Clearwater Paper Corporation (CLW) vs Suzano S.A. Sponsored ADR (SUZ)

Clearwater Paper Corporation and Suzano S.A. Sponsored ADR are both Paper & Paper Products companies. Suzano S.A. Sponsored ADR is the larger, with a market value of $10.8B against $326.9M — 33.1× the size. Clearwater Paper Corporation has negative trailing earnings, so its P/E is not meaningful; Suzano S.A. Sponsored ADR trades at 4.4×. Suzano S.A. Sponsored ADR grew revenue faster over the last twelve months: 0.42% against −1.93%. Suzano S.A. Sponsored ADR has the higher net margin (17.8% vs −3.24%) and the higher return on invested capital (5.31% vs −4.85%). Across the 20 metrics below, Suzano S.A. Sponsored ADR leads on 13 and Clearwater Paper Corporation on 7.

Valuation

Metric CLW SUZ Paper & Paper Products median
P/E n/m 4.41 —
P/S 0.22 1.19 0.22
P/B 0.41 1.09 —
Price to free cash flow 5.80 11.08 —
EV/EBITDA 9.59 5.55 —
EV/Sales 0.39 2.58 0.65
Earnings yield (14.95%) 22.66% (14.95%)
Free cash flow yield 17.26% 9.02% 9.02%

Profitability

Metric CLW SUZ Paper & Paper Products median
Gross margin 1.62% 28.63% 5.69%
Operating margin (5.41%) 21.07% (5.41%)
Net margin (3.24%) 17.82% (3.24%)
Free cash flow margin 3.72% 10.72% 3.72%
Return on equity (6.05%) 18.39% (6.05%)
Return on assets (3.07%) 5.19% (3.07%)
Return on invested capital (4.85%) 5.31% (4.06%)

Growth

Metric CLW SUZ Paper & Paper Products median
Revenue growth (TTM) (1.93%) 0.42% (1.93%)
EPS growth (last fiscal year) (109.83%) 286.54% —
Revenue growth, 5-year CAGR (3.60%) 8.72% 5.59%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CLW SUZ Paper & Paper Products median
Debt to equity 0.45 1.86 0.45
Current ratio 2.29 3.38 1.92
Net debt to EBITDA 3.14 3.46 1.38

Dividend

Metric CLW SUZ Paper & Paper Products median
Dividend yield — 1.44% —
Payout ratio 0.00 0.10 0.06

Size

Metric CLW SUZ Paper & Paper Products median
Market cap 326.91m 10.83b 326.91m

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