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47.13 (1y: +51%)
Market Cap 1.04 B P/E(ttm) 19.00
Enterprise Value 1.62 B P/B 2.00
CLW- NYSE (USA)
Clearwater Paper Corp
Not Rated
Top Ranked Predictable Companies
$47.13
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt 0.062
CLW's Cash to Debt is ranked lower than
63% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.50 vs. CLW: 0.062 )
CLW' s 10-Year Cash to Debt Range
Min: 0   Max: 1.29
Current: 0.06
0
1.29
Equity to Asset 0.161
CLW's Equity to Asset is ranked lower than
87% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.41 vs. CLW: 0.161 )
CLW' s 10-Year Equity to Asset Range
Min: 0.12   Max: 0.45
Current: 0.16
0.12
0.45
Interest Coverage 4.3
CLW's Interest Coverage is ranked higher than
76% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 23.30 vs. CLW: 4.3 )
CLW' s 10-Year Interest Coverage Range
Min: 3   Max: 4
Current: 4.3
3
4
F-Score: 6
Z-Score: 2.26
M-Score: -3.14
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) 7.80
CLW's Operating margin (%) is ranked higher than
73% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 3.10 vs. CLW: 7.80 )
CLW' s 10-Year Operating margin (%) Range
Min: 2.3   Max: 23.8
Current: 7.8
2.3
23.8
Net-margin (%) 3.4
CLW's Net-margin (%) is ranked higher than
60% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 2.10 vs. CLW: 3.4 )
CLW' s 10-Year Net-margin (%) Range
Min: 0.8   Max: 14.6
Current: 3.4
0.8
14.6
ROE (%) 11.9
CLW's ROE (%) is ranked higher than
85% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 4.40 vs. CLW: 11.9 )
CLW' s 10-Year ROE (%) Range
Min: 5.4   Max: 50.2
Current: 11.9
5.4
50.2
ROA (%) 3.9
CLW's ROA (%) is ranked higher than
70% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.60 vs. CLW: 3.9 )
CLW' s 10-Year ROA (%) Range
Min: 1.4   Max: 19.3
Current: 3.9
1.4
19.3
ROC (Joel Greenblatt) (%) 12.80
CLW's ROC (Joel Greenblatt) (%) is ranked higher than
75% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 6.40 vs. CLW: 12.80 )
CLW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 5.2   Max: 47.5
Current: 12.8
5.2
47.5
Revenue Growth (%) 10.6
CLW's Revenue Growth (%) is ranked lower than
90% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: -1.40 vs. CLW: 10.6 )
CLW' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 10.6
Current: 10.6
0
10.6
EBITDA Growth (%) -10.2
CLW's EBITDA Growth (%) is ranked higher than
62% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 4.20 vs. CLW: -10.2 )
CLW' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 24.7
Current: -10.2
0
24.7
EPS Growth (%) -23
CLW's EPS Growth (%) is ranked higher than
95% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: -0.80 vs. CLW: -23 )
CLW' s 10-Year EPS Growth (%) Range
Min: 0   Max: 40.2
Current: -23
0
40.2
ยป CLW's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

CLW Guru Trades in Q2 2012

Michael Price 70,739 sh (New)
Steven Cohen 1,640,000 sh (+8.87%)
NWQ Managers 517,365 sh (+1.9%)
Chuck Royce 2,269,045 sh (+1.28%)
Jim Simons Sold Out
John Keeley 446,000 sh (-9.72%)
» More
Q3 2012

CLW Guru Trades in Q3 2012

Jeremy Grantham 6,500 sh (New)
Chuck Royce 2,296,500 sh (+1.21%)
John Keeley 446,000 sh (unchged)
Michael Price 70,739 sh (unchged)
Steven Cohen 1,640,000 sh (unchged)
NWQ Managers 476,765 sh (-7.85%)
» More
Q4 2012

