SLVM vs GPK vs CLW Stock Comparison

Sylvamo, Graphic Packaging Holding and Clearwater Paper Prices as of Oct 26, 2026 Peers: Industry group
SLVM Sylvamo Corp
$32.64 -9.2% 1M -23.9% 1Y
Market cap
$1.29B
P/E
17.0x
Revenue (TTM)
$3.30B
Div. yield
–
Pulp and Paper Basic Materials
6 wins
CLW Clearwater Paper Corp
$19.20 -5.8% 1M -3.7% 1Y
Market cap
$219.02M
P/E
91.3x
Revenue (TTM)
$1.51B
Div. yield
–
Paper Packaging Basic Materials
1 win

Head to Head

11 decided of 12

Sylvamo leads on 6 of the 12 questions below (Sylvamo 6, Graphic Packaging Holding 4, Clearwater Paper 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSLVMGPKCLWLeader
Larger companyMarket capitalisation $1.29B $2.57B $219.02M GPK
Cheaper on earningsLower P/E, profitable companies only 17.0x 13.3x 91.3x GPK
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.8x 13.5x — GPK
Faster revenue growthRevenue growth, trailing twelve months -7.1% +0.0% -3.2% GPK
More profitableNet margin, trailing twelve months 2.3% 2.2% 0.2% SLVM
Better return on capitalReturn on invested capital 7.4% 4.3% -1.3% SLVM
Less leveragedLower net debt / EBITDA 1.9x 5.1x 7.6x SLVM
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -23.9% -49.2% -3.7% CLW
Better 5-year returnAnnualised price return, 5 years +3.5%/yr -15.1%/yr -14.3%/yr SLVM
Less volatileAnnualised volatility, 1 year 38.4% 47.4% 52.7% SLVM
Higher overall scoreMean of the five percentile scores vs peers 57/100 54/100 53/100 SLVM

Percentile Scorecard

SLVMGPKCLW

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

AxisSLVMGPKCLW
Valuation 86 #40 of 287 93 #2 of 16 100 #1 of 16
Growth 11 #239 of 267 0 #16 of 16 40 #10 of 16
Profitability 63 #88 of 239 71 #5 of 15 36 #10 of 15
Financial Health 27 #213 of 292 21 #12 of 15 57 #7 of 15
Shareholder Returns 96 #9 of 204 85 #3 of 14 31 #10 of 14
Overall 57 54 53
  • SLVM ranked among 308 companies in Basic Materials
  • GPK ranked among 17 companies in Packaging
  • CLW ranked among 17 companies in Packaging

Price Performance

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

Returns

PeriodSLVMGPKCLWSPY
1 month -9.2%-6.5%-5.8% -0.8%
3 months -13.3%-21.3%+11.0% +3.5%
6 months -24.1%-8.6%+31.3% +7.0%
Year to date -32.2%-41.8%+10.3% +12.2%
1 year -23.9%-49.2%-3.7% +13.0%
3 years -24.9%-58.1%-44.4% +86.3%
3 years, per year -9.1%-25.2%-17.8% +23.1%
5 years +18.8%-55.8%-53.8% +68.6%
5 years, per year +3.5%-15.1%-14.3% +11.0%
10 years —-29.5%-63.9% +258.0%
10 years, per year —-3.4%-9.7% +13.6%

Risk

MeasureSLVMGPKCLWSPY
Volatility, 1Y 38.4%47.4%52.7% 12.7%
Downside volatility, 1Y 35.4%48.0%50.6% 12.7%
Beta vs S&P 500, 1Y 0.620.890.92 1.00
Return / volatility, 1Y -0.62-1.04-0.07 1.02
Max drawdown, 5Y -67.4%-73.0%-77.8% -25.4%
From 52-week high -40.4%-49.5%-17.6% -1.8%
52-week high $54.74$17.37$23.30 $779.14
52-week low $31.19$8.24$12.44 $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.

