Clearwater Paper Corporation (CLW)vsSuzano Papel e Celulose SA ADR (SUZ)
CLW
Clearwater Paper Corporation
$20.24
+2.79%
BASIC MATERIALS · Cap: $326.43M
SUZ
Suzano Papel e Celulose SA ADR
$9.36
-0.74%
BASIC MATERIALS · Cap: $11.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 3045% more annual revenue ($47.83B vs $1.52B). SUZ leads profitability with a 17.1% profit margin vs -3.2%. SUZ earns a higher WallStSmart Score of 54/100 (C-).
CLW
Hold48
out of 100
Grade: D+
SUZ
Buy54
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
+48.1%
Fair Value
$21.54
Current Price
$9.36
$12.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 24 in profit
Strong operational efficiency at 26.7%
Generating 2.0B in free cash flow
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%
Elevated debt levels
Revenue declined 12.8%
Earnings declined 64.0%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : SUZ
The strongest argument for SUZ centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 17.1% and operating margin at 26.7%.
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 Debt/Equity, Revenue Growth, EPS Growth. Debt-to-equity of 1.95 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 0.22 — expect wider price swings.
CLW is growing revenue faster at -4.3% — sustainability is the question.
SUZ generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
SUZ scores higher overall (54/100 vs 48/100), backed by strong 17.1% margins. 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 →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
Want to dig deeper into these stocks?