Clearwater Paper Corp(CLW)Stock Analysis
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Rank #2,334 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CLW Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Clearwater Paper Corp (CLW), a Materials sector company. 13F Pro's AI-powered ranking engine scores CLW at 31.0/100 on a 32-signal composite quality model, placing it at rank #2,334 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (8.0) and revenue growth (21.5), 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 /TN/, DIMENSIONAL FUND ADVISORS, BlackRock,, 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 8 and 60 since 2021, currently 31.0 — a declining long-term trajectory across 56 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
-1.0%
D/E Ratio
Q1 2026
0.45
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+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% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $1.56B +12.4% | $1.38B +15.8% | $1.20B -32.6% | $1.77B -5.1% | $1.87B +6.1% | $1.76B |
| Net Income | $-18.6M -109.5% | $196.3M +326.7% | $46.0M +263.7% | $-28.1M -136.4% | $77.1M +1476.8% | $-5.6M |
| Operating Income | $-42.1M +34.7% | $-64.5M -165.0% | $99.3M +727.5% | $12.0M -92.4% | $158.1M +248.2% | $45.4M |
| EPS (Diluted) | $-1.15 -109.8% | $11.70 +336.6% | $2.68 +260.5% | $-1.67 -136.2% | $4.61 +1455.9% | $-0.34 |
| Total Assets | $1.59B -5.4% | $1.68B -1.4% | $1.70B +0.8% | $1.69B -6.1% | $1.80B -4.1% | $1.88B |
| Total Debt | $348.0M +22.3% | $284.6M -50.2% | $571.0M -11.8% | $647.3M -11.1% | $728.4M -23.0% | $946.3M |
| Operating Cash Flow | $12.3M -80.0% | $61.4M -59.1% | $150.2M +55.8% | $96.4M -61.0% | $247.0M +344.2% | $55.6M |
AI Insight: CLW Financial Trends
Clearwater Paper shows volatile profitability with debt increasing 29% since Q4 2024 despite massive debt reduction that quarter.
• Revenue declined from $399M in Q3 2025 to $360M in Q1 2026, marking sequential weakness.
• Operating cash flow remained near zero at $0M in Q1 2026, down from $34M in Q3 2025.
• Total debt increased from $282M in Q1 2025 to $363M in Q1 2026.
⚠ Operating income swung from $10M profit in Q2 2025 to $-10M loss in Q1 2026.
⚠ Equity declined from $855M in Q4 2024 to $814M in Q1 2026 despite debt reduction.
AI Insight: CLW Ratio Trends
Clearwater Paper shows persistent operational struggles with negative operating margins in 6 of the last 8 quarters despite dramatic leverage reduction from 1.74x to 0.45x debt-to-equity.
• Operating margin remains deeply negative at -2.9% in Q1 2026, continuing erratic performance that ranged from -15.2% to 10.9% over the past two years.
• Debt-to-equity ratio improved dramatically from 1.74x in Q2 2024 to 0.45x in Q1 2026, strengthening the balance sheet significantly.
• ROIC turned negative at -3.5% in Q1 2026 after briefly recovering to positive 3.4% in Q2 2025.
⚠ Operating performance remains highly volatile with no clear trend toward sustained profitability despite lower leverage.
⚠ TTM operating margin of -3.1% masks significant quarterly swings that could signal underlying operational instability.
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Available Research
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Top Institutional Holders of CLW
SOUTHEASTERN ASSET MANAGEMENT INC/TN/
$21.9M1,525,491 shDIMENSIONAL FUND ADVISORS LP
$18.5M1,285,702 shBlackRock, Inc.
$17.6M1,220,693 shREADYSTATE ASSET MANAGEMENT LP
$11.2M781,384 shVANGUARD CAPITAL MANAGEMENT LLC
$9.8M680,390 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$7.2M502,962 shGEODE CAPITAL MANAGEMENT, LLC
$5.6M390,649 shSTATE STREET CORP
$4.9M341,314 shInvenomic Capital Management LP
$4.4M304,150 shJACOBS LEVY EQUITY MANAGEMENT, INC
$4.0M281,048 sh
| Fund | Value | Shares |
|---|---|---|
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $21.9M | 1,525,491 |
| DIMENSIONAL FUND ADVISORS LP | $18.5M | 1,285,702 |
| BlackRock, Inc. | $17.6M | 1,220,693 |
| READYSTATE ASSET MANAGEMENT LP | $11.2M | 781,384 |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.8M | 680,390 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.2M | 502,962 |
| GEODE CAPITAL MANAGEMENT, LLC | $5.6M | 390,649 |
| STATE STREET CORP | $4.9M | 341,314 |
| Invenomic Capital Management LP | $4.4M | 304,150 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.0M | 281,048 |
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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.
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.