Clearwater Paper Corporation (CLW)vsSuzano Papel e Celulose SA ADR (SUZ)
CLW
Clearwater Paper Corporation
$15.39
-3.75%
BASIC MATERIALS · Cap: $257.84M
SUZ
Suzano Papel e Celulose SA ADR
$8.18
+1.87%
BASIC MATERIALS · Cap: $10.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 3122% more annual revenue ($49.53B vs $1.54B). SUZ leads profitability with a 23.0% profit margin vs -1.6%. SUZ earns a higher WallStSmart Score of 57/100 (C).
CLW
Hold47
out of 100
Grade: D+
SUZ
Buy57
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
+50.8%
Fair Value
$22.71
Current Price
$8.18
$14.53 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 24 in profit
Keeps 23 of every $100 in revenue as profit
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%
Revenue declined 5.1%
Earnings declined 31.9%
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, Debt/Equity.
Bull Case : SUZ
The strongest argument for SUZ centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 23.0% and operating margin at 16.7%.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : SUZ
The primary concerns for SUZ are Revenue Growth, EPS Growth, Free Cash Flow. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while SUZ is a declining play — different risk/reward profiles.
CLW carries more volatility with a beta of 0.27 — 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
SUZ scores higher overall (57/100 vs 47/100), backed by strong 23.0% margins. 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 →Suzano Papel e Celulose SA ADR
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Suzano SA produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company is headquartered in Salvador, Brazil.
Visit Website →Compare with Other PAPER & PAPER PRODUCTS Stocks
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