CLW Guru Trades in Q4 2012

NWQ Managers 499,507 sh (+4.77%)
John Keeley 449,000 sh (+0.67%)
Michael Price 70,739 sh (unchged)
Steven Cohen 1,640,000 sh (unchged)
Chuck Royce 2,215,000 sh (-3.55%)
» More
Q1 2013

CLW Guru Trades in Q1 2013

Jim Simons 50,774 sh (New)
NWQ Managers 545,223 sh (+9.15%)
Steven Cohen 1,640,000 sh (unchged)
Michael Price 70,739 sh (unchged)
John Keeley 449,000 sh (unchged)
Chuck Royce 1,809,500 sh (-18.31%)
» More
» Details

Insider Trades

Latest Guru Trades with CLW

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Michael Price 2012-06-30 New Buy0.35%$30.13 - $34.49 $ 47.1348%70739
George Soros 2011-12-31 Sold Out 0.01%$31.9 - $37.3 $ 47.13165%0
John Keeley 2011-09-30 Reduce -55.85%0.21%$32.825 - $38.13 $ 47.1335%584450
George Soros 2011-09-30 New Buy0.01%$32.825 - $38.13 $ 47.1335%12100
John Keeley 2011-06-30 Add 87.85%0.17%$15.45 - $20.5 $ 47.13164%330910
George Soros 2011-06-30 Sold Out $15.45 - $20.5 $ 47.13164%0
Joel Greenblatt 2011-03-31 Sold Out $37.07 - $41.1 $ 47.1319%0
George Soros 2011-03-31 New Buy$37.07 - $41.1 $ 47.1319%2600
Joel Greenblatt 2010-12-31 New Buy0.1%$38.55 - $42.12 $ 47.1316%3936
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 19.00
CLW's P/E(ttm) is ranked higher than
65% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 17.33 vs. CLW: 19.00 )
CLW' s 10-Year P/E(ttm) Range
Min: 3.1   Max: 54.09
Current: 19
3.1
54.09
P/B 2.00
CLW's P/B is ranked lower than
62% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.20 vs. CLW: 2.00 )
CLW' s 10-Year P/B Range
Min: 0.38   Max: 2.45
Current: 2
0.38
2.45
P/S 0.60
CLW's P/S is ranked lower than
60% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.48 vs. CLW: 0.60 )
CLW' s 10-Year P/S Range
Min: 0.06   Max: 0.74
Current: 0.6
0.06
0.74
EV-to-EBIT 12.2
CLW's EV-to-EBIT is ranked higher than
84% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 14.30 vs. CLW: 12.2 )
CLW' s 10-Year EV-to-EBIT Range
Min: 1.5   Max: 14.3
Current: 12.2
1.5
14.3
PEG 1.2
CLW's PEG is ranked higher than
84% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.77 vs. CLW: 1.2 )
CLW' s 10-Year PEG Range
Min: 0.37   Max: 1.2
Current: 1.2
0.37
1.2
Shiller P/E 13.1
CLW's Shiller P/E is ranked higher than
58% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 10.66 vs. CLW: 13.1 )
CLW' s 10-Year Shiller P/E Range
Min: 12.48   Max: 14.48
Current: 13.1
12.48
14.48

