Clearwater Paper Corporation (CLW)vsMaterion Corporation (MTRN)
CLW
Clearwater Paper Corporation
$21.15
-2.13%
BASIC MATERIALS · Cap: $268.16M
MTRN
Materion Corporation
$208.18
+9.91%
BASIC MATERIALS · Cap: $5.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Materion Corporation generates 25% more annual revenue ($1.92B vs $1.54B). MTRN leads profitability with a 4.0% profit margin vs -1.6%. MTRN appears more attractively valued with a PEG of 1.28. MTRN earns a higher WallStSmart Score of 52/100 (C-).
CLW
Hold47
out of 100
Grade: D+
MTRN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.8%
Fair Value
$31.10
Current Price
$21.15
$9.95 discount
Intrinsic value data unavailable for MTRN.
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
Revenue surging 30.8% 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 4.7%
4.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth, Debt/Equity.
Bull Case : MTRN
The strongest argument for MTRN centers on Revenue Growth. Revenue growth of 30.8% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : MTRN
The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 67.0x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while MTRN is a hypergrowth play — different risk/reward profiles.
MTRN carries more volatility with a beta of 1.03 — expect wider price swings.
MTRN is growing revenue faster at 30.8% — sustainability is the question.
CLW generates stronger free cash flow (-9M), providing more financial flexibility.
Bottom Line
MTRN scores higher overall (52/100 vs 47/100) and 30.8% revenue growth. CLW offers better value entry with a 43.8% margin of safety. Both earn "Buy" 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 →Materion Corporation
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.
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