Clearwater Paper Corporation (CLW)vsSylvamo Corp (SLVM)
CLW
Clearwater Paper Corporation
$20.24
+2.79%
BASIC MATERIALS · Cap: $326.43M
SLVM
Sylvamo Corp
$35.29
+0.86%
BASIC MATERIALS · Cap: $1.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Sylvamo Corp generates 117% more annual revenue ($3.30B vs $1.52B). SLVM leads profitability with a 2.3% profit margin vs -3.2%. CLW earns a higher WallStSmart Score of 48/100 (D+).
CLW
Hold48
out of 100
Grade: D+
SLVM
Hold42
out of 100
Grade: D
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
-57.3%
Fair Value
$33.09
Current Price
$35.29
$2.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Reasonable price relative to book value
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%
1.5% revenue growth
Smaller company, higher risk/reward
2.3% margin — thin
Operating margin of 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : SLVM
The strongest argument for SLVM centers on Price/Book, Altman Z-Score.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : SLVM
The primary concerns for SLVM are Revenue Growth, Market Cap, Profit Margin. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while SLVM is a value play — different risk/reward profiles.
SLVM carries more volatility with a beta of 0.76 — expect wider price swings.
SLVM is growing revenue faster at 1.5% — sustainability is the question.
CLW generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
CLW scores higher overall (48/100 vs 42/100). 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 →Sylvamo Corp
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Sylvamo Corp (SLVM), headquartered in Memphis, Tennessee, is a leading global manufacturer of sustainable paper products, with a strong emphasis on high-quality printing and writing papers. The company is dedicated to innovation and environmental responsibility, striving to minimize its ecological impact while capitalizing on evolving sustainability trends. Sylvamo's efficient operational model and commitment to operational excellence enable it to effectively pursue growth opportunities within the changing paper industry. Supported by solid financial fundamentals, Sylvamo is well-positioned to enhance its competitive edge and deliver long-term value in an increasingly dynamic marketplace.
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