacting the company's outlook.
Clearwater Paper: Fourth Quarter Earnings Overview
Clearwater Paper Corp. reported a net profit of $38.3 million, or $2.39 per share, for the fourth quarter. After adjustments, the company posted an adjusted loss of 42 cents per share on revenues of $386.4 million. For the full year, Clearwater Paper recorded a net loss of $18.6 million ($1.15 per share) with total annual revenue reaching $1.56 billion.
Clearwater Paper: Fourth Quarter Earnings Overview
Clearwater Paper Corp. reported a net profit of $38.3 million, or $2.39 per share, for the fourth quarter, with an adjusted loss of 42 cents per share after one-time adjustments. Revenue for the quarter was $386.4 million. For the full year, the company experienced a net loss of $18.6 million on total revenue of $1.56 billion.
Storms Already Cut $20M From Clearwater Paper’s 2026 EBITDA
Clearwater Paper Corporation reported its financial results for the fourth quarter and full year 2025, with net sales reaching $1.6 billion, up 12% from 2024, and Adjusted EBITDA improving to $107 million. However, the company projects a $20 million reduction in Adjusted EBITDA for early 2026 due to severe weather disrupting operations at its Augusta and Cypress Bend facilities. Despite current industry oversupply, the company anticipates a recovery in the medium term, driven by demand growth, lower imports, and domestic supply changes.
Clearwater Paper (NYSE: CLW) posts 2025 loss as Adjusted EBITDA triples
Clearwater Paper (NYSE: CLW) reported a net loss of $53 million for 2025 due to a goodwill impairment, despite an 12% increase in net sales to $1.6 billion and a tripling of Adjusted EBITDA to $107.2 million, driven by cost reductions. The company forecasts roughly breakeven Adjusted EBITDA for Q1 2026, impacted by severe weather, and anticipates 2026 revenues between $1.4 billion and $1.5 billion.
Clearwater Paper: Q4 Earnings Snapshot
Clearwater Paper Corp. (CLW) reported a fourth-quarter profit of $38.3 million, or $2.39 per share. Adjusted for non-recurring gains, the company's loss was 42 cents per share, with revenue reaching $386.4 million. For the full year, Clearwater Paper posted a loss of $18.6 million on $1.56 billion in revenue.
Clearwater Paper: Fourth Quarter Earnings Overview
Clearwater Paper Corp. reported a net profit of $38.3 million, or $2.39 per share, for the fourth quarter, with an adjusted loss of 42 cents per share after one-time items and discontinued operations. The company generated $386.4 million in quarterly revenue. For the full year, Clearwater Paper posted a net loss of $18.6 million on $1.56 billion in revenue.
Clearwater Paper CEO, CFO to speak at BofA industry conference Feb. 25
Clearwater Paper Corporation (NYSE: CLW) announced its participation in the Bank of America 2026 Global Agricultural and Materials Conference on February 25, 2026. President and CEO Arsen Kitch will participate in two presentations and will be available for one-on-one meetings with CFO Sherri Baker. The company, headquartered in Spokane, Wash., is a leading independent supplier of paperboard packaging products in North America.
Clearwater Paper Announces Participation in Bank of America Global Agricultural and Materials Conference
Clearwater Paper Corporation (NYSE: CLW) announced its upcoming participation in the Bank of America 2026 Global Agricultural and Materials Conference on February 25, 2026. President and CEO Arsen Kitch will participate in a panel discussion and a fireside chat, and will be available for investor meetings along with Senior Vice President and CFO Sherri Baker. Clearwater Paper is a North American supplier of paperboard packaging products.
Clearwater Paper Reports Fourth Quarter and Year End 2025 Results
Clearwater Paper Corporation reported its financial results for the fourth quarter and full year 2025, highlighting significant year-over-year Adjusted EBITDA improvement despite an oversupplied market, primarily due to cost reductions and improved operating performance. The company achieved net sales of $1.6 billion for the full year, an increase of 12% compared to 2024, and reported a net loss from continuing operations of $53 million due to a non-cash goodwill impairment. Looking ahead, the company anticipates a market recovery through demand growth, lower imports, and changes in domestic supply, aiming for cross-cycle margin levels and cash flows, despite
Clearwater Paper Corporation (NYSE:CLW) Given Average Recommendation of "Hold" by Brokerages
Clearwater Paper Corporation (NYSE:CLW) has received a consensus "Hold" rating from brokerages, with an average 12-month target price of $27.75. The stock recently traded at $17.51, and the company has a market capitalization of $280.92 million with a P/E ratio of 2.06. Insider selling and high institutional ownership are noted, with a VP selling shares and institutional investors holding nearly 90% of the stock.