MultipleSLVMGPKCLW
P/E now vs peer median 17.1xmedian 17.8x 13.4xmedian 19.3x 129.1xmedian 19.3x
P/S now vs peer median 0.4xmedian 1.8x 0.3xmedian 0.7x 0.2xmedian 0.7x
EV/EBITDA now vs peer median 4.9xmedian 9.9x 7.5xmedian 9.7x 12.1xmedian 9.7x
P/FCF now vs peer median -118.1xmedian 16.0x 13.7xmedian 15.7x 5.5xmedian 15.7x
P/B now vs peer median 1.4xmedian 1.8x 0.8xmedian 1.4x 0.4xmedian 1.4x
PEG now vs peer median -0.49median 0.79 -0.39median 0.82 -1.87median 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 monthsSLVMGPKCLW
Revenue $3.30B $8.64B $1.51B
Gross profit $679.00M $1.34B $27.10M
Operating income $261.00M $504.00M -$24.30M
Net income $76.00M $194.00M $2.40M
Free cash flow -$11.00M $189.00M $56.80M
EPS (diluted) $1.91 $0.65 $0.15
Cash & equivalents $227.00M $205.00M $35.70M
Total debt $3.55B $5.67B $567.40M
Shares (diluted) 39.80M 296.70M 16.13M
Enterprise value $1.17B $1.80B $20.72M

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
MetricSLVMGPKCLW
P/E 17.1x 13.4x 129.1x
P/FCF -118.1x 13.7x 5.5x
P/Operating cash flow 6.2x 3.3x 2.9x
P/S 0.4x 0.3x 0.2x
P/B 1.4x 0.8x 0.4x
P/Tangible book 1.4x 1.0x 0.4x
EV/EBITDA 4.9x 7.5x 12.1x
EV/EBIT 8.2x 16.0x -34.6x
EV/Revenue 0.6x 0.9x 0.6x
EV/FCF -194.6x 42.6x 14.8x
EV/Operating cash flow 10.2x 10.2x 8.0x
PEG (3Y EPS CAGR) -0.49 -0.39 -1.87

Growth

14 metrics
MetricSLVMGPKCLW
Revenue growth (1Y) -7.1% 0.0% -3.2%
Revenue CAGR (3Y) -4.2% -3.7% 43.6%
Gross profit growth (1Y) -16.7% -26.6% -76.0%
Gross profit CAGR (3Y) -12.8% -13.6% 28.2%
Operating income growth (1Y) -32.2% -45.9% 62.7%
Operating income CAGR (3Y) -23.2% -24.2% -31.2%
Net income growth (1Y) -65.1% -63.7% -98.3%
Net income CAGR (3Y) -36.5% -35.0% -69.5%
EPS growth (1Y) -64.0% -63.1% -98.3%
EPS CAGR (3Y) -35.0% -34.1% -69.0%
Operating cash flow growth (1Y) -49.5% 3.1% 478.1%
Operating cash flow CAGR (3Y) -19.7% -10.1% -9.6%
Free cash flow growth (1Y) -105.7% 147.8% 142.2%
Free cash flow CAGR (3Y) -27.1% -28.6% -10.9%

Profitability

14 metrics
MetricSLVMGPKCLW
Gross margin 20.6% 15.5% 1.8%
EBITDA margin 13.3% 12.4% 4.6%
Operating margin 7.9% 5.8% -1.6%
Pretax margin 4.3% 2.9% -3.2%
Net margin 2.3% 2.2% 0.2%
FCF margin -0.3% 2.2% 3.8%
Operating cash flow margin 6.3% 9.2% 7.0%
Return on equity 7.9% 6.0% 0.3%
Return on assets 2.7% 1.7% 0.1%
Return on invested capital 7.4% 4.3% -1.3%
Return on capital employed 12.4% 5.3% -2.1%
Asset turnover 1.2x 0.7x 0.9x
Cash conversion (OCF / net income) 2.8x 4.1x 43.8x
Stock comp / revenue 0.3% 0.2% 0.3%

