Clearwater Paper Corporation (CLW)vsPPG Industries Inc (PPG)
CLW
Clearwater Paper Corporation
$20.24
+2.79%
BASIC MATERIALS · Cap: $326.43M
PPG
PPG Industries Inc
$105.50
+0.43%
BASIC MATERIALS · Cap: $24.39B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 980% more annual revenue ($16.42B vs $1.52B). PPG leads profitability with a 9.6% profit margin vs -3.2%. PPG appears more attractively valued with a PEG of 1.61. PPG earns a higher WallStSmart Score of 57/100 (C).
CLW
Hold48
out of 100
Grade: D+
PPG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.9%
Fair Value
$30.58
Current Price
$20.24
$10.34 discount
Margin of Safety
-1.4%
Fair Value
$129.29
Current Price
$105.50
$23.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -3.1% — below average capital efficiency
Revenue declined 4.3%
Expensive relative to growth rate
Earnings declined 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio, Price/Book.
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.
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 7.2% — sustainability is the question.
PPG generates stronger free cash flow (446M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (57/100 vs 48/100). 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.
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.
Compare with Other PAPER & PAPER PRODUCTS Stocks
Want to dig deeper into these stocks?