WallStSmart

Clearwater Paper Corporation (CLW)vsUSA Rare Earth, Inc. (USAR)

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Smart Verdict

WallStSmart Research — data-driven comparison

Clearwater Paper Corporation generates 11452% more annual revenue ($1.52B vs $13.16M). USAR leads profitability with a 0.0% profit margin vs -3.2%. CLW earns a higher WallStSmart Score of 48/100 (D+).

CLW

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 2.0Value: 5.7Quality: 6.5
Piotroski: 6/9Altman Z: 2.53

USAR

Avoid

28

out of 100

Grade: F

Growth: 4.3Profit: 2.5Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 1.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLWUndervalued (+42.5%)

Margin of Safety

+42.5%

Fair Value

$30.37

Current Price

$13.15

$17.22 discount

UndervaluedFair: $30.37Overvalued

Intrinsic value data unavailable for USAR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLW2 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
1025.0%10/10

Earnings expanding 1025.0% YoY

USAR2 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Areas to Watch

CLW4 concerns · Avg: 2.3/10
Market CapQuality
$305.78M3/10

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%

USAR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CLW

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

Bull Case : USAR

The strongest argument for USAR centers on Price/Book, Debt/Equity.

Bear Case : CLW

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

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 2.68 — expect wider price swings.

USAR is growing revenue faster at 0.0% — sustainability is the question.

CLW generates stronger free cash flow (16M), providing more financial flexibility.

Bottom Line

CLW scores higher overall (48/100 vs 28/100). 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.

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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.

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