Clearwater Paper Corporation (CLW)vsSylvamo Corp (SLVM)
CLW
Clearwater Paper Corporation
$15.39
-3.75%
BASIC MATERIALS · Cap: $257.84M
SLVM
Sylvamo Corp
$38.64
-0.18%
BASIC MATERIALS · Cap: $1.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Sylvamo Corp generates 114% more annual revenue ($3.29B vs $1.54B). SLVM leads profitability with a 3.1% profit margin vs -1.6%. CLW earns a higher WallStSmart Score of 47/100 (D+).
CLW
Hold47
out of 100
Grade: D+
SLVM
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.2%
Fair Value
$31.31
Current Price
$15.39
$15.92 discount
Intrinsic value data unavailable for SLVM.
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
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 4.7%
Smaller company, higher risk/reward
3.1% margin — thin
Operating margin of 0.4%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth, Debt/Equity.
Bull Case : SLVM
The strongest argument for SLVM 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 : SLVM
The primary concerns for SLVM are Market Cap, Profit Margin, Operating Margin. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while SLVM is a value play — different risk/reward profiles.
SLVM carries more volatility with a beta of 0.76 — expect wider price swings.
CLW is growing revenue faster at -4.7% — sustainability is the question.
CLW generates stronger free cash flow (-9M), providing more financial flexibility.
Bottom Line
CLW scores higher overall (47/100 vs 42/100). Both earn "Hold" 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 →Sylvamo Corp
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Sylvamo Corp (SLVM), headquartered in Memphis, Tennessee, is a leading global supplier of sustainable paper products that emphasizes high-quality printing and writing papers. Dedicated to innovation and environmental responsibility, the company aligns with global sustainability trends by minimizing its ecological footprint. With a strong operational framework and a commitment to efficiency, Sylvamo is well-positioned to capture growth opportunities in the evolving paper industry. Its solid financial health underpins long-term value creation, enhancing its competitive edge in a dynamic market landscape.
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