Paper & Paper Products: Sylvamo Corporation owns the largest revenue base; Clearwater Paper Corporation has the fastest current growth.
The line below covers 5.2 years. Over the most recent two of them this industry is 65% behind S&P 500. Earnings across its companies grew 25% on average over the last four reported quarters.
RS ↑1w · 1/3 >200d (+1) · 1/3 lead (+1) · EPS 1/3↑
Participation is spreading downward — the mid and small companies added more this month than the large ones did.
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 3 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Paper & Paper Products has underperformed S&P 500 by 26.7% over the last 52 weeks. Over 13 weeks the gap is a lead of 2.2%. 0 of 2 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Clearwater Paper Corporation is the strongest against the sector itself at +6.1%.
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Paper & Paper Products has underperformed S&P 500 by 26.7% over 52 weeks and 2.2% over 13 weeks. 0 of 2 covered companies beat the S&P 500 on Mansfield relative strength, while 1 of 2 beat the sector itself. Sylvamo Corporation leads with revenue of $3,285 million, based on 2 of 2 comparable companies through Mar 2026.
Paper & Paper Products has underperformed S&P 500 by 26.7% over 52 weeks and 2.2% over 13 weeks. 0 of 2 covered companies beat the S&P 500 on Mansfield relative strength, while 1 of 2 beat the sector itself.
Sylvamo Corporation leads with revenue of $3,285 million, based on 2 of 2 comparable companies through Mar 2026.
Clearwater Paper Corporation has the fastest current revenue growth at 2.3%, across 2 of 2 comparable companies.
Clearwater Paper Corporation ranks first at 38.2/100 with 58.7% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Sylvamo Corporation reports the largest latest CAPEX at $49 million, with 2 of 2 companies comparable.
Clearwater Paper Corporation has the lowest comparable gross debt at $361 million. Sylvamo Corporation has the highest at $921 million.
Sylvamo Corporation has the lowest comparable Guarded PEG at 0.21, among 1 of 2 companies that pass the metric’s comparability rules.
The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Mar 2026. Missing observations remain blank rather than being estimated.
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.
38.2/100 · Thin evidence · provisional · 59% evidence
Exact sum: 9.2 + 7 + 10 + 12 = 38.2
Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Revenue 2.3% · PAT — · OPM change -1.8 pp
71% evidence
ROCE -0.8% · debt/equity 0.44×
80% evidence
P/E 2.5× · PEG —
0% evidence
RS sector 6.1% · RS bench -6.8% · 1Y -21.3%
70% evidence
30.9/100 · Adverse evidence · 77% evidence
Exact sum: 4.8 + 8.1 + 15 + 3 = 30.9
Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
Revenue -10.9% · PAT -64.3% · OPM change -4.7 pp
95% evidence
ROCE 0.1% · debt/equity 0.94×
80% evidence
P/E 16.7× · PEG 0.21
50% evidence
RS sector -6.4% · RS bench -17.3% · 1Y -14%
70% evidence
Sylvamo Corporation has the highest Revenue among the 2 Paper & Paper Products companies compared here, at $3,285 million. Clearwater Paper Corporation is next at $1,537 million. Clearwater Paper Corporation has the highest Revenue growth at 2.3%, so level and change sit with different companies. 2 of 2 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Sylvamo Corporation is the scale leader at $3,285 million, 113.7% ahead of Clearwater Paper Corporation. Clearwater Paper Corporation's growth is 2.3% from a $1,537 million base, with 20 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
Investor read: Sylvamo Corporation is the scale benchmark; Clearwater Paper Corporation is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Sylvamo Corporation's growth falls below Clearwater Paper Corporation's for two consecutive comparable reports while operating margin also compresses.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| Sylvamo Corporation SLVM | $755M | -8.0% | Mar 2026 |
| Clearwater Paper Corporation CLW | $360M | -4.8% | Mar 2026 |
Sylvamo Corporation has the highest OPM among the 2 Paper & Paper Products companies compared here, at 0.4%. Clearwater Paper Corporation is next at -2.9%. Clearwater Paper Corporation has the highest Margin change at -1.8 percentage points, so level and change sit with different companies. 2 of 2 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Sylvamo Corporation leads opm at 0.4%; Clearwater Paper Corporation leads margin change at -1.8 percentage points.
