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 $10.3B against $311.3M — 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 4.3×. 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 4.32 —
P/S 0.20 1.16 0.20
P/B 0.39 1.06 —
Price to free cash flow 5.50 10.84 —
EV/EBITDA 9.32 5.49 —
EV/Sales 0.38 2.55 0.61
Earnings yield (15.75%) 23.17% (15.75%)
Free cash flow yield 18.19% 9.23% 9.23%

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% (54.87%)
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 — 2.50% —
Payout ratio — 0.11 —

Size

Metric CLW SUZ Paper & Paper Products median
Market cap 311.27m 10.30b 311.27m

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