Clearwater Paper Corporation (CLW)vsUSA Rare Earth, Inc. (USAR)
CLW
Clearwater Paper Corporation
$13.15
-3.94%
BASIC MATERIALS · Cap: $305.78M
USAR
USA Rare Earth, Inc.
$10.52
+0.38%
BASIC MATERIALS · Cap: $3.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Clearwater Paper Corporation generates 11452% more annual revenue ($1.52B vs $13.16M). USAR leads profitability with a 0.0% profit margin vs -3.2%. CLW earns a higher WallStSmart Score of 48/100 (D+).
CLW
Hold48
out of 100
Grade: D+
USAR
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.5%
Fair Value
$30.37
Current Price
$13.15
$17.22 discount
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Reasonable price relative to book value
Conservative balance sheet, low leverage
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%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : USAR
The strongest argument for USAR centers on Price/Book, Debt/Equity.
Bear Case : CLW
The primary concerns for CLW are Market Cap, PEG Ratio, Return on Equity.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.68 — expect wider price swings.
USAR is growing revenue faster at 0.0% — sustainability is the question.
CLW generates stronger free cash flow (16M), providing more financial flexibility.
Bottom Line
CLW scores higher overall (48/100 vs 28/100). Both earn "Hold" and "Avoid" 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 →USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
Compare with Other PAPER & PAPER PRODUCTS Stocks
Want to dig deeper into these stocks?