Investor read: Sylvamo Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| Sylvamo Corporation SLVM | 0.4% | −4.7 pp | Mar 2026 |
| Clearwater Paper Corporation CLW | -2.9% | −1.8 pp | Mar 2026 |
Sylvamo Corporation has the highest Net profit among the 2 Paper & Paper Products companies compared here, at $102 million. Clearwater Paper Corporation is next at $67 million net cash. The same company also holds the highest Profit growth, at -64.3%. 2 of 2 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Sylvamo Corporation leads with $102 million of TTM profit, 252.2% above Clearwater Paper Corporation. Sylvamo Corporation shows -64.3% growth from a $102 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
Investor read: Sylvamo Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| Sylvamo Corporation SLVM | $-3M | -111% | Mar 2026 |
| Clearwater Paper Corporation CLW | $-13M | -181% | Mar 2026 |
Sylvamo Corporation has the highest CAPEX among the 2 Paper & Paper Products companies compared here, at $49 million. Clearwater Paper Corporation is next at $9 million. The same company also holds the highest CAPEX intensity, at 6.5%. 2 of 2 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Sylvamo Corporation reports $49 million of CAPEX; Sylvamo Corporation has the highest covered intensity at 6.5%. Coverage is only 2 of 2 companies and 40 reported observations, so this is partial evidence—not a complete sector rank.
Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.
This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | CAPEX | CAPEX intensity | Reported |
|---|---|---|---|
| Sylvamo Corporation SLVM | $49M | 6.5% | Mar 2026 |
| Clearwater Paper Corporation CLW | $9M | 2.5% | Mar 2026 |
Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.
Clearwater Paper Corporation has the lowest Gross debt among the 2 Paper & Paper Products companies compared here, at $361 million. Sylvamo Corporation is next at $921 million. The same company also holds the lowest Net debt, at $324 million. 2 of 2 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Clearwater Paper Corporation has the clearest covered balance-sheet capacity with $324 million and gross debt of $361 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.
Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.
This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Gross debt | Net debt | Reported |
|---|---|---|---|
| Sylvamo Corporation SLVM | $921M | $791M | Mar 2026 |
| Clearwater Paper Corporation CLW | $361M | $324M | Mar 2026 |
Sylvamo Corporation has the highest ROCE among the 2 Paper & Paper Products companies compared here, at 0.1%. Clearwater Paper Corporation is next at -0.8%. Clearwater Paper Corporation has the highest ROCE change at -0.5 percentage points, so level and change sit with different companies. 2 of 2 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Sylvamo Corporation leads ROCE at 0.1%, 0.9 percentage points above Clearwater Paper Corporation. Clearwater Paper Corporation has the strongest latest improvement at -0.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
Investor read: Sylvamo Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Sylvamo Corporation SLVM | 0.1% | −1.9 pp | Mar 2026 |
| Clearwater Paper Corporation CLW | -0.8% | −0.5 pp | Mar 2026 |
Sylvamo Corporation has the lowest Guarded PEG among the 2 Paper & Paper Products companies compared here, at 0.21×. Clearwater Paper Corporation has the lowest P/E at 2.47×, so level and change sit with different companies. 1 of 2 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Sylvamo Corporation has the lowest comparable Guarded PEG at 0.21×. Only 1 of 2 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Guarded PEG | P/E | Reported |
|---|---|---|---|
| Sylvamo Corporation SLVM | 0.2 | 16.7 | Mar 2026 |
| Clearwater Paper Corporation CLW | 0.2 | 2.5 | Mar 2026 |
Clearwater Paper Corporation has the lowest EV/EBITDA among the 2 Paper & Paper Products companies compared here, at 5.96×. Sylvamo Corporation is next at 7.15×. The same company also holds the lowest P/BV, at 0.28×. 2 of 2 companies report a comparable reading, the latest through Mar 2026. Its EV/EBITDA series carries 19 reported observations across the 20-quarter window.
