Louisiana-Pacific's (NYSE:LPX) Soft Earnings Don't Show The Whole Picture
Nov 12
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U.S. Paper and Forestry Products Industry Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies14
- 7D-2.0%
- 3M-18.6%
- 1Y-38.6%
- YTD-35.0%
Over the last 7 days, the Paper and Forestry Products industry has dropped 2.0%, driven by a pullback from Louisiana-Pacific of 1.8%. Overall the industry is down 39% in 12 months. As for the next few years, earnings are expected to grow by 30% per annum.
Industry Valuation and Performance
Has the U.S. Paper and Forestry Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Nov 2025 | US$8.0b | US$12.7b | -US$170,460,872.00 | 24.5x | -47.2x | 0.6x |
| Thu, 16 Oct 2025 | US$9.1b | US$13.0b | US$55.9m | 21.7x | 162.5x | 0.7x |
| Sat, 13 Sep 2025 | US$9.6b | US$13.0b | US$55.9m | 22.4x | 171.6x | 0.7x |
| Mon, 11 Aug 2025 | US$9.0b | US$13.0b | US$57.7m | 14.4x | 156.1x | 0.7x |
| Wed, 09 Jul 2025 | US$9.5b | US$12.9b | US$241.1m | 11.5x | 39.6x | 0.7x |
| Fri, 06 Jun 2025 | US$9.8b | US$12.9b | US$241.1m | 11.8x | 40.6x | 0.8x |
| Sun, 04 May 2025 | US$9.8b | US$12.7b | US$328.9m | 11.3x | 29.8x | 0.8x |
| Tue, 01 Apr 2025 | US$10.6b | US$12.6b | US$335.9m | 12.1x | 31.5x | 0.8x |
| Thu, 27 Feb 2025 | US$11.6b | US$12.6b | US$335.9m | 13x | 34.4x | 0.9x |
| Sat, 25 Jan 2025 | US$13.0b | US$13.2b | US$500.0m | 24.8x | 26.1x | 1x |
| Mon, 23 Dec 2024 | US$12.2b | US$13.2b | US$500.0m | 23.8x | 24.5x | 0.9x |
| Wed, 20 Nov 2024 | US$13.1b | US$13.2b | US$499.2m | 24.6x | 26.3x | 1x |
| Fri, 18 Oct 2024 | US$11.9b | US$12.1b | US$433.2m | 15.3x | 27.6x | 1x |
| Sun, 15 Sep 2024 | US$11.1b | US$12.1b | US$433.2m | 13.5x | 25.6x | 0.9x |
| Tue, 13 Aug 2024 | US$10.9b | US$12.1b | US$432.0m | 13.2x | 25.3x | 0.9x |
| Thu, 11 Jul 2024 | US$9.9b | US$11.9b | US$223.0m | 13.6x | 44.4x | 0.8x |
| Sat, 08 Jun 2024 | US$11.2b | US$11.9b | US$223.0m | 14.5x | 50.2x | 0.9x |
| Mon, 06 May 2024 | US$9.7b | US$11.8b | US$190.1m | 10.6x | 50.8x | 0.8x |
| Wed, 03 Apr 2024 | US$10.3b | US$11.9b | US$208.6m | 21.6x | 49.3x | 0.9x |
| Fri, 01 Mar 2024 | US$9.4b | US$11.9b | US$200.7m | 19.9x | 47x | 0.8x |
| Sun, 28 Jan 2024 | US$10.4b | US$17.0b | US$626.2m | 7.1x | 16.6x | 0.6x |
| Tue, 26 Dec 2023 | US$10.9b | US$17.0b | US$626.2m | 7.2x | 17.4x | 0.6x |
| Thu, 23 Nov 2023 | US$10.1b | US$17.0b | US$631.0m | 7x | 16x | 0.6x |
| Sat, 21 Oct 2023 | US$9.3b | US$17.3b | US$740.2m | 8.9x | 12.6x | 0.5x |
| Mon, 18 Sep 2023 | US$9.7b | US$17.3b | US$740.2m | 8.6x | 13.1x | 0.6x |
| Wed, 16 Aug 2023 | US$9.6b | US$17.3b | US$735.4m | 6.7x | 13x | 0.6x |
| Fri, 14 Jul 2023 | US$11.0b | US$17.9b | US$1.3b | 4.9x | 8.3x | 0.6x |
| Sun, 11 Jun 2023 | US$10.0b | US$17.9b | US$1.3b | 4.9x | 7.5x | 0.6x |
| Tue, 09 May 2023 | US$10.0b | US$17.7b | US$1.3b | 5.8x | 7.8x | 0.6x |
| Thu, 06 Apr 2023 | US$9.2b | US$18.3b | US$1.7b | 4.3x | 5.4x | 0.5x |
| Sat, 04 Mar 2023 | US$10.2b | US$18.4b | US$1.7b | 4.9x | 5.9x | 0.6x |
| Mon, 30 Jan 2023 | US$10.7b | US$19.5b | US$2.1b | 4.2x | 5.1x | 0.5x |
| Wed, 28 Dec 2022 | US$10.2b | US$19.5b | US$2.1b | 3.8x | 4.8x | 0.5x |
| Fri, 25 Nov 2022 | US$10.8b | US$19.5b | US$2.1b | 4x | 5.1x | 0.6x |
Price to Earnings Ratio
5.1x
Current Industry PE
- Investors are pessimistic on the American Forestry industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
- Total earnings for the Forestry industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 13% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the U.S. Materials industry?
| US Market | -0.39% | |
| Materials | 0.78% | |
| Paper and Forestry Products | -2.01% | |
| Paper Products | 2.35% | |
| Forestry Products | -3.94% | |
Industry PE
- Investors are most optimistic about the Forestry Products industry which is trading above its 3-year average PE ratio of 21.0x.
- Analysts are expecting annual earnings growth of 29.0%, which is lower than the prior year's growth of 219.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Forestry Products industry is expected to see its earnings grow by 29% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SLVM Sylvamo | US$45.66 | 6.6% +US$110.8m | -46.6% | PE10x | |
| CLW Clearwater Paper | US$18.22 | 2.0% +US$5.6m | -26.6% | PS0.2x |
