CLW vs SLVM vs IP Stock Comparison

Clearwater Paper, Sylvamo and International Paper Prices as of Oct 27, 2026 Peers: Industry group
CLW Clearwater Paper Corp
$13.64 -33.1% 1M -29.7% 1Y
Market cap
$218.62M
P/E
91.1x
Revenue (TTM)
$1.51B
Div. yield
–
Paper Packaging Basic Materials
SLVM Sylvamo Corp
$32.44 -9.8% 1M -25.2% 1Y
Market cap
$1.30B
P/E
17.1x
Revenue (TTM)
$3.30B
Div. yield
–
Pulp and Paper Basic Materials
5 wins

Head to Head

11 decided of 12

International Paper leads on 6 of the 12 questions below (International Paper 6, Sylvamo 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCLWSLVMIPLeader
Larger companyMarket capitalisation $218.62M $1.30B $17.98B IP
Cheaper on earningsLower P/E, profitable companies only 91.1x 17.1x -5.2x SLVM
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 26.6x 25.5x IP
Faster revenue growthRevenue growth, trailing twelve months -3.2% -7.1% +25.4% IP
More profitableNet margin, trailing twelve months 0.2% 2.3% -14.2% SLVM
Better return on capitalReturn on invested capital -1.3% 7.4% 7.5% IP
Less leveragedLower net debt / EBITDA 7.6x 1.9x 1.7x IP
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -29.7% -25.2% -30.7% SLVM
Better 5-year returnAnnualised price return, 5 years -20.3%/yr +3.1%/yr -7.6%/yr SLVM
Less volatileAnnualised volatility, 1 year 62.8% 38.4% 44.9% SLVM
Higher overall scoreMean of the five percentile scores vs peers 53/100 57/100 67/100 IP

Percentile Scorecard

CLWSLVMIP

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCLWSLVMIP
Valuation 100 #1 of 16 88 #35 of 287 53 #8 of 16
Growth 40 #10 of 16 11 #237 of 266 47 #9 of 16
Profitability 36 #10 of 15 64 #86 of 236 57 #7 of 15
Financial Health 54 #7 of 14 27 #211 of 288 85 #3 of 14
Shareholder Returns 33 #9 of 13 97 #8 of 203 92 #2 of 13
Overall 53 57 67
  • CLW ranked among 17 companies in Packaging
  • SLVM ranked among 308 companies in Basic Materials
  • IP ranked among 17 companies in Packaging

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCLWSLVMIPSPY
1 month -33.1%-9.8%-4.7% -0.2%
3 months -22.1%-16.7%-24.3% +3.9%
6 months -8.1%-25.5%-1.9% +8.2%
Year to date -21.6%-32.6%-15.2% +12.9%
1 year -29.7%-25.2%-30.7% +12.3%
3 years -60.5%-25.4%+0.8% +87.4%
3 years, per year -26.6%-9.3%+0.3% +23.3%
5 years -67.7%+16.5%-32.8% +67.9%
5 years, per year -20.3%+3.1%-7.6% +10.9%
10 years -74.6%—-26.0% +261.1%
10 years, per year -12.8%—-3.0% +13.7%

Risk

MeasureCLWSLVMIPSPY
Volatility, 1Y 62.8%38.4%44.9% 12.7%
Downside volatility, 1Y 69.8%35.3%44.5% 12.7%
Beta vs S&P 500, 1Y 0.810.621.26 1.00
Return / volatility, 1Y -0.47-0.66-0.68 0.97
Max drawdown, 5Y -77.8%-67.4%-51.1% -25.4%
From 52-week high -41.5%-40.7%-32.1% -1.2%
52-week high $23.30$54.74$49.19 $779.14
52-week low $12.44$31.19$29.38 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCLWSLVMIP
P/E now vs peer median 91.7xmedian 19.3x 17.0xmedian 18.1x -5.1xmedian 19.3x
P/S now vs peer median 0.1xmedian 0.7x 0.4xmedian 1.8x 0.9xmedian 0.7x
EV/EBITDA now vs peer median 10.8xmedian 9.4x 4.9xmedian 9.8x 6.0xmedian 9.4x
P/FCF now vs peer median 3.9xmedian 15.6x -117.4xmedian 15.5x 42.6xmedian 15.6x
P/B now vs peer median 0.3xmedian 1.4x 1.4xmedian 1.8x 1.4xmedian 1.4x
PEG now vs peer median -1.33median 0.82 -0.49median 0.76 0.08median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCLWSLVMIP
Revenue $1.51B $3.30B $24.20B
Gross profit $27.10M $679.00M $7.21B
Operating income -$24.30M $261.00M $2.13B
Net income $2.40M $76.00M -$3.44B
Free cash flow $56.80M -$11.00M $492.00M
EPS (diluted) $0.15 $1.91 $-6.49
Cash & equivalents $35.70M $227.00M $726.00M
Total debt $567.40M $3.55B $34.22B
Shares (diluted) 16.13M 39.80M 529.50M
Enterprise value $20.32M $1.18B $13.88B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCLWSLVMIP
P/E 91.7x 17.0x -5.1x
P/FCF 3.9x -117.4x 42.6x
P/Operating cash flow 2.1x 6.2x 7.9x
P/S 0.1x 0.4x 0.9x
P/B 0.3x 1.4x 1.4x
P/Tangible book 0.3x 1.4x 2.0x
EV/EBITDA 10.8x 4.9x 6.0x
EV/EBIT -30.9x 8.2x 13.8x
EV/Revenue 0.5x 0.6x 1.2x
EV/FCF 13.2x -193.8x 59.8x
EV/Operating cash flow 7.2x 10.2x 11.1x
PEG (3Y EPS CAGR) -1.33 -0.49 0.08

