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Side-by-side financial comparison of Clearwater Paper Corp (CLW) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.
Soho House & Co Inc. is the larger business by last-quarter revenue ($370.8M vs $360.3M, roughly 1.0× Clearwater Paper Corp). Clearwater Paper Corp runs the higher net margin — -3.6% vs -5.0%, a 1.5% gap on every dollar of revenue. On growth, Soho House & Co Inc. posted the faster year-over-year revenue change (11.2% vs -4.7%). Over the past eight quarters, Soho House & Co Inc.'s revenue compounded faster (13.5% 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.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
CLW vs SHCO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $370.8M |
| Net Profit | $-12.8M | $-18.7M |
| Gross Margin | -0.2% | — |
| Operating Margin | — | -1.6% |
| Net Margin | -3.6% | -5.0% |
| Revenue YoY | -4.7% | 11.2% |
| Net Profit YoY | -103.2% | -10790.3% |
| EPS (diluted) | — | $-0.10 |
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 | — | ||
| Q3 25 | $399.0M | $370.8M | ||
| Q2 25 | $391.8M | $329.8M | ||
| Q1 25 | $378.2M | $282.9M | ||
| Q4 24 | $387.1M | $305.6M | ||
| Q3 24 | $393.3M | $333.4M | ||
| Q2 24 | $344.4M | $302.9M |
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | — | ||
| Q3 25 | $-53.3M | $-18.7M | ||
| Q2 25 | $2.7M | $24.9M | ||
| Q1 25 | $-6.3M | $8.2M | ||
| Q4 24 | $199.1M | $-91.7M | ||
| Q3 24 | $5.8M | $175.0K | ||
| Q2 24 | $-25.8M | $-29.9M |
| 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% | -1.6% | ||
| Q2 25 | 2.5% | 18.1% | ||
| Q1 25 | -1.1% | 12.3% | ||
| Q4 24 | -4.0% | -23.1% | ||
| Q3 24 | -0.3% | 11.4% | ||
| Q2 24 | -13.6% | -4.3% |
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | — | ||
| Q3 25 | -13.4% | -5.0% | ||
| Q2 25 | 0.7% | 7.5% | ||
| Q1 25 | -1.7% | 2.9% | ||
| Q4 24 | 51.4% | -30.0% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | -7.5% | -9.9% |
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | — | ||
| Q3 25 | $-3.30 | $-0.10 | ||
| Q2 25 | $0.17 | $0.13 | ||
| Q1 25 | $-0.38 | $0.04 | ||
| Q4 24 | $11.87 | $-0.48 | ||
| Q3 24 | $0.35 | $0.00 | ||
| Q2 24 | $-1.55 | $-0.15 |
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 | $142.5M |
| Total DebtLower is stronger | $361.1M | $735.8M |
| Stockholders' EquityBook value | $813.8M | $-351.6M |
| Total Assets | $1.6B | $2.7B |
| Debt / EquityLower = less leverage | 0.44× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | — | ||
| Q3 25 | $34.4M | $142.5M | ||
| Q2 25 | $46.7M | $150.3M | ||
| Q1 25 | $44.0M | $150.1M | ||
| Q4 24 | $79.6M | $152.7M | ||
| Q3 24 | $35.5M | $142.8M | ||
| Q2 24 | $39.6M | $148.5M |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | — | ||
| Q3 25 | $337.0M | $735.8M | ||
| Q2 25 | $330.1M | $729.8M | ||
| Q1 25 | — | $705.1M | ||
| Q4 24 | $283.4M | $691.5M | ||
| Q3 24 | $1.2B | $694.8M | ||
| Q2 24 | $1.1B | $682.1M |
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | — | ||
| Q3 25 | $783.0M | $-351.6M | ||
| Q2 25 | $836.8M | $-348.6M | ||
| Q1 25 | $836.6M | $-340.1M | ||
| Q4 24 | $854.6M | $-335.1M | ||
| Q3 24 | $664.6M | $-279.4M | ||
| Q2 24 | $658.6M | $-231.7M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $2.7B | ||
| Q2 25 | $1.6B | $2.6B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $2.5B | $2.6B | ||
| Q2 24 | $2.5B | $2.6B |
| 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 | — | $34.9M |
| Free Cash FlowOCF − Capex | — | $3.5M |
| FCF MarginFCF / Revenue | — | 0.9% |
| Capex IntensityCapex / Revenue | — | 8.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | — | ||
| Q3 25 | $34.0M | $34.9M | ||
| Q2 25 | $-28.2M | $41.0M | ||
| Q1 25 | $1.5M | $22.8M | ||
| Q4 24 | $-35.1M | $26.9M | ||
| Q3 24 | $16.2M | $20.6M | ||
| Q2 24 | $21.1M | $36.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | — | ||
| Q3 25 | $15.7M | $3.5M | ||
| Q2 25 | $-51.1M | $12.4M | ||
| Q1 25 | $-31.2M | $7.5M | ||
| Q4 24 | $-68.1M | $18.5M | ||
| Q3 24 | $-30.8M | $10.3M | ||
| Q2 24 | $3.0M | $10.2M |
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | — | ||
| Q3 25 | 3.9% | 0.9% | ||
| Q2 25 | -13.0% | 3.8% | ||
| Q1 25 | -8.2% | 2.7% | ||
| Q4 24 | -17.6% | 6.1% | ||
| Q3 24 | -7.8% | 3.1% | ||
| Q2 24 | 0.9% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | — | ||
| Q3 25 | 4.6% | 8.5% | ||
| Q2 25 | 5.8% | 8.7% | ||
| Q1 25 | 8.6% | 5.4% | ||
| Q4 24 | 8.5% | 2.7% | ||
| Q3 24 | 12.0% | 3.1% | ||
| Q2 24 | 5.3% | 8.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -10.44× | 1.65× | ||
| Q1 25 | — | 2.79× | ||
| Q4 24 | -0.18× | — | ||
| Q3 24 | 2.79× | 117.70× | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLW
Segment breakdown not available.
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