What the numbers say: Clearwater Paper Corporation leads both ev/ebitda at 5.96× and p/bv at 0.28×.
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | EV/EBITDA | P/BV | Reported |
|---|---|---|---|
| Sylvamo Corporation SLVM | 7.2 | 1.7 | Mar 2026 |
| Clearwater Paper Corporation CLW | 6.0 | 0.3 | Mar 2026 |
Sylvamo Corporation has the strongest one-year price move in Paper & Paper Products at -14%. Clearwater Paper Corporation leads on Mansfield relative strength against the S&P 500 at -6.8%. 0 of 2 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.
Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.
This Paper & Paper Products comparison names 5 specific ways its own evidence can mislead, all listed below. All 2 companies here report on comparable dates, so no rank carries a stale marker. 1 of the 8 ranked sections has fewer than three usable current readings. A high growth rate can still be a low-base artefact.
All 2 companies in the canonical Paper & Paper Products membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.
AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.
| Company | Market value | Price | Priced to | Latest fundamentals |
|---|---|---|---|---|
| Sylvamo Corporation SLVM | $1.5B | $38.9 | 2026-07-28 | Mar 2026 |
| Clearwater Paper Corporation CLWAHEAD | $282M | $17.5 | 2026-07-28 | Mar 2026 |
This comparison is built from the reported filings of 2 Paper & Paper Products companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Mar 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
These 17 answers restate the Paper & Paper Products comparison above in question form. Every one is computed from the same 2 companies and the same reported filings as the rankings and charts, current through Mar 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.
Sylvamo Corporation is the largest, with trailing-twelve-month revenue of $3,285 million, ahead of Clearwater Paper Corporation at $1,537 million. That covers 2 of 2 companies with comparable reporting through Mar 2026.
Clearwater Paper Corporation has the fastest revenue growth at 2.3% year on year, across 2 of 2 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.
Sylvamo Corporation has the highest operating margin at 0.4%, from 2 of 2 comparable companies. Clearwater Paper Corporation shows the biggest recent improvement, at -1.8 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Sylvamo Corporation earns the most, at $102 million of trailing-twelve-month net profit, from 2 of 2 comparable companies. Sylvamo Corporation has the fastest profit growth at -64.3%, though growth off a small or recovering profit base overstates how much has actually changed.
Sylvamo Corporation leads on return on capital employed at 0.1%, across 2 of 2 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
On guarded PEG — where a LOWER number is cheaper — Sylvamo Corporation screens cheapest at 0.21×. Only 1 of 2 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Clearwater Paper Corporation carries the lowest comparable gross debt at $361 million, from 2 of 2 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.
Sylvamo Corporation reports the largest capital spending at $49 million, across 2 of 2 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.
Paper & Paper Products has underperformed S&P 500 by 26.7% over the last 52 weeks and 2.2% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 0 of 2 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Clearwater Paper Corporation has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Clearwater Paper Corporation scores 38.2 out of 100 with 58.7% evidence confidence, from 9.2 points on growth and earnings, 7 on capital efficiency, 10 on valuation and 12 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
It compares 2 listed companies over up to 20 reported quarters of fundamentals and 5 fiscal years of capital allocation, ending Mar 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
The 2 Paper & Paper Products companies on this page carry $1,829 million of combined market value. Sylvamo Corporation is the largest at $1,547 million, about 85% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.
0 of the 2 covered Paper & Paper Products companies are beating S&P 500 on Mansfield relative strength. The sector itself is 26.7% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.
This comparison covers 2 listed Paper & Paper Products companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Mar 2026. Membership is the full industry list — nothing is dropped for having thin data.
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.