Growth

14 metrics
MetricCLWSLVMIP
Revenue growth (1Y) -3.2% -7.1% 25.4%
Revenue CAGR (3Y) 43.6% -4.2% 6.1%
Gross profit growth (1Y) -76.0% -16.7% 32.6%
Gross profit CAGR (3Y) 28.2% -12.8% 7.9%
Operating income growth (1Y) 62.7% -32.2% 6.8%
Operating income CAGR (3Y) -31.2% -23.2% -13.8%
Net income growth (1Y) -98.3% -65.1% -12,633%
Net income CAGR (3Y) -69.5% -36.5% -74.4%
EPS growth (1Y) -98.3% -64.0% -12,708%
EPS CAGR (3Y) -69.0% -35.0% -60.9%
Operating cash flow growth (1Y) 478.1% -49.5% 139.3%
Operating cash flow CAGR (3Y) -9.6% -19.7% 8.6%
Free cash flow growth (1Y) 142.2% -105.7% 516.9%
Free cash flow CAGR (3Y) -10.9% -27.1% -18.3%

Profitability

14 metrics
MetricCLWSLVMIP
Gross margin 1.8% 20.6% 29.8%
EBITDA margin 4.6% 13.3% 20.4%
Operating margin -1.6% 7.9% 8.8%
Pretax margin -3.2% 4.3% -13.5%
Net margin 0.2% 2.3% -14.2%
FCF margin 3.8% -0.3% 2.0%
Operating cash flow margin 7.0% 6.3% 10.9%
Return on equity 0.3% 7.9% -23.5%
Return on assets 0.1% 2.7% -9.4%
Return on invested capital -1.3% 7.4% 7.5%
Return on capital employed -2.1% 12.4% 7.3%
Asset turnover 0.9x 1.2x 0.7x
Cash conversion (OCF / net income) 43.8x 2.8x -0.8x
Stock comp / revenue 0.3% 0.3% –

Financial Health

11 metrics
MetricCLWSLVMIP
Debt / assets 31.9% 33.5% 25.2%
Debt / equity 0.7x 1.0x 0.6x
Net debt / EBITDA 7.6x 1.9x 1.7x
Debt / FCF 10.0x -87.6x 18.7x
Liabilities / assets 55.3% 66.8% 60.4%
Equity / assets 44.7% 33.2% 39.6%
Interest coverage – – 6.2x
Current ratio 1.5x 1.5x 1.1x
Quick ratio 0.4x 0.7x 0.7x
Cash ratio 0.1x 0.2x 0.1x
Altman Z-score 1.75 3.20 1.62

Shareholder Returns

7 metrics
MetricCLWSLVMIP
Dividend yield – 5.5% 5.5%
Net buyback yield 0.0% 3.3% 0.2%
Shareholder yield 0.0% 8.8% 5.7%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCLWSLVMIP
Forward P/E – 26.6xFY2026 25.5xFY2026
EPS, next fiscal year $-3.74FY2026 $1.22FY2026 $1.31FY2026
EPS growth, next FY – -65.5%FY2026 –
EPS growth, the year after – +323.0% +122.1%
Revenue, next fiscal year $1.55BFY2026 $3.41BFY2026 $23.04BFY2026
Revenue growth, next FY -0.5%FY2026 +1.8%FY2026 -2.5%FY2026
Revenue growth, the year after +6.7% +0.8% +17.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCLWSLVMIP
Held by institutions 88.7% 99.6% 85.3%
Institutions holding 134 335 855
Change in shares held, QoQ +9.9% -0.4% +4.9%
Institutions buying 85 162 453
Institutions selling 33 88 282
Buyers to sellers 2.58 1.84 1.61

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CLWSLVMIP
CLW 1.00 0.35 0.25
SLVM 0.35 1.00 0.49
IP 0.25 0.49 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CLW, SLVM and IP?

International Paper (IP) is the largest by market capitalisation: Clearwater Paper (CLW) $218.62M, Sylvamo (SLVM) $1.30B, International Paper (IP) $17.98B.

Which stock is cheaper, CLW, SLVM and IP?

Sylvamo (SLVM) trades on the lowest price-to-earnings ratio (Clearwater Paper (CLW) 91.1x, Sylvamo (SLVM) 17.1x, International Paper (IP) -5.2x). On next year's consensus earnings, International Paper (IP) is cheapest (Sylvamo (SLVM) 26.6x, International Paper (IP) 25.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

International Paper (IP) grew revenue fastest over the trailing twelve months: Clearwater Paper (CLW) -3.2%, Sylvamo (SLVM) -7.1%, International Paper (IP) +25.4%.

Which company is more profitable?

Sylvamo (SLVM) has the highest net margin (Clearwater Paper (CLW) 0.2%, Sylvamo (SLVM) 2.3%, International Paper (IP) -14.2%). On return on invested capital, International Paper (IP) leads (Clearwater Paper (CLW) -1.3%, Sylvamo (SLVM) 7.4%, International Paper (IP) 7.5%).

Which stock has performed better?

Over the past year Sylvamo (SLVM) returned the most: Clearwater Paper (CLW) -29.7%, Sylvamo (SLVM) -25.2%, International Paper (IP) -30.7%. Over five years, Sylvamo (SLVM) compounded fastest (Clearwater Paper (CLW) -20.3%/yr, Sylvamo (SLVM) +3.1%/yr, International Paper (IP) -7.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Sylvamo (SLVM) has been the steadiest (Clearwater Paper (CLW) 62.8%, Sylvamo (SLVM) 38.4%, International Paper (IP) 44.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CLW, SLVM and IP?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, International Paper (IP) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.