Clearwater Paper Corp(CLW)Stock Analysis
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Rank #1,826 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CLW Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Clearwater Paper Corp (CLW), a Materials sector company. 13F Pro's AI-powered ranking engine scores CLW at 46.5/100 on a 32-signal composite quality model, placing it at rank #1,826 of 2,961 stocks — the bottom half of the AI-ranked universe. CLW scores in the top quartile across institutional flow (91.7), revenue growth (77.6). Areas of concern include free cash flow (21.5) and earnings quality (23.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Clearwater Paper Corp reports quarterly revenue of $360.3M, net income of $-12.8M, an operating margin of -2.9%. Top institutional holders of CLW by reported 13-F value include SOUTHEASTERN ASSET MANAGEMENT, BlackRock, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. CLW trades on the NYSE exchange and files with the SEC under CIK 1441236. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CLW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Clearwater Paper Corp directly from SEC EDGAR. Clearwater Paper Corp's 13F Pro composite quality score has ranged between 35 and 60 since 2021, currently 46.5 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q1 2026
$360.3M
Net Income
Q1 2026
$-12.8M
Free Cash Flow
Q1 2026
$-8.6M
Operating Margin
Q1 2026
-2.9%
ROIC
Q1 2026
-3.5%
D/E Ratio
Q1 2026
0.45
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+12.4% YoYNet Income
-109.5% YoYOperating Income
+34.7% YoYEPS (Diluted)
-109.8% YoYTotal Assets
-5.4% YoYTotal Debt
+22.3% YoYOp. Cash Flow
-80.0% YoYFree Cash Flow
-38.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.56B +12.4% | $1.38B +21.8% | $1.14B -4.9% | $1.20B -32.6% | $1.77B -5.1% | $1.87B |
| Net Income | $-18.6M -109.5% | $196.3M +82.3% | $107.7M +134.1% | $46.0M +263.7% | $-28.1M -136.4% | $77.1M |
| Operating Income | $-42.1M +34.7% | $-64.5M -182.6% | $78.1M -21.3% | $99.3M +727.5% | $12.0M -92.4% | $158.1M |
| EPS (Diluted) | $-1.15 -109.8% | $11.70 +85.7% | $6.30 +135.1% | $2.68 +260.5% | $-1.67 -136.2% | $4.61 |
| Total Assets | $1.59B -5.4% | $1.68B +0.4% | $1.67B -1.9% | $1.70B +0.8% | $1.69B -6.1% | $1.80B |
| Total Debt | $348.0M +22.3% | $284.6M -35.3% | $439.9M -23.0% | $571.0M -11.8% | $647.3M -11.1% | $728.4M |
| Operating Cash Flow | $12.3M -80.0% | $61.4M -67.8% | $190.7M +27.0% | $150.2M +55.8% | $96.4M -61.0% | $247.0M |
| Free Cash Flow | $-76.5M -38.6% | $-55.2M -147.2% | $117.0M +0.3% | $116.7M +101.2% | $58.0M -72.0% | $207.4M |
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Available Research
13F Pro tracks comprehensive data for Clearwater Paper Corp including:
Top Institutional Holders of CLW
SOUTHEASTERN ASSET MANAGEMENT INC/TN/
$24.1M1,539,556 shBlackRock, Inc.
$19.8M1,262,006 shDIMENSIONAL FUND ADVISORS LP
$16.7M1,062,406 shGATE CITY CAPITAL MANAGEMENT, LLC
$14.7M938,496 shREADYSTATE ASSET MANAGEMENT LP
$12.3M781,384 shVANGUARD CAPITAL MANAGEMENT LLC
$10.9M694,944 shParallax Volatility Advisers, L.P.
$8.1M515,000 shJPMORGAN CHASE & CO
$7.3M453,652 shAQR CAPITAL MANAGEMENT LLC
$6.6M420,773 shInvenomic Capital Management LP
$6.6M420,419 sh
| Fund | Value | Shares |
|---|---|---|
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $24.1M | 1,539,556 |
| BlackRock, Inc. | $19.8M | 1,262,006 |
| DIMENSIONAL FUND ADVISORS LP | $16.7M | 1,062,406 |
| GATE CITY CAPITAL MANAGEMENT, LLC | $14.7M | 938,496 |
| READYSTATE ASSET MANAGEMENT LP | $12.3M | 781,384 |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.9M | 694,944 |
| Parallax Volatility Advisers, L.P. | $8.1M | 515,000 |
| JPMORGAN CHASE & CO | $7.3M | 453,652 |
| AQR CAPITAL MANAGEMENT LLC | $6.6M | 420,773 |
| Invenomic Capital Management LP | $6.6M | 420,419 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is CLW a good stock to buy?
13F Pro's AI-powered analysis of Clearwater Paper Corp (CLW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CLW are available on the CLW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CLW is classified as a small company.
Which hedge funds own CLW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CLW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Clearwater Paper Corp's investment landscape.