Clearwater Paper leaders to review 2025 results on Feb. 18 call
Clearwater Paper Corporation (NYSE: CLW) is scheduled to release its fourth quarter and full year 2025 financial results on February 18, 2026, after market close. President and CEO, Arsen Kitch, and CFO, Sherri Baker, will host a conference call on the same day at 2 p.m. Pacific Time to discuss the results. Interested parties can register for the call via a provided link and access the webcast and presentation slides on the company's investor relations website.
Clearwater Paper downgraded to ’B+’ at S&P on weak performance By Investing.com
S&P Global Ratings has downgraded Clearwater Paper Corp. to 'B+' from 'BB-' with a negative outlook, citing weaker-than-expected performance and adjusted leverage exceeding 4x. The downgrade is attributed to weak earnings and increasing excess solid bleached sulfate (SBS) paperboard capacity in the U.S. market, which is expected to pressure industry pricing and keep Clearwater's utilization rates low. S&P projects adjusted EBITDA of $87 million and an adjusted debt to EBITDA ratio in the 4x-5x range by the end of 2026, with cash flow deficits and high capital expenditures posing significant risks.
Clearwater Paper downgraded to ’B+’ at S&P on weak performance By Investing.com
S&P Global Ratings has downgraded Clearwater Paper Corp. to 'B+' from 'BB-' with a negative outlook, citing weaker-than-expected performance and projecting S&P Global Ratings-adjusted leverage to exceed 4x for the next 12 months. This downgrade is driven by anticipated weak earnings, increasing excess solid bleached sulfate (SBS) paperboard capacity in the U.S. market, and expected cash flow deficits due to high capital expenditure needs. S&P foresees the company's adjusted debt to EBITDA ratio falling in the 4x-5x range by the end of 2026, with facilities operating below normal demand capacity in 2026.
With 83% ownership of the shares, Clearwater Paper Corporation (NYSE:CLW) is heavily dominated by institutional owners
Institutional investors hold a significant 83% ownership in Clearwater Paper Corporation (NYSE:CLW), indicating their potential influence on the company's stock price and decisions. BlackRock, Dimensional Fund Advisors LP, and The Vanguard Group, Inc. are among the largest shareholders, collectively owning a substantial portion of the company. Despite this heavy institutional presence, no single shareholder has outright control, and insider ownership, though smaller, shows alignment with the company's long-term interests.
Clearwater Paper Corporation (NYSE:CLW) Given Average Recommendation of "Moderate Buy" by Brokerages
Clearwater Paper Corporation (NYSE:CLW) has received a "Moderate Buy" consensus rating from five brokerages, with an average 12-month target price of $30.00. The company's shares opened at $20.32, and it has a market capitalization of $326 million. Recent insider activity includes a VP selling shares, though institutional ownership remains high at nearly 90%.
Why Investors Shouldn't Be Surprised By Clearwater Paper Corporation's (NYSE:CLW) P/S
Clearwater Paper Corporation's (NYSE:CLW) price-to-sales (P/S) ratio of 0.2x aligns with the broader Forestry industry average in the United States, which is not surprising given its performance. Although the company has recently shown revenue growth against an industry decline, analysts forecast a modest revenue decrease of 1.3% for the next year, similar to the predicted industry contraction of 0.1%. This moderate outlook supports why its P/S ratio remains in line with its peers, but the article warns that shrinking revenues could potentially lead to shareholder disappointment if long-term growth doesn't improve.
Investors in Clearwater Paper (NYSE:CLW) have unfortunately lost 52% over the last five years
Clearwater Paper Corporation (NYSE:CLW) investors have seen a 52% loss over the past five years, with a 41% drop in the last year alone. The company has experienced a 7.8% annual revenue reduction over half a decade, and analysts advise caution due to non-profitability and declining revenue. The article warns investors to assess the underlying business fundamentals before making investment decisions.
