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Side-by-side financial comparison of Clearwater Paper Corp (CLW) and MURPHY OIL CORP (MUR). Click either name above to swap in a different company.
MURPHY OIL CORP is the larger business by last-quarter revenue ($613.1M vs $360.3M, roughly 1.7× Clearwater Paper Corp). MURPHY OIL CORP runs the higher net margin — 1.9% vs -3.6%, a 5.5% gap on every dollar of revenue. On growth, Clearwater Paper Corp posted the faster year-over-year revenue change (-4.7% vs -8.4%). Over the past eight quarters, Clearwater Paper Corp's revenue compounded faster (2.3% CAGR vs -12.2%).
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.
Murphy Oil Corporation is an American energy company engaged in hydrocarbon exploration headquartered in Houston, Texas.
CLW vs MUR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $613.1M |
| Net Profit | $-12.8M | $11.9M |
| Gross Margin | -0.2% | — |
| Operating Margin | — | 9.7% |
| Net Margin | -3.6% | 1.9% |
| Revenue YoY | -4.7% | -8.4% |
| Net Profit YoY | -103.2% | -76.3% |
| EPS (diluted) | — | $0.08 |
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 | $613.1M | ||
| Q3 25 | $399.0M | $721.0M | ||
| Q2 25 | $391.8M | $683.0M | ||
| Q1 25 | $378.2M | $672.7M | ||
| Q4 24 | $387.1M | $669.6M | ||
| Q3 24 | $393.3M | $753.2M | ||
| Q2 24 | $344.4M | $801.0M |
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $11.9M | ||
| Q3 25 | $-53.3M | $-3.0M | ||
| Q2 25 | $2.7M | $22.3M | ||
| Q1 25 | $-6.3M | $73.0M | ||
| Q4 24 | $199.1M | $50.4M | ||
| Q3 24 | $5.8M | $139.1M | ||
| Q2 24 | $-25.8M | $127.7M |
| 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% | 99.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 9.7% | ||
| Q3 25 | -13.9% | 0.8% | ||
| Q2 25 | 2.5% | 13.5% | ||
| Q1 25 | -1.1% | 21.4% | ||
| Q4 24 | -4.0% | 12.7% | ||
| Q3 24 | -0.3% | 23.8% | ||
| Q2 24 | -13.6% | 23.0% |
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | 1.9% | ||
| Q3 25 | -13.4% | -0.4% | ||
| Q2 25 | 0.7% | 3.3% | ||
| Q1 25 | -1.7% | 10.9% | ||
| Q4 24 | 51.4% | 7.5% | ||
| Q3 24 | 1.5% | 18.5% | ||
| Q2 24 | -7.5% | 15.9% |
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $0.08 | ||
| Q3 25 | $-3.30 | $-0.02 | ||
| Q2 25 | $0.17 | $0.16 | ||
| Q1 25 | $-0.38 | $0.50 | ||
| Q4 24 | $11.87 | $0.35 | ||
| Q3 24 | $0.35 | $0.93 | ||
| Q2 24 | $-1.55 | $0.83 |
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 | $377.2M |
| Total DebtLower is stronger | $361.1M | $1.4B |
| Stockholders' EquityBook value | $813.8M | $5.1B |
| Total Assets | $1.6B | $9.8B |
| Debt / EquityLower = less leverage | 0.44× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $377.2M | ||
| Q3 25 | $34.4M | $426.0M | ||
| Q2 25 | $46.7M | $379.6M | ||
| Q1 25 | $44.0M | $392.9M | ||
| Q4 24 | $79.6M | $423.6M | ||
| Q3 24 | $35.5M | $271.2M | ||
| Q2 24 | $39.6M | $333.6M |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | $1.4B | ||
| Q3 25 | $337.0M | $1.4B | ||
| Q2 25 | $330.1M | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $283.4M | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $5.1B | ||
| Q3 25 | $783.0M | $5.1B | ||
| Q2 25 | $836.8M | $5.2B | ||
| Q1 25 | $836.6M | $5.1B | ||
| Q4 24 | $854.6M | $5.2B | ||
| Q3 24 | $664.6M | $5.2B | ||
| Q2 24 | $658.6M | $5.3B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $9.8B | ||
| Q3 25 | $1.6B | $9.7B | ||
| Q2 25 | $1.6B | $9.8B | ||
| Q1 25 | $1.6B | $9.8B | ||
| Q4 24 | $1.7B | $9.7B | ||
| Q3 24 | $2.5B | $9.7B | ||
| Q2 24 | $2.5B | $9.9B |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | 0.27× | ||
| Q3 25 | 0.43× | 0.28× | ||
| Q2 25 | 0.39× | 0.28× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | 0.33× | 0.25× | ||
| Q3 24 | 1.73× | 0.24× | ||
| Q2 24 | 1.74× | 0.24× |
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 | — | $249.6M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 20.92× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $249.6M | ||
| Q3 25 | $34.0M | $339.4M | ||
| Q2 25 | $-28.2M | $358.1M | ||
| Q1 25 | $1.5M | $300.7M | ||
| Q4 24 | $-35.1M | $433.6M | ||
| Q3 24 | $16.2M | $429.0M | ||
| Q2 24 | $21.1M | $467.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | — | ||
| Q3 25 | $15.7M | — | ||
| Q2 25 | $-51.1M | — | ||
| Q1 25 | $-31.2M | — | ||
| 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% | — | ||
| Q4 24 | -17.6% | — | ||
| Q3 24 | -7.8% | — | ||
| Q2 24 | 0.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 12.0% | — | ||
| Q2 24 | 5.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | 20.92× | ||
| Q3 25 | — | — | ||
| Q2 25 | -10.44× | 16.06× | ||
| Q1 25 | — | 4.12× | ||
| Q4 24 | -0.18× | 8.61× | ||
| Q3 24 | 2.79× | 3.08× | ||
| Q2 24 | — | 3.66× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
