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Clearwater Paper Corp. (CLW)
NYSE:CLW
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Clearwater Paper (CLW) Price & Analysis

243 Followers

CLW Stock Chart & Stats

$16.82
$0.19(1.13%)
At close: 4:00 PM EDT
$16.82
$0.19(1.13%)

Bulls Say, Bears Say

Bulls Say
Pricing Actions & EBITDA LeverageThe company has implemented multi-step price increases and benefits from RISI industry moves, which management projects will deliver $50M–$60M annualized EBITDA upside. If sustained, these structural pricing gains improve margin capture and long-term cash generation as supply tightness persists.
Positive Cash GenerationClearwater Paper produced meaningful trailing-twelve-month operating cash flow and positive free cash flow, enabling debt reduction and funding of capex. Durable cash generation, even if variable, supports balance-sheet repair and targeted investments to restore cross-cycle profitability.
Structural Cost Reductions & SG&A DisciplineManagement has executed meaningful structural cost actions and tighter SG&A, including plant network optimization and targeted restructuring savings. Lower fixed cost base and industry-leading SG&A mix improve operating leverage and make future demand recoveries more profitable over the medium term.
Bears Say
Weak Profitability And Margin ErosionMargins have contracted sharply and the business swung to sustained operating losses, producing negative ROE. Persistent weak profitability undermines retained earnings and returns on capital, limiting the company's ability to self-fund growth and exposing it to cyclic demand and input-cost swings.
Volatile Cash Flow GenerationWhile FCF is positive on a TTM basis, cash flow has been uneven with prior negative periods and reliance on recoveries and refunds. This volatility weakens planning reliability, raises refinancing vulnerability, and reduces confidence that cash will consistently fund capex, debt reduction, and dividends.
Refinancing And Maturity Execution RiskNear-term debt maturities require successful extension or refinancing. Given cyclical earnings and margin pressure, any difficulty rolling facilities or rising borrowing costs could constrain liquidity, increase interest expense, and impair the firm's ability to execute pricing and restructuring plans.

Clearwater Paper News

CLW FAQ

What was Clearwater Paper Corp.’s price range in the past 12 months?
Clearwater Paper Corp. lowest stock price was $11.73 and its highest was $23.59 in the past 12 months.
    What is Clearwater Paper Corp.’s market cap?
    Clearwater Paper Corp.’s market cap is $332.72M.
      When is Clearwater Paper Corp.’s upcoming earnings report date?
      Clearwater Paper Corp.’s upcoming earnings report date is Nov 03, 2026 which is in 76 days.
        How were Clearwater Paper Corp.’s earnings last quarter?
        Clearwater Paper Corp. released its earnings results on Jul 28, 2026. The company reported -$1.75 earnings per share for the quarter, missing the consensus estimate of -$1.49 by -$0.26.
          Is Clearwater Paper Corp. overvalued?
          According to Wall Street analysts Clearwater Paper Corp.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Clearwater Paper Corp. pay dividends?
            Clearwater Paper Corp. does not currently pay dividends.
            What is Clearwater Paper Corp.’s EPS estimate?
            Clearwater Paper Corp.’s EPS estimate is -0.14.
              How many shares outstanding does Clearwater Paper Corp. have?
              Clearwater Paper Corp. has 16,127,764 shares outstanding.
                What happened to Clearwater Paper Corp.’s price movement after its last earnings report?
                Clearwater Paper Corp. reported an EPS of -$1.75 in its last earnings report, missing expectations of -$1.49. Following the earnings report the stock price went up 23.415%.
                  Which hedge fund is a major shareholder of Clearwater Paper Corp.?
                  Currently, no hedge funds are holding shares in CLW
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Clearwater Paper Corp.

                    Clearwater Paper Corporation is an enterprise engaged in the manufacturing and supply of bleached paperboards, alongside various tissue products for consumers and parent roll applications, serving both the United States and international markets. Its operations are structured into two distinct divisions: Pulp and Paperboard, and Consumer Products. The Pulp and Paperboard segment delivers a diverse portfolio of items, including folding cartons, liquid packaging, cups, plates, materials for blister and carded packaging, top sheet and commercial printing papers, and softwood pulp. This division also provides tailored processing services such as custom sheeting, slitting, and cutting of paperboard. Its primary customers are packaging and folding carton converters, general merchants, and commercial printing firms. The Consumer Products division offers an extensive selection of household paper goods, encompassing bath tissues, paper towels, facial tissues, and napkins. Furthermore, it provides economical recycled fiber products and tissue solutions designed for commercial or institutional (away-from-home) use. This segment distributes its merchandise to a broad network of retailers and wholesale channels, including major grocery chains, club stores, mass market retailers, and discount outlets. Clearwater Paper Corporation was founded in 2005 and maintains its corporate headquarters in Spokane, Washington.

                    Clearwater Paper (CLW) Earnings & Revenues

                    CLW Company Deck

                    CLW Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a balanced picture: operational and strategic progress (shipment growth, cost reductions, product launches, reduced net debt, and Q3 positive EBITDA guidance) are positive signs, while near-term profitability was weak (Q2 adjusted EBITDA -$8M and net loss $21M), market pricing carryover and conflict-driven cost inflation remain material headwinds. Management has clear actions and guidance to restore margins, but execution and timing risks (pricing flow-through, refinancing, trade uncertainty) keep the outlook cautious.View all CLW earnings summaries

                    CLW Stock 12 Month Forecast

                    Average Price Target

                    $21.25
                    ▲(26.34% Upside)
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