RBC Capital Remains a Buy on Clearwater Paper (CLW)
RBC Capital has maintained a Buy rating for Clearwater Paper (CLW) with a price target of $25.00, according to analyst Matt McKellar. The company has a Moderate Buy consensus among analysts with a target of $30.00. Clearwater Paper recently reported a quarterly revenue of $399 million and a GAAP net loss of $53.9 million for the quarter ending September 30.
Clearwater Paper Corporation (NYSE:CLW) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Clearwater Paper Corporation (NYSE:CLW) has received a consensus "Moderate Buy" rating from five brokerages, with an average 12-month price target of $30.00. Insider activity shows VP Steve M. Bowden sold 8,889 shares, reducing his stake, while several institutional investors have adjusted their holdings. The stock currently trades near $18, reflecting a low P/E of 2.14, suggesting a potentially depressed valuation for the company.
American Century Companies Inc. Sells 73,412 Shares of Clearwater Paper Corporation $CLW
American Century Companies Inc. reduced its stake in Clearwater Paper Corporation ($CLW) by 12.3% in the second quarter, selling 73,412 shares and now holding 524,538 shares valued at approximately $14.29 million. Despite this, analysts maintain a "Moderate Buy" rating for CLW with a consensus target price of $30.00, indicating potential upside from its current trading price of $18.12. Insider activity shows VP Steve M. Bowden sold 8,889 shares, while institutional investors own nearly 90% of the company's stock.
Clearwater Paper Corp Senior VP Steve M Bowden Sells Shares
Steve M Bowden, Senior Vice President and 10% Owner of Clearwater Paper Corp (CLW), sold 8,889 shares of common stock on November 28, 2025, for a total of $161,246. The shares were sold at a weighted average price of $18.14 per share, and the transaction was executed under a 10b5-1 Trading Plan for tax purposes. Following the sale, Bowden directly owns 68,516 shares of the company.
VP Bowden Surrenders 8,889 Of Clearwater Paper Corp [CLW]
VP Bowden of Clearwater Paper Corp (CLW) surrendered 8,889 shares valued at $161,246 on November 28, 2025. This transaction was a planned surrender to cover option exercise costs and/or tax liabilities, executed under a prearranged trading plan. His direct holdings after this transaction are 68,516 shares.
Market Concerns Led to Clearwater Paper (CLW) Sell-Off Amid Weak Demand Outlook for SBS Paperboard
Clearwater Paper Corporation (CLW) experienced a sell-off due to management signaling weaker-than-anticipated demand in the solid bleached sulfate (SBS) paperboard market. Despite this, Longleaf Partners Small-Cap Fund, an investor, recognizes potential balancing factors such as competitor closures, tariffs, and the company's positive capital allocation history including share repurchases. The stock's performance places it off the list of 30 Most Popular Stocks Among Hedge Funds, with a suggestion that certain AI stocks might offer better upside potential.
Are Investors Undervaluing Clearwater Paper Corporation (NYSE:CLW) By 32%?
According to Simply Wall St's Discounted Cash Flow (DCF) model, Clearwater Paper Corporation (NYSE:CLW) appears to be undervalued by approximately 32% based on its current share price of US$17.77 against a projected fair value of US$26.19. The analysis forecasts future cash flows over a two-stage growth period, incorporating analyst estimates and a terminal value calculation, with a discount rate of 12%. The valuation suggests that investors might be underestimating the company's intrinsic worth.
Brandywine Global Investment Management LLC Acquires Shares of 70,020 Clearwater Paper Corporation $CLW
Brandywine Global Investment Management LLC has acquired a new stake of 70,020 shares in Clearwater Paper Corporation, valued at approximately $1.91 million. This acquisition, alongside increased holdings from other institutional investors, brings the institutional ownership of Clearwater Paper to about 89.98%. Despite mixed financial signals such as a recent quarterly loss, analysts maintain a "Moderate Buy" rating with a $30 price target, indicating significant upside potential for the company.
