WallStSmart

Clearwater Paper Corporation (CLW)vsSuzano Papel e Celulose SA ADR (SUZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Suzano Papel e Celulose SA ADR generates 3122% more annual revenue ($49.53B vs $1.54B). SUZ leads profitability with a 23.0% profit margin vs -1.6%. SUZ earns a higher WallStSmart Score of 57/100 (C).

CLW

Hold

47

out of 100

Grade: D+

Growth: 4.7Profit: 2.0Value: 5.7Quality: 8.5
Piotroski: 6/9Altman Z: 2.53

SUZ

Buy

57

out of 100

Grade: C

Growth: 2.0Profit: 7.5Value: 8.3Quality: 5.5
Piotroski: 5/9Altman Z: 1.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLWUndervalued (+44.2%)

Margin of Safety

+44.2%

Fair Value

$31.31

Current Price

$15.39

$15.92 discount

UndervaluedFair: $31.31Overvalued
SUZUndervalued (+50.8%)

Margin of Safety

+50.8%

Fair Value

$22.71

Current Price

$8.18

$14.53 discount

UndervaluedFair: $22.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLW3 strengths · Avg: 9.7/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
1025.0%10/10

Earnings expanding 1025.0% YoY

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

SUZ4 strengths · Avg: 9.5/10
P/E RatioValuation
4.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

Areas to Watch

CLW4 concerns · Avg: 2.3/10
Market CapQuality
$257.84M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.212/10

Expensive relative to growth rate

Return on EquityProfitability
-3.1%2/10

ROE of -3.1% — below average capital efficiency

Revenue GrowthGrowth
-4.7%2/10

Revenue declined 4.7%

SUZ4 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-5.1%2/10

Revenue declined 5.1%

EPS GrowthGrowth
-31.9%2/10

Earnings declined 31.9%

Free Cash FlowQuality
$-101.68M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CLW

The strongest argument for CLW centers on Price/Book, EPS Growth, Debt/Equity.

Bull Case : SUZ

The strongest argument for SUZ centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 23.0% and operating margin at 16.7%.

Bear Case : CLW

The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.

Bear Case : SUZ

The primary concerns for SUZ are Revenue Growth, EPS Growth, Free Cash Flow. Debt-to-equity of 2.03 is elevated, increasing financial risk.

Key Dynamics to Monitor

CLW profiles as a turnaround stock while SUZ is a declining play — different risk/reward profiles.

CLW carries more volatility with a beta of 0.27 — expect wider price swings.

CLW is growing revenue faster at -4.7% — sustainability is the question.

CLW generates stronger free cash flow (-9M), providing more financial flexibility.

Bottom Line

SUZ scores higher overall (57/100 vs 47/100), backed by strong 23.0% margins. CLW offers better value entry with a 44.2% 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.

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Suzano Papel e Celulose SA ADR

BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA

Suzano SA produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company is headquartered in Salvador, Brazil.

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