vs
Side-by-side financial comparison of Clearwater Paper Corp (CLW) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
Clearwater Paper Corp is the larger business by last-quarter revenue ($360.3M vs $335.4M, roughly 1.1× SOLAREDGE TECHNOLOGIES, INC.). Clearwater Paper Corp runs the higher net margin — -3.6% vs -39.4%, a 35.8% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs -4.7%). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% 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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
CLW vs SEDG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $335.4M |
| Net Profit | $-12.8M | $-132.1M |
| Gross Margin | -0.2% | 22.2% |
| Operating Margin | — | -14.4% |
| Net Margin | -3.6% | -39.4% |
| Revenue YoY | -4.7% | 70.9% |
| Net Profit YoY | -103.2% | 54.0% |
| EPS (diluted) | — | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $399.0M | $340.2M | ||
| Q2 25 | $391.8M | $289.4M | ||
| Q1 25 | $378.2M | $219.5M | ||
| Q4 24 | $387.1M | $196.2M | ||
| Q3 24 | $393.3M | $235.4M | ||
| Q2 24 | $344.4M | $265.4M |
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $-132.1M | ||
| Q3 25 | $-53.3M | $-50.1M | ||
| Q2 25 | $2.7M | $-124.7M | ||
| Q1 25 | $-6.3M | $-98.5M | ||
| Q4 24 | $199.1M | $-287.4M | ||
| Q3 24 | $5.8M | $-1.2B | ||
| Q2 24 | $-25.8M | $-130.8M |
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | 22.2% | ||
| Q3 25 | 4.7% | 21.2% | ||
| Q2 25 | 11.0% | 11.1% | ||
| Q1 25 | 9.7% | 8.0% | ||
| Q4 24 | 3.8% | -57.2% | ||
| Q3 24 | 7.7% | -309.1% | ||
| Q2 24 | -0.6% | -4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | -14.4% | ||
| Q3 25 | -13.9% | -10.3% | ||
| Q2 25 | 2.5% | -39.9% | ||
| Q1 25 | -1.1% | -46.8% | ||
| Q4 24 | -4.0% | -134.4% | ||
| Q3 24 | -0.3% | -471.8% | ||
| Q2 24 | -13.6% | -60.4% |
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | -39.4% | ||
| Q3 25 | -13.4% | -14.7% | ||
| Q2 25 | 0.7% | -43.1% | ||
| Q1 25 | -1.7% | -44.9% | ||
| Q4 24 | 51.4% | -146.5% | ||
| Q3 24 | 1.5% | -522.8% | ||
| Q2 24 | -7.5% | -49.3% |
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $-2.21 | ||
| Q3 25 | $-3.30 | $-0.84 | ||
| Q2 25 | $0.17 | $-2.13 | ||
| Q1 25 | $-0.38 | $-1.70 | ||
| Q4 24 | $11.87 | $-5.00 | ||
| Q3 24 | $0.35 | $-21.58 | ||
| Q2 24 | $-1.55 | $-2.31 |
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 | $493.2M |
| Total DebtLower is stronger | $361.1M | — |
| Stockholders' EquityBook value | $813.8M | $427.5M |
| Total Assets | $1.6B | $2.2B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $493.2M | ||
| Q3 25 | $34.4M | $498.6M | ||
| Q2 25 | $46.7M | $758.0M | ||
| Q1 25 | $44.0M | $651.6M | ||
| Q4 24 | $79.6M | $585.9M | ||
| Q3 24 | $35.5M | $678.8M | ||
| Q2 24 | $39.6M | $689.8M |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | — | ||
| Q3 25 | $337.0M | — | ||
| Q2 25 | $330.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.4M | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $427.5M | ||
| Q3 25 | $783.0M | $479.8M | ||
| Q2 25 | $836.8M | $513.2M | ||
| Q1 25 | $836.6M | $594.2M | ||
| Q4 24 | $854.6M | $658.3M | ||
| Q3 24 | $664.6M | $930.9M | ||
| Q2 24 | $658.6M | $2.1B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.7B | $2.6B | ||
| Q3 24 | $2.5B | $2.8B | ||
| Q2 24 | $2.5B | $3.9B |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.33× | — | ||
| 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 | — | $52.6M |
| Free Cash FlowOCF − Capex | — | $43.3M |
| FCF MarginFCF / Revenue | — | 12.9% |
| Capex IntensityCapex / Revenue | — | 2.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $52.6M | ||
| Q3 25 | $34.0M | $25.6M | ||
| Q2 25 | $-28.2M | $-7.8M | ||
| Q1 25 | $1.5M | $33.8M | ||
| Q4 24 | $-35.1M | $37.8M | ||
| Q3 24 | $16.2M | $-89.3M | ||
| Q2 24 | $21.1M | $-44.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $43.3M | ||
| Q3 25 | $15.7M | $22.8M | ||
| Q2 25 | $-51.1M | $-9.1M | ||
| Q1 25 | $-31.2M | $23.7M | ||
| Q4 24 | $-68.1M | $25.5M | ||
| Q3 24 | $-30.8M | $-136.7M | ||
| Q2 24 | $3.0M | $-67.0M |
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | 12.9% | ||
| Q3 25 | 3.9% | 6.7% | ||
| Q2 25 | -13.0% | -3.1% | ||
| Q1 25 | -8.2% | 10.8% | ||
| Q4 24 | -17.6% | 13.0% | ||
| Q3 24 | -7.8% | -58.1% | ||
| Q2 24 | 0.9% | -25.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 2.8% | ||
| Q3 25 | 4.6% | 0.8% | ||
| Q2 25 | 5.8% | 0.4% | ||
| Q1 25 | 8.6% | 4.6% | ||
| Q4 24 | 8.5% | 6.2% | ||
| Q3 24 | 12.0% | 20.1% | ||
| Q2 24 | 5.3% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -10.44× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.18× | — | ||
| Q3 24 | 2.79× | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLW
Segment breakdown not available.
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
