WallStSmart

Glatfelter (GLT)vsMercer International Inc (MERC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mercer International Inc generates 43% more annual revenue ($1.87B vs $1.31B). GLT leads profitability with a -5.1% profit margin vs -26.7%. GLT appears more attractively valued with a PEG of 1.80. GLT earns a higher WallStSmart Score of 41/100 (D).

GLT

Hold

41

out of 100

Grade: D

Growth: 6.0Profit: 3.0Value: 6.7Quality: 5.0

MERC

Avoid

33

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 6.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GLT1 strengths · Avg: 10.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

MERC1 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Areas to Watch

GLT4 concerns · Avg: 3.5/10
PEG RatioValuation
1.804/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Market CapQuality
$73.67M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.9%3/10

Operating margin of 0.9%

MERC4 concerns · Avg: 2.8/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

Market CapQuality
$85.07M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.0%2/10

ROE of -2.0% — below average capital efficiency

Revenue GrowthGrowth
-8.0%2/10

Revenue declined 8.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : GLT

The strongest argument for GLT centers on Price/Book.

Bull Case : MERC

The strongest argument for MERC centers on Price/Book.

Bear Case : GLT

The primary concerns for GLT are PEG Ratio, Revenue Growth, Market Cap.

Bear Case : MERC

The primary concerns for MERC are PEG Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

GLT carries more volatility with a beta of 1.74 — expect wider price swings.

GLT is growing revenue faster at 0.7% — sustainability is the question.

MERC generates stronger free cash flow (32M), providing more financial flexibility.

Monitor PAPER & PAPER PRODUCTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GLT scores higher overall (41/100 vs 33/100). 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.

Glatfelter

BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA

Glatfelter Corporation manufactures and sells engineering materials worldwide. The company is headquartered in Charlotte, North Carolina.

Mercer International Inc

BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA

Mercer International Inc., manufactures and sells Northern Bleached Softwood Kraft Pulp (NBSK) in Europe, the United States, Asia and internationally. The company is headquartered in Vancouver, Canada.

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