Clearwater Paper Corporation (CLW)vsPPG Industries Inc (PPG)
CLW
Clearwater Paper Corporation
$15.39
-3.75%
BASIC MATERIALS · Cap: $257.84M
PPG
PPG Industries Inc
$113.80
+1.64%
BASIC MATERIALS · Cap: $26.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 949% more annual revenue ($16.12B vs $1.54B). PPG leads profitability with a 9.8% profit margin vs -1.6%. PPG appears more attractively valued with a PEG of 1.82. PPG earns a higher WallStSmart Score of 58/100 (C).
CLW
Hold47
out of 100
Grade: D+
PPG
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.2%
Fair Value
$31.31
Current Price
$15.39
$15.92 discount
Margin of Safety
-2.7%
Fair Value
$127.61
Current Price
$113.80
$13.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -3.1% — below average capital efficiency
Revenue declined 4.7%
Expensive relative to growth rate
4.2% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth, Debt/Equity.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
PPG is growing revenue faster at 6.7% — sustainability is the question.
CLW generates stronger free cash flow (-9M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (58/100 vs 47/100). 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.
Visit Website →PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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