Financial Health

11 metrics
MetricSLVMGPKCLW
Debt / assets 33.5% 48.6% 31.9%
Debt / equity 1.0x 1.8x 0.7x
Net debt / EBITDA 1.9x 5.1x 7.6x
Debt / FCF -87.6x 30.0x 10.0x
Liabilities / assets 66.8% 72.2% 55.3%
Equity / assets 33.2% 27.8% 44.7%
Interest coverage – 2.0x –
Current ratio 1.5x 1.4x 1.5x
Quick ratio 0.7x 0.5x 0.4x
Cash ratio 0.2x 0.1x 0.1x
Altman Z-score 3.20 1.34 1.81

Shareholder Returns

7 metrics
MetricSLVMGPKCLW
Dividend yield 5.5% 5.0% –
Net buyback yield 3.2% – 0.0%
Shareholder yield 8.7% 5.0% 0.0%
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.

ConsensusSLVMGPKCLW
Forward P/E 26.8xFY2026 13.5xFY2026 –
EPS, next fiscal year $1.22FY2026 $0.65FY2026 $-3.74FY2026
EPS growth, next FY -65.5%FY2026 -63.9%FY2026 –
EPS growth, the year after +323.0% +44.6% –
Revenue, next fiscal year $3.41BFY2026 $8.24BFY2026 $1.55BFY2026
Revenue growth, next FY +1.8%FY2026 -4.4%FY2026 -0.5%FY2026
Revenue growth, the year after +0.8% +0.2% +6.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSLVMGPKCLW
Held by institutions 99.6% 100.0% 88.7%
Institutions holding 335 499 134
Change in shares held, QoQ -0.4% +5.3% +9.9%
Institutions buying 162 322 85
Institutions selling 88 130 33
Buyers to sellers 1.84 2.48 2.58

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.

SLVMGPKCLW
SLVM 1.00 0.47 0.41
GPK 0.47 1.00 0.46
CLW 0.41 0.46 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SLVM, GPK and CLW?

Graphic Packaging Holding (GPK) is the largest by market capitalisation: Sylvamo (SLVM) $1.29B, Graphic Packaging Holding (GPK) $2.57B, Clearwater Paper (CLW) $219.02M.

Which stock is cheaper, SLVM, GPK and CLW?

Graphic Packaging Holding (GPK) trades on the lowest price-to-earnings ratio (Sylvamo (SLVM) 17.0x, Graphic Packaging Holding (GPK) 13.3x, Clearwater Paper (CLW) 91.3x). On next year's consensus earnings, Graphic Packaging Holding (GPK) is cheapest (Sylvamo (SLVM) 26.8x, Graphic Packaging Holding (GPK) 13.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Graphic Packaging Holding (GPK) grew revenue fastest over the trailing twelve months: Sylvamo (SLVM) -7.1%, Graphic Packaging Holding (GPK) +0.0%, Clearwater Paper (CLW) -3.2%.

Which company is more profitable?

Sylvamo (SLVM) has the highest net margin (Sylvamo (SLVM) 2.3%, Graphic Packaging Holding (GPK) 2.2%, Clearwater Paper (CLW) 0.2%). On return on invested capital, Sylvamo (SLVM) leads (Sylvamo (SLVM) 7.4%, Graphic Packaging Holding (GPK) 4.3%, Clearwater Paper (CLW) -1.3%).

Which stock has performed better?

Over the past year Clearwater Paper (CLW) returned the most: Sylvamo (SLVM) -23.9%, Graphic Packaging Holding (GPK) -49.2%, Clearwater Paper (CLW) -3.7%. Over five years, Sylvamo (SLVM) compounded fastest (Sylvamo (SLVM) +3.5%/yr, Graphic Packaging Holding (GPK) -15.1%/yr, Clearwater Paper (CLW) -14.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Sylvamo (SLVM) has been the steadiest (Sylvamo (SLVM) 38.4%, Graphic Packaging Holding (GPK) 47.4%, Clearwater Paper (CLW) 52.7%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Sylvamo (SLVM) 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.