Clearwater Paper Corporation (CLW)vsUSA Rare Earth, Inc. (USAR)
CLW
Clearwater Paper Corporation
$12.89
-13.20%
BASIC MATERIALS · Cap: $234.64M
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Clearwater Paper Corporation generates 94568% more annual revenue ($1.56B vs $1.64M). USAR leads profitability with a 0.0% profit margin vs -1.2%. CLW earns a higher WallStSmart Score of 50/100 (D+).
CLW
Hold50
out of 100
Grade: D+
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.0%
Fair Value
$69.79
Current Price
$12.89
$56.90 discount
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
No standout strengths identified
Areas to Watch
1.4% revenue growth
Smaller company, higher risk/reward
Operating margin of 2.6%
Expensive relative to growth rate
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : CLW
The primary concerns for CLW are Revenue Growth, Market Cap, Operating Margin.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 1.37 — expect wider price swings.
CLW is growing revenue faster at 1.4% — sustainability is the question.
CLW generates stronger free cash flow (-9M), providing more financial flexibility.
Bottom Line
CLW scores higher overall (50/100 vs 21/100). Both earn "Hold" and "Avoid" 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 →USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
Compare with Other PAPER & PAPER PRODUCTS Stocks
Want to dig deeper into these stocks?