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U.S. Paper and Forestry Products Industry Analysis

UpdatedMay 08, 2024
DataAggregated Company Financials
Companies10
  • 7D2.1%
  • 3M19.2%
  • 1Y24.5%
  • YTD12.4%

In the last week, the Paper and Forestry Products industry is up 2.1%, with Sylvamo up 5.9%. Meanwhile, Nature Wood Group actually underperformed within the industry, shrinking 30% in the last week. In the last 12 months, the industry was up 24%. Looking forward, earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

Has the U.S. Paper and Forestry Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 May 2024US$9.6bUS$11.8bUS$190.1m10.8x50.7x0.8x
Fri, 05 Apr 2024US$10.2bUS$11.9bUS$208.6m21.4x49x0.9x
Sun, 03 Mar 2024US$9.6bUS$11.9bUS$200.7m20.3x48.1x0.8x
Tue, 30 Jan 2024US$10.4bUS$17.0bUS$626.2m6.8x16.6x0.6x
Thu, 28 Dec 2023US$11.0bUS$17.0bUS$626.2m7.1x17.5x0.6x
Sat, 25 Nov 2023US$10.1bUS$17.0bUS$631.0m7x16.1x0.6x
Mon, 23 Oct 2023US$9.3bUS$17.3bUS$740.2m8.9x12.6x0.5x
Wed, 20 Sep 2023US$9.6bUS$17.3bUS$740.2m8.8x12.9x0.6x
Fri, 18 Aug 2023US$9.5bUS$17.3bUS$735.4m6.8x12.9x0.5x
Sun, 16 Jul 2023US$11.0bUS$17.9bUS$1.3b4.8x8.3x0.6x
Tue, 13 Jun 2023US$10.0bUS$17.9bUS$1.3b4.9x7.5x0.6x
Thu, 11 May 2023US$9.9bUS$17.9bUS$1.3b4.8x7.5x0.6x
Sat, 08 Apr 2023US$9.3bUS$18.3bUS$1.7b4.4x5.5x0.5x
Mon, 06 Mar 2023US$10.2bUS$18.4bUS$1.7b4.9x5.9x0.6x
Wed, 01 Feb 2023US$10.9bUS$19.5bUS$2.1b4.3x5.2x0.6x
Fri, 30 Dec 2022US$10.2bUS$19.5bUS$2.1b3.9x4.8x0.5x
Sun, 27 Nov 2022US$10.8bUS$19.5bUS$2.1b4x5.1x0.6x
Tue, 25 Oct 2022US$10.0bUS$19.1bUS$2.3b3.4x4.4x0.5x
Thu, 22 Sep 2022US$9.3bUS$19.1bUS$2.3b3.3x4x0.5x
Sat, 20 Aug 2022US$10.5bUS$19.1bUS$2.3b3.7x4.6x0.6x
Mon, 18 Jul 2022US$10.0bUS$18.6bUS$2.4b3.6x4.2x0.5x
Wed, 15 Jun 2022US$10.3bUS$18.6bUS$2.4b3.6x4.4x0.6x
Fri, 13 May 2022US$11.3bUS$18.4bUS$2.4b4.9x4.7x0.6x
Sun, 10 Apr 2022US$11.6bUS$20.3bUS$2.2b7.3x5.3x0.6x
Tue, 08 Mar 2022US$15.4bUS$24.3bUS$2.3b4.7x6.7x0.6x
Thu, 03 Feb 2022US$16.2bUS$23.5bUS$2.3b4.7x7.1x0.7x
Sat, 01 Jan 2022US$17.0bUS$23.5bUS$2.3b9.5x7.5x0.7x
Mon, 29 Nov 2021US$16.0bUS$23.5bUS$2.3b8.8x7.1x0.7x
Wed, 27 Oct 2021US$15.9bUS$22.3bUS$1.7b18.1x9.3x0.7x
Fri, 24 Sep 2021US$14.0bUS$19.1bUS$1.4b18x9.8x0.7x
Sun, 22 Aug 2021US$13.8bUS$21.2bUS$2.0b18.5x6.9x0.7x
Fri, 09 Jul 2021US$14.7bUS$21.2bUS$2.0b19.2x7.4x0.7x
Price to Earnings Ratio

13.1x


Total Market Cap: US$16.0bTotal Earnings: US$1.2bTotal Revenue: US$19.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Paper and Forestry Products Industry Price to Earnings3Y Average 11.3x202220232024
Current Industry PE
  • Investors are optimistic on the American Forestry industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 50.7x which is higher than its 3-year average PE of 11.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
  • The earnings for companies in the Forestry industry have declined 46% per year over the last three years,
  • Revenues have also declined 15% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Materials industry?

US Market3.31%
Materials3.06%
Paper and Forestry Products2.06%
Paper Products5.61%
Forestry Products-0.65%
Industry PE
  • Investors are most optimistic about the Paper Products industry which is trading above its 3-year average PE ratio of 17.4x.
    • Analysts are expecting annual earnings decline of 1.2%, which is lower than the prior year's growth of 32.7% per year.
  • Investors are most pessimistic about the Forestry Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.2x.
Forecasted Growth
  • Analysts are most optimistic on the Forestry Products industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 80% per year.
  • In contrast, the Paper Products industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LPX Louisiana-PacificUS$88.1421.0%
+US$1.1b
38.7%PE24.1x
SLVM SylvamoUS$67.246.8%
+US$176.6m
59.3%PE11x
CLW Clearwater PaperUS$48.699.5%
+US$70.2m
51.4%PE8x
MERC Mercer InternationalUS$10.775.2%
+US$35.4m
17.1%PS0.4x
GLT GlatfelterUS$1.7014.1%
+US$9.5m
-54.3%PS0.06x
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Latest News

LPX

US$88.14

Louisiana-Pacific

7D

21.0%

1Y

38.7%

CLW

US$48.69

Clearwater Paper

7D

9.5%

1Y

51.4%

SLVM

US$67.24

Sylvamo

7D

6.8%

1Y

59.3%

MERC

US$10.77

Mercer International

7D

5.2%

1Y

17.1%

GLT

US$1.70

Glatfelter

7D

14.1%

1Y

-54.3%

ITP

US$0.25

IT Tech Packaging

7D

8.1%

1Y

-47.0%