Clearwater Paper Corporation (CLW)vsMP Materials Corp (MP)
CLW
Clearwater Paper Corporation
$20.24
+2.79%
BASIC MATERIALS · Cap: $326.43M
MP
MP Materials Corp
$50.51
-1.58%
BASIC MATERIALS · Cap: $9.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Clearwater Paper Corporation generates 265% more annual revenue ($1.52B vs $416.25M). CLW leads profitability with a -3.2% profit margin vs -14.6%. CLW earns a higher WallStSmart Score of 48/100 (D+).
CLW
Hold48
out of 100
Grade: D+
MP
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.9%
Fair Value
$30.58
Current Price
$20.24
$10.34 discount
Margin of Safety
-22.9%
Fair Value
$44.19
Current Price
$50.51
$6.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Revenue surging 119.7% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -3.1% — below average capital efficiency
Revenue declined 4.3%
Distress zone — elevated risk
ROE of -3.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 119.7% demonstrates continued momentum.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : MP
The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.95 — expect wider price swings.
MP is growing revenue faster at 119.7% — sustainability is the question.
CLW generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
CLW scores higher overall (48/100 vs 30/100). Both earn "Hold" and "Avoid" 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 →MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
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