Clearwater Paper Corporation (CLW)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
CLW
Clearwater Paper Corporation
$15.39
-3.75%
BASIC MATERIALS · Cap: $257.84M
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$75.43
-2.91%
BASIC MATERIALS · Cap: $21.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Sociedad Quimica y Minera de Chile SA ADR B generates 245% more annual revenue ($5.30B vs $1.54B). SQM leads profitability with a 15.4% profit margin vs -1.6%. SQM appears more attractively valued with a PEG of 0.34. SQM earns a higher WallStSmart Score of 74/100 (B).
CLW
Hold47
out of 100
Grade: D+
SQM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.2%
Fair Value
$31.31
Current Price
$15.39
$15.92 discount
Intrinsic value data unavailable for SQM.
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
Growing faster than its price suggests
Strong operational efficiency at 41.1%
Revenue surging 69.8% year-over-year
Earnings expanding 165.2% YoY
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%
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth, Debt/Equity.
Bull Case : SQM
The strongest argument for SQM centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.4% and operating margin at 41.1%. Revenue growth of 69.8% demonstrates continued momentum.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while SQM is a growth play — different risk/reward profiles.
SQM carries more volatility with a beta of 0.97 — expect wider price swings.
SQM is growing revenue faster at 69.8% — sustainability is the question.
SQM generates stronger free cash flow (679M), providing more financial flexibility.
Bottom Line
SQM scores higher overall (74/100 vs 47/100), backed by strong 15.4% margins and 69.8% revenue growth. CLW offers better value entry with a 44.2% 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 →Sociedad Quimica y Minera de Chile SA ADR B
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sociedad Qumica y Minera de Chile SA produces and distributes specialty plant nutrients, iodine and its derivatives, lithium and its derivatives, potassium chloride and sulfate, industrial chemicals and other products and services worldwide. The company is headquartered in Santiago, Chile.
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