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 3045% more annual revenue ($47.83B vs $1.52B). SUZ leads profitability with a 17.1% profit margin vs -3.2%. SUZ earns a higher WallStSmart Score of 54/100 (C-).

CLW

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 2.0Value: 5.7Quality: 8.0
Piotroski: 6/9Altman Z: 2.53

SUZ

Buy

54

out of 100

Grade: C-

Growth: 2.0Profit: 8.0Value: 8.3Quality: 6.0
Piotroski: 5/9Altman Z: 1.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLWUndervalued (+42.9%)

Margin of Safety

+42.9%

Fair Value

$30.58

Current Price

$20.24

$10.34 discount

UndervaluedFair: $30.58Overvalued
SUZUndervalued (+48.1%)

Margin of Safety

+48.1%

Fair Value

$21.54

Current Price

$9.36

$12.18 discount

UndervaluedFair: $21.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLW2 strengths · Avg: 10.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
1025.0%10/10

Earnings expanding 1025.0% YoY

SUZ5 strengths · Avg: 9.0/10
P/E RatioValuation
7.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
26.7%8/10

Strong operational efficiency at 26.7%

Free Cash FlowQuality
$1.95B8/10

Generating 2.0B in free cash flow

Areas to Watch

CLW4 concerns · Avg: 2.3/10
Market CapQuality
$326.43M3/10

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
-4.3%2/10

Revenue declined 4.3%

SUZ4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.953/10

Elevated debt levels

Revenue GrowthGrowth
-12.8%2/10

Revenue declined 12.8%

EPS GrowthGrowth
-64.0%2/10

Earnings declined 64.0%

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.

Bull Case : SUZ

The strongest argument for SUZ centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 17.1% and operating margin at 26.7%.

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 Debt/Equity, Revenue Growth, EPS Growth. Debt-to-equity of 1.95 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 0.22 — expect wider price swings.

CLW is growing revenue faster at -4.3% — sustainability is the question.

SUZ generates stronger free cash flow (2.0B), providing more financial flexibility.

Bottom Line

SUZ scores higher overall (54/100 vs 48/100), backed by strong 17.1% margins. CLW offers better value entry with a 42.9% 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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