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Side-by-side financial comparison of Clearwater Paper Corp (CLW) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
Clearwater Paper Corp is the larger business by last-quarter revenue ($360.3M vs $205.2M, roughly 1.8× STONERIDGE INC). On growth, Clearwater Paper Corp posted the faster year-over-year revenue change (-4.7% vs -6.0%). Over the past eight quarters, Clearwater Paper Corp's revenue compounded faster (2.3% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
CLW vs SRI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $360.3M | $205.2M |
| Net Profit | $-12.8M | — |
| Gross Margin | -0.2% | 16.2% |
| Operating Margin | — | -14.4% |
| Net Margin | -3.6% | — |
| Revenue YoY | -4.7% | -6.0% |
| Net Profit YoY | -103.2% | — |
| EPS (diluted) | — | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $399.0M | $210.3M | ||
| Q2 25 | $391.8M | $228.0M | ||
| Q1 25 | $378.2M | $217.9M | ||
| Q4 24 | $387.1M | $218.2M | ||
| Q3 24 | $393.3M | $213.8M | ||
| Q2 24 | $344.4M | $237.1M |
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | — | ||
| Q3 25 | $-53.3M | $-9.4M | ||
| Q2 25 | $2.7M | $-9.4M | ||
| Q1 25 | $-6.3M | $-7.2M | ||
| Q4 24 | $199.1M | — | ||
| Q3 24 | $5.8M | $-7.1M | ||
| Q2 24 | $-25.8M | $2.8M |
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | 16.2% | ||
| Q3 25 | 4.7% | 20.3% | ||
| Q2 25 | 11.0% | 21.5% | ||
| Q1 25 | 9.7% | 21.2% | ||
| Q4 24 | 3.8% | 19.5% | ||
| Q3 24 | 7.7% | 20.8% | ||
| Q2 24 | -0.6% | 22.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | -14.4% | ||
| Q3 25 | -13.9% | -1.6% | ||
| Q2 25 | 2.5% | -1.1% | ||
| Q1 25 | -1.1% | -1.5% | ||
| Q4 24 | -4.0% | -2.0% | ||
| Q3 24 | -0.3% | 0.1% | ||
| Q2 24 | -13.6% | 1.4% |
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | — | ||
| Q3 25 | -13.4% | -4.5% | ||
| Q2 25 | 0.7% | -4.1% | ||
| Q1 25 | -1.7% | -3.3% | ||
| Q4 24 | 51.4% | — | ||
| Q3 24 | 1.5% | -3.3% | ||
| Q2 24 | -7.5% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $-2.76 | ||
| Q3 25 | $-3.30 | $-0.34 | ||
| Q2 25 | $0.17 | $-0.34 | ||
| Q1 25 | $-0.38 | $-0.26 | ||
| Q4 24 | $11.87 | $-0.22 | ||
| Q3 24 | $0.35 | $-0.26 | ||
| Q2 24 | $-1.55 | $0.10 |
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 | $66.3M |
| Total DebtLower is stronger | $361.1M | $180.9M |
| Stockholders' EquityBook value | $813.8M | $179.8M |
| Total Assets | $1.6B | $551.2M |
| Debt / EquityLower = less leverage | 0.44× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $66.3M | ||
| Q3 25 | $34.4M | $54.0M | ||
| Q2 25 | $46.7M | $49.8M | ||
| Q1 25 | $44.0M | $79.1M | ||
| Q4 24 | $79.6M | $71.8M | ||
| Q3 24 | $35.5M | $54.1M | ||
| Q2 24 | $39.6M | $42.1M |
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | $180.9M | ||
| Q3 25 | $337.0M | — | ||
| Q2 25 | $330.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.4M | $201.6M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $179.8M | ||
| Q3 25 | $783.0M | $251.2M | ||
| Q2 25 | $836.8M | $260.5M | ||
| Q1 25 | $836.6M | $253.1M | ||
| Q4 24 | $854.6M | $245.3M | ||
| Q3 24 | $664.6M | $271.4M | ||
| Q2 24 | $658.6M | $270.5M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $551.2M | ||
| Q3 25 | $1.6B | $632.1M | ||
| Q2 25 | $1.6B | $639.4M | ||
| Q1 25 | $1.6B | $657.4M | ||
| Q4 24 | $1.7B | $621.6M | ||
| Q3 24 | $2.5B | $662.5M | ||
| Q2 24 | $2.5B | $666.7M |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | 1.01× | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.33× | 0.82× | ||
| 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 | — | $8.8M |
| Free Cash FlowOCF − Capex | — | $2.6M |
| FCF MarginFCF / Revenue | — | 1.3% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $8.8M | ||
| Q3 25 | $34.0M | $3.6M | ||
| Q2 25 | $-28.2M | $10.7M | ||
| Q1 25 | $1.5M | $10.9M | ||
| Q4 24 | $-35.1M | $19.2M | ||
| Q3 24 | $16.2M | $10.8M | ||
| Q2 24 | $21.1M | $8.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $2.6M | ||
| Q3 25 | $15.7M | $-2.7M | ||
| Q2 25 | $-51.1M | $7.4M | ||
| Q1 25 | $-31.2M | $4.8M | ||
| Q4 24 | $-68.1M | $14.0M | ||
| Q3 24 | $-30.8M | $4.6M | ||
| Q2 24 | $3.0M | $1.5M |
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | 1.3% | ||
| Q3 25 | 3.9% | -1.3% | ||
| Q2 25 | -13.0% | 3.3% | ||
| Q1 25 | -8.2% | 2.2% | ||
| Q4 24 | -17.6% | 6.4% | ||
| Q3 24 | -7.8% | 2.2% | ||
| Q2 24 | 0.9% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 3.0% | ||
| Q3 25 | 4.6% | 3.0% | ||
| Q2 25 | 5.8% | 1.4% | ||
| Q1 25 | 8.6% | 2.8% | ||
| Q4 24 | 8.5% | 2.4% | ||
| Q3 24 | 12.0% | 2.9% | ||
| Q2 24 | 5.3% | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -10.44× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.18× | — | ||
| Q3 24 | 2.79× | — | ||
| Q2 24 | — | 3.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLW
Segment breakdown not available.
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