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 5.4
CLW's Price/Net Current Asset Value is ranked higher than
76% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 4.70 vs. CLW: 5.4 )
CLW' s 10-Year Price/Net Current Asset Value Range
Min: 0.7   Max: 4.7
Current: 5.4
0.7
4.7
Price/Tangible Book 4.1
CLW's Price/Tangible Book is ranked higher than
92% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.70 vs. CLW: 4.1 )
CLW' s 10-Year Price/Tangible Book Range
Min: 0.5   Max: 5.1
Current: 4.1
0.5
5.1
Price/DCF (Projected) 1.2
CLW's Price/DCF (Projected) is ranked higher than
64% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.10 vs. CLW: 1.2 )
CLW' s 10-Year Price/DCF (Projected) Range
Min: 0.9   Max: 0.9
Current: 1.2
Price/Median PS Value 1.3
CLW's Price/Median PS Value is ranked higher than
78% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.00 vs. CLW: 1.3 )
CLW' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 1.4
Current: 1.3
0.2
1.4
Price/Peter Lynch Fair Value 0.8
CLW's Price/Peter Lynch Fair Value is ranked higher than
88% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 2.00 vs. CLW: 0.8 )
CLW' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.6   Max: 0.6
Current: 0.8
Price/Graham Number 1.8
CLW's Price/Graham Number is ranked higher than
88% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.30 vs. CLW: 1.8 )
CLW' s 10-Year Price/Graham Number Range
Min: 0.5   Max: 2
Current: 1.8
0.5
2
Earnings Yield (Greenblatt) 8.20
CLW's Earnings Yield (Greenblatt) is ranked higher than
90% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 6.00 vs. CLW: 8.20 )
CLW' s 10-Year Earnings Yield (Greenblatt) Range
Min: 7   Max: 65.5
Current: 8.2
7
65.5
Forward Rate of Return (Yacktman) 29.29
CLW's Forward Rate of Return (Yacktman) is ranked lower than
92% of the 172 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.98 vs. CLW: 29.29 )
CLW' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 6.2   Max: 45.2
Current: 29.29
6.2
45.2

Business Description

Clearwater Paper Corporation is a Delaware corporation. The Company manufactures quality consumer tissue, away-from-home tissue, or AFH, parent roll tissue, machine-glazed tissue, foam, bleached paperboard, and pulp at 15 manufacturing locations in the U.S. and Canada. Its private label tissue products, such as facial and bath tissue, paper towels and napkins, are used primarily at-home and are principally sold to major retailers and wholesale distributors, which include grocery, drug, mass merchant and discount stores. The Company's businesses are organized into two operating segments: Consumer Products and Pulp and Paperboard. Its Consumer Products segment manufactures and markets consumer private label tissue products in each tissue category, including bathroom tissue, household paper towels, napkins and facial tissue. It also manufactures AFH products, machine-glazed tissue, parent rolls for external sales and foam products. Consumer Tissue Products. The U.S. tissue market can be divided into two market segments: the at-home or consumer retail purchase segment, which represents approximately two-thirds of U.S. tissue sales; and the AFH segment, which represents the remainder of U.S. tissue market sales and includes locations such as airports, restaurants, hotels and office buildings. The Company's Pulp and Paperboard segment manufactures and markets bleached paperboard for the high-end segment of the packaging industry and are a producer of solid bleach sulfate paperboard, or SBS. This segment also produces softwood market pulp, which is used as the basis for many paper products, and slush pulp, which it supplies to its Consumer Products segment. The Company competes with the branded tissue products producers, such as Procter & Gamble, and branded label producers who manufacture branded and private label products, such as Georgia-Pacific and Kimberly-Clark. The Company's operating facilities are subject to rigorous federal and state environmental regulation governing air emissions, wastewater discharges, and solid and hazardous waste management.
Company Website
SEC Reports
Industry: Paper & Paper Products
Compare:
ยป More Articles for CLW

Headlines

Articles On GuruFocus.com
Steven Cohen Increases His Holding of Clearwater Paper 8.8% and Select Comfort 1503.95% May 03 2012 
Clearwater Paper (CLW) - Playing the Private Label Trend Dec 01 2011 
Weekly CEO Buys Highlight: BFS, CLW, CIM, EXL, PVTB Nov 13 2010 
CLEARWATER PAPER CP Reports Operating Results (10-Q) Nov 05 2010 
CLEARWATER PAPER CP Reports Operating Results (10-Q) Aug 05 2010 
CLEARWATER PAPER CP Reports Operating Results (10-Q) May 06 2010 
CLEARWATER PAPER CP (CLW) CEO Gordon L Jones buys 4,200 Shares Mar 16 2010 
Weekly CEO Buys Highlight: The Directv Group Inc, Wonder Auto Technology Inc, Clearwater Paper CP, C Feb 28 2010 
CLEARWATER PAPER Corp. (CLW) CEO Gordon L Jones buys 16,000 Shares Mar 06 2009 

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