Clearwater Paper Corporation (CLW)vsSouthern Copper Corporation (SCCO)
CLW
Clearwater Paper Corporation
$13.15
-3.94%
BASIC MATERIALS · Cap: $305.78M
SCCO
Southern Copper Corporation
$193.91
-0.27%
BASIC MATERIALS · Cap: $169.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Copper Corporation generates 938% more annual revenue ($15.79B vs $1.52B). SCCO leads profitability with a 35.9% profit margin vs -3.2%. CLW appears more attractively valued with a PEG of 3.21. SCCO earns a higher WallStSmart Score of 65/100 (B-).
CLW
Hold48
out of 100
Grade: D+
SCCO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.5%
Fair Value
$30.37
Current Price
$13.15
$17.22 discount
Intrinsic value data unavailable for SCCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Every $100 of equity generates 47 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 61.2%
Revenue surging 40.6% year-over-year
Earnings expanding 71.6% YoY
Safe zone — low bankruptcy risk
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%
Moderate valuation
Trading at 13.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : SCCO
The strongest argument for SCCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 35.9% and operating margin at 61.2%. Revenue growth of 40.6% demonstrates continued momentum.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : SCCO
The primary concerns for SCCO are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while SCCO is a growth play — different risk/reward profiles.
SCCO carries more volatility with a beta of 1.13 — expect wider price swings.
SCCO is growing revenue faster at 40.6% — sustainability is the question.
SCCO generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SCCO scores higher overall (65/100 vs 48/100), backed by strong 35.9% margins and 40.6% revenue growth. CLW offers better value entry with a 42.5% margin of safety. Both earn "Strong 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 →Southern Copper Corporation
BASIC MATERIALS · COPPER · USA
Southern Copper Corporation is engaged in the extraction, exploration, smelting and refining of copper and other minerals in Peru, Mexico, Argentina, Ecuador and Chile.
Visit Website →Compare with Other PAPER & PAPER PRODUCTS Stocks
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