Clearwater Paper Corporation (CLW) vs Sylvamo Corporation (SLVM)

Clearwater Paper Corporation and Sylvamo Corporation are both Paper & Paper Products companies. Sylvamo Corporation is the larger, with a market value of $1.4B against $326.9M — 4.4× the size. Clearwater Paper Corporation has negative trailing earnings, so its P/E is not meaningful; Sylvamo Corporation trades at 18.8×. Clearwater Paper Corporation grew revenue faster over the last twelve months: −1.93% against −7.13%. Sylvamo Corporation has the higher net margin (2.31% vs −3.24%) and the higher return on invested capital (7.91% vs −4.85%). Across the 20 metrics below, Sylvamo Corporation leads on 11 and Clearwater Paper Corporation on 9.

Valuation

Metric CLW SLVM Paper & Paper Products median
P/E n/m 18.83 —
P/S 0.22 0.43 0.22
P/B 0.41 1.50 —
Price to free cash flow 5.80 n/m —
EV/EBITDA 9.59 5.36 —
EV/Sales 0.39 0.65 0.65
Earnings yield (14.95%) 5.31% (14.95%)
Free cash flow yield 17.26% (0.77%) 9.02%

Profitability

Metric CLW SLVM Paper & Paper Products median
Gross margin 1.62% 20.59% 5.69%
Operating margin (5.41%) 6.43% (5.41%)
Net margin (3.24%) 2.31% (3.24%)
Free cash flow margin 3.72% (0.33%) 3.72%
Return on equity (6.05%) 7.94% (6.05%)
Return on assets (3.07%) 2.74% (3.07%)
Return on invested capital (4.85%) 7.91% (4.06%)

Growth

Metric CLW SLVM Paper & Paper Products median
Revenue growth (TTM) (1.93%) (7.13%) (1.93%)
EPS growth (last fiscal year) (109.83%) (54.87%) —
Revenue growth, 5-year CAGR (3.60%) 7.04% 5.59%
Net income growth, 5-year CAGR 0.00% (4.93%) 0.00%

Health

Metric CLW SLVM Paper & Paper Products median
Debt to equity 0.45 0.88 0.45
Current ratio 2.29 1.47 1.92
Net debt to EBITDA 3.14 1.38 1.38

Dividend

Metric CLW SLVM Paper & Paper Products median
Dividend yield — 2.19% —
Payout ratio 0.00 0.11 0.06

Size

Metric CLW SLVM Paper & Paper Products median
Market cap 326.91m 1.43b 326.91m

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