Clearwater Paper Corporation (CLW)vsMP Materials Corp (MP)
CLW
Clearwater Paper Corporation
$12.89
-13.20%
BASIC MATERIALS · Cap: $234.64M
MP
MP Materials Corp
$61.30
-0.65%
BASIC MATERIALS · Cap: $10.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Clearwater Paper Corporation generates 465% more annual revenue ($1.56B vs $275.46M). CLW leads profitability with a -1.2% profit margin vs -31.2%. CLW earns a higher WallStSmart Score of 50/100 (D+).
CLW
Hold50
out of 100
Grade: D+
MP
Avoid28
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 MP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Revenue surging 70.0% year-over-year
Areas to Watch
1.4% revenue growth
Smaller company, higher risk/reward
Operating margin of 2.6%
Expensive relative to growth rate
ROE of -5.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 70.0% demonstrates continued momentum.
Bear Case : CLW
The primary concerns for CLW are Revenue Growth, Market Cap, Operating Margin.
Bear Case : MP
The primary concerns for MP are Return on Equity, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.68 — expect wider price swings.
MP is growing revenue faster at 70.0% — sustainability is the question.
CLW generates stronger free cash flow (-9M), providing more financial flexibility.
Bottom Line
CLW scores higher overall (50/100 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.
Visit Website →MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
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