Clearwater Paper Corporation (CLW)vsSouthern Copper Corporation (SCCO)
CLW
Clearwater Paper Corporation
$21.15
-2.13%
BASIC MATERIALS · Cap: $268.16M
SCCO
Southern Copper Corporation
$185.00
+5.43%
BASIC MATERIALS · Cap: $153.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Copper Corporation generates 846% more annual revenue ($14.55B vs $1.54B). SCCO leads profitability with a 34.1% profit margin vs -1.6%. CLW appears more attractively valued with a PEG of 3.21. SCCO earns a higher WallStSmart Score of 65/100 (B-).
CLW
Hold47
out of 100
Grade: D+
SCCO
Strong Buy65
out of 100
Grade: B-
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 SCCO.
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
Every $100 of equity generates 45 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 58.3%
Revenue surging 36.2% year-over-year
Earnings expanding 66.7% 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 4.7%
Premium valuation, high expectations priced in
Trading at 13.1x 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, Debt/Equity.
Bull Case : SCCO
The strongest argument for SCCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 34.1% and operating margin at 58.3%. Revenue growth of 36.2% 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 1.12 — expect wider price swings.
SCCO is growing revenue faster at 36.2% — sustainability is the question.
SCCO generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
SCCO scores higher overall (65/100 vs 47/100), backed by strong 34.1% margins and 36.2% revenue growth. CLW offers better value entry with a 43.8% 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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