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Side-by-side financial comparison of Clearwater Paper Corp (CLW) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($542.5M vs $360.3M, roughly 1.5× Clearwater Paper Corp). Kimco Realty runs the higher net margin — 27.9% vs -3.6%, a 31.4% gap on every dollar of revenue. On growth, Kimco Realty posted the faster year-over-year revenue change (3.2% vs -4.7%). Over the past eight quarters, Kimco Realty's revenue compounded faster (3.8% CAGR vs 2.3%).
Clearwater Paper Corporation is an American pulp and paperboard manufacturer. The company was created on December 9, 2008, via a spin-off from Potlatch Corporation and is headquartered in Spokane, Washington.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
CLW vs KIM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $542.5M |
| Net Profit | $-12.8M | $151.2M |
| Gross Margin | -0.2% | — |
| Operating Margin | — | 36.4% |
| Net Margin | -3.6% | 27.9% |
| Revenue YoY | -4.7% | 3.2% |
| Net Profit YoY | -103.2% | -9.0% |
| EPS (diluted) | — | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $360.3M | — | ||
| Q4 25 | $386.4M | $542.5M | ||
| Q3 25 | $399.0M | $535.9M | ||
| Q2 25 | $391.8M | $525.2M | ||
| Q1 25 | $378.2M | $536.6M | ||
| Q4 24 | $387.1M | $525.4M | ||
| Q3 24 | $393.3M | $507.6M | ||
| Q2 24 | $344.4M | $500.2M |
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $151.2M | ||
| Q3 25 | $-53.3M | $137.8M | ||
| Q2 25 | $2.7M | $163.0M | ||
| Q1 25 | $-6.3M | $132.8M | ||
| Q4 24 | $199.1M | $166.0M | ||
| Q3 24 | $5.8M | $136.0M | ||
| Q2 24 | $-25.8M | $119.7M |
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 7.7% | — | ||
| Q2 24 | -0.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 36.4% | ||
| Q3 25 | -13.9% | 34.9% | ||
| Q2 25 | 2.5% | 39.2% | ||
| Q1 25 | -1.1% | 33.6% | ||
| Q4 24 | -4.0% | 31.7% | ||
| Q3 24 | -0.3% | 33.7% | ||
| Q2 24 | -13.6% | 32.1% |
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | 27.9% | ||
| Q3 25 | -13.4% | 25.7% | ||
| Q2 25 | 0.7% | 31.0% | ||
| Q1 25 | -1.7% | 24.8% | ||
| Q4 24 | 51.4% | 31.6% | ||
| Q3 24 | 1.5% | 26.8% | ||
| Q2 24 | -7.5% | 23.9% |
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | — | ||
| Q3 25 | $-3.30 | — | ||
| Q2 25 | $0.17 | — | ||
| Q1 25 | $-0.38 | — | ||
| Q4 24 | $11.87 | — | ||
| Q3 24 | $0.35 | — | ||
| Q2 24 | $-1.55 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.5M | $211.6M |
| Total DebtLower is stronger | $361.1M | $7.7B |
| Stockholders' EquityBook value | $813.8M | $10.4B |
| Total Assets | $1.6B | $19.7B |
| Debt / EquityLower = less leverage | 0.44× | 0.74× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $211.6M | ||
| Q3 25 | $34.4M | $159.3M | ||
| Q2 25 | $46.7M | $226.6M | ||
| Q1 25 | $44.0M | $131.3M | ||
| Q4 24 | $79.6M | $688.6M | ||
| Q3 24 | $35.5M | $789.0M | ||
| Q2 24 | $39.6M | $126.4M |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | $7.7B | ||
| Q3 25 | $337.0M | — | ||
| Q2 25 | $330.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.4M | $8.0B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $10.4B | ||
| Q3 25 | $783.0M | $10.5B | ||
| Q2 25 | $836.8M | $10.5B | ||
| Q1 25 | $836.6M | $10.6B | ||
| Q4 24 | $854.6M | $10.7B | ||
| Q3 24 | $664.6M | $10.5B | ||
| Q2 24 | $658.6M | $10.6B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $19.7B | ||
| Q3 25 | $1.6B | $19.9B | ||
| Q2 25 | $1.6B | $19.8B | ||
| Q1 25 | $1.6B | $19.7B | ||
| Q4 24 | $1.7B | $20.3B | ||
| Q3 24 | $2.5B | $20.1B | ||
| Q2 24 | $2.5B | $19.5B |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | 0.74× | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.33× | 0.75× | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 1.74× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $258.4M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | — | 1.71× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $258.4M | ||
| Q3 25 | $34.0M | $332.4M | ||
| Q2 25 | $-28.2M | $305.4M | ||
| Q1 25 | $1.5M | $223.8M | ||
| Q4 24 | $-35.1M | $239.5M | ||
| Q3 24 | $16.2M | $295.9M | ||
| Q2 24 | $21.1M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | — | ||
| Q3 25 | $15.7M | — | ||
| Q2 25 | $-51.1M | — | ||
| Q1 25 | $-31.2M | $205.4M | ||
| Q4 24 | $-68.1M | — | ||
| Q3 24 | $-30.8M | — | ||
| Q2 24 | $3.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | -13.0% | — | ||
| Q1 25 | -8.2% | 38.3% | ||
| Q4 24 | -17.6% | — | ||
| Q3 24 | -7.8% | — | ||
| Q2 24 | 0.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 0.0% | ||
| Q3 25 | 4.6% | 0.0% | ||
| Q2 25 | 5.8% | 0.0% | ||
| Q1 25 | 8.6% | 3.4% | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 12.0% | — | ||
| Q2 24 | 5.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | 1.71× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | -10.44× | 1.87× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | -0.18× | 1.44× | ||
| Q3 24 | 2.79× | 2.18× | ||
| Q2 24 | — | 2.46× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
