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Side-by-side financial comparison of Clearwater Paper Corp (CLW) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
Clearwater Paper Corp is the larger business by last-quarter revenue ($360.3M vs $197.3M, roughly 1.8× SIMMONS FIRST NATIONAL CORP). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs -4.7%). Over the past eight quarters, Clearwater Paper Corp's revenue compounded faster (2.3% CAGR vs 0.6%).
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.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
CLW vs SFNC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $197.3M |
| Net Profit | $-12.8M | — |
| Gross Margin | -0.2% | — |
| Operating Margin | — | — |
| Net Margin | -3.6% | — |
| Revenue YoY | -4.7% | 19.6% |
| Net Profit YoY | -103.2% | — |
| EPS (diluted) | — | $0.36 |
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 | $197.3M | ||
| Q3 25 | $399.0M | $186.7M | ||
| Q2 25 | $391.8M | $214.2M | ||
| Q1 25 | $378.2M | $209.6M | ||
| Q4 24 | $387.1M | $208.5M | ||
| Q3 24 | $393.3M | $174.8M | ||
| Q2 24 | $344.4M | $197.2M |
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | — | ||
| Q3 25 | $-53.3M | $-562.8M | ||
| Q2 25 | $2.7M | $54.8M | ||
| Q1 25 | $-6.3M | $32.4M | ||
| Q4 24 | $199.1M | — | ||
| Q3 24 | $5.8M | $24.7M | ||
| Q2 24 | $-25.8M | $40.8M |
| 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% | — | ||
| Q3 25 | -13.9% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -0.3% | — | ||
| Q2 24 | -13.6% | — |
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | — | ||
| Q3 25 | -13.4% | -301.5% | ||
| Q2 25 | 0.7% | 25.6% | ||
| Q1 25 | -1.7% | 15.5% | ||
| Q4 24 | 51.4% | — | ||
| Q3 24 | 1.5% | 14.1% | ||
| Q2 24 | -7.5% | 20.7% |
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $0.36 | ||
| Q3 25 | $-3.30 | $-4.00 | ||
| Q2 25 | $0.17 | $0.43 | ||
| Q1 25 | $-0.38 | $0.26 | ||
| Q4 24 | $11.87 | $0.38 | ||
| Q3 24 | $0.35 | $0.20 | ||
| Q2 24 | $-1.55 | $0.32 |
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 | — |
| Total DebtLower is stronger | $361.1M | $620.0M |
| Stockholders' EquityBook value | $813.8M | $3.4B |
| Total Assets | $1.6B | $24.5B |
| Debt / EquityLower = less leverage | 0.44× | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | — | ||
| Q3 25 | $34.4M | — | ||
| Q2 25 | $46.7M | — | ||
| Q1 25 | $44.0M | — | ||
| Q4 24 | $79.6M | — | ||
| Q3 24 | $35.5M | — | ||
| Q2 24 | $39.6M | — |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | $620.0M | ||
| Q3 25 | $337.0M | $667.8M | ||
| Q2 25 | $330.1M | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $283.4M | $1.1B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.1B | $1.7B |
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $3.4B | ||
| Q3 25 | $783.0M | $3.4B | ||
| Q2 25 | $836.8M | $3.5B | ||
| Q1 25 | $836.6M | $3.5B | ||
| Q4 24 | $854.6M | $3.5B | ||
| Q3 24 | $664.6M | $3.5B | ||
| Q2 24 | $658.6M | $3.5B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $24.5B | ||
| Q3 25 | $1.6B | $24.2B | ||
| Q2 25 | $1.6B | $26.7B | ||
| Q1 25 | $1.6B | $26.8B | ||
| Q4 24 | $1.7B | $26.9B | ||
| Q3 24 | $2.5B | $27.3B | ||
| Q2 24 | $2.5B | $27.4B |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | 0.18× | ||
| Q3 25 | 0.43× | 0.20× | ||
| Q2 25 | 0.39× | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | 0.33× | 0.32× | ||
| Q3 24 | 1.73× | 0.40× | ||
| Q2 24 | 1.74× | 0.50× |
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 | — | $449.5M |
| Free Cash FlowOCF − Capex | — | $411.4M |
| FCF MarginFCF / Revenue | — | 208.5% |
| Capex IntensityCapex / Revenue | — | 19.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $449.5M | ||
| Q3 25 | $34.0M | $223.4M | ||
| Q2 25 | $-28.2M | $77.6M | ||
| Q1 25 | $1.5M | $32.8M | ||
| Q4 24 | $-35.1M | $425.9M | ||
| Q3 24 | $16.2M | $199.4M | ||
| Q2 24 | $21.1M | $86.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $411.4M | ||
| Q3 25 | $15.7M | $216.7M | ||
| Q2 25 | $-51.1M | $66.3M | ||
| Q1 25 | $-31.2M | $22.6M | ||
| Q4 24 | $-68.1M | $380.4M | ||
| Q3 24 | $-30.8M | $187.7M | ||
| Q2 24 | $3.0M | $72.7M |
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | 208.5% | ||
| Q3 25 | 3.9% | 116.1% | ||
| Q2 25 | -13.0% | 31.0% | ||
| Q1 25 | -8.2% | 10.8% | ||
| Q4 24 | -17.6% | 182.5% | ||
| Q3 24 | -7.8% | 107.4% | ||
| Q2 24 | 0.9% | 36.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 19.3% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | 5.8% | 5.3% | ||
| Q1 25 | 8.6% | 4.8% | ||
| Q4 24 | 8.5% | 21.8% | ||
| Q3 24 | 12.0% | 6.7% | ||
| Q2 24 | 5.3% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -10.44× | 1.42× | ||
| Q1 25 | — | 1.01× | ||
| Q4 24 | -0.18× | — | ||
| Q3 24 | 2.79× | 8.06× | ||
| Q2 24 | — | 2.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
