Added to YB: 2025-12-13
Pitch date: 2025-12-11
CLW [bullish]
Clearwater Paper Corporation
-3.34%
current return
Author Info
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Company Info
Clearwater Paper Corporation manufactures and supplies bleached paperboards in the United States and internationally.
Market Cap
$291.1M
Pitch Price
$18.24
Price Target
93.00 (+420%)
Dividend
N/A
EV/EBITDA
5.92
P/E
-3.94
EV/Sales
0.39
Sector
Paper and Forest Products
Category
value
Clearwater Paper (CLW) – A Paperboard Cannibal Trading at an ATL of 0.37x TB with Plants in the Books Significantly Below Replacement Value
CLW: Bleached paperboard producer at 0.37x P/TB (only 1% of trading days below 0.40x since 2012). EV $580M vs $710M paid for Augusta plant alone in 2024. Legacy plants likely worth $220M+ above book ($14/share). Strong balance sheet 38% vs 220% sector avg gearing. $100M buyback program. Potential 2-5x upside on cycle recovery to 14% EBITDA margins.
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