Clearwater Paper Corporation (CLW)vsGlatfelter (GLT)
CLW
Clearwater Paper Corporation
$15.39
-3.75%
BASIC MATERIALS · Cap: $257.84M
GLT
Glatfelter
$21.05
0.00%
BASIC MATERIALS · Cap: $73.67M
Smart Verdict
WallStSmart Research — data-driven comparison
Clearwater Paper Corporation generates 17% more annual revenue ($1.54B vs $1.31B). CLW leads profitability with a -1.6% profit margin vs -5.1%. GLT appears more attractively valued with a PEG of 1.80. CLW earns a higher WallStSmart Score of 47/100 (D+).
CLW
Hold47
out of 100
Grade: D+
GLT
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.2%
Fair Value
$31.31
Current Price
$15.39
$15.92 discount
Intrinsic value data unavailable for GLT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -3.1% — below average capital efficiency
Revenue declined 4.7%
Expensive relative to growth rate
0.7% revenue growth
Distress zone — elevated risk
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth, Debt/Equity.
Bull Case : GLT
The strongest argument for GLT centers on Price/Book.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : GLT
The primary concerns for GLT are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 4.29 is elevated, increasing financial risk.
Key Dynamics to Monitor
GLT carries more volatility with a beta of 1.74 — expect wider price swings.
GLT is growing revenue faster at 0.7% — sustainability is the question.
GLT generates stronger free cash flow (-1M), providing more financial flexibility.
Monitor PAPER & PAPER PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CLW scores higher overall (47/100 vs 41/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Clearwater Paper Corporation
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Clearwater Paper Corporation produces and sells private label bleached paperboard and tissue products in the United States and internationally. The company is headquartered in Spokane, Washington.
Visit Website →Glatfelter
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Glatfelter Corporation manufactures and sells engineering materials worldwide. The company is headquartered in Charlotte, North Carolina.
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